COUNSELOR TOOLKIT
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- New Client Forms:
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- Post-Session and Follow Up:
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- Counselor Follow Up Notes for clients
- Salesforce Checklist – Important information to gather during a session for data collection.
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- Post-Session and Follow Up:
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- Consolidation Tools:
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- Consolidation Application Demo for clients and volunteers
- Consolidation Checklist for clients
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- Consolidation Tools:
AMBASSADOR TOOLKIT
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- Outreach Tracking Materials:
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- Target Population Materials:
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- Public Servant Borrowers:
Financial Coaching
Topic
Volunteer Training
2021 Volunteer Training –
2021 Fall Training Schedule (with links)
Module 1: Introduction to EDCAP (for Ambassadors)
Module 2: Community Outreach (for Ambassadors)
Module 3: Volunteer Protocols (for All Volunteers)
Module 4: Budgeting for EDCAP (for Counselors)
Module 5: Credit Reports for EDCAP (for Counselors)
- Recording
- Credit Report Summary Spreadsheet (for Counselors)
- www.annualcreditreport.com
- unbury.me – debt managment calculator
- undebt.it – debt management calculator II
Module 6: The Student Loan System (for Counselors)
Module 7: Student Loan Problems and Cures (Repayment, Consolidation, and Rehabilitation)
Module 8: Student Loan Forgiveness and Discharge
FCC Consumer Factsheets
Financial Coaching Corps Consumer Fact Sheets 1-11
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- FCC Consumer Factsheet #1 – How to Prioritize in a Crisis
- FCC Consumer Factsheet #2 – Positive Financial Habits
- to be continued…
Training Guide
Managing Student Loans Amid COVID-19, April 15, 2020
This presentation was done for student loan borrowers. It goes over the relief available through the CARES Act and in NYS. It also covers some strategies for managing student loans in good standing and those in default. Click Managing Student Loan Debt Amid COVID-19 4.15.2020 for the PPT and here for the recording.