Course

Credit Type:
Course
ACE ID:
CUNA-0052
Version:
1
Organization:
America's Credit Unions
Location:
Classroom-based
Length:
11 modules
ACE Credit Recommendation Period:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 1 Personal Finance or Management of Financial Institutions
Credit is recommended only if the student has successfully completed the proctored recertification examination.
Description

Objective:

To ensure that the learners have the basic knowledge and skills to be a financial counselor.

Learning Outcomes:

  • Recognize and address financial needs, to overcome communication barriers, to create a budget and develop a spending plan, to compare the differences between Chapter 7 & 13 bankruptcies, analyze debt, analyze the tax impact of personal decisions and to
Instruction & Assessment
Supplemental Materials
Equivalencies

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