Training Content

Topics Covered During Training

    1. Coaches Guide [Full Program]

    2. CMM Flyer

    1. Setting Financial Goals [Coaches Guide]

    2. Setting Financial Goals [Client Journal]

    3. Setting Financial Goals [Spanish Client Journal]

    4. SMART Goals [Worksheet]

    5. Financial Health Assessment [Worksheet]

    6. Setting Financial Goals [Workshop Presentations]

    7. Setting Financial Goals [Spanish Workshop Presentation]

    1. Budgeting & Saving [Coaches Guide]

    2. Budgeting & Saving [Client Journal]

    3. Budgeting & Saving [Spanish Client Journal]

    4. Creating a Budget [Worksheet]

    5. Emergency Savings Action Plan [Worksheet]

    6. Budgeting & Saving [Workshop Presentation]

    7. Budgeting & Saving [Spanish Workshop Presentation]

    8. Creating a Budget Spanish [Worksheet]

    1. Building Strong Credit [Coaches Guide]

    2. Building Strong Credit [Client Journal]

    3. Building Strong Credit [Spanish Client Journal]

    4. Building Strong Credit [Workshop Presentation]

    5. Building Strong Credit [Spanish Workshop Presentation]

    1. Banking 101 [Coaches Guide]

    2. Banking 101 [Client Journal]

    3. Banking 101 [Spanish Client Journal]

    4. Banking 101 [Workshop Presentation]

    5. Banking 101 [Spanish Workshop Presentation]

    1. Using Your Benefits & Avoiding Financial Trouble [Coaches Guide]

    2. Using Your Benefits & Avoiding Financial Trouble [Client Journal]

    3. Using Your Benefits & Avoiding Financial Trouble [Spanish Client Journal]

    4. Using Your Benefits & Avoiding Financial Trouble [Workshop Presentation]

    5. Using Your Benefits & Avoiding Financial Trouble [Spanish Workshop Presentation]

About This Training

  • 48 lessons