Personal financial counseling is one of the most successful ways to help members improve their financial lives. Assisting members with financial counseling either directly or through a trusted partner helps them use your products and services responsibly and productively, contributes to member loyalty and a stronger local economy.
Sign up for MCUL’s Financial Educators and Counselors listserv to get informational updates, ask questions, and communicate with credit union financial counselors.
CUNA Financial Counseling Training and Certification. CUNA has in-person and self-study training options to help credit union staff get the information and skills needed to help members prevent and resolve financial problems.
ACCEL Members Financial Counseling offers telephone financial counseling and education services to members of partner credit unions.
Housing Counseling - The Center for Financial Health is a nonprofit housing counseling agency providing HUD and MSHDA approved pre-purchase and foreclosure prevention counseling and homeownership education.