CPDOnline


Schools & Conferences


Self-Study Certificate Programs


Seminars in a Box


Training on Demand


Webinars & eSchools


Creating Member Loyalty


Audio Conferences


Books & Videos


All Training Events Calendar


Training Home


Log In

 

CPDOnline


Webinars & eSchools


Archived Programs

 

Training and Development Resources

 

HR & Trainers Corner


CU Magazine & Newsletters


Compensation Resources & HR Services


CUNA Councils





Community Conference 2009


The 1 2010


Legislative Affairs Political Affairs Compliance Regulatory Advocacy
Training Products & Services Research & Statistics Strategic Services Consumer Information

CUNA Certified Financial Counselor School: Part I

  | Home | Topics | Schedule | Instructors | Testimonials |


 

March 29–April 2, 2009
San Diego, CA

Also available December 6–10, 2009

Of related interest:
CUNA Certified Financial Counselor School: Part II,
starting December 6, 2009



ABOUT THIS EVENT

A recent CU360.cuna.org article reports that no demographic group is immune from delinquency: 14% of households with an income of more than $100,000 say they're delinquent, and 13% of households whose mortgage is paid off also have at least one bill 30 or more days overdue. Credit unions are seeing more and more members who are experiencing financial difficulties because they lack the knowledge or understanding of how to manage their finances and debt level.

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.


 
LOCATION
CUNA Certified Financial Counselor School: Part I: March 29–April 2, 2009
CUNA Certified Financial Counselor School: Advanced:  March 29–April 2, 2009

THE WESTIN GASLAMP QUARTER
910 Broadway Circle
San Diego, CA 92101
Phone: (619) 239-2200
Reservations: (866) 716-8132
Fax: (619) 239-3216
Room rates: $209 per night for single/double occupancy*
Hotel Reservation Deadline: March 9, 2009
* 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."

 
LODGING DETAIL

Stay in San Diego's historic and vibrant Gaslamp Quarter, featuring fine shopping, restaurants, entertainment, and culture. The Westin Gaslamp Quarter, San Diego is located 3 miles from the San Diego International Airport and offers a unique location, with the exhilarating excitement of the city at your doorstep.



TUITION
Registration Fee, Attendee: $1,395 per person

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
The last day for cancellations was March 22, 2009. 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. To make reservations, visit www.united.com or call United's Specialized Meetings Reservation Center at (800) 521-4041. Please reference ID# 553SF.




  | Home | Topics | Schedule | Instructors | Testimonials |


100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.

Not finding what you're looking for? Click here to submit your topic suggestion or question.

Copyright © Credit Union National Association, Inc.