Justine PETERSEN’s Credit Building Training is designed for those organizations seeking to grow their financial education or capability programs to the next level by coupling credit building with safe and affordable credit products. Our training is based on our own extensive experience providing credit building products and services, our demonstrated track record of working with nonprofit organizations to deliver financial products, and our certification by Credit Builders Alliance as a Master Trainer
The Credit Building training and certification program will assess, train, certify and inspire counselors in the JP Method of “Credit Building as Asset Building” training.
Check out these short guides for some of the topics we cover in our trainings:
Integrating a Product into Financial Coaching
Let’s create a map to examine what it would look like to integrate a new product into your financial coaching. In this exercise you will gain a better understanding of how your current process will support the additional product and where you may need to develop additional organizational structures or processes to meet your end goal.
Measure Outcomes of Credit Building
Why outcomes matter? From improving client experience to ensuring your program fulfills its mission, measuring outcomes are key components for a successful financial capability program. This tip sheet helps you determine what data to collect to effectively track progress towards your intended credit building outcomes.
Credit Building as Asset Building Training
- Ensures coaches/counselors are enmeshed in the “Credit Building as Asset Building” approach
- Teaches who makes a good candidate for the Save2Build Account
- Teaches coaches/counselors the process of helping clients apply for a Save2Build Account
Training includes a blend of online live and recorded training sessions and self-paced modules that coaches and counselors work through on our JP Training Center to develop and test their credit building expertise.
An in-depth 1.5 day in-person training is also available to partners that have a group of counselors or wish to provide a more hands-on training to their financial coaches/counselors.