Your Money, Your Goals Training for Frontline Staff - May
The CFPB developed this toolkit to help case managers and another frontline staff provides high quality, unbiased information, and tools that help clients become financially empowered. It’s also designed to make the integration of financial empowerment tools as seamless as possible for your organization. As a result of the training, staff will build a foundation of financial knowledge that will help them become comfortable in using the toolkit with their clients. The CFPB’s toolkit, available in English guides case managers in adapting tools to each client’s situation. By using it, they will learn to help their clients: Your Money, Your Goals is a toolkit to help frontline staff and volunteers as they work with consumers to… Make spending decisions that can help them reach their goals Order and fix credit reports Avoid tricks and traps as they choose financial products Make decisions about repaying debts and taking on new debt Keep track of their income and bills Decide if they need a checking account and understand what they need to open one The training costs $90 to attend. If making a payment by check or money order. Please send a check to the following address: Attn: Rachell Hall / Your Money Your Goals Innovative Changes 2027 Lloyd Center Portland, OR 97232 If you cannot send a check, contact Rhall@innovativechanges.org for other payment options. How to find us click here. We are on the third-floor food court on the west side of the spiral staircase. * If your signing up multiple people please register each person separately.
2027 Lloyd Center
Portland, OR 97232
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