[Natfinwellness] Personal Financial Management Certification

[Kathleen Czech]

I would be interested in knowing more, too, Phil. I've been interested in
this for our Peer Money Mentors. Thank you,

Kathy


*Kathy Czech*
*Assistant Director, Financial Literacy & Student Employment | St.
Catherine University | Coeur de Catherine Suite 210 | 2004 Randolph Avenue,
St. Paul, MN 55105 |  kzczech at stkate.edu <kzczech at stkate.edu> |   |
651.690.8685 |* *studentemployment at stkate.edu
<studentemployment at stkate.edu>  |  moneymentors at stkate.edu
<moneymentors at stkate.edu>*




On Fri, Mar 13, 2015 at 11:02 AM, Schuman, Philip Andrew <phaschum at iu.edu>
wrote:

>   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
>
>
> _______________________________________________
> Natfinwellness mailing list
> Natfinwellness at lists.osu.edu
> https://lists.osu.edu/mailman/listinfo/natfinwellness
>
>
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