University students interested in careers in Personal
Finance got an in-depth look at credit unions, financial advising, and CUNA
Mutual recently, thanks to Summit Credit Union and CUNA Brokerage Services,
Inc.
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CUNA Mutual
Exchange Center.
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Students from the University of Wisconsin’s Financial
Occupations Club for University Students (FOCUS) were hosted at the CUNA Mutual
Exchange Center on April 19. The students were all Personal Finance Majors whose
comprehensive coursework, covering household financial issues and concerns,
enables them, among other things, to sit for the Certified Financial Planner
(CFP) exam after graduation.
The students found out how CUNA Mutual Group serves credit
unions and members, asked questions about Financial Advisors with CUNA
Brokerage Services, Inc., and learned about managing Institutional and Retail
Assets from CUNA Mutual Fiduciary Consultants.
Interns and recent hires who came to CUNA Mutual from the
UW-Madison also gave the personal finance students insights into the career
path and work culture of collaborating on financial products and services.
The students were hosted by Rob McCalla of The CENTER for
Advisor Excellence and Ric Mathias, Vice President Sales Development at Summit
Credit Union, who also led a discussion about career opportunities with credit
unions.
