Home / Courses / HO209vc: Delivering Effective Financial Capability Programs - April 7, 2026
Faculty - Led Course | Intermediate

HO209vc: Delivering Effective Financial Capability Programs

This course equips you with the skills and strategies to deliver impactful financial capability programs. You’ll learn how to meet clients where they are—before, during and after service delivery—by using coaching techniques, tailored outreach and follow-up strategies. Explore how to engage clients, retain participation and track progress toward financial goals. You’ll also develop plans to support clients beyond the program, ensuring long-term financial health. Whether you’re a coach, counselor or educator, this course helps you deliver results that matter.

What You'll Learn

  • Build skills to deliver financial programs that help clients reach goals and improve financial health.
  • Learn to engage clients, tailor services and support them before, during and after the program.
  • Use coaching and follow-up strategies to motivate lasting behavior change and track client progress.

Live Session Schedule

Week 1:

April 7, 2026 | 3:30pm ET

Week 2:

April 14, 2026 | 3:30pm ET

Week 3:

April 21, 2026 | 3:30pm ET

Week 4:

April 28, 2026 | 3:30pm ET

Come Prepared for the Course

This faculty-led course takes place over four weeks and includes up to a 90-minute weekly live web conference session, self-paced online assignments and the use of peer discussion forums. Learners should expect to spend approximately four hours per week on course related reading and assignments. All required coursework is due by 11:59 p.m. PT on the designated day of class.

Pre-Work & Preparation

Pre-Work & Preparation

Complete all pre-work by provided deadlines

Active Participation

Active Participation

Attend live sessions and engage in collaborative activities

Software Requirements

Software Requirements

Microsoft Word, PowerPoint and Zoom proficiency required

Hardware Setup

Hardware Setup

Dual monitors, webcam and file management capabilities

Your Instructor

Alexis Nerguizian

Alexis Nerguizian

Faculty Member | NeighborWorks

Alex Nerguizian has over 20+ years of experience in the field of personal and business finance from both the private and the non-profit sectors. He spent seven years in banking where he specialized in wealth management and lending to support personal and small business clients. As a consultant since 2009, he has worked assisting various non-profit organizations, both in the San Francisco Bay Area and across the nation, by delivering financial education curricula, offering technical assistance and providing coaching training and support to capacitate non-profit staff in their fight to bridge the financial wealth gap in our society. Alex has been part of the NeighborWorks' faculty where he teaches various financial capability courses including their Financial Coaching courses since 2011. Being born and raised in Argentina, Alex can provide all his services in Spanish. He graduated from UC Davis with a Bachelor of Science degree in Managerial Economics in 2004. Since 2014, Alex has been certified as an Accredited Financial Counselor by the AFCPE. In 2018, he was certified as a Financial Fitness Coach through Sage Financial Solutions.

What Learners Are Saying

"This course gave me exactly what I needed to get started in housing counseling. The practical tools and real-world examples made it easy to apply what I learned immediately with my clients."

Maria Rodriguez

Housing Counselor, Urban CDC

"As someone transitioning from social work into housing counseling, this course provided the perfect foundation. The content was incredibly relevant to my daily work."

David Chen

Community Development Specialist

"The instructor's expertise really shines through in every module. I appreciated the balance of theory and practical application."

Sarah Johnson

Housing Program Manager

Financial Capability Certification

Financial Capability Certification

This NCHEC Certification builds advanced financial‑coaching skills to help families budget, build credit, manage debt and reach sustainable homeownership with confidence.
All courses must be completed within a three-year period to qualify for certification.

Courses needed to earn this credential:

  • HO208 Building Skills for Financial Confidence (in-person, on-demand, and faculty-led)
  • HO209 Delivering Effective Financial Capability Programs (in-person and faculty-led)
  • HO310 Financial Coaching: Helping Clients Reach Their Goals (in-person and faculty-led)
Learn More

Ready to Get Started?

Join hundreds of housing professionals building the skills to create lasting community impact

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$595
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