On Site Schools

CUNA Certified Financial Counselor School: Part I

December 7–11, 2008
Tempe, AZ

ABOUT THIS EVENT

If you take a snapshot of American debt, the photograph is alarming. Recent statistics from the Federal Reserve estimates debt levels of $18,654 per household, not including mortgage debt.

This training will help you discover ways to help members prevent and resolve financial problems. You'll also have the opportunity to earn your Certified Credit Union Financial Counselor (CCUFC) certification. Or you can simply attend the programs to expand your knowledge and skills in financial counseling.

Throughout the schools you will:

Learn the underlying causes of financial difficulties
Discuss best practices for members who are trying to resolve and prevent financial problems
Learn the best ways to communicate during a financial counseling session
Examine different methods members can use to control and monitor expenses
Learn how to design a financial counseling program

Earn national recognition for your financial counseling expertise
At Part I and Part II Schools, testing is provided for those pursuing their Certified Credit Union Financial Counselor (CCUFC) certification. You can review and test at the end of each day or choose to take the exams at a later date at a proctored exam site. To achieve certification, you must successfully complete the exams for both Part I and II of
CUNA Certified Financial Counselor Schools. You may attend Parts I and II in any order; there are no prerequisites. Upon completion of both parts, you will receive a "Certified Financial Counseling" certification.

You may also receive your certification through FiCEP, a new self-study financial counseling certification program. Learn more about FiCEP.

Please note: If you are attending Part I and doing the certification program it is mandatory that you attend Sunday afternoon's session on Designing & Implementing a Financial Counseling Program and take the test following the session.

LOCATION

CUNA Certified Financial Counselor School: Part I: December 7–11, 2008

Certified Financial Counselor School: Part II: December 7–11, 2008

TEMPE MISSION PALMS
60 E 5th St
Tempe, AZ 85281-3658
Phone: (480)894-1400
Reservations: (800)547-8705
Fax: (480)968-7677
Room rates: $175 sgl/dbl^*
Hotel Reservation Deadline: November 10, 2008

* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference "CUNA" or "Credit Union National Association."

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

TUITION
Registration Fee, Attendee: $1,295 per person
($1,395 after October 24, 2008)
CUNA Council Members receive a $100 discount

Affiliation with CUNA/League is required for attendance.

WHO SHOULD ATTEND
This program is designed for credit union staff who work in financial counseling, collections, or lending, as well as other staff who are committed to helping members gain control of their financial future.

TOPICS & OBJECTIVES

PREVIEW THE SCHEDULE

INSTRUCTORS

WHAT PAST ATTENDEES SAY

FREE PUBLICATIONS
Try one of these publications free when you register for this program!

Credit Union Magazine (6 months free!)
Directors Newsletter (6 months free!)

Find out more about these publications

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on October 24, 2008 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received after October 24, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

CPE Credits

AIRLINE INFORMATION
United Airlines is the "Official Airline" for the programs. Call United's Specialized Meetings Reservation Center at (800) 521-4041 to make your airline reservations. Please reference ID# 553SF.


Download the complete brochure