BF25: Customer Service, Financial Literacy Education, and the Latest Trends

BF25: Customer Service, Financial Literacy Education, and the Latest Trends

Live Event: 02/12/2025 at 3:40 PM (EST)

Only available as part of a package

Customer service is part of everything you do. Examine customer service philosophies and avenues of delivery. Learn how to be proactive in your communications and review different messaging paths, including online account information, publications, and email notifications—for both students and families. Attendees will also review why financial literacy education programs are essential to student success. Finally, a short summary of the latest trends in the field will be shared, followed by a wrap-up and an opportunity to answer attendees’ questions.

CPE Available: 1.5 Credits in Specialized Knowledge

Each individual must register and attend separately to earn credit.

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NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org

Session Information

  • Level: Intermediate
  • Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
  • Advanced Preparation: None
  • Delivery Mode: Group internet based
  • Field of Study: Specialized Knowledge
  • Length: 80 minutes

Steps to Earn CPE Credit

 You can only earn credit for attending this session live. CPE credit cannot be earned for watching the recording.

To earn CPE credit for this session, you will complete the following steps under the Content tab, after the session has ended:

  1. Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session. 
  2. Submit the CPE check-out code displayed at the end of the session. 
  3. Download your CPE certificate. 

You have until 5 pm Eastern Time on Thursday, February 13, 2025, to complete these three steps or report technology issues with this site to online@nacubo.org.

For more detailed instructions, review the CPE Instructions page.

Key:

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BF25: Customer Service, Financial Literacy Education, and the Latest Trends
02/12/2025 at 3:40 PM (EST)  |  80 minutes
02/12/2025 at 3:40 PM (EST)  |  80 minutes The Zoom room will open 15 minutes before the start time. To enter the room, click “Enter Session.”
You must register to access.
Session Evaluation
3 Questions
3 Questions Let us know about your experience in this session! This evaluation is not required for CPE credit.
You must register to access.
Program Evaluation
6 Questions
6 Questions Let us know about your overall experience with the 2025 Bursar Fundamentals program. This evaluation is not required for CPE credit.
You must register to access.
Earn CPE Credit
CPE Codeword Quiz
7 Questions  |  1 attempt  |  5/7 points to pass
7 Questions  |  1 attempt  |  5/7 points to pass 7 codewords were posted in the chat during this session. You must select at least 5 correct codewords within this multiple-choice quiz to be eligible for CPE credit.
You must register to access.
CPE Check-Out Code
Enter code to continue.
Enter code to continue. Submit the check-out code that was displayed at the end of the session. Click the eye icon to view and double-check the code before submitting. The code is case sensitive.
You must register to access.
CPE Certificate
Live Viewing: 1.50 CPE credits and certificate available
Archive Viewing: No credits available and no certificate available
Live Viewing: 1.50 CPE credits and certificate available
Archive Viewing: No credits available and no certificate available Download your certificate to finalize earning your CPE credit.
You must register to access.