UnidosUS Training: Financial Counseling

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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

Register for UnidosUS Training: Financial Counseling.

For questions about this training, contact UnidosUS at elearning@unidosus.org.

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Tags: Housing Counseling Program