Effective Financial Counseling for People Receiving Social Security Disability Benefits

This self-paced online course with 7 modules highlights how disability public benefits impact the financial choices and financial decisions individuals with a disability make, and that at times limit their ability, to take full advantage of the financial system. This training will help financial counselors create a more inclusive financial counseling environment by building a better understanding of the complex financial lives people with disabilities live and how to support their journey to financial stability.

Goals of this Course:

The goal of this course is to equip financial counselors with accurate disability benefits information about Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) and to prepare financial counselors to apply this knowledge during financial counseling sessions with individuals receiving these benefits.

This course helps financial counselors by providing the education, tools and resources on how to offer financial counseling at the intersection of where public benefits, work incentives and disability-specific financial products (i.e., an Achieving a Better Life Experience Savings Account) impact the financial lives of people with a disability.