Retirement and Personal Financial Preparedness course (print)

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Retirement is often the ultimate goal of members financial planning. Yet, many financial issues can undermine a members dream of a financially secure retirement. By addressing spending and debt habits and educating members, credit unions can help members extend their financial security throughout their retirement years.

Chapters:

  1. Understanding Retirement Needs
  2. Managing Retirement Savings
  3. Elder Financial Abuse
  4. Wills and Other Personal Estate Issues
  5. Identity Theft
  6. Consumer Fraud

This course is part of the CUNA Credit Union Financial Counseling Certification Program.

Third Edition, Released May 2014

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27572

 

In this module, you will learn to:

  • Recognize how to assist members in determining their retirement needs
  • Explore the roles of social security, inflation and tax-advantaged investments in establishing a realistic plan for retirement
  • Identify signs of elder abuse and recognize its contributing factors
  • Review wills and other important legal documents required to protect personal assets
  • Recognize the most common consumer fraud scams and how to address them
  • Understand identify theft and how members can avoid and/or repair damage to their personal information

One complimentary exam is included with this module. Additional exams can be purchased for $30.00 each.

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27572

 

CUNA Financial Counseling Certification Program (FiCEP) develops credit union counseling professionals to guide members through future financial situations and enables all credit union staff to become more confident in helping members. Attendees may earn credit toward their Certified Credit Union Financial Counselor (CCUFC) designation upon successfully passing all exams associated with Parts 1 & 2.
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27572

 

CUNA courses are a simple, affordable way to provide current, real-world training to your credit union. Courses are available in print and/or online through CUNA CPDOnline. With hundreds of courses to choose from, you're sure to find learning materials to fit your credit union's needs. See a full course list.

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We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-8010, press 3
 

Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-8010, press 3