Course Details

Successful financial capability programs deliver a combination of knowledge, skills and access that can help consumers change their behaviors and successfully build financial health. Elements of these programs can include financial education, access to financial products and services and individual relationship building – all of which can be administered using a variety of approaches and tools. Whereas Delivering Effective Financial Education for Today’s Consumer (HO209rq) looks at how to directly deliver financial education at the client level, this class broadly addresses how organizations can successfully design, integrate and sustain a financial capability program based on the needs and goals of their target audience. Ideal for program managers and executive directors looking to launch or expand financial capability services, participants will walk away with a roadmap and tools to put their program together from enrollment to outcomes measurement.

Course Length: 2 Days

Tuition: $770.0

Course counts toward a professional certificate (PCP): No