Do you serve traditionally underserved and economically vulnerable clients? Register today for free webinars from the Consumer Financial Protection Bureau (CFPB) on resources and tools you can use to help the people you serve become financially empowered. Also, forward this email to others in your community that may be interested in using this tool to help community members work toward financial goals!
- Guide to Remote Financial Coaching. This guide provides insights from the field on how to establish, expand, and improve remote financial coaching programming. This guide is for coaching program managers as well as for financial coaches. If you manage a financial coaching program that does not yet serve clients remotely, this guide will help you design and implement those remote services. If you manage financial coaching programs that already serve clients remotely, you will find new ideas you can use to evolve and expand those remote coaching services. This guide also considers how coaches can adapt to coaching remotely and connect coaching participants to on-demand, self-paced financial education resources that complement coaching. The webinar will also share lessons from the 5-year, 60-site financial coaching initiative run by the CFPB. The report about that initiative can be found here. Register for the Guide to Remote Financial Coaching Webinar, Tuesday, February 22, 2022, 3:00-4:30 Eastern.