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6 people are interested
Volunteer Financial Coach
ORGANIZATION: Clarifi (formerly CCCS of Delaware Valley)
Please visit the new page to apply.
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6 people are interested
Looking for a meaningful volunteer opportunity? Become a financial coach with Clarifi! Clarifi Coach is a successful financial coaching program geared towards helping members of the community become financially secure. As a volunteer financial coach you will work with Clarifi clients who are seeking to reach personal financial goals; such as repairing credit, building an emergency savings account, and financial planning for the future.
Check out our video for more info: https://www.youtube.com/watch?v=BXaCzff6Kug
Volunteer Financial Coach
Clients are enrolled in a Boot Camp program consisting of a series of financial workshops where they create realistic action plans with the assistance of our staff and financial planning experts. Volunteer coaches will work one-on-one with clients for six months to engage and motivate clients as they create and pursue realistic financial goals and practice new financial skills.
Volunteer financial coaches will receive comprehensive training in financial coaching which will provide the tools and skills needed to guide a client in developing and implementing an action plan to reach their financial goals and achieve financial stability. Volunteers should have a desire to learn coaching concepts and an ability to remain positive and culturally sensitive. No financial background necessary!
Volunteer Responsibilities:
- Commit to 6 months in the program, volunteering a minimum of 1 hour each month.
- Work with client relating to their personal financial goals involving debt, credit and savings.
- Maintain unconditional positive regard for the client, and at all times be supportive and non-judgmental of the client, their views, lifestyle and aspirations.
- Assist client in resolving current financial situations while shifting the focus to long-term proactive financial management and stability.
- Evaluate and report outcomes of the process, using prescribed reporting procedures to ensure the relationship is successful and to help identify best practices.
- Attendance at 3 mandatory events:
- Volunteer Training- This 5.5 hour training is held at Clarifi’s main office in downtown Philadelphia. Volunteers learn about Clarifi’s mission, programs, and services and receive comprehensive training in a supportive environment. Please select one of the following training dates to attend.
- Thursday, March 23 from 1:00PM-4:00PM (Webinar)
- Monday, April 3 from 9:00 AM-2:30 PM OR
- Tuesday, April 4 from 1:00 PM - 6:30 PM OR
- Saturday, April 15from 9:00 AM-2:30 PM
- Volunteer Training- This 5.5 hour training is held at Clarifi’s main office in downtown Philadelphia. Volunteers learn about Clarifi’s mission, programs, and services and receive comprehensive training in a supportive environment. Please select one of the following training dates to attend.
- Program Launch- At this event, coaches are introduced to their partner clients and spend time completing activities and getting to know one another.
- Saturday, May 13 from 10 AM - 12:30 PM (Tentative).
- Graduation Ceremony (TBA) - Clients who successfully complete the six month program are honored at a Graduation Ceremony. Family and friends of the clients, along with coaches, are invited to attend and celebrate the hard work and successes of the graduates!
Application Process:
Interested Volunteers should contact the Coaching Program Team ( volunteer@clarifi.org or call 215-320-1484).
More opportunities with Clarifi (formerly CCCS of Delaware Valley)
No additional volunteer opportunities at this time.
About Clarifi (formerly CCCS of Delaware Valley)
Location:
1635 Market Street, Suite 510, Philadelphia, PA 19103, US
Mission Statement
We create hope by helping people identify and secure the most important assets in their lives.
Description
Welcome to Clarifi, the non-profit community resource devoted to your Lifelong Financial Literacy. For over 50 years, we've helped people just like you identify the most important assets in their lives.
Starting in1966, as Consumer Credit Counseling Service of Delaware Valley (CCCS), our organization has its roots in helping people who are struggling with debt. We clarify what can be a complex and confusing situation and customize an action plan that can begin right then and there.
This may include a debt management plan that helps people to get out of debt. Or an intervention with their mortgage company to stop a potential foreclosure and get the payments back on track. It starts with an immediate reaction to the individual problem, followed by a long-term transformation to Lifelong Financial Literacy.
Our history is a springboard for higher aspirations. We have evolved our mission and expanded our services to provide pro-active learning programs that empower people to make smarter decisions about money throughout their lives.
People look to Clarifi for any number of empowering, proactive financial literacy programs:
- Counseling before a home is purchased also known as Pre-Purchase counseling. .
- Women find a like-minded community of support in a series of specifically designed programs we call Financially Hers.
- Families can learn financial discipline from sticking to a household budget to planning for the high cost of higher education.
CAUSE AREAS
WHEN
WHERE
1608 Walnut Street10th FloorPhiladelphia, PA 19103
DATE POSTED
March 1, 2017
SKILLS
- Financial Planning
- Budgeting
GOOD FOR
N/A
REQUIREMENTS
- 1 hour monthly