Tuesday, June 25, 2019

Summit Credit Union, CUNA Brokerage Services, Inc. Host University Personal Finance Majors


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.

 CUNA Mutual Exchange Center.
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.