As the financial counseling field rapidly grows and increasingly becomes a part of government-sponsored programs and services, delivery consistency and data tracking become more important than ever. While the individualized and high-touch nature of counseling is foundational to successfully connecting to clients, consistent underlying delivery models and counseling processes allow for scaled services, supporting accurate measurement, quality control, and resource management. The essays in this pillar cover the many ways consistency can be achieved—from program design, training and database technology, to hiring and service implementation best practices.
Training, professional development, and certification for practitioners and programs.
Service delivery models and the underlying data systems that support them.
Local, state, and national stakeholder networks that support and develop practitioner efforts.
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44 Wall Street, Suite 605 New York, NY 10005 646.362.1645 phone 646.590.8743 fax
44 Wall Street, Suite 605, New York, NY 10005
646.362.1645 phone 646.590.8743 fax