Financial coaching is an emerging practice that helps clients learn to set and achieve their financial goals. This interactive 4-day training will define financial coaching, provide financial capability content and demonstrate the benefits of using coaching in helping people to achieve financial success.
Green Mountain United Way, in partnership with Capstone Community Action, presents Introduction to Financial Coaching. This course is open to all partner agency staff members and will include additional supports for coaches including one-on-one Master Coaching sessions, peer-to-peer support, and ongoing trainings by local and regional experts in finance and coaching practices, along with access to all course materials.
Enrollment in the Introduction to Financial Coaching class is limited to twenty-five participants on a first-come, first served basis. The class spans four days: Tuesday, October 10th, Wednesday, October 11th, Thursday, October 12th and Thursday, December 7th. It is strongly encouraged that participants in this class attend all four days to become a Financial Coach and be offered first placement in all other subsequent classes.
Presented by Pamela Bailey, Master Coach, Director of Operations at Green Mountain United Way and Liz Scharf, Savings & Credit Program Coordinator, Community Economic Development at Capstone Community Action.
October 10th, 11th, & 12th 2017
8:30 am to 3:30 pm
Follow up class on December 7, 2017
8:30 am to 3:30 pm
Conference Room – 1st Floor
Capstone Community Action
20 Gable Place
Barre, Vermont 05641
Join us for a light breakfast at 8:00 am, and the training starts promptly at 8:30. Lunch will also be provided. The $100 fee covers instruction, materials, and food for all 4 days of the course.
ACCOMMODATION REQUESTS RELATED TO A DISABILITY SHOULD BE MADE AT LEAST TWO WEEKS PRIOR TO THE EVENT BY CONTACTING LAURIE KELTY AT LKELTY@GMUNITEDWAY.ORG OR 802.613.3989.