CHICAGO — While credit unions are helping members become more financially savvy they may want to also turn their focus inward–to staffers.
"It is obvious that credit unions care a lot about providing financial education for everyone and they do a phenomenal job of promoting it to members and serving the underserved," said Joe Saari, CEO of Precision Information, an interactive educational materials provider. "But they are kind of like a cabinetmaker who does amazing work for clients but his own cabinets at home need to be fixed. Sometimes credit unions overlook the potential financial education needs of their own staff."
A discussion back in 2003 with Desert Schools Federal Credit Union CUSO President Becky Nilsen about the need for financial education courses in the credit union industry several years later led to a Precision Information collaborative effort with some 30 credit unions. The result was a new Web-based training tool called the Educated Investor University.
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