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Westerly Community Credit Union Employee Earns Financial Counselor Certification

The Board of Directors and Staff of the Westerly Community Credit Union would like to congratulate Kim Gates, on completing the Credit Union National Association (CUNA) Financial Counseling Certification Program and receiving the designation of Certified Financial Counselor.

Kim is the most recent WCCU employee who has completed the CUNA Financial Counseling Certification Self-Study Program which covered various topics including: controlling living expenses, understanding consumer credit, money attitudes and behaviors, personal financial preparedness, taxes, insurance, investments, and retirement. She has passed qualifying exams and is now certified and ready to use this knowledge in her role as Financial Education Officer at the Westerly Community Credit Union.

Financial Education continues to be a priority at the Westerly Community Credit Union and this certification enhances WCCU’s overall objective of reaching the youth in their communities with relative and critical financial education topics. The Westerly Community Credit Union sponsors The Money Mammals® Saving Money is Fun Kids Club™ for young children and the Cemark classroom program, Everfi online program, and CU4 Reality budget fairs for high school students.

“We are proud of Kim for her commitment in becoming a certified financial counselor,” said Steve White, WCCU President and CEO. “This certification directly supports our ‘WCCU Cares’ initiative and our dedication to offering financial education in our communities. We care about the financial well-being of our young members and our local youth. It is our hope that helping to prepare them with valuable financial literacy skills now, will better equip them to make sound financial decisions in their future.”

For more information on WCCU’s Financial Education programs, please visit Westerly Community Credit Union online at www.westerlyccu.com or call them at 401-596-7000.


About Westerly Community Credit Union:

Established in 1948, Westerly Community Credit Union is a local, full–service financial institution, focused not on profits, but on helping its members achieve financial success. It currently serves over 19,500 members with lending and deposit products through their convenient locations in Wakefield, Richmond, Westerly, as well as online via www.westerlyccu.com. Recent WCCU awards: #1 Best Bank in the Westerly Sun’s 2016, 2017, 2019 Readers’ Choice Awards, Best Employer (2018) and “Spreadin’ the Love” (2019) community service awards by the Southern RI Chamber of Commerce, as well as PBN Providence Business News Best Places to Work 2018-2019.

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