FiCep Module 8
needs - ANS Before implementing a formal counseling program, first determine the member's
______________.
true - ANS (True or False) Knowing the formal and informal attitudes of board and management
towards financial counseling must be determined before moving forward with the program.
_________
lending - ANS When determining which department to house the counseling program, most
credit unions find that the _____________________ department makes the most sense.
privacy - ANS To create a hospitable and welcoming environment for the member, when
selecting counseling spaces, ___________________ must be ensured.
safety - ANS For the counselor, ______________ must be the primary concern when designing
a meeting space.
education - ANS Financial __________________________ in the community can help to
decrease the need for individual financial counseling or it can point people in the right direction
towards a counselor.
advocate - ANS Become an _______________________ for financial counseling by sharing
success stories with your membership, community and the media.
productivity absenteeism loyalty - ANS Some benefits of financial counseling for employees
include increased _______________________, reduced ___________________________, and
greater _____________________ to the organization.
Confidentiality - ANS Extra measures may need to be taken to ensure
______________________________ for employees participating in counseling sessions.
false - ANS (True or False) All counseling programs for employees should presented in the
same way, the oneon-one method, to ensure consistency. ____________
time
number
activities
impact - ANS There are four elements of your program that should be tracked, measured and
reported. They are: • ____________ spent in private sessions and community education
programs • _________________ of members and non-members counseled •
needs - ANS Before implementing a formal counseling program, first determine the member's
______________.
true - ANS (True or False) Knowing the formal and informal attitudes of board and management
towards financial counseling must be determined before moving forward with the program.
_________
lending - ANS When determining which department to house the counseling program, most
credit unions find that the _____________________ department makes the most sense.
privacy - ANS To create a hospitable and welcoming environment for the member, when
selecting counseling spaces, ___________________ must be ensured.
safety - ANS For the counselor, ______________ must be the primary concern when designing
a meeting space.
education - ANS Financial __________________________ in the community can help to
decrease the need for individual financial counseling or it can point people in the right direction
towards a counselor.
advocate - ANS Become an _______________________ for financial counseling by sharing
success stories with your membership, community and the media.
productivity absenteeism loyalty - ANS Some benefits of financial counseling for employees
include increased _______________________, reduced ___________________________, and
greater _____________________ to the organization.
Confidentiality - ANS Extra measures may need to be taken to ensure
______________________________ for employees participating in counseling sessions.
false - ANS (True or False) All counseling programs for employees should presented in the
same way, the oneon-one method, to ensure consistency. ____________
time
number
activities
impact - ANS There are four elements of your program that should be tracked, measured and
reported. They are: • ____________ spent in private sessions and community education
programs • _________________ of members and non-members counseled •
