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Financial education providers

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Training by region

Sign up for classes presented by financial institutions or nonprofit organizations designed to help you with budgeting your income and avoiding the pitfalls of overextending yourself. Learn how to live within your means.

Click on a region tab to find classes from financial education providers. Click an address to view the location of the class.

Oregon regions map by county: Region 1. Columbia, Multnomah, Washington; Region 2. Clackamas, Marion Polk, Yamhill; Region 3. Benton, Lane, Linn; Region 4. Douglas, Jackson, Josephine; Region 5. Crook, Deschutes, Hood River, Jefferson, Klamath, Lake, Sherman, Wasco; Region 6. Baker, Harney, Grant, Gilliam, Malheur, Morrow, Umatilla, Union, Wallowa, Wheeler; Region 7. Clatsop, Lincolm, Tillamook; Region 8. Coos, Curry, Douglas coast, Lane coast

Click map to see counties

 

Innovative Changes – Region 1


Innovative Changes
503-249-5205, Email, Workshops/classes

2027 Lloyd Center, Portland

Hands-on workshops and coaching on practical financial tools and strategies. Learn how to make ends meet, the best strategies for budgeting and saving, maximizing the benefits of banking while minimizing the fees you pay, and how to build, manage, repair, and protect your credit. Each class is two hours long and interactive. Free coaching sessions usually last one hour and can be done in one session or as a series.

  • Intake: Open to the public. Register online or by phone. 
  • Class fees: Sliding scale $15 to $1 per class.
  • Class topic: Making ends meet
  • Class topic: Budgeting and savings
  • Class topic: Successful banking
  • Class topic: How to build and protect your credit
  • Products: Credit builder loan, matched savings for college, prepaid debit cards
  • Dates/frequencies: Every week, usually Tuesday evenings and Fridays. Check website for details.
  • Languages available: English, Spanish.
  • Other: Bank and credit union referrals, one-on-one coaching, located at a free tax prep site.

 

Klamath and Lake Community Action Services – Region 5

Klamath & Lake Community Action Services, 866-665-6438 / 541-882-3500, Email

2300 Clairmont Drive, Klamath Falls OR 97601

Financial Fitness classes: Plan for your future by attending a fun, interactive workshop where you will learn: goal setting, financial planning, budgeting tools designed for you, credit scores – content of credit reports, savings tools, basic asset building, Individual Development Accounts, will preparation – trusts – power of attorney, identity theft, consumer protection, and debt reduction.

  • Must register by calling or emailing the contact information provided
  • $10 participation fee
  • Chapter one: Saving, money values & habits, budgeting tools, goal setting techniques
  • Chapter two: Debt reduction, calculating debt ratios, credit report content and scores
  • Chapter three: Individual Development Account program, identity theft, consumer protection
  • Chapter four: Basic investing and asset building, will preparation, trusts, power of attorneys
  • IDA program
  • Please visit website for class schedule
  • English
  • Prepurchase counseling, no charge – Credit and budget counseling – Homebuying classes

 

Metropolitan Family Service – Region 1

Metropolitan Family Service, 503-232-0007, Ext. 103, Email

1808 SE Belmont, Portland

Metropolitan Family Service provides a monthly orientation for its Ways to Work program. This orientation typically last two hours and covers topics such as financial goal setting, budgeting and savings, banking, understanding credit, repairing credit, and using credit as an asset. 

  • Intake: Call 503-232-0007, ext. 101 or 103 to do an intake and register for the orientation class.
  • Ways to Work Program Application Fee is $10.
  • Products: IDA, car loan, credit coaching.
  • Second and fourth Tuesday of the month from 6 to 8 p.m. 
  • Languages available: English, Spanish, Russian.

Financial Coaching Program

Financial Coach Program provides clients with an opportunity to identify and discuss their financial goals with a professional, experienced coach. Coach will assist clients in creating an action plan and will serve as an accountability partner when requested.

  • Intake: Call 503-232-0007, ext. 150. Coaching sessions by appointment.
  • Class fee: None
  • Languages available: English

 

NEDCO – Regions 2, 3


NEDCO,
503-249-5205, Email

421 High Street, Suite 110, Oregon City

NEDCO, 503-779-2680, Email

42700 Market St NE, Salem

NEDCO, 541-345-7106, Email

212 Main Street, Springfield

LifeLine: 4-class introduction to financial literacy; great for people who are just starting to get their finances in order, don't regularly bank, maybe use payday loans, don't have a credit history, etc. Financial Foundations: 4-class intermediate/advanced financial literacy class; great for people who regularly bank, have at least some credit history, might need to build credit and/or pay down debt, and are looking to work toward a specific financial goal. Required for IDA participants.

  • Intake: Visit our website or call our office
  • Class fees: Lifeline – free, Financial Foundations – $40
  • Class topic: Financial goals
  • Class topic: Saving and paying down debt
  • Class topic: Banking and credit
  • Class topic: Future financial planning (Financial Foundations only)
  • Products: IDAs, credit builder loans
  • Dates/frequencies: LifeLine – every other month, Financial Foundations – every other month
  • Languages available: English
  • Other: One-on-one coaching available

 

Portland Community Reinvestment Initiatives – Region 1

Portland Community Reinvestment Initiatives, Inc., 503-288-2923, Email

6329 NE Martin Luther King Jr Blvd, Portland

PCRI Financial Wellness Program offers free workshops and one-on-one counseling to all PCRI residents and clients. Services include establishing personal budgets, evaluating debt loads, setting financial goals, and developing a plan of action. PCRI Financial Wellness Program also offers financial education classes to adults and seniors. PCRI youths are encouraged to join the summer and fall financial literacy program. 

  • Intake: PCRI residents and clients only
  • Class fees: Free
  • Class topic: Adult Financial Education Course
  • Class topic: Youth Financial Literacy Program
  • Class topic: Seniors Financial Education Course
  • Products: IDA
  • Dates/frequencies: Adult and senior courses on quarterly basis; Youth Financial Literacy Program – summer and fall
  • Language: English
  • Other: One-on-one coaching, workshops.

 

REACH Community Develeopment – Region 1

REACH Community Development, 503-501-5736, Email

4150 SW Moody Ave, Portland

REACH offers quality, affordable housing and opportunities for individuals, families, and communities to thrive. We offer residents of our housing a variety of financial empowerment opportunities such as individual coaching, financial education classes, and matched-savings programs for youth and adults.

  • Intake: Call for more information and to get involved. REACH residents only.
  • Class fees: Programs and services are free.
  • Class topic: Setting and achieving financial goals
  • Class topic: Budgeting tools and strategies
  • Class topic: Banking services and saving options
  • Class topic: Credit repair and credit building
  • Products: IDAs for homeownership, business, education, and career-related goals.
  • Dates/frequencies: Ongoing enrollment
  • Languages available: English, Spanish