Educational Programs  
 
Educational Programs

Financial Capability Train the Trainers

The Foundation invites you to attend a free Train the Trainer, featuring the NEFE High School Financial Planning Program (HSFPP) and BizKid$!  These training sessions are open to credit union staff, teachers, and community partners who are interested in teaching or distributing the NEFE HSFPP and/or BizKid$.  Participants will receive teacher lesson plans, student workbooks, and practical hands on content training.

Biz Kid$ Teacher Training & Entrepreneur Contest

The Cornerstone Credit Union Foundation is continuing their innovative Biz Kid$ Teacher Training and Entrepreneur Contest. This program will provide the opportunity for teachers to receive personal financial education, in addition to tips and techniques on how to teach the Biz Kid$ program. Participating teachers, with the help of a credit union partner, will implement the Biz Kid$ curriculum in their classrooms, and students will collaboratively create a business plan for a needed organization in their community, thus incorporating the entrepreneurship skills learned through Biz Kid$.

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Enhanced FiCEP - Certified Credit Union Financial Counselor (CCUFC)

This is an enhanced and unique training program for credit union staff that combines the convenience of a self-study program with group hands-on learning. Program begins in late May and includes bi-weekly live webinars to help students stay on track with their studies through October. An in-person group training and proctored testing session is held after Part I and Part II of the program. Students learn skills and knowledge necessary to assist and empower members to improve their financial well-being.

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Reality Fairs

The Reality Fair program is a turnkey experiential learning experience. Students participate in the Reality Fair for a fun and exciting simulation of spending and budgeting based on career choices and lifestyle decisions.

Retirement Fairs

The National Credit Union Foundation in cooperation with the CUNA Mutual Group has developed a new Retirement Fair, "Retire on Track", to assist credit unions to better help their members and staff better prepare for retirement. The fair is designed to have people think more carefully about the type of lifestyle they would like to pursue in retirement and then link it to their financial plan.  The Cornerstone Credit Union Foundation can provide this exercise as an ideal staff training program during an event break out session, a chapter meeting, or to host as a community event.

Life Simulation

The National Credit Union Foundation developed “The Life Simulation” which is designed to help credit union employees, volunteers, and leadership begin to understand what it might be like to live in a typical low-income family trying to survive from month to month. This is a unique hands-on experience that combines the financial and emotional distress members face in daily and monthly life choices. During the three hour activity, these “families” are struggling to make ends meet in the simulated month of four fifteen minute weeks. At the conclusion of the exercise (this is not a game), participants will be more aware to the daily realities of many American families. Walking in another’s shoes is a far more effective way to sensitize others to the needs of immigrants and other low-wage working families than from traditional diversity or classroom learning. The Cornerstone Credit Union Foundation can provide this exercise as an ideal staff training program during an event break out session, a chapter meeting, or to host as a community event.
  

For questions about any financial capability educational programs, please contact Paula Upchurch, Director of Financial Capability at pupchurch@cscuf.coop or 469-385-6822.