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CUNA Certified Financial Counselor School: Part I

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December 6–10, 2009
St Pete Beach, FL


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: December 6–10, 2009
Certified Financial Counselor: Part II:  December 6–10, 2009

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 rate: $170 per night for single/double occupancy plus $15 daily resort fee*
Hotel Reservation Deadline: November 16, 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

Both tropical and traditional, the Island Grand is a fun, family-friendly beach resort. The hotel—located directly on the Gulf, in the Tampa Bay area—is known for its white, sandy beaches and meandering shaded waterways.



For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email training@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

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on November 29, 2009 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received after November 29, 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.


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

 



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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.

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