This course explores the advantages of financial counseling, to the member and to the credit union. It profiles different credit unions and how they make this service effective. Credit union case studies illustrate the step-by-step process for helping members identify and meet their financial goals.
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Topics include:
• Goals of Financial Counseling
• Causes of Members' Financial Problems
• Skills Required
• The Emotional Aspects of Financial Problems
• Counseling Models
This course is a recommended course in the following learning plans:
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