Tools and Best Practices

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For more information contact:  Alice Coday at acoday@everyoneiswelcome.org

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
    •  – Handouts – Find here>
    •  – PowerPoint – Download here>
    •  – Film Fest viewing!
      1st Place – Issaquah High School DECA – Watch here>
      2nd Place Tie – Heritage University – Watch here>
      2nd Place Tie – East Valley School District – Spokane – Watch here>
  • 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.

Professional Certifications

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
NeighborWorks America’s training and certification offerings represent the professional development for those serving people and communities in any capacity.

You can learn with NeighborWorks at in-person training events or ─ for greater convenience and cost efficiency  ─ online.  Most of their courses count toward professional certificates and certifications that help advance your career. Learn more>

IDEO.ORG – Design Kit

What is Human-Centered Design?

At IDEO.org, part of their mission is to spread human-centered design to social sector practitioners around the world.  The Field Guide has everything you need to understand the people you’re designing for, to have more effective brainstorms, to prototype your ideas, and to ultimately arrive at more creative solutions.   Learn more here>

The Health & Wealth Connection

Integrating Financial Capability

Knowledge + Skills + Access to Resources = Financial Capability  Learn more>