Course Details

In this course, learners 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. Learners will know how to better understand their customers. In turn, learners 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.

This faculty-led course takes place over four weeks and includes up to a 90-minute weekly live web conference session, self-paced online assignments and the use of peer discussion forums. Learners should expect to spend approximately four hours per week on course related reading and assignments.

This course counts toward initial NCHEC certification.

Course Length: 3 Days

Tuition: $545.0

Course counts toward a professional certificate (PCP): No