Financial coaching is an emerging practice that helps clients learn to set and achieve their financial goals.
Green Mountain United Way, in partnership with Capstone Community Action, presents Introduction to Financial Coaching. This interactive 4-day training is open to agency staff, volunteers, and peers and is a pre-requisite to becoming a Financial Coach with Green Mountain United Way’s K.E.E.P. Financial Coaching Program. This program provides 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. This program builds individual coach’s skills while helping clients.
DATES: March 27 – March 29, 2017 from 9:00 am – 4:00 pm with a follow-up day on May, 2, 2018 from 9:00am – 4:00pm. All four training dates take place in St. Johnsbury at NVDA.
In this training, we will define financial coaching, provide financial capability content and demonstrate the benefits of using coaching in helping people to achieve financial success. This program uses the Consumer Financial Protection Bureau’s “Your Money, Your Goals,” a comprehensive financial empowerment toolkit created for financial coaches, caseworkers, and other human service professionals in various roles to support the integration of financial education into their one-on-one work with clients.
Join us for a light breakfast at 8:45 am, and the training starts promptly at 9:00 am. Lunch will also be provided. The $100 fee covers instruction, materials, and food for all four days of the course.
This Second Cohort of Financial Coaches is limited to 25 people. At the end of day three of this training Financial Coaches will be eligible to attend all additional trainings offered in the series. Please see the full description of our K.E.E.P. Financial Coaching Program and the complete list of trainings for the Spring 2018 Semester at www.gmunitedway.org/keep.