Description:
This training equips case managers with the knowledge and tools needed to guide clients in making informed financial decisions. "North Dakotans, Get Smart with Your Money" focuses on practical strategies for budgeting, saving, and managing debt, tailored to the unique financial challenges faced by low-income individuals and families in North Dakota.
During the training, case managers learn how to:
- Conduct financial assessments to identify clients' strengths and areas for improvement.
- Develop personalized financial plans that align with clients' goals and circumstances.
- Provide actionable advice on reducing expenses, increasing savings, and improving credit scores.
- Utilize local and state resources to support clients in achieving financial stability.
Through interactive scenarios and real-life examples, case managers gain confidence in delivering financial education and support, ensuring they can empower clients to take control of their financial futures.
Target Audience: Case managers working with low-income individuals and families across North Dakota.
Outcomes:
By the end of the training, participants are equipped with practical tools and strategies to:
- Improve clients' financial literacy and decision-making skills.
- Support clients in developing and maintaining a budget.
- Guide clients toward achieving long-term financial goals, including homeownership, debt reduction, and emergency savings.
This training is a critical component of our ongoing commitment to improving financial stability and reducing poverty in our communities.
Trainings required by or recommended for North Dakota SSVF Staff.
- Site Admin: Andrea Olson
- Site Admin: Holly Papineau