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. This course has 21 hours that count for certification renewal.
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
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
Complete all pre-work by provided deadlines
Active Participation
Attend live sessions and engage in collaborative activities
Software Requirements
Microsoft Word, PowerPoint, and Zoom proficiency required
Hardware Setup
Dual monitors, webcam, and file management capabilities
Your Instructor
NWA Faculty
Instructor
What Learners Are Saying
Financial Capability Certification
Ideal for financial coaches, financial and housing counselors, & program managers
Courses needed to earn this credential:
- HO208
- HO209
- HO310
Ready to Get Started?
Join hundreds of housing professionals building the skills to create lasting community impact