Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Bureau podcast series on paying for higher education
The CFPB yesterday released the first episodes of a two-part podcast series for students, parents, and practitioners on managing finances before, during, and after college. The podcast series, Financial inTuition, will include interviews with experts in financial aid, student loans, financial coaching, and planning. The podcasts also will highlight the Bureau’s bevy of resources and tools to help young adult consumers make sound financial decisions. The first part of the series, "Managing Your Money," consists of three episodes:
- "Financing Your Future: How to Pay for Higher Education" – This segment will offer tips on preparing for life after high school, and focus on key financial questions one should explore before making a college/higher education decision.
- "Managing Money as a Young Adult" – This episode will discuss budget and money management tips, including resources offered by the CFPB, and other advice on how to manage finances as a young adult.·
- "Understanding and Protecting Your Credit" – This episode will provide insight about understanding the importance of your credit and how to protect it. This episode will cover the function of nationwide credit bureaus and credit reports, how credit scores are calculated, how to build credit and more.