We would like all of our members and visitors to know about this exciting opportunity.
Prosperity Now, with support from JPMorgan Chase, is soliciting applications from organizations interested in participating in a 6-month beta-testing opportunity to start or enhance a financial coaching program.
Prosperity Now is developing a financial coaching program design guide for practitioners interested in establishing a financial coaching program at their organizations. The purpose of the beta-testing period is to test and revise the content of the guide with nonprofit organizations before public dissemination.Prosperity Now is developing a financial coaching program design guide for practitioners interested in establishing a financial coaching program at their organizations. The purpose of the beta-testing period is to test and revise the content of the guide with nonprofit organizations before public dissemination.
During the beta-testing period, staff from Prosperity Now will lead six organizations through a series of activities using tools and resources from the guide. Activities may include:
• Conducting needs assessment(s) of prospective financial coaching program clients
• Selecting and implementing a financial coaching program model • Determining data tracking metrics and processes for the financial coaching program
• Establishing recruitment, enrollment and exit processes for the financial coaching program
• Identifying processes to select and onboard financial coaches
• Mapping and assessing potential partners in the community, such as financial institutions, that may support the financial coaching program
For more information, please read the full PDF, which includes application guidelines, by clicking here.
Completed applications are due to Hiba Haroon at [email protected] by Friday, September 29th 5:00pm EDT.
