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Taxes, Insurance and Investments course (print) 4th Ed

Taxes, Insurance and Investments course (print) 4th Ed

Product Code:
27569
Helping members create a sound financial future requires directing them toward practices to build long-term financial health.

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

Helping members create a sound financial future requires directing them toward practices that build long-term financial health. Among these practices is a careful examination of the amounts devoted to taxes, insurance and investments. This module examines these topics to help the member better use his or her income to stay financially healthy.

Chapters:

  1. Tax Basics
  2. Sources of Tax Filing Assistance
  3. Reducing the Income Tax Burden
  4. Insurance Needs
  5. Auto and Property Insurance Protection
  6. The Role of Life Insurance
  7. Investment Basics
  8. Putting it all Together

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

In this module, you will learn to:

  • Recognize the basics of taxation and how to help members understand their tax obligations and responsibilities
  • Recognize how to guide members to use their tax refunds wisely
  • Explore the basics of risk management and insurance
  • Identify how to help members assess their risk as well as their disability, health, homeowners, auto and life insurance needs
  • Identify how to help members get the appropriate insurance coverage at a price that fits their budget
  • Identify how to help members develop short, medium and long term savings and investment strategies

One complimentary exam is included to test on four modules in Part 2. For information on retaking an exam, please click here.

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