[Natfinwellness] Personal Financial Management Certification

[Rebecca Wiggins]

Claudia,

Happy to speak with you about AFCPE's AFCR program, and/or our financial
coaching programs with Sage Financial Solutions as well.  Our AFC provides
comprehensive life-cycle financial education and covers everything from
credit/debt to retirement and estate planning.  We have several pathways for
professionals who meet some or all of the required competencies, including a
University approved program option.

 

Give me a call if you have other questions.  Thank you!

 

 

SETTING THE STANDARD,

 

Rebecca Wiggins

Executive Director

Association for Financial Counseling & Planning Education (AFCPE)

703.684.4484 x 1 (o)

703.684.4485 (f)

 <http://www.afcpe.org/> www.afcpe.org

Follow us on  <https://www.facebook.com/AFCPE> Facebook,
<https://www.linkedin.com/company/2925573?trk=tyah> LinkedIn and
<https://twitter.com/AFCPE> Twitter @AFCPE

 

From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf
Of Briggs, Lesa
Sent: Friday, March 13, 2015 12:26 PM
To: National Financial Wellness Listserv
Subject: Re: [Natfinwellness] Personal Financial Management Certification

 

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

 



 

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

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.osu.edu/pipermail/natfinwellness/attachments/20150313/580e448f/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 31282 bytes
Desc: not available
URL: <http://lists.osu.edu/pipermail/natfinwellness/attachments/20150313/580e448f/attachment-0001.png>