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Benefits Planning Toolkit

A man is sitting at a desk, with a computer in front of him. He's turned, smiling over his shoulder at the camera.

Benefits planning helps people see how work is possible, work to their full potential, save money and get ahead financially.

This toolkit gives you the information, resources and tools you need to support benefits planning. Here, get details on the three benefits planning training levels.

You can also join the benefits planning learning community to stay up to date on changing information and connect with colleagues.

For help introducing the idea of work, explore the work toolkit. Helping people make informed choices about work can help them move toward their best lives.

Explore information and tools for benefits planning.

1

Get ready

Understand your beliefs about benefits and find training options tailored to your role.
2

Level 1 training: The basics

Use this training course to learn the basics about common public benefit programs and how they support work.
3

Level 2 training: Go deeper

This training course will help you go deeper about how benefits and work can support people to achieve their goals.
4

Level 3 training: Benefits coach

If you spend 10 or more hours a week helping people with disabilities make informed choices about benefits and work, become a certified benefits coach.
5

My Vault: Benefits planning activities

My Vault provides tools and activities to help people set goals and plan for the future. Review activities found in My Vault and see how My Vault can make your job easier.
6

Resources and tools

Check out videos, guides and other resources you can use to help people understand benefits and work.
Bp Learning Community

Join the benefits planning learning community

The benefits planning learning community is a network of benefits planning professionals. By joining the community, you'll stay up-to-date on benefits planning developments and connect with colleagues doing similar work.

Join the learning community