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Financial Counseling for Members course (print)

Financial Counseling for Members course (print)

Product Code:
S1301M

This course explores the advantages of financial counseling, to the member and to the credit union.

Includes:
  • One CPD Online Complimentary Exam

  • $110.00
    Non Member Price
  • $55.00
    CUNA Member Price
 
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This course explores the advantages of financial counseling, to the member and to the credit union. It profiles different credit unions and how they make this service effective. Credit union case studies illustrate the step-by-step process for helping members identify and meet their financial goals.

This is a CUNA STAR course.

Topics include:

  • Goals of Financial Counseling
  • Causes of Members' Financial Problems
  • Skills Required
  • The Emotional Aspects of Financial Problems
  • Counseling Models

An optional online exam is included for this course through CUNA Professional Development Online (CPD Online). Additional exams can be purchased for $24.50 each.

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