Wraparound Services:
MONEY COACH
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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