Author: Leo W. Schell
Publisher:
ISBN:
Category :
Languages : en
Pages : 92
Book Description
Planning the Credit Department
Financing Retail Credit Sales Through Charge Account Bank Plans
Author: Robert Hartzell Cole
Publisher:
ISBN:
Category : Bank credit cards
Languages : en
Pages : 134
Book Description
Publisher:
ISBN:
Category : Bank credit cards
Languages : en
Pages : 134
Book Description
Your Money, Your Goals
Author: Consumer Financial Consumer Financial Protection Bureau
Publisher: Createspace Independent Publishing Platform
ISBN: 9781508906827
Category : Finance, Personal
Languages : en
Pages : 0
Book Description
Welcome to the Consumer Financial Protection Bureau's Your Money, Your Goals: A financial empowerment toolkit for social services programs! If you're reading this, you are probably a case manager, or you work with case managers. Finances affect nearly every aspect of life in the United States. But many people feel overwhelmed by their financial situations, and they don't know where to go for help. As a case manager, you're in a unique position to provide that help. Clients already know you and trust you, and in many cases, they're already sharing financial and other personal information with you. The financial stresses your clients face may interfere with their progress toward other goals, and providing financial empowerment information and tools is a natural extension of what you are already doing. What is "financial empowerment" and how is it different from financial education or financial literacy? Financial education is a strategy that provides people with financial knowledge, skills, and resources so they can get, manage, and use their money to achieve their goals. Financial education is about building an individual's knowledge, skills, and capacity to use resources and tools, including financial products and services. Financial education leads to financial literacy. Financial empowerment includes financial education and financial literacy, but it is focused both on building the ability of individuals to manage money and use financial services and on providing access to products that work for them. Financially empowered individuals are informed and skilled; they know where to get help with their financial challenges. This sense of empowerment can build confidence that they can effectively use their financial knowledge, skills, and resources to reach their goals. We designed this toolkit to help you help your clients become financially empowered consumers. This financial empowerment toolkit is different from a financial education curriculum. With a curriculum, you are generally expected to work through most or all of the material in the order presented to achieve a specific set of objectives. This toolkit is a collection of important financial empowerment information and tools you can access as needed based on the client's goals. In other words, the aim is not to cover all of the information and tools in the toolkit - it is to identify and use the information and tools that are best suited to help your clients reach their goals.
Publisher: Createspace Independent Publishing Platform
ISBN: 9781508906827
Category : Finance, Personal
Languages : en
Pages : 0
Book Description
Welcome to the Consumer Financial Protection Bureau's Your Money, Your Goals: A financial empowerment toolkit for social services programs! If you're reading this, you are probably a case manager, or you work with case managers. Finances affect nearly every aspect of life in the United States. But many people feel overwhelmed by their financial situations, and they don't know where to go for help. As a case manager, you're in a unique position to provide that help. Clients already know you and trust you, and in many cases, they're already sharing financial and other personal information with you. The financial stresses your clients face may interfere with their progress toward other goals, and providing financial empowerment information and tools is a natural extension of what you are already doing. What is "financial empowerment" and how is it different from financial education or financial literacy? Financial education is a strategy that provides people with financial knowledge, skills, and resources so they can get, manage, and use their money to achieve their goals. Financial education is about building an individual's knowledge, skills, and capacity to use resources and tools, including financial products and services. Financial education leads to financial literacy. Financial empowerment includes financial education and financial literacy, but it is focused both on building the ability of individuals to manage money and use financial services and on providing access to products that work for them. Financially empowered individuals are informed and skilled; they know where to get help with their financial challenges. This sense of empowerment can build confidence that they can effectively use their financial knowledge, skills, and resources to reach their goals. We designed this toolkit to help you help your clients become financially empowered consumers. This financial empowerment toolkit is different from a financial education curriculum. With a curriculum, you are generally expected to work through most or all of the material in the order presented to achieve a specific set of objectives. This toolkit is a collection of important financial empowerment information and tools you can access as needed based on the client's goals. In other words, the aim is not to cover all of the information and tools in the toolkit - it is to identify and use the information and tools that are best suited to help your clients reach their goals.
A Credit Management Division Report on Bank Credit Card Plans
Author: National Retail Merchants Association. Credit Management Division
Publisher:
ISBN:
Category : Bank credit cards
Languages : en
Pages : 17
Book Description
Publisher:
ISBN:
Category : Bank credit cards
Languages : en
Pages : 17
Book Description
CU 2.0
Author: Kirk Drake
Publisher:
ISBN: 9781619616783
Category : Business & Economics
Languages : en
Pages : 252
Book Description
In recent decades, credit unions have seen unprecedented threats, due in large part to an eighty-year-old business model and an inability to adapt quickly to a digital economy. But Kirk Drake has devised a powerful plan to revitalize these noble institutions, making them more competitive, more creative, more connected with their membership, and more in tune with the times. A serial entrepreneur focused on credit-union technology, Drake has written a must-read manual for every CU board member, CEO, and management team in America. The first and only book of its kind, CU 2.0 offers essential strategies for leveraging the latest technologies to facilitate organizational growth and foster more even competition with the banking industry. With the tools provided here, the CU of tomorrow will be better equipped to empower its employees, while giving its members the superior financial service they want and need. It's time to be innovative and bold, to challenge long-standing inefficiencies and move away from the "old school" methods of doing business. CU 2.0 provides the skills, the savvy, and the fresh ideas necessary to finally transport the credit union out of the twentieth century and into the twenty-first.
Publisher:
ISBN: 9781619616783
Category : Business & Economics
Languages : en
Pages : 252
Book Description
In recent decades, credit unions have seen unprecedented threats, due in large part to an eighty-year-old business model and an inability to adapt quickly to a digital economy. But Kirk Drake has devised a powerful plan to revitalize these noble institutions, making them more competitive, more creative, more connected with their membership, and more in tune with the times. A serial entrepreneur focused on credit-union technology, Drake has written a must-read manual for every CU board member, CEO, and management team in America. The first and only book of its kind, CU 2.0 offers essential strategies for leveraging the latest technologies to facilitate organizational growth and foster more even competition with the banking industry. With the tools provided here, the CU of tomorrow will be better equipped to empower its employees, while giving its members the superior financial service they want and need. It's time to be innovative and bold, to challenge long-standing inefficiencies and move away from the "old school" methods of doing business. CU 2.0 provides the skills, the savvy, and the fresh ideas necessary to finally transport the credit union out of the twentieth century and into the twenty-first.
Systems Planning for the Order, Credit, Shipping, and Billing Functions
Author: Clarence Bernard Randall
Publisher:
ISBN:
Category : Sales Management
Languages : en
Pages : 52
Book Description
Publisher:
ISBN:
Category : Sales Management
Languages : en
Pages : 52
Book Description
Planning the Advertising Budget for an Instalment Credit Department
Author: Frank D. La Luna
Publisher:
ISBN:
Category : Advertising
Languages : en
Pages : 200
Book Description
Publisher:
ISBN:
Category : Advertising
Languages : en
Pages : 200
Book Description
Retail Credit Manual
Author: National Retail Dry Goods Association (U.S.). Credit Management Division
Publisher:
ISBN:
Category : Credit
Languages : en
Pages : 150
Book Description
Publisher:
ISBN:
Category : Credit
Languages : en
Pages : 150
Book Description
Operating and Credit Manual for Financial Institutions Making Loans to Property Owners Under the Moderation Credit Plan
Author: United States. Federal Housing Administration
Publisher:
ISBN:
Category : Housing
Languages : en
Pages : 16
Book Description
Publisher:
ISBN:
Category : Housing
Languages : en
Pages : 16
Book Description
Loan Portfolio Management
Author:
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 114
Book Description
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 114
Book Description