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March 2019
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Become a Certified CU Financial Counselor
Thursday, March 8, 2018 6:35 AM

Are you ready to become a Certified Credit Union Financial Counselor? Here's your opportunity! Learn the valuable skills and knowledge necessary to assist and empower your members to improve their financial well-being.

  • Acquire skills to help those experiencing financial difficulties
  • Reduce delinquencies and charge-offs
  • Grow product and service revenue
  • Demonstrate the credit union difference
  • Attract new members

This is an enhanced and unique training program for credit union staff that combines the convenience of a self-study program with hands-on group learning. The program begins May 21 and includes live, bi-weekly webinars to help students stay on track with their studies.

An in-person group training and proctored testing session will be held after Part I and Part II of the program.

Group Training and Support

  • Live, bi-weekly webinars are recorded and accessible at any time;
  • Two in-person group training and proctored testing sessions* include review, networking, and sharing of best practices; and
  • Special training and coaching to help participants develop a detailed vision and plan for financial counseling at your CU.

* In-person training sessions and proctored testing will take place in all three Cornerstone-region states IF each state has a minimum of five participants.

Want to Participate?

For more information, please contact Staci Kimmel, Cornerstone Credit Union Foundation, at or 469-385-6447.