On Site Schools

Certified Financial Counselor School: Part II

March 14–18, 2010
Boston, MA

ABOUT THIS EVENT

Consumer debt is on the rise and recent statistics report that the average household has over $18,000 in debt. Because of this high level of debt, credit unions are seeing more and more members experiencing financial problems. These problems are the direct result of members not having the needed knowledge or understanding of how to manage their finances, as well as, managing the level of debt.

Through this program you will discover ways to help members prevent and resolve financial problems. Understand the underlying causes of financial difficulties for members and examine different ways members can control and monitor expenses. 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 this school you will:

Examine different methods members can use to control and monitor expenses
Understand consumer credit
Discuss education planning & savings

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 self-study financial counseling certification program. Learn more about FiCEP.

Earn college credit. The American Council on Education's College Credit Recommendation Service has recommended college credit for CUNA's Certified Financial Counsleors School: Part II. Two semester hours in Personal Finance or Financial Planning in the lower division baccalaureate/associate have been recommended. Contact your advisor to determine if your college or university will accept these credits.

LOCATION

Certified Financial Counselor School: Part II: March 14–18, 2010

Certified Financial Counselor Schools: Part I: March 14–18, 2010

Certified Financial Counselor Schools: Advanced: March 14–18, 2010

SHERATON BOSTON
39 Dalton St
Boston, MA 02199-3901
Phone: (800) 325-3535
Fax: (617) 236-1702
Room rates: $199 per night for single/double occupancy^*
Hotel Reservation Deadline: February 23, 2010

* 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 training@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 January 31, 2010)

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 March 7, 2010 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received after March 7, 2010. 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.