Education
Today's employees and consumers are more demanding and have greater expectations than before. They are equipped with an enthusiasm for knowledge and expect employers to support their needs with educational options and resources. Companies offer employee benefits to add to the overall compensation package and to meet the needs of health, wellbeing, and financial soundness. A competitive market has created new awareness of the employee benefit package and more companies are looking to offer financial awareness as an addition to the overall value added benefits package. Our workshops and training provide the fundemental support for your group to fully meet their financial education, wellbeing, and awareness needs.
We provide education that is formatted for companies large and small, and consumer needs. Material is focused on consumer financial awareness and relocation services. We provide material designed for individuals and groups in two angles 1) general awareness 2) new to the area and US.
We believe in offering delivery channels that provide convenience, adaptability, and accessibility. All consulting services are available through a variety of methods to best meet your needs such as: in-person workshops, group training, individual consulting, on-line presentations, teleconferencing, handouts and worksheets, website integration, email consulting.
Our customized consulting programs provide Financial Education and Relocation Services to employer, employee, and consumer groups through catered Workshop and Training Programs. Our training, coaching and consulting services equip your target group with the strategies, tactics and skills to understand the financial aspects and awareness of products and services available.
With years of experience working with financial services, management, B2B negotiation, education systems, and relocation services through business development and sales
challenges, we have the expertise to enable virtually any company to implement education and awareness to employees.
We provide FInancial Education and Relocation Services through target Workshop and Training Materials on topics such as:
- Understanding Credit in the United States
- Mortgage and Home Buying Process
- Auto Buying vs Leasing
- Financial Protection and Identity Theft
- Budgeting Tips and Tools
- Building Credit Scores
- Banks vs Credit Unions
- Welcome Home
We present repeatable workshops and training pieces with an approach that helps people build confidence and adapt to many changes in our financial lives and when new to the area.
| Workshops & Training | Financial Education | Relocation Services | |
Understanding Credit in the US | X | X | |
Mortgage and Home Buying Process | X | X | |
Auto Buying vs Leasing | X | X | |
Financial Protection and Identity Theft | X | X | |
Welcome Home | | X | |
Banks vs Credit Unions | X | X | |
Building Credit Scores | X | X | |
Budgeting Tips and Tools | X | X | |
New
Understand Insurance, Home, Auto, Rental, Life, Title, Business, RV, Boat, Credit Life and Disability Contact Us
Credit Report Impact on Your Financial Career
Maintaining a healthy credit history will do more than provide you with low interest rates when obtaining a loan or a home mortgage. It will also provide information when you pursue a career in the financial industry. There are four main reasons why a poor credit history and/or a bankruptcy filing are relevant in the hiring process:
There is an assumption that a person who is bankrupt may be more apt to partake in fraudulent activities in order to make a living.
If a person has trouble managing his/her money, they may not be able to manage clients' money or advise others.
Low credit rating or the existence of a bankruptcy proceeding is a reflection of poor character or poor judgment.
Finanical firms might want to avoid hiring an individual whose credit history is not reflective of their desisred reputation or standards of employment.
Why are credit reports so important to financial employers? Because the details the report tends to reveal the essence of a person's character. With that in mind, most employers will want to know the specifics of a debit or collection item and what the originating situation was. Be prepared to provide information and answers during interview process.
For preventative measures individuals should review their credit reports at least once per year (www.annualcreditreport.com) Look specifically for any inaccuracies, such as debts that are listed as outstanding but are actually paid off. If you do find errors, contact the credit bureau immediately and ask that they be corrected. In most cases, you will be required to first contact the creditor who made the mistake, and submit this information to the credit bureau.
If the details of your credit report are brought up during the interview process and you were unable to correct issues before the interview, your next strategy is to explain in detail what you are doing to repay your debts. Prove to the employer that you are financially responsible and are able to manage your affairs and well as assist others.
If you are interested in pursuing a career in the financial world, begin your journey by evaluating your personal financial health so that you can act as an example for future clients.
Rates
Programs are designed for your individual needs. We will create a product offering that is specific to you and will present program rates based on hourly consulting or day programs including weekly, monthly and yearly options. Please Contact Us for your program needs and rate information.