[Natfinwellness] Personal Financial Management Certification

[Nate Peterson]

Hi Claudia,

We at the University of Minnesota-Twin Cities are in the program right now,
and have counselors that are using this in day to day practice.  I'd be
happy to chat.

Nate

On Fri, Mar 13, 2015 at 11:35 AM, Rebecca Wiggins <rwiggins at afcpe.org>
wrote:

> Claudia,
>
> Happy to speak with you about AFCPE’s AFC® 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)
>
> www.afcpe.org
>
> Follow us on Facebook <https://www.facebook.com/AFCPE>, LinkedIn
> <https://www.linkedin.com/company/2925573?trk=tyah> and Twitter
> <https://twitter.com/AFCPE> @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
> <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>
> *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
>
>


-- 
Nate Peterson
Assistant Director|One Stop Student Services | onestop.umn.edu
222 Pleasant Street SE, 225D STSS
University of Minnesota | umn.edu
*pete2787 at umn.edu <pete2787 at umn.edu>*  | 612-625-0160
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