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This training is for you if you want to create or revamp your financial coaching program. During three 2-hour sessions, you will learn how to develop or enhance your program structure, which includes marketing and delivering your financial coaching service, policies and procedures such as how many coaching sessions to offer and what is covered during each session, and how to package and create the proper forms for your service. Then you will gain a toolbox of financial strategies to help your clients achieve financial goals quickly. It will include best practices for effectively coaching clients and serving more efficiently by leveraging online tools, maintaining client retention, and minimizing overwhelm.
Brought in partnership with The Royer Consultancy.
Registration: $100
Scholarships: Housing Action Illinois offers a limited number of training scholarships for housing counselors who work for HUD-approved agencies. Learn more and apply here »
Creating a Results-Driven Financial Coaching Program
June 6–8
Creating a Results-Driven Financial Coaching Program
June 6–8
Creating a Results-Driven Financial Coaching Program
June 6–8
We look forward to having you join us for Creating a Results-Driven Financial Coaching Program.
You will receive a confirmation email with a link to join the training via Zoom. If you have any questions, contact Bibian Cristino at bibian@housingactionil.org.
If you don't see the confirmation email, please check your junk or spam folder and add bibian@housingactionil.org to your safe sender list.