Financial Counseling - Dallas, TX February 3rd -5th, 2020
Registration Information
8:30AM February 3 - 4:30 PM February 5, 2020
Crowne Plaza Hotel Dallas Downtown
1015 Elm Street
Dallas, TX

The UnidosUS Learning Alliance (ULA) is currently registering counselors for the Introduction to Client Financial Counseling training in Dallas, TX. The training is located at the Crowne Plaza Hotel Dallas Downtown, 1015 Elm Street, Dallas, Texas 75202.  The training will begin on Monday, February 3rd, 2020 at 8:30 a.m. and go through Wednesday, February 5th, 2020 at 4:30 p.m. 

Housing counselors and social service case managers increasingly find themselves dealing with clients who need to address various financial barriers. This course provides the basic strategies and information needed to increase professionals’ ability to assist their clients. This is a beginner course which will leave a new counselor with all the tools to successfully counsel a client to reach their financial goals. The class will touch on ethical issues that may arise as well and give the best practices on how to run an efficient counseling session.

Participants in this course will be able to:

1. Assist clients with Goal setting

2.Understand how to analyze all income types including self-employed clients

3. Assist clients in understanding what is “Affordable”

4.Understand how to accurately analyze debt

5.Confidently have a “Needs vs Wants” conversation with clients which includes risk analysis and understanding trade-offs

6.Discuss savings options with clients which includes how and where to save

When you register for this course, you get::

  • Two days of financial counseling training
  • Downloadable pdf files of guides and templates for program support
  • Access to experienced industry professionals for guidance

For any questions regarding registration, please send an email to


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