Page 3 - Financial Empowerment Network Course Catalog

Financial Empowerment Network—Continuing Education Course Catalog January 2020

Certification & Continuing Education (CE Credits) Contents

Financial counseling and coaching certifications for professionals in the field working with Guide to Presenting Financial
Education Workshops………..……...…..2
low-to-moderate income clients are relatively new. Until recent years the predominant focus was
on financial advising that targeted upper middle class and clients with wealth. Overcoming Language and
Communication Barriers……...…...…..2
Prosperity Now, a national nonprofit based in Washington, DC, dedicated to expanding economic Defining a Financial Empowerment
opportunity for low-income families and communities, cites that nearly half all Americans are Trainer…………………………….….…...…….3
financially fragile. They define financial fragile as not having access to $400 to cover a surprise Inclusive Training……………...…………...3
expense or loss of income—surprises they say are becoming all too common. Their finding
The Household Financial Security
establishes the growing need for professionals to have the financial knowledge and the skillset to
Framework…..………………...………….....4
serve their clients better and move them along a financial continuum.
An Introduction to Financial
The financial continuum provides a conceptual framework for professionals whom we define as Empowerment…………………………...….4
case managers, advocates, and financial counselors/coaches, to guide and contextualize the Bridges Out of Poverty……..…………...4
needs of their clients. It also helps garner the support services and partnerships required to
Removing Barriers to Reentry: LFO’s
create a forward moving-trajectory from financial exclusion to financial inclusion.
in WA State… ……………..………………..5

Creating client economic mobility requires financial skills that focus on the multi-faceted needs
An Overview of Medical Debt...……. 5
that many Americans are facing today. Client interaction requires knowledge of public benefits,
resources, and safety nets to soften the financial blow as households move in and out of poverty, A Missing Element of Financial
as well as an understanding of credit, debt, and health issues. With household savings at critically Capability: Money Mindset……....…..6
low levels, there lacks the resiliency to weather the financial storms that result from living pay
In Her Shoes…………………..……...….....6
check-to-pay check.
Money as You Grow Book Club….....7
Certification provides the baseline or starting point for demonstrating financial proficiency.
Homeownership Strategies and Gap
Continuing education ensures that practitioners in the field stay current with economic changes
Financing…………………….……...…….....7
and new regulations so that they meet professional standards and ethics, and client service .
remains steadfast. Undocumented Limbo Loop………....8
Retirement Strategies .....……......…..8
Debt Management, Credit Reports,
Movement Along Stages of the Financial Continuum
and Scores…………………………….…….. 9
Financial Exclusion Financial Inclusion
Student Loan Debt, Resources, and
Strategies………………...……....… ……..10
Professionalizing the Field of

Financial Crisis Homeless Financial Hardship Hardship Transition Income Generation Asset Building Financial Stability Homeownership Retirement Financial Counseling and

Coaching…………………….…...……...….11

Financial Empowerment Network
and Trainers Task Force..….…...……12

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