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.
This faculty-led course takes place over four weeks and includes up to a 90-minute weekly live web conference session, self-paced online assignments and the use of peer discussion forums. Participants should expect to spend approximately four hours per week on course related reading and assignments.
This course counts toward initial NCHEC certification.