K.E.E.P. Financial Coaching – Intro to Financial Coaching Training
October 23 @ 9:00 am - October 25 @ 4:00 pm$100.00
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 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 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: October 23-28, 2018 from 8:30 am to 4:30 pm with a follow-up class on December 4, 2018 from
8:30 am to 4:30 pm All four training dates take place in Barre at Capstone Community Action.
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 8:15 am, and the training starts promptly at 8:30 am. Lunch will be provided. The $100 fee covers instruction, materials, and food for all four days of the course.
The Fall 2018 Cohort of Financial Coaches is limited to 25 people. Participation in this training is required to become a K.E.E.P. Financial Coach. Other required elements of this program include:
- Attendance at two additional topic-specific trainings (1/2 day or full day) during the training year (September – June)
- Attendance at monthly peer coaches meetings
- Participation in one-on-one sessions with the Master Coach
- Use of the Financial Capability Scale for pre- and post-client session surveys with whom you do Financial Coaching work
At the end of day three of this training Financial Coaches will be eligible to attend all additional trainings offered. Please see the full description of our K.E.E.P. Financial Coaching Program and the complete list of trainings for the Fall 2018 Semester at www.gmunitedway.org/keep.
October 23-28, 2018
8:30 am to 4:30 pm
Follow up class on December 4, 2018
8:30 am to 4:30 pm
Conference Room – 1st Floor
Capstone Community Action
20 Gable Place
Barre, Vermont 05641
Cost: $100 includes materials, light breakfast, and lunch for all four days of the training. Please pay by check to Green Mountain United Way, 73 Main Street #33, Montpelier, VT 05602 after you register using this link or the form below.