Course Course Summary Section 1 Content Section 1 Content Left Section 1 Content Right Credit Type: Course ACE ID: CUNA-0064 Organization: Credit Union National Association (CUNA) Length: 12 weeks (30 hours) Dates Offered: 7/1/2022 - 6/30/2025 Credit Recommendation & Competencies Section 2 Content Section 2 Content Left Section 2 Content Right Level Credits (SH) Subject Lower-Division Baccalaureate 4 personal financial planning Description Section 3 Content Section 3 Content Left Section 3 Content Right Objective: The course objective is to help attendees with their personal financial wellness and to help attendees provide financial counseling to credit union members. Learning Outcomes: identify financial attitudes, behaviors, and perceptions exemplify skills and qualities of successful financial counselors apply communication skills interview members using the six-step counseling process determine if a member needs a referral to other professionals or assistance programs General Topics: Financial attitudes, behaviors, and perceptions Financial counseling essentials The counseling process Collect and analyze member data Explore solutions Develop plans Saving principles Overcome member objections Counseling families Variable income and self-employment Credit, creditors, collections, judgements, and garnishment Coach members on how to talk to creditors and collectors Credit cards Medical debt Financing higher education Repossessions Housing expenses and loans Eviction, seizure of goods and foreclosure Bankruptcy Life after bankruptcy Identity theft and fraud Elder abuse and financial exploitation Retirement What to do before and after a death Referring members Taxes Insurance Investments Addiction Military veterans and their families Develop a financial counseling and education program financial counseling for credit union employees track, measure, and report financial counseling sessions Instruction & Assessment Section 4 Content Section 4 Content Left Section 4 Content Right Instructional Strategies: Case Studies Classroom Exercise Coaching/Mentoring Computer Based Training Discussion Games/Competition Lectures Practical Exercises 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 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