Are you wondering what skills are necessary for practitioners to effectively work with customers in reaching their financial goals? What behaviors and attitudes can make a person financially confident? What barriers do consumers face in working toward long-term financial security? In this online course, the counselor will sharpen their skills to effectively work with customers to achieve their financial goals. This course will help the counselor gain the most useful and efficient tools to make a real difference in the lives of their clients. Learn how to facilitate engaging and candid conversations around utilizing appropriate financial products and services, spending, saving, credit, protecting assets and maximizing income. Develop and build your skills in key content areas that will help consumers put themselves in a better position to withstand economic stresses and achieve financial prosperity.
This course is designed for financial coaches, financial and housing counselors, program managers, and community development professionals. This course satisfies one of the three training requirements to obtain NCHEC certification in financial capability.
This course provides 2.5 hours of continuing education.
This course counts toward initial NCHEC certification.