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, virtual, 4-day training is open to agency staff, peers, and volunteers and is a prerequisite 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 peer-to-peer support, ongoing training opportunities, and support from our team, as well as access to all course materials. The goal of this program is to build an individual coach’s skills while helping clients.
DATES: Spring 2023 Cohort Registration! This program will be taught in 4 half-day (interactive and educational!) sessions via Zoom
April 25th: 9:00 – 12:30
May 2nd: 9:00 – 12:30
May 9th: 9:00 – 12:30
May 16th: 9:00 – 12:30
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. Materials will be provided to you digitally – if you are able to print them, please do, if you are not, please request them on the registration form.
The SPRING 2023 Cohort of Financial Coaches is limited – we expect this cohort to fill, so please register for Intro to Financial Coaching early if you would like to join this program.
Participation in this training is required to become a K.E.E.P. Financial Coach.
For information about how K.E.E.P. Financial Coaching can impact your client-facing work, please read more here.
Virtually from the comfort of your own home, office, co-working space, or other internet-enabled location!