Learner Outcomes:

  • The next time your customer tells you that they are overwhelmed by their debt, or don’t know how much debt they have, you will be able to help them pull and review their credit report, and organize and prioritize their debts, which will help to reduce your customer’s overwhelm and uncertainty.
  • You will be able to work with your customer(s) to develop an actionable plan that addresses and eliminates credit and debt-related barriers to their financial goals.
  • When customers are stressed out and discouraged, you will feel confident in applying a non-judgmental coaching approach to keep customers motivated and accountable.

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