Introduction to Financial Counseling $400.00
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 basics 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 receive:
- Three weeks of online training materials and exercises that can be done at your own pace
- Access to an experienced industry facilitator for guidance and feedback
- Resource manual broken down in an easy downloadable and/or printable format
- 24/7 access to online content
- Course accessibility for 30 days after your course end date
Scholarships are also offered with any of the eLearning courses.
Review the ULA course calendar to find an upcoming eLearning course.