Financial Courses & Programs - Financial Coaching Train the Trainer - HarborOne Bank

Our Brockton-Campello and Brockton-West MA branches are drive-up only.

All branches will be closing at 4:30pm on Thursday, January 27th.

View all branch hours updates, in the event of any temporary closures.

U Classes - Online

Financial Coaching Train the Trainer

March 9, 2022 — 10:00am - 12:00pm

This interactive webinar is designed to provide community practitioners with basic Financial Coaching principles, practical tips, and best practices to empower their clients in increasing financial capability. Webinar participants will also come away with deeper understanding of their own money choices, and best practices for money management and financial success. The main objectives for this webinar are:

  • Learn basic principles of financial coaching
  • Reflect on how financial management impacts our wellbeing
  • Understand Credit Scores & Credit Reports   
  • Identify different ways to track expenses and create a personal budget
  • Review concepts, tools and methods to help others build financial capability

Presented by Claudia Cardozo, Community Development Manager, HarborOne Bank.



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HarborOne Bank - Corporate Office
770 Oak St. Brockton, MA 02301

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