Financial Industry Workshops

Financial Services Industry

How we can help your potential clients get back on track

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:

  1. 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.
  2. 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).
  3. Referral to free, confidential one-on-one credit counselling and/or budgeting webinars.

Contact our Director of Education for more information.