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Event Date | Tue Jun 12 EDT - Wed Jun 13 EDT (over 6 years ago) |
Region | All |
One of the first steps in counseling a member is analyzing their financial condition which includes, but is not limited to, their credit score, credit report, cash flow, debt ratio, net worth, character, credit and capacity. In this session, we’ll explore financial basics. Specifically what the basics can tell you about a member’s fiscal history and how this information can be utilized to help the member increase their cash flow in the future.
In this session, you will:
• Recognize basic financial terms
• Understand members' money cycles and behavior
• Understand the importance of a budget in determining cash flow needs
• Identify appropriate solutions to cash flow issues
This webinar is beneficial for credit union staff who work in the financial counseling, collections and loan departments, or any other staff members who are committed to helping members gain control of their financial future.
2018 Speaker:
Kenneth F King