Course Details

HO039 Designing and Delivering Financial Capability Programs Virtually: How to Engage Your Clients Virtually

Delivering financial capability services, whether it’s classes, counseling or coaching can be challenging and uncomfortable when first starting off. While historically nonprofits have been able to serve clients in-person exceptionally well, replicating this interaction and connection is very different when delivering services virtually.

In this 90-minute webinar you will explore techniques for building a sincere relationship with clients that generate trust in you as a counselor or coach. You will also learn effective strategies for audience engagement during your online class. Finally discover various tools to help you create class activities that enhance learner experience and intended outcomes.

This faculty-led webinar training will last 90-minutes and include resource materials, check and reflect activities, interactive polling, and participant Q & A with the faculty. A quiz will be open at the conclusion of the session which must be passed in order to obtain a certificate and credit toward continuing education hours. Participants can access the training site upon registration and begin looking at the available resources prior to the live online training session. Participants will complete the quiz and print their certificate immediately after the live session.

This course provides 1.5 hours of continuing education.


Course Length: 1/4 Days

Tuition: $115.0

Course counts toward a professional certificate (PCP): No