Alternate content for script

Course Details

HO209rq Delivering Effective Financial Education for Today's Consumer

Seeking financial security, today's consumer is searching for real-time information on how to maneuver through the maze of financial products and services, establish or rebuild credit, reduce debt and save for the future. Helping clients reach their potential through a variety of services has never been more essential. This course addresses the fundamental components to successfully delivering a well-designed financial education program, starting with group education and the primary ways consumers behave with their money: visioning; maximizing income; spending; saving; borrowing and protecting. Participants explore growing industry trends surrounding comprehensive "financial capability" programs, lifestyle changes, counseling, coaching and measuring outcomes. Educators and non-profit leadership will learn some of the most current practices in implementing an effective and sustainable program that best meets the needs of diverse audiences. Innovative strategies using a variety of delivery methods, including social media, will be explored, along with available resources. (Formerly titled: Financial Fitness: Teaching Financial Management Skills — updated 12/2010)

Note that the online primer course, HO209el Delivering Effective Financial Education is intended as an introduction to financial management topics that will be covered during the in-person HO209rq Delivering Effective Financial Education for Today’s Consumer course. HO209el cannot be taken as a substitute for HO209rq.

This course counts toward initial NCHEC certification.

Course Length: 3 Days

Tuition: $885

Course counts toward a professional certificate (PCP): No