Selecting Programs for Integrating Financial Capability Services
Author: Prosperity Now (formerly CFED)
Topic: Service system integration
Publisher: Prosperity Now (formerly CFED)
Location: United States
Format: Guide
Content Type: Programs
Publication Date: April 30, 2017
Deciding which financial capability services to provide clients begins with understanding how clients currently manage their financial lives. Tool 1 in Building Financial Capability: A Planning Guide for Integrated Services (http://1.usa.gov/1FxrLnE) helps you analyze clients’ current financial needs and opportunities. The tips below will help you effectively use Tool 1 in planning for integration. “Integrating financial capability services” means connecting clients to financial capability services where and when they are already receiving other services.
Get It

You need to login or register to bookmark/favorite this content.

Related Tags