NFEC’s Coaching Program Overview
The NFEC financial literacy materials are provided to all CPFCs; they include education and step-by-step instruction on how to accomplish tasks. All the activities include project-based learning lessons that perfectly align with the reporting software. This integration makes it easy for you to guide your clients down customized educational paths.
Consider this example: Your client has a goal of purchasing a home. After you gather the client’s information, you determine that the top factors affecting his/her financial situation are spending behaviors, current debt load, and credit situation. You walk the client through activities on the phone, using the educational resources, and assign them the step-by-step activities in “Molding Positive Financial Behaviors,” “Access Your Credit Report,” and “Create Your Debt Payoff Plan” to complete this week.
Once these activities are assigned, your clients will be supported to take action. You will be able to review their work and easily identify any areas where they need added support.