Course Details

In this two-day course, participants will build the skills needed for delivering effective financial capability programs. The purpose of financial capability programs is to build customers’ capacity, based on knowledge, skills, and access, to manage financial resources prudently and effectively, so that they reach their financial goals and build financial health. Applicable across a range of financial capability programs, this course focuses on how to deliver programs and services that work. It includes current practices and tools to support customers’ journeys in the program from pre- to post-service delivery. Participants will learn how to better understand their customers. In turn, participants will increase their abilities to engage customers in the program, deliver tailored services that meet customers’ needs, and keep customers motivated to change behaviors and reach goals over the course of the program. (Formerly titled: Delivering Effective Financial Education for Today's Consumer — updated 1/2021)


This course counts toward initial NCHEC certification.

Course Length: 2 Days

Tuition: $770.0

Course counts toward a professional certificate (PCP): No