On Site Schools

Certified Financial Counselor School: Part I

March 11–15, 2007
St Pete Beach, FL

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 certification. Or you can simply attend the programs to expand your knowledge and skills in financial counseling.

Throughout the schools you will:

Understand the underlying causes of financial difficulties for members
Learn the best practices for helping members prevent and resolve financial problems
Examine different ways members can control and monitor expenses
Improve your communication skills for financial counseling sessions
Learn how to design a financial counseling program

Earn recognition as a Certified Credit Union Financial Counselor
Testing will be offered for students who wish to pursue the certification. You can review and test at the end of each day or choose to take proctored exams at a later date. To achieve certification, you must successfully complete the exams for both Parts.

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

Certified Financial Counselor School: Part I: March 11–15, 2007

Certified Financial Counselor School: Part II: March 11–15, 2007

TRADEWINDS ISLAND GRAND RESORT
5500 Gulf Blvd
St Pete Beach, FL 33706-2323
Phone: (727)367-6461
Reservations: (800)808-9833
Fax: (727)363-2275
Room rates: $189 sgl/$239 suite^*
Hotel Reservation Deadline: February 16, 2007

* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel 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: $1,395 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!)
Executive Newsletter (6 months free!)

Find out more about these publications

CANCELLATIONS
The last day for cancellations was February 28, 2007. 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.

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.

SHUTTLE AND AIRPORT INFORMATION
Located 35 minutes from Tampa International Airport, SuperShuttle currently provides transportation for $22/person each way. Call 800-282-6817 to make reservations.