[Natfinwellness] FW: Re: Personal Financial Management Certification

Fri Mar 13 13:31:52 EDT 2015

Good afternoon Claudia,

In response to your request for additional information about Inceptia’s CPFM professional credential program, I’ve attached a product sheet that outlines information about the program.  Inceptia’s CPFM credential is well respected with many financial aid professionals across the country participating in the program.  The program offers discounts when 5 or more from any institution joins.  Please feel free to review the product sheet and to contact Inceptia if desired for additional comments from school peers.

All the best,
Dennis

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A division of NSLP

Dennis Christich
Strategic Business Director

402.479.6863  dir
858.774.2922  cell
402.479.6762  fax

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-------- Original message --------
From: Nate Peterson <pete2787 at umn.edu<mailto:pete2787 at umn.edu>>
Date:03/13/2015 10:01 AM (GMT-08:00)
To: National Financial Wellness Listserv <natfinwellness at lists.osu.edu<mailto:natfinwellness at lists.osu.edu>>
Cc:
Subject: Re: [Natfinwellness] Personal Financial Management Certification

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<mailto: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<tel:703.684.4484%20x%201> (o)
703.684.4485<tel: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<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<tel:%28303%29%20315-1833>

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 01D05D8A.28F80FC0]

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