Pathways to Financial Empowerment
Pathways to Financial Empowerment is a financial counseling model supported by first-of-its-kind technology to track impact.
Pathways supports credit unions to:
- Deliver consistent, best-practice financial counseling and coaching to low-income and underserved people
- Achieve and measure impact on members and the credit union on central platform
- Analyze and better understand financial wellness and engagement of members
The Pathways to Financial Empowerment program was jointly launched by Inclusiv and Neighborhood Trust Financial Partners in 2015 and has achieved incredibly strong impact results to date. Read about the financial empowerment impact our members are making through Pathways and other activities in our 2022 report!
Learn more about Pathways:
Ready to join? Enroll here.
Financial Empowerment Learning Center
Inclusiv offers two trainings to meet the needs of credit unions at different stages of developing, operating and/or strengthening their financial coaching programs. These cohort-based training courses will provide credit unions with the knowledge, skills, and tools to develop, implement and operate their credit union’s financial coaching programs.
- Introduction to Financial Empowerment: Designed as an entry point to the Center, this course will provide credit union leaders and staff with an overview of foundational financial empowerment concepts and program design considerations, including how financial empowerment programming can be integrated with financial service delivery. This training is self-paced and open to all community development credit unions.
- Financial Coaching Program Development & Management: In this course, participants will learn best practices for developing and operating a high-impact credit union financial coaching program. The course will lead and support participants to create a plan to either launch a new financial coaching program or grow an existing program at their credit union. This 7 week training is facilitated and open to Inclusiv member community development credit unions who can demonstrate a readiness to move forward with implementation and delivery of financial coaching and counseling services.
Applications for these upcoming trainings are open now through Tuesday, July 30th. Please check out these FAQs if you have further questions or email Megan Bolado, Director of Financial Empowerment for more information. If you’re ready to apply, go here to indicate your interest in the Introduction to Financial Empowerment self-paced training, or here to apply to participate in the 7 week, facilitated Financial Coaching Program Development and Management course.
To receive updates about when registration opens and other news and events from the Financial Empowerment Learning center, please complete this form.
