Please note that this session will be pre-recorded and will be released to registrants as part of a two-part training session.

Instructions for this two-part training session:

1. Register to view the pre-recording of this session: Coaching Competencies: Credit-Deep Dive: Coaching Your Customers Around Protecting Their Credit and Avoiding Identity Theft

2. Register for the October 21st community training de-brief discussion, and come ready with your questions, thoughts, and ideas from the pre-recorded session!


By the end of this session, practitioners will be able to:

  • Identify financial technology available to help their customers safeguard sensitive information, as well as track their credit scores and reports and banking activity
  • Provide customers with the information they need to make informed decisions regarding banking institutions and financial products that safeguard their money
  • Identify signs of fraud or theft using banking products, credit reports, and financial technology
  • Support their customers to report fraud and dispute credit items
  • Center credit protection coaching conversations around goals and action-planning to encourage customer behavior change
  • Apply cultural competence to coaching conversations with customers regarding credit and financial security

Remember to join us for the live discussion of this training on October 21st at 3pm EDT!

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