The Financial Counseling Toolkit

Alameda County CAN has developed a Toolkit Training on our Financial Counseling Toolkit and Banking Menu!  If you are interested in receiving our training or sponsoring a training, please contact info(at)alamedacountycan.org.

Tool	Use	Audience
Financial Education Curriculum grid	A chart that compares the different financial education curricula. Accompanying this chart is a detailed glossary for each measure of evaluation	Providers
Tipsheet on Overdraft Fees and OPT-IN	A tip sheet on the new OPT-IN policies	Providers and clients
AC CAN Service Flyer English AC CAN Service Flyer Spanish	A document that details income and asset development resources in the Bay Area	Providers and clients
Bay Area Foreclosure Resource Sheet	A resource guide to predatory lending counseling referral agencies, counseling agencies, legal aid, fair housing organizations, & local enforcement	Providers and clients
Bay Area Foreclosure Timeline	A timeline of the California foreclosure crisis with a list of common foreclosure intervention tools	Providers and clients
Urban Strategies Council's Beware of Foreclosure Scams	A tip sheet for avoiding foreclosure scams	Providers and clients
Financial Counselor Tip Sheet	Tips for financial counselors	Providers
Client Intake Tool	A client intake form. Note: to be used with the client Intake tracking excel sheet	Providers
Client Intake Tracking excel sheet	An excel sheet that organizes client information. Use in conjunction with Client intake tool	Providers
Client Action Plan tool	A client action planning tool	Providers