Financial Coach Portal
Thank you for being a financial coach!
Thank you for participating in ICUF’s “People Helping People" Financial Coach Training Program. This program aligns with the foundation’s mission to help people and communities achieve financial well-being while championing the credit union philosophy of people helping people. We know Iowa credit unions provide a significant benefit to their community and your role in providing financial coaching is an important piece of our collective impact, so thank you! We hope that through the training, learning and resources provided, we have given you a good base and the confidence boost to make a difference in the lives of your credit union members. We fully believe that you will impact the lives of Iowans.
This portal is built as a continuing resource for you to reference throughout your financial coaching journey. It hosts the resources that were shared during training program and contact information for people who can help you through the tricky parts of financial coaching. We continuously add helpful resources to this site - check back to see what's new!
Helpful Contacts



Coaching Resources
Actions to Save Money Immediately
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Track all expenses and really examine expenses for needs vs. wants - line by line
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Cut all variable spending by 10%
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Make breakfast/lunch/dinner as much as possible
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Make your own coffee/tea
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Stay in vs. going out as much as possible (entertainment, restaurants, shopping)
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Sell clothing/items and declutter
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Ask for lower rates on credit cards
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Consolidate debt if it will save you money
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Use a zero balance transfer credit card
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Cancel unnecessary subscriptions
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Share memberships, subscriptions, etc.
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Carpool/use public transportation
Budgeting
Career/Pay Benefits
Credit
Financial Aid (Post-Secondary Education)
Goals
Home Ownership
Insurance
Investing
Retirement Planning
Resources for Coaches
Financial Coach Training Program Workbook
Professional Development Resources
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NCUF Exploring Our Values Learning Resource
Grants
ICUF-Recommended Resources
Virtual Event Recordings
Provide Testimonials & Success Stories!
You’ve seen firsthand how powerful the People Helping People Financial Coach Training Program can be, and the real impact it has on people’s lives. At ICUF, we know that sharing stories of success is one of the most effective ways to expand financial literacy and coaching across the state. Your experience can inspire others to become financial coaches and show how guidance, empathy and practical tools truly help members achieve their goals.
If you’re willing, we’d love for you to share a brief testimonial about your journey and the difference you’re making. Your story helps bring this work to life and encourages others to get involved. Please send your submission to info@iowacreditunionfoundation.org. Thank you for helping us grow this movement and continue making an impact!
