FiCEP Part 2, Module 3: Matching Values to Money

Many people who find themselves in a financial crisis have never stopped to examine their financial values and beliefs.

Sometimes, the problem begins in childhood, when parents fail to provide information about the value of saving or the wisdom of avoiding high levels of debt. Instead, members’ childhood examples might have consisted of people who let money trickle through their fingers or who used credit without any concern for the consequences.

Whatever the origin of bad habits, poor financial practices can quickly lead adults into financial difficulties. They may start by always running out of money before the next payday. Soon, they find themselves in collection because they cannot portion out their money throughout the month to pay their expenses. Eventually, they may face bigger problems, like repossession, eviction or even bankruptcy.

It is important for financial counselors to recognize the deeper issues behind a member’s financial crisis. This module will help you work with members to understand their values and beliefs about money. Tackling this issue will free the member to impart a new set of values to their children, which often includes saving for their children’s future.

Values and lack of education can leave members vulnerable to consumer fraud. Module Three will equip financial counselors and other employees to recognize fraudulent activity and educate members for fraud prevention.

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