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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Hi Rebecca.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Is our ACC available to organizations outside of the AFCPE membership or outside of Credit Counseling Agencies? For organizations doing peer-to-peer on campus
that may not need quite the broad approach that the AFC provides, I think the ACC might be a good fit (especially since it wouldn’t take a full year of the college student’s four years on campus to achieve). However, since I’ve never been able to find much
information about it on our website, I get the impression that the ACC is kind of the redheaded stepchild we keep hidden away so as not to compete with our flagship. Is that an accurate (if a bit dramatic) assessment?
</span><span style="font-size:10.0pt;font-family:Wingdings;color:#1F497D">J</span><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Todd<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Todd Christensen<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Director of Education<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Author of
<i><a href="http://oureverydaymoney.wordpress.com/"><span style="color:blue">Everyday Money for Everyday People</span></a><o:p></o:p></i></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">National Financial Education Center<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">at Debt Reduction Services Inc<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">6213 N Cloverdale Rd Ste 100<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="FR" style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Boise ID 83713<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="FR" style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">(208) 378-0200 x 906<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><a href="www.NationalFinancialEducationCenter.org"><span lang="FR" style="color:blue">www.NationalFinancialEducationCenter.org</span></a></span><span lang="FR" style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><a href="www.DebtReductionServices.org"><span style="color:blue">www.DebtReductionServices.org</span></a><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p> </o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#1F497D">Free Weekly
<a href="https://oureverydaymoney.wordpress.com/webinars"><span style="color:blue">Financial Literacy Webinars</span></a></span><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#1F497D">This electronic mail transmission may contain confidential or privileged information. If you believe that you have received this message in error, please notify
the sender by reply transmission and delete the message without copying or disclosing it.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><img border="0" width="100" height="100" id="Picture_x0020_1" src="cid:image002.png@01D05D9D.4B879610"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> Natfinwellness [mailto:natfinwellness-bounces+tchristensen=debtreductionservices.org@lists.osu.edu]
<b>On Behalf Of </b>Rebecca Wiggins<br>
<b>Sent:</b> Friday, March 13, 2015 10:35 AM<br>
<b>To:</b> 'National Financial Wellness Listserv'<br>
<b>Subject:</b> Re: [Natfinwellness] Personal Financial Management Certification<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a name="_MailEndCompose"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#262626">Claudia,</span></a><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#262626"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#262626"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#262626">Give me a call if you have other questions. Thank you!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#262626"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#262626"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#625957">SETTING THE STANDARD,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#262626"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#625957">Rebecca Wiggins<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#625957">Executive Director<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#625957">Association for Financial Counseling & Planning Education</span></i><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#625957">
(AFCPE)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#625957">703.684.4484 x 1 (o)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#625957">703.684.4485 (f)<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><a href="http://www.afcpe.org/"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#84A3C4">www.afcpe.org</span></a><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#84A3C4"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#625957">Follow us</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#7F7F7F"> on</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#262626">
</span><a href="https://www.facebook.com/AFCPE" target="_blank"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#84A3C4">Facebook</span></a><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#625957">,</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#262626">
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</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#625957">and</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#262626">
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</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#625957">@AFCPE</span><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std";color:#84A3C4"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"HelveticaNeueLT Std Lt";color:#262626"><o:p> </o:p></span></p>
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<p class="MsoNormal"><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">mailto:natfinwellness-bounces@lists.osu.edu</a>]
<b>On Behalf Of </b>Briggs, Lesa<br>
<b>Sent:</b> Friday, March 13, 2015 12:26 PM<br>
<b>To:</b> National Financial Wellness Listserv<br>
<b>Subject:</b> Re: [Natfinwellness] Personal Financial Management Certification<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:black">Hi Phil: I would also be interest in learning more about Inceptia’s program.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Thanks.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Lesa Briggs<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black">K-12 Outreach and Financial Literacy Education<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black">Undergraduate Admissions Office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black">University of Colorado Denver<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black">(303) 315-1833<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><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">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<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"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Claudia,<o:p></o:p></span></p>
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<p class="MsoNormal"><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.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Phil<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><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:image003.png@01D05D9D.4B879610"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><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">cmontesano@berkeley.edu</a>><br>
<b>Reply-To: </b>National Financial Wellness Listserv <<a href="mailto:natfinwellness@lists.osu.edu">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">natfinwellness@lists.osu.edu</a>><br>
<b>Subject: </b>[Natfinwellness] Personal Financial Management Certification<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Hello Everyone,
<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Happy Friday!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
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<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. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
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<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/">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?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Thank you in advance for your input!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Best regards,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Claudia Montesano<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Financial Literacy and Outreach Coordinator<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">Financial Aid and Scholarships Office<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:black">University of California Berkeley<o:p></o:p></span></p>
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