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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Good afternoon Claudia,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">All the best,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Dennis<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><img width="150" height="38" id="Picture_x0020_2" src="cid:image001.jpg@01D05D79.0B510730"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:8.0pt;font-family:"Calibri","sans-serif";color:black">A division of NSLP<o:p></o:p></span></i></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#515151"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#515151">Dennis Christich</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#515151"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#515151">Strategic Business Director<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#515151"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#515151">402.479.6863 dir<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#515151">858.774.2922 cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#515151">402.479.6762 fax<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#515151"><o:p> </o:p></span></p>
<p class="MsoNormal"><a href="http://www.twitter.com/inceptia"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#355D9B;text-decoration:none"><img border="0" width="20" height="20" id="_x0000_i1029" src="cid:image002.jpg@01D05D79.0B510730"></span></a><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#355D9B"> </span><a href="http://www.linkedin.com/company/inceptia"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;text-decoration:none"><img border="0" width="20" height="20" id="Picture_x0020_3" src="cid:image003.jpg@01D05D79.0B510730"></span></a><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><a href="https://www.youtube.com/user/InceptiaTube"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#355D9B;text-decoration:none"><img border="0" width="20" height="20" id="Picture_x0020_4" src="cid:image004.jpg@01D05D79.0B510730"></span></a><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">
</span><a href="https://www.facebook.com/FinAve"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#355D9B;text-decoration:none"><img border="0" width="20" height="20" id="Picture_x0020_5" src="cid:image005.jpg@01D05D79.0B510730"></span></a><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#355D9B"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Calibri","sans-serif";color:#355D9B"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#515151">Inceptia’s Default Prevention Outreach Service Named a University Business Magazine 2014 Readers’ Choice Top Product<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Calibri","sans-serif";color:#355D9B"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Arial","sans-serif";color:#515151">The information contained in this e-mail transmission contains confidential information belonging to the sender which is privileged. The information is intended
only for the use of the individual receiving the e-mail and should not be copied nor distributed to any other individual. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution or taking of any action in reliance
on the contents of this e-mail information is strictly prohibited. If you have received this e-mail in error, please immediately notify the sender.<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><o:p> </o:p></p>
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<p class="MsoNormal">-------- Original message --------<o:p></o:p></p>
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<p class="MsoNormal">From: Nate Peterson <<a href="mailto:pete2787@umn.edu">pete2787@umn.edu</a>>
<o:p></o:p></p>
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<p class="MsoNormal">Date:03/13/2015 10:01 AM (GMT-08:00) <o:p></o:p></p>
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<p class="MsoNormal">To: National Financial Wellness Listserv <<a href="mailto:natfinwellness@lists.osu.edu">natfinwellness@lists.osu.edu</a>>
<o:p></o:p></p>
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<p class="MsoNormal">Cc: <o:p></o:p></p>
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<p class="MsoNormal">Subject: Re: [Natfinwellness] Personal Financial Management Certification
<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hi Claudia,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">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.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Nate<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Fri, Mar 13, 2015 at 11:35 AM, Rebecca Wiggins <<a href="mailto:rwiggins@afcpe.org" target="_blank">rwiggins@afcpe.org</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a name="14c13fdb033b02a2__MailEndCompose"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626">Claudia,</span></a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626">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.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626">Give me a call if you have other questions. Thank you!</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957">SETTING THE STANDARD,</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957">Rebecca Wiggins</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957">Executive Director</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><i><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957">Association for Financial Counseling & Planning Education</span></i><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957">
(AFCPE)</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957"><a href="tel:703.684.4484%20x%201" target="_blank">703.684.4484 x 1</a> (o)</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957"><a href="tel:703.684.4485" target="_blank">703.684.4485</a> (f)</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt"><a href="http://www.afcpe.org/" target="_blank"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#84A3C4">www.afcpe.org</span></a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957">Follow us</span><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#7F7F7F"> on</span><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626">
</span><a href="https://www.facebook.com/AFCPE" target="_blank"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#84A3C4">Facebook</span></a><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957">,</span><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626">
</span><a href="https://www.linkedin.com/company/2925573?trk=tyah" target="_blank"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#84A3C4">LinkedIn</span></a><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626">
</span><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957">and</span><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626">
</span><a href="https://twitter.com/AFCPE" target="_blank"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#84A3C4">Twitter</span></a><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626">
</span><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#625957">@AFCPE</span><o:p></o:p></p>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#262626"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif"">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif""> Natfinwellness [mailto:<a href="mailto:natfinwellness-bounces@lists.osu.edu" target="_blank">natfinwellness-bounces@lists.osu.edu</a>]
<b>On Behalf Of </b>Briggs, Lesa<br>
<b>Sent:</b> Friday, March 13, 2015 12:26 PM</span><o:p></o:p></p>
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<p class="MsoNormal"><br>
<b>To:</b> National Financial Wellness Listserv<br>
<b>Subject:</b> Re: [Natfinwellness] Personal Financial Management Certification<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Hi Phil: I would also be interest in learning more about Inceptia’s program.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Thanks.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Lesa Briggs</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">K-12 Outreach and Financial Literacy Education</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Undergraduate Admissions Office</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">University of Colorado Denver</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"><a href="tel:%28303%29%20315-1833" target="_blank">(303) 315-1833</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif"">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif""> Natfinwellness [<a href="mailto:natfinwellness-bounces@lists.osu.edu" target="_blank">mailto:natfinwellness-bounces@lists.osu.edu</a>]
<b>On Behalf Of </b>Schuman, Philip Andrew<br>
<b>Sent:</b> Friday, March 13, 2015 10:03 AM<br>
<b>To:</b> National Financial Wellness Listserv<br>
<b>Subject:</b> Re: [Natfinwellness] Personal Financial Management Certification</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Claudia,</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">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.</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Phil</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><img border="0" width="263" height="291" id="_x0000_i1025" src="cid:image001.png@01D05D8A.28F80FC0"></span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black">From:
</span></b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black">Claudia Montesano <<a href="mailto:cmontesano@berkeley.edu" target="_blank">cmontesano@berkeley.edu</a>><br>
<b>Reply-To: </b>National Financial Wellness Listserv <<a href="mailto:natfinwellness@lists.osu.edu" target="_blank">natfinwellness@lists.osu.edu</a>><br>
<b>Date: </b>Friday, March 13, 2015 at 11:56 AM<br>
<b>To: </b>National Financial Wellness Listserv <<a href="mailto:natfinwellness@lists.osu.edu" target="_blank">natfinwellness@lists.osu.edu</a>><br>
<b>Subject: </b>[Natfinwellness] Personal Financial Management Certification</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Hello Everyone,
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Happy Friday!</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">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. </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">We just discovered the Inceptia Personal Financial Management Certification program for higher education
professionals, peer counselors, and college administrators: <a href="http://www.inceptiacpfm.org/" target="_blank">
http://www.inceptiacpfm.org/</a>. 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?</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Thank you in advance for your input!</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Best regards,</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Claudia Montesano</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Financial Literacy and Outreach Coordinator</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">University of California Berkeley</span><o:p></o:p></p>
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<a href="https://lists.osu.edu/mailman/listinfo/natfinwellness" target="_blank">https://lists.osu.edu/mailman/listinfo/natfinwellness</a><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">-- <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS","sans-serif";color:#333333">Nate Peterson<br>
Assistant Director|One Stop Student Services | <a href="http://onestop.umn.edu/" target="_blank"><span style="color:#1155CC">onestop.umn.edu</span></a><br>
222 Pleasant Street SE, 225D STSS<br>
University of Minnesota | <a href="http://umn.edu/" target="_blank"><span style="color:#1155CC">umn.edu</span></a><br>
<u><a href="mailto:pete2787@umn.edu" target="_blank">pete2787@umn.edu</a></u> | 612-625-0160</span><o:p></o:p></p>
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