Course

Course Summary
Credit Type:
Course
ACE ID:
CUNA-0049
Organization's ID:
0049
Organization:
Credit Union National Association (CUNA)
Location:
Classroom-based
Length:
16 hours
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 2 Financial Planning or Personal Finance Management
Description

Objective:

The course objective is to develop proficiency in personal financial situation analysis, financial planning, and develop expertise in financial counseling.

Learning Outcomes:

  • Develop analytical skills to recognize the need for financial counseling interventions
  • Analyze personal financial situation
  • Develop financial planning approaches, including budgeting and cash flow management
  • Develop coaching skills
  • Communicate strategies to manage personal finances to clients
  • Develop tools to help monitor personal financial situation

General Topics:

  • Designing and implementing a financial counseling program
  • Communication process for a financial counselor
  • Financial counseling overview and the role of the financial counselor
  • Spending plans
  • Understanding and improving creditworthiness
  • Helping members work with creditors
  • Investigating financial solutions and options
  • Creditors and consumer rights and remedies
  • Financial counseling simulation
  • Understanding your members' financial issues
  • Public agencies and community resources
  • Problem prevention, education, and information programs
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Case Studies
  • Classroom Exercise
  • Computer Based Training
  • Discussion
  • Lectures

Methods of Assessment:

  • Examinations

Minimum Passing Score:

70%
Supplemental Materials