Certified Financial Coaching

The moment you become a member at BMI Federal Credit Union, you have access to our award winning Financial Education Program, including Certified Financial Coaching*. Financial Coaching is free for our members and customized to meet your financial needs and goals.

Have a quick question?

Email a Certified Financial Coach

Schedule Meeting with a Coach

Step 1 
Complete our Financial Education Coaching Agreement if this is your first coaching session.
If not, proceed to Step 2.

Step 2  Make Your Appointment 

* Required

You may also contact us at 614.707.4000, or stop by an of our five branches in Dublin, Westerville, or Columbus.

Back to Financial Education

*Coaches are located at every branch, and their services are offered FREE of charge to all members. Our coaches are certified through certified through the Credit Union National Association (CUNA), and are required to be re-certified every three years.

Coaching sessions may be conducted by video conferencing. If video conferencing is available, BMI FCU will schedule the session using the approved platform. BMI FCU will protect the information discussed during this session, pursuant to the ZOOM PRIVACY POLICY, however, BMI FCU does not guarantee privacy or information will be protected through the use of a Third-Party Video Conferencing Platform. BMI FCU will utilize all appropriate security features provided by the Third-Party Video Conferencing Platform to protect your conversation and information exchanged. Information is available upon request regarding the Third-Party Video Conferencing Platform’s privacy and security policies prior to the initiation of a session. Authorization can be rescinded at any time during the any financial coaching sessions through video.