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Elevating Nonprofit Financial Coaching with the AFC with Christine Niccoli and Nathalie Kallab Racimo

Real Money, Real Experts

English - May 28, 2024 15:00 - 40 minutes - 27.9 MB
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On this week's episode of Real Money, Real Experts, co-hosts Rachael DeLeon and Dr. Mary Bell Carlson are joined by Christine Niccoli, Director in Community Impact at United Way Massachusetts Bay, and Nathalie Kallab Racimo, AFC, Senior Homeownership and Financial Services Advisor at NOAH. 

In this important episode, we discuss the importance of professionalizing the financial coaching space, recognizing the effects of trauma on financial wellbeing, leading from a place of empathy, and how you can be a catalyst for change in your own community. Christine and Nathalie share why they chose the AFC certification, the benefit the AFC has brought to them and their coaches, and some of the challenges they have navigated along the way. 

Learn how you can start your journey to the AFC today in the show notes below.

Show Notes:
02:58 What led Christine to the AFC
07:14 Nathalie's AFC journey 
09:54 The importance of financial empowerment
16:36 How the AFC' certification benefits communities 
20:40 The challenges faced on the path to the AFC
28:55 The power of financial accessibility to all
33:20 Nathalie's 2 cents
34:46 Christine's 2 cents

Show Note Links:
Nathalie Kallab Racimo, AFC® | LinkedIn
Facebook
United Way Mass Bay (@UnitedWayMABay) / X (twitter.com)
United Way of Massachusetts Bay : Overview | LinkedIn
United Way Pilots First-In-The-Nation Financial Counselor Certification Training for Non-Profit Financial Coaches in Eastern Massachusetts - United Way of Massachusetts Bay (unitedwaymassbay.org)
NOAH
Engage@EMPath 

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

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