[Natfinwellness] Financial literacy-type certification for educators working with college students?

Sherrie Clayton sherrie.clayton at duke.edu
Wed Nov 30 09:27:48 EST 2016 

Hi Carissa,

Does Inception plan to replace the current certification program or simply discontinue what is currently offered?

Thanks,

Sherrie Clayton | Assistant Director of Accounting and Educational Services
Duke University Student Loan Office<http://www.financialaid.duke.edu/loans>
2127 Campus Drive
Box 90755
Durham, NC 27708
(T)  919.660.3636
(F)  919.684-6132
 [new logo_email] <http://www.personalfinance.duke.edu/>
  To save paper, please think twice before printing this email – thank you!




From: Natfinwellness [mailto:natfinwellness-bounces+sherrie.clayton=duke.edu at lists.osu.edu] On Behalf Of Carissa Uhlman
Sent: Wednesday, November 30, 2016 9:23 AM
To: National Financial Wellness Listserv <natfinwellness at lists.osu.edu>
Subject: Re: [Natfinwellness] Financial literacy-type certification for educators working with college students?

Andrea, thank you for sharing this information. It is true that Inceptia has discontinued the CPFM program; we did honor any prepaid certifications, such as the one Christina’s department purchased in advance of our decision to end new registrations.

Anyone who has purchased the certification but has yet to complete the exam should do so by July 31st. Also, for those who currently hold the CPFM designation, we will continue to keep the certification valid with our ongoing CEU process.

Please contact us at CPFMAdministrator at Inceptia.org<mailto:CPFMAdministrator at Inceptia.org> if we can answer any additional questions.

Thank you,

Carissa Uhlman


[cid:image010.png at 01CFEC4A.0FE05990]<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.inceptia.org_&d=CwMGaQ&c=imBPVzF25OnBgGmVOlcsiEgHoG1i6YHLR0Sj_gZ4adc&r=5UrgvEF_zTMBIprotZwGnkcCXfh95KCe6FzYp_Tx7Yw&m=mxgfVy26F4xGcRohjTjTJs3-Qx8GUtemcVdT7EU2QhA&s=4baVgpxVFEvxvKnD1243e-JbwdlOBPFMrvdIKBXMbDw&e=>

Carissa Uhlman
Vice President of Student Success


402.479.6809  dir
614.398-1979  cell
402.479.6762  fax

1300 O Street
Lincoln, NE 68508

[cid:image003.jpg at 01CF704B.BC670540]<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.twitter.com_inceptia&d=CwMGaQ&c=imBPVzF25OnBgGmVOlcsiEgHoG1i6YHLR0Sj_gZ4adc&r=5UrgvEF_zTMBIprotZwGnkcCXfh95KCe6FzYp_Tx7Yw&m=mxgfVy26F4xGcRohjTjTJs3-Qx8GUtemcVdT7EU2QhA&s=op5kEOMawWUPLh75MANyPqWwjHkk2V9ZHf5lUJH_R9k&e=> [cid:image004.jpg at 01CF704B.BC670540] <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.linkedin.com_company_inceptia&d=CwMGaQ&c=imBPVzF25OnBgGmVOlcsiEgHoG1i6YHLR0Sj_gZ4adc&r=5UrgvEF_zTMBIprotZwGnkcCXfh95KCe6FzYp_Tx7Yw&m=mxgfVy26F4xGcRohjTjTJs3-Qx8GUtemcVdT7EU2QhA&s=vgSMpgNSoBJncFQQfvfKLMnPRHI1UcnbGeQm4COUg4k&e=>  [cid:image005.jpg at 01CF704B.BC670540] <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.youtube.com_user_InceptiaTube&d=CwMGaQ&c=imBPVzF25OnBgGmVOlcsiEgHoG1i6YHLR0Sj_gZ4adc&r=5UrgvEF_zTMBIprotZwGnkcCXfh95KCe6FzYp_Tx7Yw&m=mxgfVy26F4xGcRohjTjTJs3-Qx8GUtemcVdT7EU2QhA&s=iT6Sp6zq5VNSJMOBzVnFkDGLbF7EkWaQgaosYDIcqq0&e=>  [cid:image006.jpg at 01CF704B.BC670540] <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.facebook.com_FinAve&d=CwMGaQ&c=imBPVzF25OnBgGmVOlcsiEgHoG1i6YHLR0Sj_gZ4adc&r=5UrgvEF_zTMBIprotZwGnkcCXfh95KCe6FzYp_Tx7Yw&m=mxgfVy26F4xGcRohjTjTJs3-Qx8GUtemcVdT7EU2QhA&s=AKfKZNppFkuGlus7ZRKE1rHWYj4kE34DQagGN6fOcFA&e=>

Inceptia’s Default Prevention Outreach Service Named a University Business Magazine 2013 Readers’ Choice Top Product

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From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of Pellegrini, Andrea
Sent: Wednesday, November 30, 2016 9:12 AM
To: National Financial Wellness Listserv <natfinwellness at lists.osu.edu<mailto:natfinwellness at lists.osu.edu>>
Subject: Re: [Natfinwellness] Financial literacy-type certification for educators working with college students?

Hello Christina,

I received the attached message two weeks ago. I completed the Inceptia certification over a year ago, but you should have received at least something indicating you only have until July 31, 2017, to complete the exam.

Best,
Andrea

From: Natfinwellness <natfinwellness-bounces+apelleg3=uillinois.edu at lists.osu.edu<mailto:natfinwellness-bounces+apelleg3=uillinois.edu at lists.osu.edu>> on behalf of "Villalobos, Christina" <Christina.Villalobos at ccaurora.edu<mailto:Christina.Villalobos at ccaurora.edu>>
Reply-To: National Financial Wellness Listserv <natfinwellness at lists.osu.edu<mailto:natfinwellness at lists.osu.edu>>
Date: Tuesday, November 29, 2016 at 5:07 PM
To: National Financial Wellness Listserv <natfinwellness at lists.osu.edu<mailto:natfinwellness at lists.osu.edu>>
Subject: Re: [Natfinwellness] Financial literacy-type certification for educators working with college students?

Hi Michelle,

Are you positive that the Inceptia program has been discontinued? I ask because I just completed my registration for the Inceptia online Personal Financial Management certification yesterday!  My registration fee had been pre-paid by my department a couple weeks ago but I still was able to complete all my registration info yesterday and order my study material.


Christina Villalobos
Scholarship Advisor
Community College of Aurora
303-340-7507
christina.villalobos at ccaurora.edu<mailto:christina.villalobos at ccaurora.edu>



From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of Onaka, Michelle
Sent: Tuesday, November 29, 2016 3:57 PM
To: 'natfinwellness at lists.osu.edu' <natfinwellness at lists.osu.edu<mailto:natfinwellness at lists.osu.edu>>
Subject: [Natfinwellness] Financial literacy-type certification for educators working with college students?

Hi everyone,

I work for TRiO Student Support Services, which means that I work with low-income and first-generation college students (and students with disabilities) and help them progress toward their bachelor’s degrees. In an effort to improve how our program educates students about financial literacy (financial literacy education is one of the federal requirements for our program), I was planning to complete the Inceptia Personal Financial Management online certification next month. Unfortunately, I was just informed that that program has been discontinued. So I was hoping the brilliant minds of this listserv might be able to point me towards other options for increasing my own financial literacy knowledge and skills so that I can improve our services for our students. Specifically, I’m interested in an online program that I can do at my own pace, and the program should be aimed at educators of college students. Bonus points for a program that also covers cultural competency/cultural differences in relation to financial conversations. Any thoughts and resources would be appreciated. Thanks so much!

Michelle Onaka
Michelle.Onaka at oregonstate.edu<mailto:Michelle.Onaka at oregonstate.edu>
Academic Counselor-TRiO Student Support Services
324 Waldo Hall, Oregon State University
541-737-2549 (office) 512-222-7921 (cell)

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