CUNA Financial Counseling eSchool

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CUNA Financial Counseling eSchool
Topics and Schedule

Please note that the Topics/Objectives listed below are subject to change.

Class 1: June 12, 2008
Financial Counseling: Overview & the Financial Counselor's Role
Identify myths and goals of financial counseling Examine a financial counseling model that can provide a framework for your budget counseling process Determine the financial counselor's role in working with the member's other creditors Teach members how to negotiate with creditors honestly and fairly Learn how to help your member construct a letter for creditors Discuss what to do when members are unable to make any payment due to job loss, disability, and other severe financial problems

Class 2: June 19, 2008
Financial Counseling: Budgeting Analysis & Spending Plans
Help members develop a plan for spending, bill paying, and saving See how to help members build savings on a tight budget Determine ways to help members clarify and resolve their financial problems Learn an approach to debt reduction that discourages default and bankruptcy

Class 3: June 26, 2008
Financial Counseling: How to Improve Credit Worthiness & Credit Scores
Use a credit scoring exercise to see how credit scores are determined Learn the correlation between credit scores and interest rates Discuss what members can do to improve their credit score and creditworthiness Demonstrate how improved scores reduce interest expense and speed up debt reduction

Class 4: July 10, 2008
Financial Counseling: Investigating Financial Solutions & Options
Consider the option available to solve debt problems Identify practical solutions to credit problems Learn ways to help members understand their financial situation and options Identify resources and opportunities to help reduce your member's monthly deficit

Class 5: July 17, 2008
Financial Counseling: Understanding Your Member's Financial Issues
Understand the environment your member operates in Discuss why your member acts the way they do Identify financial problems and their impact Distinguish differences between financial crises, emergencies, and problems

Class 6: July 24, 2008
Financial Counseling: Communications for Financial Counselors: Part I & II
Understand several important communication principles Discuss the different ways in which members communicate Identify factors that influence and also create obstacles in the communication process Understand the important role of listening skills

Class 7: August 7, 2008
Financial Counseling: Designing & Implementing a Financial Counseling Program
Learn how to determine client needs and institutional attitudes Analyze your department structure and program personnel Discuss the development of training programs, adequate counseling facilities, and effective policies and procedures

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CUNA Financial Counseling eSchoolTopics and Schedule

CUNA Financial Counseling eSchool
Topics and Schedule