About Prepaid Debit Cards guides counselors in the offering of prepaid debit cards using the fundamental interaction skills. Learn more.
Features, Fees and Uses of the CFR Prepaid Debit Card guides counselors through specific features of the CFR card so they can better present the information to their clients. Learn more.
How the CFR Card Can Help Your Community provides counselors with real-life scenarios of CFR card applications and uses. Learn more.
The CFR Card provides information to organizations about the ways the CFR card can be used to provide both client services and organizational functions. Learn more.
Also see Offering the Prepaid Debit Card, developed with the D2D Fund, which provides counselors with practical scenarios on how to talk with clients about using a prepaid debit card to help them save.
includes online training, support materials and helpful client takeaways to make savings easy.
Following is a suite of four trainings developed with the assistance of D2D Fund on ways to encourage your clients to save.
Promoting U.S. Savings Bonds teaches counselors how to promote U.S. Savings Bonds at Tax Time using six fundamental interaction skills. Learn more.
Promoting Savings Accounts helps counselors learn fundamental interaction skills to talk with their clients about savings accounts. Learn more.
Promoting Individual Development Accounts guides counselors through the fundamental interaction skills needed to talk with their clients about IDAs. Learn more.
Offering the Prepaid Debit Card provides counselors with practical scenarios on how to talk with clients about using a prepaid debit card to help them save.
Learn how to screen clients for medical debt and collect the information you need to work the case.
Learn how to choose a strategy to reduce your client's medical debt and how to follow through on that strategy.
Test your knowledge and learn the basics about medical debt in this training developed with the assistance of The Access Project, an AssetPlatform partner.
Take this NeighborWorks course to learn the basics of foreclosure processes, counseling techniques, loss mitigation options and intervention planning.
Each Road Map sign leads to information and resources to assess your client's transportation needs and help guide them to the best decision for purchasing or refinancing a vehicle.
shows the dangers of fast cash and options to help your clients avoid the cycle of debt.
Available through our partner, the Institute for Financial Literacy, Project SCREEN (Senior Citizens & Retiree Empowerment Education Network) provides access to professional training in financial literacy education for service providers & a financial literacy education curriculum designed especially for senior citizens. Participants will be enrolled in the Certified Educator in Personal Finance® (CEPF®) through the Center for Financial Certifications. Learn more.