Course Description

This course is designed to refresh the level of knowledge of financial management and capability of counseling and coaching practitioners who advise consumers in household financial and management matters and to these practitioners to coach clients in reaching financial goals. The practitioner will learn techniques that encourage consumer behavioral change and the development of new habits effective in an effort to improve consumer outcomes.

Objective

To refresh the practitioner’s knowledge and skills in:

* All aspects of financial management from budget, money, and debt/credit management; through savings, investment, and retirement;

* How to calculate and develop budgets, and assist consumers in savings and retirement planning;

* Their understanding of those things that drive consumer behaviors

* Learning techniques aimed at changing consumer habits and behaviors;

* How to partner with consumers in a non- counseling coaching role.

At the end of this course, practitioners will be able assist consumers in financial management/capability and effectively communicate strategies that encourage financial accountability through the practice of sound financial behaviors.