Calendar

Money Management Essentials Study Group

Dates: 

September 22, 2020
9:30am - 11:00am EDT
September 29, 2020
9:30am - 11:00am EDT
October 6, 2020
9:30am - 11:00am EDT
October 13, 2020
9:30am - 11:00am EDT
October 20, 2020
9:30am - 11:00am EDT
October 27, 2020
9:30am - 11:00am EDT
November 3, 2020
9:30am - 11:00am EDT
November 10, 2020
9:30am - 11:00am EDT

Money Management Essentials Study Group

A prerequisite course to the Association for Financial Counseling & Planning Education (AFCPE) Financial Fitness Coach Certification program. Money Management Essentials provides financial capability professionals with a necessary foundation on fourteen money management topics including debt reduction and credit, taxes, retirement, housing and more.This is a virtual study group covering sixteen modules, with eight weekly virtual meetings (each covering two modules). The study group will provide you with ways to integrate the course materials into your daily work, and peer support to know that you are not going it alone! The course materials will be made available in advance of the class.

This study group is for professionals working in financial education, including K-12 personal finance educators, financial coaches, credit counselors, bank or credit union personnel, and those interested in achieving Financial Fitness Coach Certification.

The study group will meet on the following Tuesday mornings from 9:30-11 AM:

  • September 22
  • September 29
  • October 6
  • October 13
  • October 20
  • October 27
  • November 3
  • November 10

Cost:

Original cost for AFCPE Money Management Course: $325 per person
Non-Midas Member organizations: $306.04 (10% off)
Midas Member Organizations: $76.51 (75% off)

The course will be facilitated by Kimberly Zimmerman Rand, MSW, AFC®, FFC® of Dragonfly Financial Solutions, LLC  

For more information on the course, please see the AFCPE website.

Contact
Danielle Osterman 
The Midas Collaborative 
617-532-3916 

Registration fee: 

Original cost for AFCPE Money Management Course: $325 per person; Non-Midas Member organizations: $306.04 (10% off); Midas Member Organizations: $76.51 (75% off)

Type of event: 

Partner Events

Learning area: 

Economic Development

Partners: 

The Midas Collaborative