Financial Products- Dallas, Texas February 3rd- 4th, 2020
Registration Information
8:30a February 3 - 4:30p February 4, 2020
NEW Economics for Women
303 S Loma Drive
Los Angeles, CA

The Learning Alliance is currently registering counselors for the Financial Products training in Dallas, TX.  The training is located at Crowne Plaza Hotel Dallas Downtown, 1015 Elm Street, Dallas, Texas 75202.   The training will begin on MondayFebruary 3rd, 2020 at 8:30 a.m. and go through Tuesday, February 4th, 2020 at 4:30 p.m.

Financial Products: Tools to help your clients reach their financial goals

Housing, HECM and financial counselors find themselves dealing with clients who need to address various financial barriers. This course provides the basic strategies and information needed to better assist clients who may have minimal access to financial products or to clients who are not aware of all the tools that are available to them. This is a course which will leave a new or experienced counselor with all the tools to successfully empower a client to choose financial products appropriate to their needs. The class will also introduce a simple comparison tool to assists clients comparing financial products.  

Participants will learn the following: 

  1. How to teach their clients the importance of comparison shopping the costs of financial products  
  2. How to calculate the costs of financial transactions.  
  3. How to come up with the total monthly and yearly costs.  
  4. Ways to reduce financial transaction costs. 
  5. Weighing the impact of changes in financial transactions/products (e.g., opening an account can reduce check cashing fees, switching banks can generate transportation costs based on the location of the bank, convenience vs. cost-of having a bank closer to work, etc.) 


When you register for this course, you receive: 

  • Two days of financial products training 
  • Take Home manual and downloadable pdf files of guides and templates for program support 
  • Access to experienced industry professionals for guidance 
  • Networking opportunities with other counselors 
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