News

Personal Financial Planning Fundamentals

Published Date: Jul 27, 2021

Increase your confidence when talking with members about any aspect of their finances by joining our upcoming cohort CUIC 240: Fundamentals of Personal Financial Planning. This course covers the basics of cash management and budgeting; debt management; insurance and risk management; educational planning; investment planning; retirement planning; tax planning; and estate planning.

Top 3 reasons past participants have enrolled in this cohort:

  • To gain the trust of our members with better conversations
  • To increase their knowledge of financial planning
  • To provide more services and referrals to members

Additionally, if you are looking to obtain a financial planning designation, this course will be granted an exemption from CSI Financial Planning 1, through the Canadian Securities Institute.

Participants report a 34% increase in their level of confidence having completed the course.

“Really excellent content, well delivered. I feel this would be a valuable course for everybody, not just those working in the financial industry.”

Fall 2021 cohort participant

Many cohort students find the financial planning info has significant personal application as well as professional application.  Knowledgeable employees add value to their credit unions as well as to the credit union members.“

Bill Falconer, CUIC 240 facilitator

CCUA Campus login is required. To request an account email clientsolutions@ccua.com.

Bonus: Earn Digital Credentials

36% of participants took the course as part of an accreditation

This course also counts as credit towards CUIC’s industry-recognized Financial Service Representative Accreditation, or the Associate of the Credit Union Institute of Canada (ACUIC) designation. If you are already on the learning path for either of these programs – this course will get you one step closer to earning a digital credential! If you haven’t yet signed up for one of our free learning paths – learn more about the accreditation programs and learning paths available here.

Benefits of Joining a Cohort

Join our upcoming cohort for an engaging and collaborative learning experience where you will get to interact with the facilitator, as well as other credit union employees.

CUIC facilitator, and former credit union CEO, Rick Vaillancourt is passionate about the benefits of learning through a cohort and says:

“Learners are fulfilled with their participation and new learnings as they become more knowledgeable and confident. Cohorts also offer flexibility to participate from wherever the learner is, at whatever time they wish. ”


The cohort runs for 12 weeks and provides learning that can be applied directly back to the job. The cohort is comprised of:

Weekly, asynchronous modules

Learners will be responsible for reviewing a module each week from the course study guide that can be completed asynchronously, at their own pace.

Facilitated, online, peer-to-peer discussion each week.

Throughout the program, learners will have access to a subject matter expert in the in the weekly discussion area. Here, they can interact with the facilitator or their credit union peers. Each week, faculty will post a series of questions about the weekly module. These are designed to help learners practice, explore and apply what they are learning. The faculty allow a week for learners to respond with their answers, then will post the response. Participation is worth 10% of the final mark.

Formal assignments

There are two, case-study based assignments that must be completed by each learner. These are submitted to faculty for marking and are worth 40% of your final mark.

Final exam

Each learner must pass the final exam for their CUIC course with a minimum of 60%. The final exams are written and administered by Dalhousie University are worth 50% of your final mark. There are 100 multiple choice questions that must be completed within 120 minutes.

CCUA Campus login is required. To request an account email clientsolutions@ccua.com.

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