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K.E.E.P. Financial Coaching – Intro to Financial Coaching Training
October 8, 2019 @ 9:00 am - December 5, 2019 @ 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, 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 one-on-one Master Coaching sessions, peer-to-peer support, and ongoing training by local and regional experts in finance and coaching practices, along with access to all course materials. This program builds an individual coach’s skills while helping clients.
DATES: October 8-10, 2019 from 9:00 am to 4:00 pm with a follow-up class on Dec 5, 2019 from 9:00 am to 4:00 pm
All four training dates take place in Capstone Community Action in Barre.
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 coffee, doors open at 8:45 am, and the training starts promptly at 9:00 am. Lunch will be provided. The $100 fee covers instruction, materials, and food for all four days of the course.
The Fall 2019 Cohort of Financial Coaches is limited to 18 people – we expect this cohort to fill, 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.
October 8-10, 2019
9:00 am to 4:00 pm
Follow up class on Dec 5, 2019
9:00 am to 4:00 pm
Capstone Community Action
Main Training Room, First Floor
20 Gable Place
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.
ACCOMMODATION REQUESTS RELATED TO A DISABILITY AND SPECIAL DIETARY NEEDS SHOULD BE MADE AT LEAST TWO WEEKS PRIOR TO THE EVENT BY CONTACTING BECKIE BLOUIN AT RBLOUIN@GMUNITEDWAY.ORG OR 802.613.3989.