<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:"Calibri Light";
panose-1:2 15 3 2 2 2 4 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Georgia;
panose-1:2 4 5 2 5 4 5 2 3 3;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
p
{mso-style-priority:99;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
span.EmailStyle18
{mso-style-type:personal-reply;
font-family:"Calibri Light",sans-serif;
color:#1F497D;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="blue" vlink="purple">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri Light",sans-serif;color:#1F497D">Hi Amy,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri Light",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri Light",sans-serif;color:#1F497D">I recommend Inceptia’s financial education certification for at least two of you or your peers.
<a href="https://www.inceptia.org/financial-education/certification/">https://www.inceptia.org/financial-education/certification/</a> 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.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri Light",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri Light",sans-serif;color:#1F497D">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri Light",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">Susie Jacobs<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">(Former director of CU Money Sense)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Manager<span style="color:#1F497D">,
</span>Communications<span style="color:#1F497D"><o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Bursar’s Office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">University of Colorado Boulder<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#CFB87C">T</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"> 303<span style="color:#1F497D">
</span>735<span style="color:#1F497D"> </span>0817<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#CFB87C">F</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"> 303<span style="color:#1F497D">
</span>492<span style="color:#1F497D"> </span>1017<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#CFB87C">Online</span></b><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif">
</span></b><a href="http://bursar.colorado.edu/"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Bursar’s Office</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#CFB87C">Social
</span></b><a href="https://twitter.com/CUBoulder"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">@CUBoulder</span></a><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#CFB87C"><o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black"><img border="0" width="163" height="54" id="Picture_x0020_1" src="cid:image001.png@01D10BD6.A71FC8C0" alt="BeBoulder_Email_Signature-1"></span><span style="font-size:11.0pt;font-family:"Calibri",serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri Light",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri Light",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",serif"> Natfinwellness [mailto:natfinwellness-bounces+suzanne.jacobs=colorado.edu@lists.osu.edu]
<b>On Behalf Of </b>Megan Dzurec<br>
<b>Sent:</b> Wednesday, October 21, 2015 7:50 AM<br>
<b>To:</b> awhitmer@albion.edu; National Financial Wellness Listserv <natfinwellness@lists.osu.edu><br>
<b>Subject:</b> Re: [Natfinwellness] Peer Counselor Curriculm<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">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? <o:p></o:p></p>
</div>
<div id="AppleMailSignature">
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div id="AppleMailSignature">
<p class="MsoNormal">I'm happy to help you with any questions!<o:p></o:p></p>
</div>
<div id="AppleMailSignature">
<p class="MsoNormal"><br>
<br>
Megan Dzurec, MPH, CHES<o:p></o:p></p>
</div>
<div id="AppleMailSignature">
<p class="MsoNormal">Coordinator, Health Promotion & Wellness<o:p></o:p></p>
</div>
<div id="AppleMailSignature">
<p class="MsoNormal">John Carroll University<o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</div>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><br>
On Oct 21, 2015, at 9:21 AM, Ann Whitmer <<a href="mailto:awhitmer@albion.edu">awhitmer@albion.edu</a>> wrote:<o:p></o:p></p>
</div>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<div>
<div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif;color:#333333">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?<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif;color:#333333"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif;color:#333333">Thanks for any thoughts or resources.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif;color:#333333"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif;color:#333333">~Ann<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<p class="MsoNormal">-- <o:p></o:p></p>
<div>
<div>
<div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif">Ann Whitmer</span><o:p></o:p></p>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif">Director</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif">Student Financial Services</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif">Albion College</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif">611 East Porter Street</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif">Albion, MI 49224</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif">517-629-0440</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif">517-629-0581 fax</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif"><a href="http://www.albion.edu" target="_blank">www.albion.edu</a>/financialaid</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Georgia",serif"><a href="https://www.facebook.com/AlbionCollegeFinancialAid" target="_blank">facebook.com/AlbionCollegeStudentFinancialServices</a></span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p style="margin-left:.5in"><span style="font-size:7.5pt;font-family:"Georgia",serif">Confidentiality Statement:<br>
This email message, including any attachments, is for sole use of the intended recipient(s), and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient,
please contact the sender by reply email, and delete the original and all copies of this email. </span><o:p></o:p></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</blockquote>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<div>
<p class="MsoNormal">_______________________________________________<br>
Natfinwellness mailing list<br>
<a href="mailto:Natfinwellness@lists.osu.edu">Natfinwellness@lists.osu.edu</a><br>
<a href="https://lists.osu.edu/mailman/listinfo/natfinwellness">https://lists.osu.edu/mailman/listinfo/natfinwellness</a><o:p></o:p></p>
</div>
</blockquote>
</div>
</body>
</html>