Need posters or client referral flyers?
For more information contact: Jennifer Quiroz at email@example.com
Missed a meeting or a workshop? Check out our archive.
- Financial Empowerment Integration Stay connected here . . .
- Foreclosure Prevention Action Team Stay connected here. . .
- Did you miss a webinar? Watch on YouTube>
- 2019 Bank On Washington Forum & Film Fest
- 2020 Bank On Washington Week
Bank On Washington Week continues, offering entertainment and education about money to help children and adults learn together. Listen to the recordings on YouTube. Learn more at www.bankonwashington.org
- 2020 Bank On Washington Forum
The forum was more than just an annual gathering; it was an incubator of new ideas and opportunities to help improve the financial stability of our un- and underbanked neighbors. Download the agenda and check out the forum program’s resource page. Watch the recordings to learn how you can engage your community in topics such as addressing the root causes of the racial wealth gap.
Bank On Washington Forum videos on YouTube.
BOWA Forum Day 1 – https://youtu.be/fUnpDA4ewo8
BOWA Forum Day 2 – https://youtu.be/kWQEzkjaeMU
Professionalizing Financial Counseling and Coaching
Professionally trained counselors help consumers with low incomes manage their finances, pay down debt, increase savings, establish and build credit, and access safe and affordable mainstream banking products.
The “Supervitamin Effect” of financial counseling, as distinct from generalized “financial education” is the core work at the Financial Empowerment Centers (FEC) across the country. Today it is the Cities for Financial Empowerment Fund’s (CFE Fund) comprehensive approach to financial counseling and holds the promise of saving cities money over the long term.
FEC’s train their financial counselors in accordance with the requirements and competencies detailed in CFE’s newly established FEC Counselor Training Standards and Code of Ethics. These delineate the breadth and depth of the financial content areas, counseling and coaching skills, practice and experiential learning, and socio-economic and cultural context setting necessary to serve the diverse needs and backgrounds of FEC clients.
To facilitate local counselor training, the CFE Fund released its newly established FEC Counselor Training Standards and Code of Ethics. The standards outline the financial content areas, counseling and coaching skills, practice and experiential learning, and socio-economic and cultural context setting necessary to serve the diverse needs and backgrounds of FEC clients.
To facilitate local counselor training, the CFE Fund has approved ten national and regional training providers’ courses that align with the FEC Standards.
ASSOCIATION FOR FINANCIAL COUNSELING PLANNING EDUCATION (AFCPE)
The Association for Financial Counseling and Planning Education (AFCPE) is a non-profit professional organization created to promote the education and training of the professional in financial management. Certified individuals must meet education, experience, and ethical requirements. In addition, continuing education and annual fees are required to maintain a certificate. Learn more>
COLLEGE FOR FINANCIAL PLANNING
Foundations in Financial Planning Program℠ is designed to provide basic, practical knowledge of the financial planning process and the five disciplines of financial planning. Students are introduced to different product categories, essential terminology, and general concepts applicable to financial planning. Completing the Foundations in Financial Planning course will allow you to use the Registered Paraplanner℠ or RP® mark. Learn more>
CFP Certification Professional Education Program is delivered via the College’s exclusive MyChoice learning platform. Most students complete their studies within 1-2 years, although your completion time may be faster or slower than the duration cited. Students are permitted up to 3 years to complete the program. Completing the program fulfills the core education requirement for certification by CFP Board of Standards, qualifying you to sit for the CFP® Certification Examination.
Additional information on CFP Board’s requirements can be found on their website. Completion may allow you to earn up to 15 semester credit hours toward an MS in Personal Financial Planning, and between 150-278 hours of continuing education credit with some organizations. Learn more>
South Seattle Community College (SSCC) is an affiliate of the College for Financial Planning in Denver, Colorado. SSCC provides classroom instruction for those enrolled in the (self-study) CERTIFIED FINANCIAL PLANNER™ Professional Education Program. Learn more>
NATIONAL ASSOCIATION OF CREDIT COUNSELORS
Successful candidates receive the Certified Credit Counselor or Financial Health Counselor or Debt Settlement Specialist certification, a two-year renewable certificate along with membership in the National Association of Certified Credit Counselors. As a member, you will be included in our international registry and your continuing education requirements will be tracked for recertification. Learn more here>
NeighborWorks America’s training and certification offerings represent the professional development for those serving people and communities in any capacity.
IDEO.ORG – Design Kit
What is Human-Centered Design?
The Health & Wealth Connection
- The Health and Wealth Connection, Opportunities for Investment Across the Life Course, by Jason Q. Purnell and Anjum Hajat, The Asset Funders Network, 2016
- The Relationship Between Health & Wealth Over the Life Course – Health & Wealth Brief Graphic
- Integrating Financial Capability Services into Community Health Centers, by Joanna Ain, David Newville, Parker Cohen, and Alicia Atkinson, CFED is now known as Prosperity Now, November 2016
Integrating Financial Capability
Knowledge + Skills + Access to Resources = Financial Capability Learn more>
- Building Financial Capability: A Planning Guide for Integrated Services is an interactive resource to help a wide range of community-based and social service organizations integrate financial capability services into their existing programs.
- Building Financial Capability: A Planning Guide for Integrated Services (Webinar)