Financial Industry Workshops
How we can help your potential clients get back on track.
Financial Services Industry
If you work for a financial institution or are a mortgage broker, financial planner or trustee, the Credit Counselling Society can help you help your clients. We have tremendous experience in helping people learn day-to-day budgeting skills and how to use credit wisely.
The Credit Counselling Society Can Help You Help Your Clients in the Following Ways
- Provide you and your team with an information session on who we are, what we do and how we can help your clients get their finances and their credit back on track.
- Provide customized workshops and webinars for your clients that are relevant to their specific needs (e.g. basic budgeting, repairing credit, basics of buying a home).
- Referral to free, confidential one-on-one credit counselling and/or budgeting webinars.
Contact our Education Team for more information.
A breakdown of categories for your budget and how much to spend on each type of expense.
A picture can tell a thousand words. Manage money better when you see how you stack up.
Track Your Spending
An essential part of building a budget is tracking how much you actually spend. Here’s how.