California Credit Union has launched a suite of interactive web portals providing free financial education and management tools to members via its website. Through the new online sites, the credit union aims to provide members with tools and resources for every life stage, whether just starting out, buying their first home, or planning for retirement.
- The Financial Education Center (ccu.com/financialeducation) enables members to access the tools they need when making financial decisions through a series of “Playlists.” Each Playlist contains numerous interactive audio and video modules with practical tips and tactics to help members in their financial planning choices.
- The Financial Management Center (ccu.com/financialmanagement) offers a comprehensive suite of financial planning resources to help members through seven different life stages. Taking a goal-based approach, the portal offers a variety of calculators and toolkits so members can create a financial plan geared to their lifestyle.
- The Money Management Center delivers budgeting and spending tools via the credit union’s Digital Banking site. The interactive program allows members to budget resources, create personalized alerts, and track progress to financial objectives.
- The Home Rewards Center, launching in late April, provides members with access to MLS property listings plus offers a cash rebate of up to 25% on the commission when members buy or sell a home through a participating agent.
“At California Credit Union, we want to support our members’ success throughout every stage in their lives. Our goal is to provide members with the tools and resources they need so they can make the decisions that work for their lifestyle, life stage and life goals,” said California Credit Union CEO Steve O’Connell. “By providing these interactive web portals, we hope to engage members in understanding all the different aspects and options for their finances, and then help them manage those finances to secure a strong financial future.”
All of the information, tools and resources available through California Credit Union’s new online suite are offered to members, free of charge.