Wraparound Services:


Want your team to gain the necessary knowledge to become financial coaches for your members?

Money Coach can help. Provided online or in-person, your staff members will gain understanding of all the elements of financial wellness to help your members reach their goals.

The Money Coach program includes:

  • Pre and Post Training Testing
  • 40 Hours of Training / Professional Development
  • Online or In-person Programs
  • Thirteen Financial Education Topics
    • Basics of Money Management
    • Basics of Credit and Debt
    • Credit History and Credit Reports
    • The Collection Process
    • The Legal Process
    • Bankruptcy
    • Housing Issues
    • Identity Theft
    • Student Loans
    • Taxes
    • Child Support and Alimony
    • Long-Term Planning
    • The Art of Financial Counseling
Ready to learn more? Send us an email!

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