volunteer financial coach -2015

Progress Program Financial Coach Description Program Objective The Progress Program is a high-impact, evidence-based eleven-week financial development course that combines financial education, financial coaching, financial behavior modification, and peer learning to empower participants to accomplish specific financial goals meant to help them move from financial uncertainty to financial security. Financial Coach Role Upon completion of two 5 hour training sessions with CEP’s Director of Financial Capability, each Financial Coach will be paired with a program participant. Over the following eleven weeks, participants and Coaches will meet every other week, for a total of six sessions, to work on setting and achieving well- defined financial goals. As a Financial Coach, you will help a participant: Identify short-term and long-term financial goals Identify obstacles to their financial goals and strategies to overcome them Provide tools and resources to help them achieve their goals efficiently and effectively Required Skills We are looking for volunteers that demonstrate empathy, an understanding of the financial challenges facing low-income adults and a willingness to learn how to coach people on goals related to savings, earnings and budgeting. Time Commitment and Timeline We ask our Financial Coaches to make a commitment of two consecutive cycles – for a total of 7 months. Coaches will volunteer a total of 21 hours per cycle, including training, for a total of 42 hours. Coaches are encouraged to continue their participation in future cycles. Coaches must be available for the following dates. Activity Date Duration Location Financial Coach Training Saturday, May 16 th Saturday, May 23 rd 5 hours each + lunch CEP Offices 567 W Lake St, Chicago Participant & Coach Joint Kick off session Cycle 1: Tuesday, May 26 th Cycle 2: Tuesday, September 1 st 2.5 hours each + dinner CEP Offices Coaching Sessions And Peer Learning Groups Either every other Tuesday or Thursday after the Kick off session for 6 sessions 1.5 hours each CEP Offices Completion Party Tuesday, August 11 th Tuesday, November 17 th 1 hour CEP Offices To Apply Visit our website: http://economicprogress.org/volunteer. Questions Contact Volunteer Engagement at [email protected] or 312.630.0288.

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Volunteer as a Financial Coach for Progress Program Cycle 1 & 2. We are looking for volunteers that demonstrate empathy, an understanding of the financial challenges facing low-income adults and a willingness to learn how to coach people on goals related to savings, earnings and budgeting.

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Identify short-term and long-term financial goals

Identify obstacles to their financial goals and strategies to overcome them

Provide tools and resources to help them achieve their goals efficiently and effectively

Required Skills We are looking for volunteers that demonstrate empathy, an understanding of the financial challenges facing low-income adults and a willingness to learn how to coach people on goals related to savings, earnings and budgeting.

Time Commitment and Timeline We ask our Financial Coaches to make a commitment of two consecutive cycles – for a total of 7 months. Coaches will volunteer a total of 21 hours per cycle, including training, for a total of 42 hours. Coaches are encouraged to continue their participation in future cycles. Coaches must be available for the following dates.

Activity Date Duration Location

Financial Coach Training

Saturday, May 16th

Saturday, May 23rd 5 hours each + lunch

CEP Offices 567 W Lake St, Chicago

Participant & Coach Joint Kick off session

Cycle 1: Tuesday, May 26th Cycle 2: Tuesday, September 1st

2.5 hours each + dinner

CEP Offices

Coaching Sessions And Peer Learning Groups

Either every other Tuesday or Thursday after the Kick off session for 6 sessions

1.5 hours each CEP Offices