The Modules in LEARN, our Learning Management System (LMS) for financial coaching practitioners, contains helpful information and resources that can be used to help financial coaches jump start or refresh their financial coaching with customers.
Each Module contains information about important areas and topics related to various financial security areas. While completing each Module, you will see references to Tools (tip sheets) and links to websites that may aid in your financial coaching.
To Access Tools in LEARN:
- Log into SHARE and click on the LEARN link.
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Open a Module that you have already started or have completed. You can also start a new Module.
- In the left navigation panel, click the Resources section arrow to expand the section. Click All Tools or All Tools in Spanish to view all of the tip sheets available in English and Spanish.
- Tools are sectioned into the financial security areas that the Modules appear. Click on the title of each section to expand the section and view all of the included Tools.
- Click the View/Download link to open the Tool and you can also save the PDF to your computer.