UnidosUS Training: Financial Counseling
August 3-23, 2020
This training provides the strategies and information needed to increase housing counselors' ability to assist their clients. It covers the fundamentals of financial counseling for low-income clients. The training includes essential information on savings strategy and products, client income analysis, insurance products, and tax filing.
This training also covers:
- Barriers to increasing wealth faced by low-income clients
- Financial counseling process
- Program design
- Client goal-setting and relationship-building
- Financial plan development
For questions about this training, contact UnidosUS at firstname.lastname@example.org.
Tags: Housing Counseling Program