Course Details

Financial coaching is a proven approach to helping people achieve long-term financial goals and build assets. A successful coach must master a set of skills that can help empower clients to clearly assess their long-term financial goals and build strong financial habits. These skills can be used in one-to-one coaching sessions or in individual or group financial counselling programs. This course will illustrate the various skills needed to become a good financial coach. Gain insight into the dynamics of the client coach relationship and learn about the techniques and approaches that can help get your clients on the road to financial empowerment.

This faculty-led webinar training will last 90-minutes and include resource materials, learning checks, interactive polling, and participant Q&A with the faculty. A quiz will be open at the conclusion of the session which must be passed in order to obtain a certificate and credit toward continuing education hours. Participants can access the training site upon registration and begin looking at the available resources prior to the live online training session. Participants will complete the quiz and print their certificate immediately after the live session.

This course provides 1.5 hours of continuing education.

Course Length: 1/4 Days

Tuition: $115.0

Course counts toward a professional certificate (PCP): No