Loading Events

« All Events

  • This event has passed.

K.E.E.P. Financial Coaching – Debt Management & Credit as an Asset

June 19, 2018 @ 9:00 am - 4:00 pm

Credit: Sharon Mccutcheon

Please NOTE – This Course is open to current FINANCIAL COACHES ONLY. If you have not yet taken Intro to Financial Coaching you will not be able to attend this course.

Instructors: Pamela Bailey, Master Coach, Director Programs and Operations at Green Mountain United Way and Liz Scharf, Savings & Credit Program Coordinator, Community Economic Development at Capstone Community Action

Course Description

A training on the credit building model and why credit is an asset. Debt Management and Credit as an Asset will focus on:

  • Credit scoring models (FICO and Vantage), as well as how different issues affect the score
  • The value of credit reports as a credit education and credit building tool
  • Credit building products and how to assess if a client is ready for a product
  • General tips on how and when to dispute errors and deal with debt
  • Methods of measuring client outcomes

This highly interactive training will feature case studies, an actual credit report review, and group work. We will focus on how financial coaches and financial counselors can help clients manage derogatory consumer debt such as collections and judgments, discuss the rights and responsibilities of debtors and debt collectors, exempt income and assets, statutes and limitations on collections and judgments, common debt collection scams, the court process for judgments, and more. It is important that coaches and counselors not licensed to practice law do not practice legal advice, so we will also discuss the boundaries for practitioners offering assistance to clients.

Course Date

Thursday, June 19th, 9:00 am – 4:00 pm


Northeastern Vermont Regional Hospital
Business and Conference Center
1315 Hospital Drive
St. Johnsbury, VT 05819

There is ample parking at NVRH. For details regarding parking use this link: https://nvrh.org/parking


$25 registration fee which includes workshop materials and a lunch.

Current coaches will receive an email invitation to register for this class.

To pay by check please choose Pay by Check, Pay at the Door, or Pay by Invoice under the Payment Method drop-down menu on the Check Out page. Checks can be made payable to Green Mountain United Way, 73 Main Street #33, Montpelier, VT 05602.

If you have questions, please email events@gmunitedway.org and put Financial Coaching Class Registration Question in the subject line.


June 19, 2018
9:00 am - 4:00 pm
Event Categories:


K.E.E.P. Financial Coaching Team


Northeastern Vermont Regional Hospital
1315 Hospital Drive
St. Johnsbury, VT 05819 United States
+ Google Map