[Natfinwellness] Personal Financial Management Certification

[Amanda Gasper]

Hi Phil,



I would be interested in knowing more about your experience with this
program and any feedback that you have. J



Thanks!



Amanda



Amanda Gasper

Financial Literacy Program Coordinator

*It Make$ Cents**!* Money Management Center

University of Wisconsin-La Crosse

2103 Centennial Hall

608-785-8852

http://www.uwlax.edu/It-Makes-Cents/





*From:* Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] *On
Behalf Of *Schuman, Philip Andrew
*Sent:* Friday, March 13, 2015 11:03 AM
*To:* National Financial Wellness Listserv
*Subject:* Re: [Natfinwellness] Personal Financial Management Certification



Claudia,



We’ve used Inceptia CPFM in the past for our peers and I’d be more than
happy to talk to you, or anybody else that’s interested, about it.



Phil





*From: *Claudia Montesano <cmontesano at berkeley.edu>
*Reply-To: *National Financial Wellness Listserv <
natfinwellness at lists.osu.edu>
*Date: *Friday, March 13, 2015 at 11:56 AM
*To: *National Financial Wellness Listserv <natfinwellness at lists.osu.edu>
*Subject: *[Natfinwellness] Personal Financial Management Certification



Hello Everyone,



Happy Friday!



Our office at UC Berkeley has a peer-to-peer financial literacy program and
we have been considering ways to have our peers go through some sort of
certification process in addition to the training we provide. We think this
would be beneficial both to better prepare them to meet with students and
to invest in their professional development.



We just discovered the Inceptia Personal Financial Management Certification
program for higher education professionals, peer counselors, and college
administrators: http://www.inceptiacpfm.org/. Have any of you had your
staff or peers go through this certification and can you provide feedback
on the program? Does anyone have their staff or peers go through a
different certification program?



Thank you in advance for your input!



Best regards,



Claudia Montesano

Financial Literacy and Outreach Coordinator

Financial Aid and Scholarships Office

University of California Berkeley
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