Ferguson, Hamilton, & Sorensen receive credit union financial counseling certification

NEWBURGH, IN (April 24, 2014) —  Heritage Federal Credit Union is pleased to announce that Financial Services Consultants II Kari Ferguson and Pamela Hamilton, and Business Development Specialist Anastasia Sorensen received Credit Union Financial Counseling Certification after successful completion of training presented by the Credit Union National Association.

The Credit Union National Association (CUNA) is the premier national trade association serving credit unions. Ninety percent of America’s credit unions are affiliated with CUNA, which supports the credit union movement by providing a number of services including financial counseling certification.  The CUNA Financial Counseling Certification Program develops credit union counseling professionals to guide members through future financial situations and enables all credit union staff to become more confident in helping members.

Ferguson, Hamilton, and Sorensen were recently designated Certified Credit Union Financial Counselors after they completed training that consisted of eight modules, each with a proctored final exam.  These modules covered a comprehensive understanding of financial counseling knowledge in the following areas: Introduction to Financial Counseling, Financial Counseling Essentials, Special Issues in Financial Counseling, Using Communication Skills During Financial Counseling, Taxes, Insurance, and Investments, Controlling Living Expenses and Understanding Consumer Credit, Matching Values to Money, and Retirement and Special Issues.

Heritage Federal Credit Union’s Ruth Jenkins, President and CEO states, “Each of these individuals has exhibited a personal dedication to making the financial success of our members a priority.  The knowledge they have acquired by completing the CUNA Financial Counselor Certification will benefit our members through increasing their financial strength and knowledge.”

About Heritage Federal Credit Union

Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships or attends school in Vanderburgh or Warrick County, or has an immediate family member who does.  Heritage Federal Credit Union is a community-chartered Federal credit union with over $476 million in assets and serves more than 45,480 members, and operates seven branches in Vanderburgh and Warrick Counties in Southwestern Indiana.  More information regarding Heritage Federal Credit Union can be located at


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