Tips and training ideas

Use these practical tips and commonly used practices to think about how you can be more effective using the Your Money, Your Goals materials with the people you serve.

Here are some tips that might help you:

  • Place the toolkit materials in an accordion folder or set of hanging file folders to separate the content by module or subject.
  • Insert tabs to your hard copy of the toolkit to mark the beginning of each module or to flag the tools you use the most.
  • Make several photocopies of the tools you regularly share with clients so you have copies on hand at all times.
  • Keep the electronic toolkit on your computer desktop so you can easily open it, print it, and make copies of commonly used tools.

Some legal aid organizations are exploring offering CLE credits to attorneys that attend in-person or web-based training on using Your Money, Your Goals to help financially empower the people they serve. For example, Community Legal Services (CLS) of Arizona has successfully arranged for participants in their Your Money, Your Goals training to receive CLE credit.

Requirements for granting CLE credits vary by state. For information about individual state CLE requirements, visit the CLE directory , which links to state websites on mandatory CLE rules and regulations. You can also visit your local or state bar association to learn more.