Introduction to Financial Coaching

01/22/2020 09:00 AM - 01:00 PM CST


Financial coaching is an emerging intervention that assists low-income families achieve financial well-being. In this half-day session, participants will receive an introduction to financial coaching best practices, practical tools and resources. Additionally, you will investigate how to balance financial coaching, education, case management, and financial counseling. General knowledge of financial products and systems is required to maximize the benefit of this financial coaching training.


After attending this training, you will be able to:

  • Navigate the fundamentals of consumer financial rights
  • Identify the basics of behavior change & habit formation
  • Implement tools to help participants achieve their financial goals


This training is offered by Heartland Human Care Services, with funding provided by the Illinois Department of Commerce and Economic Opportunity. The $20 member/non-member price covers the cost of food. 

NeonCRM by Neon One