Date/Time
Date(s) - April 21, 2025 - May 12, 2025
8:00 am - 12:00 pm
Fee: $175
Register at: https://docs.google.com/forms/d/e/1FAIpQLSdVSI4EKJurHYbU05EF0N1qEuOGmpF2a9YEWFyUNwCmnakUpQ/viewform?vc=0&c=0&w=1&flr=0
We are excited to offer an opportunity to assist you in honing your client-facing financial coaching skills with the K.E.E.P* course. This course is part financial knowledge and part coaching skills. Attendees will learn:
Financial Knowledge
What a cash flow budget is
How to calculate income
How to assist in creating a spending plan
Understand credit scores and learn how to improve or grow credit
Explore options for creating savings and asset-building
Coaching Skills
Active listening skills to hear what your client is prioritizing
How to utilize mind mapping for solutions
Strategies around powerful questions
Utilize the financial wheel with clients to create a holistic financial picture
By the course’s end, you will better understand financial content and enhanced tools to recognize where the client is leading you. You may apply what you learn to your finances, too!
This course is virtually from 8 am to noon on Mondays: April 21 & 28 and May 5 & 12. The cost is $175.00. More information can be found here
*K.E.E.P. Stands for: Knowledge, Equity, Empowerment, Partnership – these four elements lead to financial stability, financial success, and financial freedom.
*Organizations that would like to learn more about the K.E.E.P. Financial Coaching program and other Green Mountain United Way programs can call us at 802.613.3989 or email [email protected] or visit https://www.gmunitedway.org/keep