<div dir="ltr">Hi Claudia,<div><br></div><div>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.</div><div><br></div><div>Nate</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Fri, Mar 13, 2015 at 11:35 AM, Rebecca Wiggins <span dir="ltr"><<a href="mailto:rwiggins@afcpe.org" target="_blank">rwiggins@afcpe.org</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div lang="EN-US" link="blue" vlink="purple"><div><p class="MsoNormal"><a name="14c13fdb033b02a2__MailEndCompose"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#262626">Claudia,<u></u><u></u></span></a></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",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.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#262626"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#262626">Give me a call if you have other questions.  Thank you!<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#262626"><u></u> <u></u></span></p><div><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#262626"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#625957">SETTING THE STANDARD,<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#262626"><u></u> <u></u></span></p><p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#625957">Rebecca Wiggins<u></u><u></u></span></b></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#625957">Executive Director<u></u><u></u></span></p><p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#625957">Association for Financial Counseling & Planning Education</span></i><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#625957"> (AFCPE)<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#625957"><a href="tel:703.684.4484%20x%201" value="+17036844484" target="_blank">703.684.4484 x 1</a> (o)<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#625957"><a href="tel:703.684.4485" value="+17036844485" target="_blank">703.684.4485</a> (f)<u></u><u></u></span></p><p class="MsoNormal" style="margin-bottom:12.0pt"><a href="http://www.afcpe.org/" target="_blank"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#84a3c4">www.afcpe.org</span></a><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt",sans-serif;color:#84a3c4"><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",sans-serif;color:#625957">Follow us</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",sans-serif;color:#7f7f7f"> on</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",sans-serif;color:#262626"> </span><a href="https://www.facebook.com/AFCPE" target="_blank"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",sans-serif;color:#84a3c4">Facebook</span></a><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",sans-serif;color:#625957">,</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",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:"HelveticaNeueLT Std",sans-serif;color:#84a3c4">LinkedIn</span></a><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",sans-serif;color:#262626"> </span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",sans-serif;color:#625957">and</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",sans-serif;color:#262626"> </span><a href="https://twitter.com/AFCPE" target="_blank"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std",sans-serif;color:#8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ubject: </b>[Natfinwellness] Personal Financial Management Certification<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p></div><div><div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Hello Everyone, <u></u><u></u></span></p><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Happy Friday!<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p></div><div><p class="MsoNormal"><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. <u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p></div><div><p class="MsoNormal"><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?<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Thank you in advance for your input!<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Best regards,<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p><div><div><div><div><div><div><div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Claudia Montesano<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Financial Literacy and Outreach Coordinator<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Financial Aid and Scholarships Office<u></u><u></u></span></p></div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">University of California Berkeley<u></u><u></u></span></p></div><p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><u></u> <u></u></span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br>_______________________________________________<br>
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<br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature"><div dir="ltr"><div><span style="color:rgb(51,51,51);font-family:'trebuchet ms'">Nate Peterson</span><br style="color:rgb(51,51,51);font-family:'trebuchet ms'"><span style="color:rgb(51,51,51);font-family:'trebuchet ms'">Assistant Director|One Stop Student Services | <a href="http://onestop.umn.edu/" style="color:rgb(17,85,204)" target="_blank">onestop.umn.edu</a></span><br style="color:rgb(51,51,51);font-family:'trebuchet ms'"><span style="color:rgb(51,51,51);font-family:'trebuchet ms'">222 Pleasant Street SE, 225D STSS</span><br style="color:rgb(51,51,51);font-family:'trebuchet ms'"><span style="color:rgb(51,51,51);font-family:'trebuchet ms'">University of Minnesota | <a href="http://umn.edu/" style="color:rgb(17,85,204)" target="_blank">umn.edu</a></span><br style="color:rgb(51,51,51);font-family:'trebuchet ms'"><span style="color:rgb(51,51,51);font-family:'trebuchet ms'"><u><a href="mailto:pete2787@umn.edu" target="_blank">pete2787@umn.edu</a></u>  | <a value="+16126261431" style="color:rgb(17,85,204)">612-625-0160</a></span></div></div></div>
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