Train the Trainer: Using Better Money Habits Tools

This train-the-trainer series prepares staff at community-based organizations to use the Bank of America Better Money Habits® tools in their programs and events. It offers best practices and tips for delivering the lessons to help individuals achieve financial stability. 

Enroll in this on-demand series and view the module recordings. After watching the introductory videos, access and download the lesson materials, resources, and videos from the Better Money Habits® Resource Center.

Better Money Habits® is a free financial education platform for people from all walks of life to get practical, easy-to-understand knowledge about money. With hundreds of engaging videos, articles and resources, available in both English and Spanish, any community organization leader can find precisely the right tools and information for their community.

With topics like budgeting, saving, retirement planning, owning a home and more, the platform helps program directors and educators easily leverage resources, so that the community members they serve can make smarter, more-confident financial decisions.

Takeaways

  • How to plan, prepare, and deliver the Better Money Habits® lessons
  • Best practices and methods that support a successful lesson delivery
  • Where to access presentations, resources, videos, and teaching resources

Who Should Participate

Program directors, managers, coordinators, volunteers

Presenter

Mary Bovalis
Product Manager
Bank of America

Mary Bovalis is a product manager on Bank of America’s Commercial Card team, managing enterprise platform migrations and specialized projects from Chicago, where she was born, raised, and lives with her family. Bovalis is a member of the bank’s Parent and Caregiver Network. She was awarded BofA’s Global Volunteer Award in 2020 for her Better Money Habits efforts, growing the volunteer team from a handful to several hundred strong, training, supporting and coaching colleagues as they deliver financial education in their chosen communities.