QWE Practice Guideline: 330: Develop relationships with community organizations providing educational, vocational, and other employment training

Target group: Any organization employing or supporting individuals with disabilities

Practice Description

Financial literacy training for employees.

Resources Needed

Subject matter experts/trainers

• Internal finance staff and subject matter experts from a local bank

Equipment

• Training room

Labor hours

• Time for employees to attend training

Funding

• A grant was obtained from the partnering bank

Implementation Process

Process

• Phoenix partnered with a local bank to provide financial literacy training to employees
• The bank provided an extensive three-day workshop that covered the following topics
  • Money Management
  • Interest Rates
  • Budgeting
  • Checking and Savings Accounts
• An incentive is provided to employees for attending, including meals during training

Documentation

• SOPs
  • Processes and procedures for implementing training and for staff that want to attend the training

NPA: Huntsville Rehabilitation Foundation (Phoenix)
Location: Huntsville, AL
Date Submitted: 2011
Website: https://www.phoenixhsv.org/

Resources: