Engaging Clients in Financial Goal Setting
Author: Reeta Wolfsohn
Topic: Financial coaching & counselling
Publisher: Center for Financial Social Work
Location: United States
Format: Curriculum
Content Type: Miscellaneous
Publication Date: December 31, 2014
Financial Social Work provides a powerful approach to behavioural change using a financial orientation. Grounded in the understanding that financial behavioural change is an outcome of increased personal growth and awareness, Financial Social Work certification provides the process required for graduates to improve their own financial futures. Graduates become more confident, competent and hopeful resources and role models as they work for personal, professional and financial change. This program [available in workbook format for purchase separately from the certification] facilitates bringing Financial Social Work to your agency/organization clients without having to devote the time, effort and resources required to create a financial behavioural program.
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