Financial Wellness
Financial wellness is at the core of the Cornerstone Foundation's mission. Enabling young people and adults to manage their resources and plan for a secure financial future is the driver behind this mission. Basic personal financial understanding and skills literally improves lives!
The Foundation supports and provides various programs, grants, trainings, and materials for financial wellness geared to diversely impact communities of all shapes and sizes from cradle to grave.
Journey to Financial Wellness
Journey to Financial Wellness is a thoughtfully designed resource created by the Cornerstone Foundation’s Financial Wellness Task Force to support credit union employees—and by extension, their members—on the path to financial confidence and capability.
Grants
Cornerstone Foundation provides Professional Development Grants, Southwest Credit Union Management School (SCMS) Scholarships, Community Development Grants, Chapter Grants, and Disaster Relief Grants.
Preferred Financial Wellness Providers
The Foundation has vetted and partnered with the following organizations to give credit unions easy access to products and curricula that will best serve their memberships.
Educational Programs
Our educational programs include FiCEP, a course that earns you a Certified Credit Union Financial Counselor (CCUFC); Balanced Life, a turnkey budgeting simulation; and Journey to Financial Wellness, a program that helps credit union employees.
Financial Wellness Merch Store
Share your enthusiasm for financial wellness and support your Cornerstone Foundation by purchasing a Financial Wellness for All tee, hoodie or crewneck sweatshirt.
Financial Wellness Council
The Council program connects industry peers to share ideas, resources, and proven practices. Join the Financial Wellness Council, so you can work alongside others to encourage a bright financial future for your members.
Financial Wellness Task Force
The Foundation gathered a select group of credit union professionals to partner with staff to serve as a think tank for vetting financial wellness programs and supporting new initiatives. See who is involved.
Free Financial Counseling
The Foundation partnered with BALANCE to offer all staff members in the Cornerstone region the opportunity to receive one-on-one coaching with a licensed financial coach/counselor for one year.
CU FinHealth
Join the Cornerstone Foundation and 10 other Foundations/Leagues for the leading financial well-being event for credit unions and system partners.
Sept. 22-23, 2026
Denver, CO