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2021 GWI Financial Coach Training Program
Sign up to become a participating organization in our second cohort, from October 2021- April 2022! Please fill this out by Friday, October 8, 2021.

*Please make sure you have read the 2-Page Financial Coach Training Program Description before applying!*

The GWI Financial Coach Training Program is a six-month professional development opportunity designed to help case managers and other client-serving individuals within nonprofit organizations learn how to successfully utilize financial coaching to improve clients’ financial capability.

This Financial Coach Training Program is organized by WOMEN'S WAY with funding support from BLBB Charitable.

Please Note: If your organization is not selected to participate in this cohort, we will be sure to contact you when we open sign-ups for the next cohort. We plan to do three cohorts between September 2021 and August 2022 and two cohorts between September 2022 and August 2023.  If we have more interest than slots available, we will select folks using a lottery system.

Please reach out to Kelly Sheard at ksheard@womensway.org for more information.
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Email *
Organization Name *
Name of Primary Contact (who should we contact if we have questions about this form, etc.) *
Email Address of Primary Contact *
Name of Coaching Staff Member (1) (Name of first person who will attend coach training)
Email Address of Coaching Staff Member 1 *
Name of Coaching Staff Member (2) (Name of second person who will attend coach training) *
Email Address of Coaching Staff Person 2 *
Name of Manager/Supervisor 1 who will attend 1-Day Supervisor Training (this person should manage one or both of the coaches) *
Email Address of Manager/Supervisor 1 *
Name of Manager/Supervisor 2 who will attend 1-Day Supervisor Training (this is optional and only needed if there are different managers for the two coaches)
Email Address of Manager/Supervisor 2
Which program(s) within your organization do you plan to integrate Financial Coaching into? *
Please share a brief description of this program. *
Why does your organization want to participate in this training program? What do you hope to gain? *
What percentage of women does the participating program(s) serve? In other words, out of the total number of clients offered the service of financial coaching, what percentage would be women? *
What county(ies) does the participating program(s) serve?
Will you commit to ensuring attendance at the 1-Day Supervisor Training (10/20/2021), the 4-Day Coach Training (10/28/21, 10/29/21, 11/04/21, 11/5/21), and the monthly learning sessions (exact dates TBD)?
Will your organization be committed to sharing data with WOMEN'S WAY during the duration of the program? Reports are due on a monthly basis; exact metrics TBD but will be relatively simple such as number of clients served, number of sessions held, etc. *
Can you commit to setting a goal to serve 100 clients as an organization during the 12 months following the 4-day coach training? (It is not mandatory that you reach 100 clients served as we know that all organizations have different circumstances, but we'd like it to be a target goal) If you do not think  you can serve 100 clients in one year, what do you think is a realistic target? *
If you have any questions or anything else you'd like to share, please use the space below. Thank you for applying for the Financial Coach Training Program.
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