Central New Mexico Community College

WINGS Dallas

International Rescue Committee

Wayne Metropolitan Community Action Agency

Interview clients to gather financial information.

Assess financial status of clients.

Implement financial decisions.

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Customer and Personal Service

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Monitoring

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Active Listening

Talking to others to convey information effectively.

Speaking

BUSF

Business, Finance & Management

ENTR

Entrepreneurship & Freelancing

PROD

Professional Development & Leadership

Financial Coach Training-Fall 2021