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The Your Money, Your Goals toolkit, created by the Consumer Financial Protection Bureau is comprehensive and brings together information, tools, and links to other resources case managers and social workers can use to help clients build skills in managing money, credit, debt, and financial products. Having all these resources in one place can make it easier for you to bring financial empowerment concepts into conversations you may already be having. This can help the people you work with increase the financial stability in their lives.
Although, sharing this information and tools may feel like a completely different job from your current one, another thing you’re being asked to add to your workload, once you’re familiar with the resources in this toolkit, it can become natural to integrate its contents into the work you do every day.
https://ceyouplus.org/workshops/YourMoney2/viewYour Money Your Goals:
An Empowerment Toolkit (Recorded)
Previously Recorded
Presenter: Vanessa Bright, AFC (Accredited Financial Counselor)
Course Length: 3 Hours
This workshop Offers 3 Continuing Education Credits
This webinar is recorded and will not grant live credits.
The Your Money, Your Goals toolkit, created by the Consumer Financial Protection Bureau is comprehensive and brings together information, tools, and links to other resources case managers and social workers can use to help clients build skills in managing money, credit, debt, and financial products. Having all these resources in one place can make it easier for you to bring financial empowerment concepts into conversations you may already be having. This can help the people you work with increase the financial stability in their lives.
Although, sharing this information and tools may feel like a completely different job from your current one, another thing you’re being asked to add to your workload, once you’re familiar with the resources in this toolkit, it can become natural to integrate its contents into the work you do every day.
10:00 AM Welcome, Introductions, and Overview
10:30 AM Module 1: Setting goals and planning for large purchases
Module 2: Saving for emergencies, bills, and goals
Module 3: Tracking and managing income and benefits
Module 4: Paying bills and other expenses
12:00 PM Module 5: Getting through the month
Module 6: Dealing with debt
Module 7: Understanding credit reports and scores
Module 8: Money services, cards, accounts, and loans, and
finding out what works for you
Module 9: Protecting your money
1:00 PM ADJOURNMENT - Final questions