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Financial Counseling Essentials course (print)

Financial Counseling Essentials course (print)

Product Code:
27565
Get the tools and information needed to help members change their financial practices and rebuild their financial future.

  • $140.00
    Non Member Price
  • $70.00
    CUNA Member Price
 
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4th Edition

Get the tools and information needed to help members change their financial practices and rebuild their financial future. Learn how to dive into the role of a credit union financial counselor, including the essential work of analyzing spending, savings and debt.

Chapters:

  1. The Role of the Financial Advisor
  2. A Model for Financial Counseling
  3. Understanding Cash Flow
  4. Collecting Information
  5. Analyzing the Data
  6. Constructing a Spending Plan
  7. Dealing with Debt
  8. What Counseling Can Do
  9. A New Approach

This course is a part of the CUNA Financial Counseling Certification Program (FiCEP).

In this module, you will learn to:

  • Recognize the different types of counseling required depending on the members' circumstances
  • Outline the key objectives of each type of counseling
  • Identify how to help the member collect data about their spending, savings and debt situation
  • Outline the basics of savings and debt reduction strategies
  • Identify how to help the member analyze their information, set goals and develop plans to address the problem areas
  • Identify how to motivate the member to implement their plans and return for follow up discussions at regular intervals
  • Recognize the basic process that counselors follow from beginning to end

One complimentary exam is included with this module. For information on retaking an exam, please click here.

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Have a question? Email or call 800-356-8010 ext. 3.