Et cetera : Financial Coaching Course Begins September 12th

Sharpen Your Financial Coaching Skills begins September 12th in Cedar Rapids. This course from Iowa State University Extension and Outreach is designed for volunteers, clergy and others working in nonprofit groups and organizations who assist their clients or members with financial management concerns.

The five-week course combines two face-to-face sessions with three weeks of online learning. Participants will learn how to recognize the causes, complexity and associated stress of financial problems. They’ll gain tools and strategies they can use to assist clients with various financial problems. In addition, they’ll apply coaching skills to typical financial situations facing their clients. Just as important, this course will help in recognizing client situations that are and are not appropriate for a non-professional to address.

Sharpen Your Financial Coaching Skills will be taught by Phyllis Zalenski, Family Finance Program Specialist and Patricia Swanson, Family Finance State Specialist and CFP® certificant.

The registration deadline is September 7, 2012. The course fee is $60 and includes a book and other resources. To register, contact Phyllis Zalenski at 319-462-2791 or zalenski@iastate.edu for a registration brochure.

The kick-off session on September 12th at the Cedar Rapids Public Library will provide an introduction to financial coaching. Participants also receive links to resources for financial coaches and information on connecting to the online course.

The three-week online portion of the course begins September 24th and participants may log in at their convenience. Each week a new topic will be introduced: communicating about money, tracking spending, and understanding credit. The course also includes the opportunity to complete learning exercises and interact with the instructor and other participants via a weekly chat room and course email.

The course will conclude with a face-to-face session on October 17th featuring community resources and discussion of typical financial coaching scenarios.

For more information, contact Phyllis Zalenski at 319-462-2791 or zalenski@iastate.edu

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