Course

Course Summary
Credit Type:
Course
ACE ID:
CUNA-0050
Organization's ID:
0050
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 and Personal Financial Management
Description

Objective:

The course objective is to develop advanced skills in personal financial counseling and financial planning including budgeting, tax strategies and insurance.

Learning Outcomes:

  • Analyze personal expenses and develop strategies to develop and manage budgets
  • Understand and communicate tax implications and develop strategies to manage tax exposure
  • Manage risk and analyze insurance alternatives
  • Communicate the implications of credit scoring and analyze and select the most effective credit card
  • Manage the effect of family events such as divorce on personal finances
  • Provide counseling and help financial planning including retirement planning and build on coaching and counseling skills

General Topics:

  • Controlling living expenses
  • Why people act the way they do about money
  • Taxes, insurance and investments
  • Retirement and personal financial preparedness
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