Audience: Professionals in the field whom we define as case managers, advocates, and financial counselors/coaches, to guide and contextualize the needs of their clients. Did you miss a webinar? Watch it on YouTube>
Topic: Medical Debt in Washington State
Trainier: Julia Kellison, Northwest Justice Project
Access the recorded webinar here>
Topic: Scalable Financial Wellness Solutions
Access the recorded webinar here>
Topic: COVID-19 Health Insurance Options
Trainer: Daphne Pie, King County Public Health-Seattle and King County
Access the recorded webinar here>
Topic: An Overview of Financial Empowerment
Trainers: Becky House, American Financial Solutions, Alice Coday, Financial Empowerment Network, & Lydia Assefa Dawson, King County Housing Authority
Access the recorded webinar here>
- Financial Empowerment self-assessment – https://files.consumerfinance.gov/f/documents/cfpb_your-money-your-goals_fin-empowerment_tool_2018-11.pdf
- Cash flow budget – https://files.consumerfinance.gov/f/documents/cfpb_your-money-your-goals_cash_flow_budget_tool_2018-11_ADA.pdf
- Adjusting your cash flow –https://files.consumerfinance.gov/f/documents/cfbp_your-money-your-goals_adjust_cash_flow_tool_2018-11_ADA.pdf
- Debt action plan –
- Your Money, Your Goals Financial Empowerment Tool assisting in income preservation found in Modules 3, 4, & 5 – https://www.consumerfinance.gov/practitioner-resources/your-money-your-goals/toolkit/
Topic: Debt Management, Credit Reports & Scores
Trainer: Becky House, American Financial Solutions
Access the recorded webinar here>.
- Refer to the Debt Action Plan handout from the CFPB, Your Money, Your Goals Toolkit. Chapter 6 is available to download here>
- The FDIC Handout, Apply It: Building My Credit is part of the Money Smart for Adults and available for download here>
Topic: Removing Barriers to Reentry: LFO’s in WA State
Trainer: Nick Allen, Attorney, Columbia Legal
Access the recorded webinar here
Topic: Retirement Strategies: Washington Retirement Market Place
Trainers: Carlos Garcia, CEO and founder of Finhabits and Tracy Gunter, Washington State Retirement MarketPlace
- You can access the recorded webinar here>
Topic: Overcoming Language Barriers
- You can access the PowerPoint here>
NWCLC Webinar Series: How to survive the financial impacts of COVID-19
For many Washingtonians who were recently laid off, had hours reduced, or took unpaid leave, the financial implications of COVID-19 have been serious and immediate.
Northwest Consumer Law Center is here to help those financially impacted by the COVID-19 outbreak. You can review their recorded webinar series at http://www.nwclc.org/covid-19/
Landlord/Tenant Law & COVID-19
An Update on Washington’s Eviction Moratorium and Options for Renters
Monday, March 30, 2020
Download the webinar at https://youtu.be/whClo28RoPU
Financially struggling due to the COVID-19 outbreak? Want to learn more about your rights as a tenant during these uncertain times? Join Northwest Consumer Law Center for an informative presentation by Board Member Brendan Donckers. This 20-minute presentation will be followed by a live question and answer session.
Your Mortgage & COVID-19
An Update on Foreclosure Moratoriums, Payment Deferrals, and More
Download the webinar at https://youtu.be/DojvWYQQFxQ
Financially struggling due to the COVID-19 outbreak? Want to learn more about options for your mortgage payments? Join Northwest Consumer Law Center for an informative presentation by Board Member Melissa Huelsman. This 20-minute presentation will be followed by a live question and answer session.
Your Student Loans & COVID-19: Is Relief Available?
Download the webinar at https://youtu.be/KZcTAKPtQ_M
Trying to make sense of what options are available to manage your student loans? Join Northwest Consumer Law Center for an informative presentation by Board Member Christina Henry. This 20-minute presentation will be followed by a live question and answer session.
Managing Consumer Debt Amid COVID-19
Credit Cards, Medical Bills, and Debt Collectors
Download the webinar at https://youtu.be/XpzJYklHqn0
Struggling financially due to the COVID-19 outbreak? Not sure which bills to pay first? Want to learn more about how to protect your consumer rights? Join Northwest Consumer Law Center for an informative presentation by Board Member Sam Leonard. This 20-minute presentation will be followed by a live question and answer session
Bankruptcy & COVID-19
Should I File? And Other Considerations During A Financial Crisis
Friday, April 3, 2020
Download the webinar at https://youtu.be/iOKYj7QXEy8
Struggling to repay debt and considering bankruptcy? Join Northwest Consumer Law Center for an informative presentation by Executive Director Amanda Martin. This 20-minute presentation will be followed by a live question and answer session.
Protect Your Home: Equity Scams During the Age of COVID-19
Download the Webinar at https://youtu.be/_uM6sXWvfVY
Dealing with Debt Collectors During COVID-19
Download the Webinar at https://youtu.be/Yr_ONbu7pb0
JPMorgan Chase Crisis Communications Webinar 2020 – Evaluation
JPMorgan Chase Crisis Communications Webinar 2020 – Evaluation Pt.2
- To listen to the webinar’s recording and view the presentation slides: Click Here
- To access Spitfire’s Guide to Crisis Prep and Management: Click Here
- If you have any questions, feel free to contact Training@Spitfirestrategies.com
Online Learning Opportunities
THE CENTER FOR FINANCIAL SECURITY
University of Wisconsin-Madison: LISTENING & LEARNING SERIES: Financial Coaching & Counseling – Learn more>
Outlined below are the recorded topics in their series:
- Increasing Focus: Gaining Clarity about ”Financial Coaching” vs. “Financial Counseling” & The Implications for Preparing Your Team. Download the recording here>
- Lead by Design: Deepen Understanding of Program Design & Models to Better Meet People Where They Are. Download the recording here>
- Demonstrating Success: Identifying Metrics to Measure Financial Coaching & Counseling Impact. Download the recording here>
- Taking It to the Next Level: Exploring Financial Coaching Platforms & Putting It All Together. Download the recording here>
Below are additional resources from the Center for Financial Security.
- Financial Coaching Training- Scan of the Field Brief: (link)
- Financial Coaching Newsletter containing an interview pertaining to volunteer coaching: (link)
- Financial Coaching Newsletter with Core Coaching Competencies: (link)
- Financial Coaching Strategies Website: (link)
- Subscribe to CFS Financial Coaching Resources and Updates: (link)
The Prosperity Agenda
Every month The Prosperity Agenda helps their community improve their coaching skills with short webinars filled with actionable insights and tips. Learn more>
Prosperity Now: Lessons for Integrating Financial Capability Learning
Prosperity Now recommends that organizations interested in starting or expanding their own financial capability integration projects also check out their other resources.
- Building Financial Capability: A Planning Guide for Integrated Services
- Identify and Prioritize Expected Outcomes
- Build a Logic Model
- Select and Collect Indicator Data
These and other resources are available at Prosperity Now’s Integrating Financial Capability website. Learn more about financial capability integration here>
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.
Financial Empowerment Resources
Cities for Financial Empowerment (CFE) Fund: CFE brings together pioneering municipal governments from across the country that leverages their power and positions to advance innovative financial empowerment initiatives. By working with key partners in the public, private, and nonprofit sectors, CFE also leverages its members’ collective power to advance the financial empowerment agenda on a state and national level. Learn more>
THE CONSUMER FINANCIAL PROTECTION BUREAU (CFPB)
YOUR MONEY, YOUR GOALS is a toolkit that social services organizations can use to help their clients set goals, choose financial products and build skills in managing money, credit, and debt. Learn more>