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Building Financial Capability: A Planning Guide for Integrated Services

CFED | CFED and the Administration for Children and Families
April 2015 | Tool/Manual

Building Financial Capability: A Planning Guide for Integrated Services (“the Guide”) is aimed at community-based organizations which serve low- and moderate-income clients. The Guide walks the reader, step by step, through the process of building such clients’ financial capability by integrating financial capability services into existing programs (e.g., housing, workforce development, family services) that clients are already using.

This Guide is not a resource to give clients. Its core audiences are directors and managers who have responsibility for strategic planning and program design. Its primary purpose is to guide management staff, in a practical way, through the decision-making and design process that underpins successful services. We recommend that organizations create a planning team to lead this process. 

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Building Financial Capability: A Planning Guide for Integrated Services