[Natfinwellness] Natfinwellness Digest, Vol 5, Issue 9

Fri Mar 13 12:58:08 EDT 2015

Hi Amanda:
It is $250 per person. The Inceptia one is 650, I believe, per person.

Warmly,

Oana Zayic
Financial Aid Officer
Minneapolis Community and Technical College
P: 612-659-6228
F: 612-659-6230

-----Original Message-----
From: Natfinwellness [mailto:natfinwellness-bounces+oana.zayic=minneapolis.edu at lists.osu.edu] On Behalf Of natfinwellness-request at lists.osu.edu
Sent: Friday, March 13, 2015 11:35 AM
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Subject: Natfinwellness Digest, Vol 5, Issue 9

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Today's Topics:

   1. Re: Natfinwellness Digest, Vol 5, Issue 7 (Amanda Gasper)
   2. Re: Personal Financial Management Certification (Rebecca Wiggins)

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Message: 1
Date: Fri, 13 Mar 2015 11:34:24 -0500
From: Amanda Gasper <agasper at uwlax.edu>
To: National Financial Wellness Listserv
	<natfinwellness at lists.osu.edu>
Subject: Re: [Natfinwellness] Natfinwellness Digest, Vol 5, Issue 7
Message-ID: <302478ccabba21e48bfaede064648a5b at mail.gmail.com>
Content-Type: text/plain; charset="UTF-8"

Hi Oana,

Quick question- was is the cost? Is it $250 per participant or $250 for a group (cohort) of 30?

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/

-----Original Message-----
From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of Oana Zayic
Sent: Friday, March 13, 2015 11:28 AM
To: natfinwellness at lists.osu.edu
Subject: Re: [Natfinwellness] Natfinwellness Digest, Vol 5, Issue 7

Hello everyone:
I am completing the FEC with University of Minnesota Extension and I highly recommend it as a financial education program. Apart from content which is really great, it is also professor led, all online and a third of the cost of the Inceptia certificate.

Warmly,

Oana Zayic
Financial Aid Officer
Minneapolis Community and Technical College
P: 612-659-6228
F: 612-659-6230

Warmly,

Oana Zayic
Financial Aid Officer
Minneapolis Community and Technical College
P: 612-659-6228
F: 612-659-6230

-----Original Message-----
From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of natfinwellness-request at lists.osu.edu
Sent: Friday, March 13, 2015 11:26 AM
To: natfinwellness at lists.osu.edu
Subject: Natfinwellness Digest, Vol 5, Issue 7

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	natfinwellness at lists.osu.edu

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Today's Topics:

   1. Re: Personal Financial Management Certification (Briggs, Lesa)

----------------------------------------------------------------------

Message: 1
Date: Fri, 13 Mar 2015 16:26:01 +0000
From: "Briggs, Lesa" <Lesa.Briggs at ucdenver.edu>
To: National Financial Wellness Listserv
	<natfinwellness at lists.osu.edu>
Subject: Re: [Natfinwellness] Personal Financial Management
	Certification
Message-ID:

<BLUPR0501MB107499B2C70A6DD7741B845787070 at BLUPR0501MB1074.namprd05.prod.ou
tlook.com>

Content-Type: text/plain; charset="us-ascii"

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

[cid:image001.png at 01D05D78.18CFE1C0]

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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Message: 2
Date: Fri, 13 Mar 2015 12:35:17 -0400
From: Rebecca Wiggins <rwiggins at afcpe.org>
To: 'National Financial Wellness Listserv'
	<natfinwellness at lists.osu.edu>
Subject: Re: [Natfinwellness] Personal Financial Management
	Certification
Message-ID: <1f2b01d05dab$b1b2f2f0$1518d8d0$@afcpe.org>
Content-Type: text/plain; charset="us-ascii"

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