|January 6 - January 26, 2020|
The UnidosUS Learning Alliance (ULA) is currently registering counselors for the Financial Counseling I course via its eLearning platform. The training will begin on January 6th through January 26th, 2020.
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. It covers the basic fundamentals of financial counseling for low-income clients delivered as a current program enhancement or a new stand-alone service. Topics covered include barriers to increasing wealth faced by low-income clients, the financial counseling process, program design, client goal-setting and relationship-building, and developing a financial plan. It includes essential information on savings strategy and products, client income analysis, insurance products, and tax filing.
When you register for this course, you get:
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