Dragonfly Financial Solutions LLC believes that everyone should have access to high quality financial counseling, education, and coaching so that they can live their best financial lives.
Professional Development Training
Professional Development Training for Financial Capability Professionals
Tailored training for groups of professionals ranging from newly-hired front line staff to experienced executive directors on topics that are important to you.
NeighborWorks Center for Homeownership Education and Counseling (NCHEC): Financial capability and asset building professionals are a keystone in making their communities better places to live, grow and thrive. But even dedicated professionals need training and technical assistance to stay ahead of the learning curve and bring high quality services to their clients. Participants leave with enhanced knowledge and skills to take their work to the next level.
Featured courses include:
AFCPE® Money Management Essentials® Virtual Study Group: Financial counselors serve their clients with fierce loyalty and dedication to their success. Gaining credentials signals their commitment to their continual professional growth. Participants in the AFCPE® Money Management Essentials® online course have space to share resources and develop deeper bonds with their peers. They finish with new knowledge and skills, a broader professional network, and the confidence to to take the next step on their professional path.
Credit as an Asset Virtual Training: Credit is an essential building block for asset building. Without a solid credit score and credit history, it is extremely difficult for individuals to qualify for loans to buy a home, a car, start a business or even rent an apartment. Furthermore, the prevalence of predatory and payday lenders creates easy opportunities for individuals to fall into debt and damage their credit, thus hindering their ability to build other assets and financial security. This course is an interactive, hands-on training for professionals to help their clients build the credit needed to achieve financial self-sufficiency and build wealth.
Keys to Your Financial Future Virtual Training: Youth workers and the young people they serve enjoy relationships built on a foundation of trust. Thus, providing youth workers with knowledge and skills in financial capability ensures that the young people they serve will absorb the message and take action. Youth workers can share their struggles and celebrate their success in applying their newfound financial education skills. They come away with greater confidence in their ability to facilitate important money conversations with their young people.
Please reach out to me to schedule your free 15-minute consultation. You are on your way.