Credit Action Planning: Leveraging the Credit Report as a Critical Financial Coaching and Counseling Tool

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Credit Action Planning: Leveraging the Credit Report as a Critical Financial Coaching and Counseling Tool

January 13 @ 2:00 pm - 3:00 pm

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For many consumers, poor or limited credit histories can be a key barrier to financial health and well-being. While the credit report is an essential tool for financial coaching and counseling, reading and interpreting reports and scores in order to inform decision making can be challenging for consumers and practitioners alike. During this interactive session, we will overview how organizations can intentionally incorporate credit reports into programming and offer a framework for measuring tangible credit outcomes along the way.

Attendees will receive a crash course in how to review a sample credit report for a thin file consumer and explore how to: interpret different sections of the report, assess readiness for new products and maintain positive accounts, and considerations around different types of derogatory accounts. Through this process, practitioners will better understand how to suggest actionable steps based on the credit profile and goals at hand. Walk away better equipped to deliver credit building programming and handle the real-life credit situations your participants may face.

 

This session is part of our Community Webinar Series, a benefit for Members and Allies. 

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