Platform Walkthrough for Financial Coaches
Tuesday, January 5
2:00 PM ET | 11:00 AM PT
Our walkthroughs are designed for users who are new to the platform or those who want a refresher. This session is a great opportunity for platform users to learn:
-building coaching skills,
-connecting to our community of practice,
-embedding financial coaching activities into daily
service delivery,
-and managing data to track impact