basic components of financial counseling; what it is and what it isn't. This
module provides an overview of the financial attitudes and behaviors that
contribute to problems with spending, saving, and debt. The basics of financial
counseling are introduced, along with the importance of offering hope to members
who may be overwhelmed by their current financial problems.
- Who Has Problems
- Financial Counseling Basics
- Giving Members
- Examining Member Needs
- Program Design and
- Credit Union Case Studies
This course is part
of the CUNA
Credit Union Financial Counseling Certification Program.
Edition, Released April 2014