This course will be available starting March 29. Preorder and enroll today!

About this Course

This course introduces credit union professionals to the essential concepts and practices of asset protection & legacy planning, and explores how community development credit unions (CDCUs) can help members strengthen their financial resilience, safeguard their assets, and plan for the future.

Through practical examples and strategies, participants will explore how to integrate asset protection into your credit union's broader financial empowerment programs and everyday member interactions.

Who Should Register

This course is designed for credit union professionals, particularly those involved in financial counseling and coaching, financial education, member services, lending, and other financial empowerment initiatives.

Whether developing new member services or looking for ways to strengthen existing ones, this course prepares participants to recognize opportunities where asset protection & legacy planning can be integrated intentionally into a credit union's approach to financial empowerment.

In this course, you will:

  • Explore the role of asset protection within the broader financial journey, from building financial stability to protecting and preserving assets and transferring wealth.

  • Build an understanding of key asset protection concepts, including emergency savings, insurance, fraud prevention, and basic estate planning.

  • Identify common financial risks and unexpected life events that can threaten members' financial well-being and accumulated assets.

  • Examine the role credit unions can play in helping members prepare for financial disruptions, protect their resources, and plan for the future.

  • Identify opportunities to incorporate asset protection conversations into existing financial empowerment programs and member touchpoints.

  • Explore practical tools, resources, and approaches that can help credit union staff initiate meaningful asset protection conversations with members.

Tuition

Inclusiv members receive a 40% discount on courses. Members with assets under $100M receive additional discounts. Discounted pricing is available for team enrollment, please contact [email protected] for more information.

Instructor

Falita Flowers

Senior Program Officer Financial Inclusion

Falita Flowers joined Inclusiv in April 2026. Falita supports the development and scaling of programs that strengthen the capacity of credit unions to provide equitable financial services. Her work includes program strategy, stakeholder engagement, and ensuring alignment with regulatory and funding requirements while maintaining a strong focus on measurable community impact. Falita’s professional experience spans leading organizations and initiatives at the local, state, and federal levels. She has held impactful roles with United Way of Greater Atlanta, On the Rise Community Development, and Operation HOPE, where she developed and managed programs focused on financial wellness, asset building, and economic mobility. Across these roles, she has collaborated closely with community development credit unions, public agencies, and nonprofit partners to deliver high-quality, compliant, and purposeful programs that meet the needs of historically excluded populations. A native of Atlanta, Georgia, Falita holds a Bachelor of Social Work degree from Georgia State University and a Master of Public Administration from Troy University. She spends quality time with her two daughters, friends, and extended family.

Course curriculum

  1. Learning Essentials

  2. Module 1: Intro to Asset Planning & Protection

  3. Module 2: Incorporating Asset Protection Services in Financial Empowerment Programs

  4. Module 3: Leveraging Community Partnerships to Expand Asset Protection Services

  • Non-member price: $600
  • Member price: $360

  • Open to:

    Credit union staff interested in learning more about inclusive asset protection and legacy planning.

  • Participant limit:

    Organizations can send as many individuals as they would like. Contact [email protected] for details about group discounts.

  • Language:

    Offered in English.

Questions?

Reach out to the Learning Center team at [email protected]