Platform Walkthrough for Financial Coaches

Tuesday, March 9

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.

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