From the looks of it, Chuck Fagan plans for CUES to learn as much from credit union professionals as they will learn from the organization. He will officially take over the helm at CUES in January.
What better way to get a gauge on how deft members are with their financial planning and investment goals than to test the employees at their credit unions.
The Investor Education in Your Workplace program is being rolled out in North Carolina, with an initial quiz and survey set for March 28. Coursework and a final quiz and survey are scheduled for July 1.
Now that it has some tangible evidence from a nearly year-old project that provided training to credit union employees on investment education, the Wisconsin Credit Union League is gearing up to reach the poor and underserved.
For its efforts with a project that helped 3,520 employees at 80 Wisconsin credit unions better train to offer members investing and saving resources, the state's cooperatives will receive the Governor's Financial Literacy award.