Guide clients to build financial confidence using practical tools and real-life coaching strategies.
Teach six pillars: goalsetting, income, spending, saving, borrowing, and protection for lasting stability.
Use interactive activities to help clients overcome challenges and achieve long-term financial well-being.
What to Expect
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.
Learner Expectations
To get the most out of this course, please complete any pre-work by the deadlines provided, attend and actively participate in all live sessions, and review the lesson materials regularly. You’ll be asked to join collaborative activities, share your experience, and ask questions along the way. Be sure to manage your time so you can complete all required tasks on schedule.
Technical Expectations
To get the most out of this course, you should be comfortable using Microsoft Word, PowerPoint, and Zoom. We recommend having two monitors during live sessions—it makes it easier to follow along and participate. A webcam (even the one built into your laptop works great) and knowing how to download and upload files will also come in handy.
Key Assignments
Throughout the course, you’ll complete key assignments that reinforce your learning and practical application. Activities for this course will include goal setting, understanding financial service fees, and using a case study, you will create a budget, a savings plan, also read and understand a credit report.
Instructor:
Maura Camosse-Tsongas
Maura Camosse Tsongas is a current faculty member at NeighborWorks America, teaching courses in affordable housing development, financial modeling, and community development. She has extensive experience in housing policy, program development, and community engagement. Maura holds a BA in African Studies from Mount Holyoke College and a Master’s in Environmental Science from the University of Wisconsin and a Master’s in Urban and Regional Policy from Northeastern University.
Real Voices, Real Impact
Our courses are built to strengthen your skills and help you apply new knowledge right away. Hear what past learners have shared about their experience and how it’s made a difference in their work.
Other courses that may interest you:
Looking to keep building your skills? Check out these related courses:
HO209: Delivering Effective Financial Capability Programs
Gain the tools to deliver financial capability programs that truly work. You’ll learn how to engage clients, tailor services to their needs, and support them before, during, and after the program. Build your skills to help clients reach financial goals and improve financial health.
HO310: Financial Coaching: Helping Clients Reach Their Goals
Strengthen your coaching practice by mastering techniques that enhance financial capability services. Build advanced skills in goal-setting, active listening, and behavior change to guide clients toward financial stability and long-term success.
HO211: Credit Counseling for Maximum Results
Gain tools to deliver impactful credit counseling sessions. Learn to interpret credit reports, apply credit laws, and guide clients through credit challenges. Practice real-world strategies and explore ways to teach credit in your community. Ideal for counselors seeking practical skills to help clients build stronger financial futures.