Course Course Summary Section 1 Content Section 1 Content Left Section 1 Content Right Credit Type: Course ACE ID: CUNA-0050 Organization's ID: 0050 Organization: Credit Union National Association (CUNA) Location: Classroom-based Length: 16 hours Dates Offered: 11/1/2015 - 10/31/2018 3/1/2012 - 10/31/2015 1/1/2004 - 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 and Personal Financial Management Description Section 3 Content Section 3 Content Left Section 3 Content Right Objective: The course objective is to develop advanced skills in personal financial counseling and financial planning including budgeting, tax strategies and insurance. Learning Outcomes: Analyze personal expenses and develop strategies to develop and manage budgets Understand and communicate tax implications and develop strategies to manage tax exposure Manage risk and analyze insurance alternatives Communicate the implications of credit scoring and analyze and select the most effective credit card Manage the effect of family events such as divorce on personal finances Provide counseling and help financial planning including retirement planning and build on coaching and counseling skills General Topics: Controlling living expenses Why people act the way they do about money Taxes, insurance and investments Retirement and personal financial preparedness 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