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Financial well-Being

DAKOTA CREDIT UNION ASSOCIATION
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Financial Well-Being For All

Financial well-being isn't a thing credit unions do. It is THE thing credit unions do.
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Credit unions were founded with a mission: to provide safe, affordable financial services to everyone. Nearly a century later, that mission remains as critical as ever. Financial well-being isn’t just one aspect of credit unions—it’s their core purpose. By meeting members wherever they are in their financial journey and offering tailored solutions, credit unions empower individuals to achieve their financial dreams and goals.

What exactly is financial well-being?
Financial well-being is a state of being wherein a person can fully meet current and ongoing financial obligations, can feel secure in their financial future and able to make choices that allow them to enjoy life.
  • ​Control - Control over a person's day-to -day, month-to-month finances.
  • Capacity - The capacity to absorb a financial shock.
  • Choice - The financial freedom to make choices that allow a person to enjoy life.
  • Goal - On track to meet a person's financial goals.
Financial health and well-being encompasses both the practical management of money and the emotional confidence it brings.

At a time when consumers are calling for more guidance with their finances, credit unions stand ready to assist. As "financial first responders," credit unions can and should identity those in need; foster programs that support improved financial positions, and offer counseling and options for those who are struggling. Explore the resources below to start making an impact today.

Financial Well-Being Resources 

  • National Credit Union Foundation - Financial Well-Being For All​
    • Financial Well-Being Quickstart Guide
    • FinHealth HUB
  • Financial Health Network
    • Financial Health Pulse 2024 US Trends Report
  • National Credit Union Foundation - Development Education
  • CUNA Financial Counseling Certification Program (FiCEP)
  • Consumer Financial Protection Bureau (CFPB)
    • Find out your financial well-being score and steps you can take to improve it
  • Know My Debt
  • NEFE - The Personal Finance Ecosystem​
  • NCUA Financial Literacy and Resource Center 
    • Lesson Plans, Guides, and Other Financial Education Materials
  • South Dakota Consumer Protection Resources
  • North Dakota Financial Institution Resources
    • Smart with My Money
  • U.S. Currency Education Program
  • Federal Trade Commission (FTC) Consumer Advice ​
  • Dollars & Decisions  along with Teacher Guide
  • Financial Literacy Games for Adults and Children

Additional Financial Well-Being Resources and DakCU Partnerships

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  • Pee Wee and Friends
    • Pee Wee and Friends® helps credit union kids learn about saving money and smart spending. This program is filled with financial literacy opportunities, as well as other fun activities for kids in kindergarten - sixth grade. ​
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  • Envisant (Blog)​
    • Providing credit unions the counsel, products and services that help them achieve success.
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  • Zogo - contact George McDonald for special pricing for DakCU members. 
    • Zogo is a technology company that works with financial institutions to promote financial education and wellbeing through short-form content. Its award-winning platform offers bite-sized modules and tangible incentives to make financial education accessible, fun, and rewarding. The company partners with 250+ institutions in all 50 U.S. states to help educate, engage and empower the next generation of financial decision-makers regardless of their background and experience. The platform has garnered over one million users since its creation in 2018. To learn more, visit zogo.com or follow @zogofinance on Instagram.
For questions regarding Financial Well-Being For All, please contact:
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​Lindsey Hefta
​
VP of Marketing & Communications
701-250-3968
[email protected]
​
Copyright Dakota Credit Union Association.  All Rights Reserved.
2005 N Kavaney Dr - Suite 201 | Bismarck, North Dakota 58501
Phone: 
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  • Advocacy
    • Bill Tracking
    • Grassroots Action Center
    • Political Fundraising
  • Compliance
    • Compliance Resources
    • Compliance Solutions >
      • AffirmX
      • ComplySight
      • CU CMS
      • CU PolicyPro
      • InfoSight360
      • Jackson Lewis
      • PayLynxs
      • RecoveryPro
      • ViClarity
      • Training
    • The Memo: Compliance
  • Member Resources
    • DakCU Awards
    • Financial Well-Being for All
    • Professional Development >
      • Chapters
      • Emerging Leader Program
      • Sales CU Training
    • Strategic Partners >
      • CAP Program Directory
      • Compliance Solutions
      • Pee Wee and Friends®
    • Credit Union Awareness
  • News & Events
    • The Memo
    • Events Calendar
    • GAC
    • New Ideas
    • Par for the PAC
    • Sales CU Training
  • About Us
    • Board of Directors
    • Contact Us
    • DakCU Foundation >
      • Donor Wall
      • Foundation Golf Scramble
      • Memorials
      • Foundation Sweepstakes
    • DakCU Health Benefits Trust