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K.E.E.P. Financial Coaching – Intro to Financial Coaching Training
March 26 @ 9:00 am - March 28 @ 4:00 pm$100.00
Thanks for your interest in becoming a K.E.E.P. Financial Coach. This session’s registration is now FULL. If you would like to have your name added to our waiting list, please email Beckie with your name, title, organization, and contact information and she will add you to the list. You will be contacted only if a spot becomes available.
If you are interested in receiving notice when our Fall 2019 Cohort opens up for registration, please email Beckie and ask to have your name added to the Fall Cohort announcement. The Fall 2019 Cohort training will take place in Central Vermont.
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 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: March 26-28, 2019 from 9:00 am to 4:00 pm with a follow-up class on May 8, 2019 from
9:00 am to 4:00 pm
All four training dates take place in Northern Counties Health Care, 185 Sherman Drive, St. Johnsbury (near Northeastern Vermont Regional Hospital).
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 Spring 2019 Cohort of Financial Coaches is limited to 20 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. 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 bi-annual peer coaches meetings
- Participation in one-on-one sessions with the Master Coach
- Work with the Master Coach and your organization to integrate this program into your agency’s practice
- Use of the Financial Capability Scale for pre- and post-client session surveys with whom you do Financial Coaching work to report data
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 2019 year at www.gmunitedway.org/keep.
March 26-28, 2019
9:00 am to 4:00 pm
Follow up class on May 8, 2019
9:00 am to 4:00 pm
Northern Counties Health Care
Basement Conference Room
185 Sherman Drive (the last building on Sherman Drive)
St. Johnsbury, VT
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.