Building and Supporting a Strong Financial Coaching Program

Whether you’ve already built a financial coaching program or are still in the planning or curiosity stages, your partnership with GreenPath offers you a wealth of support and resources to assist this important initiative. Join us to learn more about what is available to you through your partnership with GreenPath that can help you build or strengthen your own financial coaching program.  

This session will also feature an insightful live interview with 2 financial coaches at credit unions located in Maryland and Wisconsin. Hear more about their unique experiences as financial coaches, how their credit unions’ coaching programs are structured, and their experiences as participants in GreenPath’s Human-Centered Financial Coaching program.  

Walk away from this webinar with resources that can help you build or strengthen your financial coaching program, real-life examples of what has worked for other coaches, and a network of support in this vital work. 

What You Will Learn

• How a partnership with GreenPath can support and strengthen internal financial coaching programs 
• Insights from 2 unique credit union financial coaches and their credit unions’ programs  
• The value financial coaches are finding in GreenPath’s Human-Centered Financial Coaching professional development program  

Who Should Attend?

• Financial coaches  
• Financial coaching program leaders  
• Leaders at financial institutions who are considering starting a financial coaching program