[Natfinwellness] Personal Financial Management Certification

[Todd Christensen]

Hi Rebecca.

Is our ACC available to organizations outside of the AFCPE membership or outside of Credit Counseling Agencies? For organizations doing peer-to-peer on campus that may not need quite the broad approach that the AFC provides, I think the ACC might be a good fit (especially since it wouldn't take a full year of the college student's four years on campus to achieve). However, since I've never been able to find much information about it on our website, I get the impression that the ACC is kind of the redheaded stepchild we keep hidden away so as not to compete with our flagship. Is that an accurate (if a bit dramatic) assessment? :)

Todd

Todd Christensen
Director of Education
Author of Everyday Money for Everyday People<http://oureverydaymoney.wordpress.com/>

National Financial Education Center
at Debt Reduction Services Inc
6213 N Cloverdale Rd Ste 100
Boise ID 83713
(208) 378-0200 x 906
www.NationalFinancialEducationCenter.org
www.DebtReductionServices.org

Free Weekly Financial Literacy Webinars<https://oureverydaymoney.wordpress.com/webinars>

This electronic mail transmission may contain confidential or privileged information. If you believe that you have received this message in error, please notify the sender by reply transmission and delete the message without copying or disclosing it.
[cid:image002.png at 01D05D9D.4B879610]

From: Natfinwellness [mailto:natfinwellness-bounces+tchristensen=debtreductionservices.org at lists.osu.edu] On Behalf Of Rebecca Wiggins
Sent: Friday, March 13, 2015 10:35 AM
To: 'National Financial Wellness Listserv'
Subject: Re: [Natfinwellness] Personal Financial Management Certification

Claudia,
Happy to speak with you about AFCPE's AFC(r) 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<http://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] 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:image003.png at 01D05D9D.4B879610]

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/e3134e42/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 7797 bytes
Desc: image002.png
URL: <http://lists.osu.edu/pipermail/natfinwellness/attachments/20150313/e3134e42/attachment-0002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 31282 bytes
Desc: image003.png
URL: <http://lists.osu.edu/pipermail/natfinwellness/attachments/20150313/e3134e42/attachment-0003.png>