Budgeting Basics: Helping Customers Manage Budgeting & Savings Practices
Course Description
Equip yourself with the skills to guide customers towards effective budging and savings practices. This course provides you with a foundational understanding of managing income and expenses, teaching you how to help customers create & maintain a realistic budget. Learn practical tips & strategies for encouraging savings habits, enabling you to have impactful conversations that support customers in achieving their financial goals & building a secure financial future.
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