Financial Capacity- Counseling & Coaching Online Distance Learning April 19th- 23rd, 2021
Registration Information
830AM April 19 - 1PM April 23, 2021
Online Learning

The UnidosUS Learning Alliance (ULA) is currently registering counselors for the Financial Capacity (Financial Counseling and Financial Coaching courses). The training will begin on April 19th-23rd, 2021 from 8:30am- 1:30pm PST.

The class will be hosted virtually over several days and with live instruction from multiple trainers. Get all of the key content in 4 hour modules (with stretch breaks and lunchtime built in). A manual will also be shipped directly to you to follow along in class. The hybrid class will be accessible from any computer, tablet or smartphone with an internet connection via Blackboard Learn web application.

The first part of the course will be covering Financial Counseling. 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.

The second part class is Financial Coaching which is designed for seasoned counselors to enhance their skills as a coach and to assist them in making the program sustainable. An extension of the fundamentals discussed in the Intro to Financial Coaching and Client Advocacy course, this second part will have participants in this course leaving with: added layer of expertise to their counseling session by transitioning into coaching, discuss taxes in terms of financial planning, deepen the conversation into asset building options, understand the best way to structure your program for maximum efficiency and profit, establish relationships in the community to benefit the program and participants, educate clients on current available mortgage options and how-to comparison shop, educate client on potential scams and what are general red flags, educate clients on what an underwriter is looking for, understand the rules and regulations governing the industry.

Our courses are designed to provide options to multiple types of learners in one setting. We provide a virtual class facilitated by an instructor but the materials and exercises can be done through online distant learning.. You will need to login at a certain time or completing assignments on a particular day, you can do this from work or home 24/7 within the scheduled dates of your course. The course manual can be downloaded and saved right to your desktop or you have 30 days from the course end date to log back in and review the materials.

Participants receive:

  • Five days of instructor facilitated rental counseling training in an online virtual classroom

  • Guides and templates for program support, online case studies

  • Downloadable file with all guides and templates included in the manual

  • Access to experienced industry professionals for guidance

  • For any questions regarding registration, please send an email to learning@unidosus.org.

Tuition: $500


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