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Finance Upcoming Training List

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Showing products 1-25 of 49
Certified Financial Counselor Program Readiness webinar

non-member: $438.00
CUNA member: $219.00

EW050417

As an aspiring financial counselor, it is critical that you explore three questions: What problems are your members facing? How are they going to solve them? And, what can you do to help? In this session, we’ll discus ...

5/4/2017

Upcoming Training
CUNA Certified Financial Counselor Part 1 eSchool

CUNA member: $1,395.00

ES8CFC17

Enables you to help members solve financial problems, maximize payments on your loans and improve your credit union’s bottom line. CPE Credits: TBD.

5/4/2017

Financial Education & Counseling, Upcoming Training
CUNA Fundamentals of Investment Management eSchool

non-member: $2,590.00
CUNA member: $1,095.00

ES8FIM17

Gain a credit union-specific introduction to investments in this eSchool. These sessions will teach you the art of investments on conceptual, procedural and strategic levels. You’ll finish the eSchool with a clear und ...

5/8/2017

Upcoming Training
Money, Attitudes and Roles webinar

non-member: $438.00
CUNA member: $219.00

EW051117

It is an undeniable fact that consumers today are mired in debt related to student loans, mortgages, credit cards and medical expenses. In addition to carrying too much debt, consumers are spending too much, saving to ...

5/11/2017

Upcoming Training
Understanding and Improving Cash Flow webinar

non-member: $438.00
CUNA member: $219.00

EW051817-1

One of the first steps in counseling a member is analyzing their financial condition, which includes, but is not limited to their credit score, credit report, cash flow, debt ratio, net worth, character, credit and ca ...

5/18/2017

Upcoming Training
CUNA CFO Council Conference

non-member: $2,800.00
CUNA member: $1,200.00

CFOFL17

Distinguish yourself in the field of credit union finance by gaining insights into key fiscal issues and trends alongside hundreds of peers. CPE Credits: Conference (18-Finance), Pre-conference Workshops (3 Each), Tho ...

5/21/2017

Upcoming Training
From Budget Analysis to Spending Plan webinar

non-member: $438.00
CUNA member: $219.00

EW052517-1

Once a financial counselor understands the member’s current financial condition it is easier to help him/her develop a systematic plan for spending, bill-paying and saving that reduces debt. An additional purpose of c ...

5/25/2017

Upcoming Training
Improving Credit & Correcting Errors on Credit Reports webinar

non-member: $438.00
CUNA member: $219.00

EW060117

The FTC reports that 1 in 5 Americans has a mistake in their credit report. In this session we’ll discuss the importance of encouraging members to review their credit report on an annual basis, how disputes can be mad ...

6/1/2017

Upcoming Training
Helping Your Members to Understand Their Rights On Repossessions, Foreclosures and Bankruptcies webinar

non-member: $438.00
CUNA member: $219.00

EW060817

This webinar will examine the consumers’ motivations to pay their loans, creditor’s motivations to get paid and both parties’ biggest fears.

6/8/2017

Upcoming Training
The Counseling Relationship webinar

non-member: $438.00
CUNA member: $219.00

EW061517

In your sessions with members, you will discover that different people often perceive the same information in different ways. In this session we'll discover how your ability to "enter the member's world" and connect ...

6/15/2017

Upcoming Training
The Counseling Process webinar

non-member: $438.00
CUNA member: $219.00

EW062217

Your role as a financial counselor consists of many responsibilities and requires you to wear many hats: communicator, guide, educator and protector of privacy. In this session we’ll discuss how utilizing a six-step p ...

6/22/2017

Upcoming Training
Controlling Living Expenses - Part 1 webinar

non-member: $438.00
CUNA member: $219.00

EW070617

A critical component of working with members is learning how they manage expenses. In Controlling Living Expenses we’ll explore ideas for reducing housing, transportation and other expenses. Additionally, we’ll review ...

7/6/2017

Upcoming Training
CUNA Certified Financial Counselor Part 2 eSchool(1)

CUNA member: $1,195.00

ES8CFC217

Help members manage expenses, understand their tax obligations, purchase insurance that fits their budget, build an investment strategy and plan for retirement. CPE Credits: TBD.

7/6/2017

Financial Education & Counseling, Upcoming Training
Controlling Living Expenses - Part 2 webinar

non-member: $438.00
CUNA member: $219.00

EW071317

A critical component of working with members is learning how they manage expenses. In Controlling Living Expenses we’ll explore ideas for reducing housing, transportation and other expenses. Additionally, we’ll review ...

7/13/2017

Upcoming Training
Why People Act The Way They Do About Money - Part 1 webinar

non-member: $438.00
CUNA member: $219.00

EW072017

In addition to learning how your members manage their expenses, another critical component of your counseling success is uncovering your members’ beliefs about money so that you can help them discover a sustainable di ...

7/20/2017

Upcoming Training
Why People Act The Way They Do About Money - Part 2 webinar

non-member: $438.00
CUNA member: $219.00

EW072717

In addition to learning how your members manage their expenses, another critical component of your counseling success is uncovering your members’ beliefs about money so that you can help them discover a sustainable di ...

7/27/2017

Upcoming Training
CUNA Financial Management School Advanced

CUNA member: $1,695.00

FM2NV17

Dive into high-level decision-making and strategic scenarios such as risk management and strategic financial forecasting for long-term growth. CPE Credits: TBD.

7/30/2017

Upcoming Training
CUNA Financial Management School Essentials

CUNA member: $1,695.00

FM1NV17

Attendees gain hands-on experience working with a team through financial scenarios provided by an asset-liability management model. CPE Credits: TBD.

7/30/2017

Upcoming Training
CUNA Financial Management School Update

CUNA member: $1,595.00

FM3NV17

Attendees work through issues specific to their credit union in productive discussions with a group of experienced peers and industry experts. CPE Credits: TBD.

7/31/2017

Upcoming Training
Insurance webinar

non-member: $438.00
CUNA member: $219.00

EW080317-1

In this session we will explore topics of insurance and give you the financial knowledge for you to assist your members in understanding the importance of various types of insurance. In these sessions, you will ...

8/3/2017

Upcoming Training
Taxes and Investment Basics webinar

non-member: $438.00
CUNA member: $219.00

EW081017

In this session we will discuss the topics of taxes and the basics of investing to help give you the financial knowledge you need to help your members make wise decisions. In these sessions, you will: Recognize ...

8/10/2017

Upcoming Training
CUNA Economics & Investments Conference - Guest Program

non-member: $169.00
CUNA member: $169.00

EICGNV17

This is a guest program session prior to CUNA Economics & Investments Conference.

8/14/2017

Upcoming Training
CUNA Economics & Investments Conference

CUNA member: $1,295.00

EICNV17

During this event, you’ll find ways to steer your credit union towards growth by studying the latest economic developments. CPE Credits: TBD.

8/14/2017

Upcoming Training
Personal Financial Preparedness webinar

non-member: $438.00
CUNA member: $219.00

EW081717

Help your members create financial security by gaining an understanding of the importance of personal planning, identity theft and fraud. In these sessions, you will: Explore guardianship, wills and power of att ...

8/17/2017

Upcoming Training
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