[Natfinwellness] Peer Counselor Curriculm

Susie Jacobs Suzanne.Jacobs at Colorado.EDU
Wed Oct 21 10:01:40 EDT 2015


Hi Amy,

I recommend Inceptia’s financial education certification for at least two of you or your peers.  https://www.inceptia.org/financial-education/certification/  It’s very thorough, reasonably priced and gives your staff/peers some credentials.  Also, we were very careful how we named our staff and chose ‘educators’ and ‘coaches’ over ‘counselors’ because financial counseling implied a much deeper level of education (and liability) than we were providing.  Just a thought.

One more quick note:  I would recommend disclaimers on your presentations and one-on-one in-take forms if you don’t already have them.  I’m happy to share what we have if you’re interested.

Susie Jacobs
(Former director of CU Money Sense)
Manager, Communications
Bursar’s Office
University of Colorado Boulder
T 303 735 0817
F 303 492 1017
Online Bursar’s Office<http://bursar.colorado.edu/>
Social @CUBoulder<https://twitter.com/CUBoulder>

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From: Natfinwellness [mailto:natfinwellness-bounces+suzanne.jacobs=colorado.edu at lists.osu.edu] On Behalf Of Megan Dzurec
Sent: Wednesday, October 21, 2015 7:50 AM
To: awhitmer at albion.edu; National Financial Wellness Listserv <natfinwellness at lists.osu.edu>
Subject: Re: [Natfinwellness] Peer Counselor Curriculm

Hi Amy. I would advise to not do anything unless you have adequate training and supervision. Do you ever have grad students that could oversee your peer health educators?

I'm happy to help you with any questions!


Megan Dzurec, MPH, CHES
Coordinator, Health Promotion & Wellness
John Carroll University


On Oct 21, 2015, at 9:21 AM, Ann Whitmer <awhitmer at albion.edu<mailto:awhitmer at albion.edu>> wrote:
We are looking to start a peer counseling program but we don't have the staff resources to do personal training for all of the peer counselors to start them off on the right foot and get the program rolling.  Nor do we have a huge budget to pay for them to complete the certification programs offered.  Are there any on-line courses or curricula that you'd recommend to give these students the foundation they need?   The thought is that once we get a core group trained they can train the future peer counselors, but how can we get the first group trained?

Thanks for any thoughts or resources.

~Ann

--
Ann Whitmer
Director
Student Financial Services
Albion College
611 East Porter Street
Albion, MI 49224
517-629-0440
517-629-0581 fax
www.albion.edu<http://www.albion.edu>/financialaid
facebook.com/AlbionCollegeStudentFinancialServices<https://www.facebook.com/AlbionCollegeFinancialAid>


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