Course Course Summary Section 1 Content Section 1 Content Left Section 1 Content Right Credit Type: Course ACE ID: CUNA-0049 Organization's ID: 0049 Organization: Credit Union National Association (CUNA) Location: Classroom-based Length: 16 hours Dates Offered: 11/1/2015 - 10/31/2018 3/1/2012 - 11/4/2015 12/1/2008 - 2/29/2012 Credit Recommendation & Competencies Section 2 Content Section 2 Content Left Section 2 Content Right Level Credits (SH) Subject Lower-Division Baccalaureate 2 Financial Planning or Personal Finance Management Description Section 3 Content Section 3 Content Left Section 3 Content Right Objective: The course objective is to develop proficiency in personal financial situation analysis, financial planning, and develop expertise in financial counseling. Learning Outcomes: Develop analytical skills to recognize the need for financial counseling interventions Analyze personal financial situation Develop financial planning approaches, including budgeting and cash flow management Develop coaching skills Communicate strategies to manage personal finances to clients Develop tools to help monitor personal financial situation General Topics: Designing and implementing a financial counseling program Communication process for a financial counselor Financial counseling overview and the role of the financial counselor Spending plans Understanding and improving creditworthiness Helping members work with creditors Investigating financial solutions and options Creditors and consumer rights and remedies Financial counseling simulation Understanding your members' financial issues Public agencies and community resources Problem prevention, education, and information programs Instruction & Assessment Section 4 Content Section 4 Content Left Section 4 Content Right Instructional Strategies: Audio Visual Materials Case Studies Classroom Exercise Computer Based Training Discussion Lectures Methods of Assessment: Examinations Minimum Passing Score: 70% Supplemental Materials Section 5 Content Section 5 Content Left Section 5 Content Right Section 6 Content Section 6 Content Left Section 6 Content Right Button Content Rail Content 1 Other offerings from Credit Union National Association (CUNA) Bank Secrecy Act Compliance Specialist (BSACS) (CUNA-0053) Certified Credit Union Financial Counselor (CCUFC) (CUNA-0064) Certified Credit Union Internal Auditor (CCUIA) (CUNA-0061) Certified Credit Union Investments Professional (CCUIP) (CUNA-0063) Credit Union Business Development Professional (CUBDP) (CUNA-0058) Credit Union Business Lending Professional (CUBLP) (CUNA-0065) Credit Union Certified Marketing Executive (CUCME) (CUNA-0055) Credit Union Compliance Expert (CUCE) (CUNA-0054) Credit Union Enterprise Risk Management Expert (CUERME) (CUNA-0059) Credit Union Human Resources Compliance Professional (CUHRCP) (CUNA-0062) View All Courses Page Content