Financial Counselor

Financial Counselor Training and Certification Help your members This unique financial counseling training program for credit union staff build a strong financial combines the low cost and convenience of a self-study program with future the group hands-on learning and networking of an off-site CUNA School. CUNA’s Financial Counseling Certification Program FiCEP Part I Guided self-study  Introduction to Financial Counseling  Financial Counseling Essentials  Special Issues in Financial Counseling One-on-one counseling  Using Communication Skills During Financial Counseling FiCEP Part II Guided self-study  Taxes, Insurance, and Investments  Controlling Living Expenses and Understanding Consumer Credit  Matching Values to Money  Retirement and Special Issues Group training and support  Bi-Weekly Group Conference Calls to help you stay on track and ask questions as you study each module.

 Live group Training Sessions in Utah for Part I & Part II:  Hands-on training with experienced counselors  Network and share best practices  Group review and test preparation Community Seminars  October 12 for Part I, and December 14 for Part II.

 Proctored testing twice each month starting in September.  Ongoing networking and support.  Special training and coaching to help participants develop a detailed vision and plan for financial counseling at your credit union.

Low Cost! Discounted pricing will be based on the number of participants. On the low end, if fifty people from Utah credit unions With member interactions, sign up for the program, it will cost $550 per student. On the high lending and collections end, if 15 people sign up, it will cost $967 per student. Free Webinar on Wednesday, July 27 at 2:00 P.M. For For all credit union staff program details, to learn more about the benefits of financial  Member service counseling training and utilization options to help your members. To participate, register here:  Lending/collections https://www2.gotomeeting.com/register/809966611. Or, Contact  Community educators Stephen Nelson at [email protected] or at 801-243-3118.