Course Details

This course equips program managers and executive directors with the knowledge and tools to design and implement successful financial capability programs. Participants will explore a range of program models, learn to align services with client goals, and integrate financial education, products, and relationship-building strategies. The course covers best practices for program design, enrollment, and outcomes measurement, providing a roadmap for launching or expanding services. Through practical exercises and real-world examples, you’ll develop the skills to analyze, plan, and sustain impactful financial capability programs that build financial health for diverse audiences. Leave with actionable strategies to drive organizational and client success.