Volunteer Financial Planners

Section outline

• Select section VFP Training Resources

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  VFP Training Resources

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  • Select activity Slides + Recording

    Use the links below to view the recording or slides used during the live training presented on 1/17/24.
    
    Volunteer Financial Planner Training recording
    Use access code: $**vvV2U
    
    Volunteer Financial Planner Training slides
    
    
    
    
• Select section Required Homework for VFPs

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  Required Homework for VFPs

  • Select activity Homework list

    Please work your way though these projects by January 26, 2024. These additional items will help give you context for P+P and your role as a VFP!

    1. If you didn't make it to the live training, watch the Zoom session recording.

    
    

    2. Log into your tracking spreadsheet using these instructions.
    

    Sarah sent updated instructions via email on January 22nd. Thanks for working with us through our tech issues, and let Sarah know if you have any issues accessing your spreadsheet.
    
    

    3. Watch this 5 minute video about trauma informed care.

    
    

    4. Complete this 20 minute Customer Service and Cultural Awareness online course.

    
    

    5. If you're new to P+P, take a 10-15 minute self-guided tour of P+P's website.

    https://prepareandprosper.org/
    

    • Peruse the Home page.
    • Read about P+P’s mission in About Us > Why We Serve.
    • Check out how someone qualifies and makes an appointment for free tax prep in Services > Free Tax Preparation.
    • Go to Services > Get A Handle On Your Money. This page gives a high level description of and link to each of our main referrals.
    • Review the Money Mentors and FAIR programs in Services > Financial Capability

    
    

    6. Complete your background check. 

    Watch for email from Sterling Volunteers.
    
    

    7. Log in to Volgistics. 

    This is where you will log your volunteer hours. https://www.volgistics.com/vicnet/23859/login 
    Watch for an email from the Volunteer Resources Department with instructions.
    
    

    8. Email Sarah at sarah@prepareandprosper.org 

    After you have completed the projects above email Sarah to confirm that you're ready for referrals to be routed your way!

    
    

• Select section Optional Resources for VFPs

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  Optional Resources for VFPs

  • Select activity More resources

    Take a look at these optional resources!
    
    

    • Trauma informed care and how it fits into financial conversations and financial coaching: a conversation with Claudia from P+P and Talia from ESNS

    
    

    • Lexicon of Wealth Justice: a presentation by Chloe B McKenzie on wealth from an intersectional, trauma-informed approach

    
    

    • Prosperity Now Scorecard: a comprehensive resource for data on household financial health, racial economic inequality and policy recommendations

    
    

    •  Racist History of Banking: a YouTube video exploring the origins of the banking system

    
    

    • Book recommendations
      • The Color of Money by Mehrsa Baradaran
      • So You Want to Talk about Race by Ijeoma Oluo

    
    

    • Helpful handouts Customer Support Volunteers use at our tax sites:
      • Volunteer Financial Planner
      • LSS financial counseling
      • FAIR banking
      • Money Mentors
      • Form W-4 Information Handout
        • IRS Withholding Estimator Tool cited on the handout

    
    

• Select section Training files

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  Training files

  • Select activity brochures and program flyers

    

    brochures and program flyers Folder
  • Select activity --

    

    -- SCORM package
  • Select activity -+-

    

    -+- SCORM package
  • Select activity Trauma informed care video

    

    Trauma informed care video URL
  • Select activity Racist History of Banking video

    

    Racist History of Banking video URL