About the course

This short, introductory course reviews why offering holistic financial empowerment products and services can be beneficial for both community development credit unions as well as their members and the communities at large.

After completing this course, lenders will be able to: 

  1. advocate for why offering products and services specifically geared towards financial well-being makes good business sense for every community development credit union
  2. assess opportunities for your financial institution to develop and deliver impactful financial empowerment programs and services that complement your products
  3. determine next steps your organization should take on its journey towards developing and delivering an impactful in-house financial coaching or counseling program. 


This course is complimentary to the instructor-led training, Building & Managing Strong Financial Coaching Programs (BMSFCP). 

Next cohort of BMSFCP: TBA

 Contact [email protected] for any questions.

Course Details & Eligibility

This is a self-paced online course. It is open to all interested parties, but designed for staff members at mission-focused credit unions. Participants will have 60 days from the day they register to complete the course, which is estimated at 2-4 hours of work.

Course curriculum

    1. Course Overview

    2. How To Use This Course

    3. Technology Experience: Inclusiv Learning Platform

    4. Technical Requirements and Support

    5. Navigating Multimedia Lessons

    6. Course Waiver & Policies

    1. Introduction to Financial Empowerment

    2. Test Your Knowledge: Intro to Financial Empowerment

    3. Financial Empowerment Terminology

    4. Financial Empowerment Terms Flashcards

    1. The Case for Credit Unions and Financial Empowerment

    2. Questions to Consider When Developing New Financial Empowerment Services

    1. The 7 Assumptions of the Coaching Approach

    1. Course Completion

About this course

  • Free
  • 14 lessons

Instructor

Falita Flowers

Senior Program Officer Financial Inclusion

Falita Flowers joined Inclusiv in April 2026. Falita supports the development and scaling of programs that strengthen the capacity of credit unions to provide equitable financial services. Her work includes program strategy, stakeholder engagement, and ensuring alignment with regulatory and funding requirements while maintaining a strong focus on measurable community impact. Falita’s professional experience spans leading organizations and initiatives at the local, state, and federal levels. She has held impactful roles with United Way of Greater Atlanta, On the Rise Community Development, and Operation HOPE, where she developed and managed programs focused on financial wellness, asset building, and economic mobility. Across these roles, she has collaborated closely with community development credit unions, public agencies, and nonprofit partners to deliver high-quality, compliant, and purposeful programs that meet the needs of historically excluded populations. A native of Atlanta, Georgia, Falita holds a Bachelor of Social Work degree from Georgia State University and a Master of Public Administration from Troy University. She spends quality time with her two daughters, friends, and extended family.