[Natfinwellness] Personal Financial Management Certification

[Briggs, Lesa]

Hi Phil:  I would also be interest in learning more about Inceptia's program.

Thanks.

Lesa Briggs
K-12 Outreach and Financial Literacy Education
Undergraduate Admissions Office
University of Colorado Denver
(303) 315-1833

From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of Schuman, Philip Andrew
Sent: Friday, March 13, 2015 10:03 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

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From: Claudia Montesano <cmontesano at berkeley.edu<mailto:cmontesano at berkeley.edu>>
Reply-To: National Financial Wellness Listserv <natfinwellness at lists.osu.edu<mailto:natfinwellness at lists.osu.edu>>
Date: Friday, March 13, 2015 at 11:56 AM
To: National Financial Wellness Listserv <natfinwellness at lists.osu.edu<mailto: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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