Back to
Retirement and Personal Financial Preparedness course (print) 4th Ed

Retirement and Personal Financial Preparedness course (print) 4th Ed

Product Code:
27572
By addressing spending and debt habits, credit unions can help members extend their financial security throughout their retirement years.

  • $140.00
    Non Member Price
  • $70.00
    CUNA Member Price
 
Want to save more?
If you were a CUNA member, you would save $70.00 on this order. Interested in becoming a member? Learn more at cuna.org/join
Back to

4th Edition

Retirement is often the ultimate goal of members' financial planning. Yet, many financial issues can undermine a members dream of a financially secure retirement. By addressing spending and debt habits and educating members, credit unions can help members extend their financial security throughout their retirement years.

Chapters:

  1. Understanding Retirement Needs
  2. Managing Retirement Savings
  3. Elder Financial Abuse
  4. Wills and Other Personal Estate Issues
  5. Identity Theft
  6. Consumer Fraud

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

In this module, you will learn to:

  • Recognize how to assist members in determining their retirement needs
  • Explore the roles of social security, inflation and tax-advantaged investments in establishing a realistic plan for retirement
  • Identify signs of elder abuse and recognize its contributing factors
  • Review wills and other important legal documents required to protect personal assets
  • Recognize the most common consumer fraud scams and how to address them
  • Understand identify theft and how members can avoid and/or repair damage to their personal information

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

View Less

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