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"Your Money, Your Goals" Financial Literacy Training

ASIAN, Inc. and the San Francisco Office of Financial Empowerment

Friday, September 16, 2016 from 9:00 AM to 12:00 PM (PDT)

"Your Money, Your Goals" Financial Literacy Training

Ticket Information

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Event Details

Training Purpose

To provide you with:

  • An orientation to Your Money, Your Goals, a financial empowerment toolkit for Social Services programs;

  • An overview of the training for case managers and other frontline staff; and

  • The tools, knowledge, and confidence to provide this training to your constituency or in your community

Training Objectives

By the end of the training, you will be able to:

  • Identify and understand the differences in the October 2015 version of Your Money, Your Goals.

  • Describe ways to approach integration of Your Money, Your Goals into work with clients.

  • Describe the purpose of the Consumer Financial Protection Bureau (CFPB) and its rationale for developing Your Money, Your Goals.

  • Explain the ways outcomes of financial empowerment training align with program and client outcomes.

  • Define financial empowerment and differentiate it from other approaches (financial capability, financial education, and financial literacy).

  • Explain the overall organization and content of Your Money, Your Goals.

  • List and describe your responsibilities as a trainer for Your Money, Your Goals including administration of trainer, participant survey instruments.

  • Explain the tools or resources you have to plan and implement the training for Your Money, Your Goals.

  • Describe the overall flow of the training, including key activities and methodologies used throughout the Your Money, Your Goals training.

  • Explain key financial empowerment concepts presented in Your Money, Your Goals.

  • Access and use tools and materials available at www.consumerfinance.gov.


For more information, please call (415) 364-8567 or email ychen@asianinc.org



ASIAN, Inc. Logosf office of financial empowerment logo

Have questions about "Your Money, Your Goals" Financial Literacy Training? Contact ASIAN, Inc. and the San Francisco Office of Financial Empowerment

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