November 17 @ 10:00 am - November 18 @ 4:30 pm EST$1200
Pre-approved for 12 CEUs for AFC & CFP certified professionals
We meet you where you are – supporting your professional development on your terms. You may already have a strong financial foundation and want to add coaching skills to your toolbox or maybe you hold a coaching certification and want financial specific coaching training. Coaching is not a replacement for financial counseling or planning but a way of working with clients to support them in taking charge of their financial choices and implementing action plans.
Our training provides a clear process, with a focus on mastery of coaching skills allowing each individual to bring their own unique personality and expertise to the coaching relationship.
Coaching Essentials Training is: Client Driven. Experiential. Interactive.
Training consists of:
- 2 day, live, in-person training.
- Followed by 2 web-based 1-hour group sessions with Mentor Coaches (multiple date options provided across 6-8 weeks).
- Each participant may select a client of their choice for 4 one-on-one sessions.
- Recorded coaching observation.
Comprehensive financial knowledge is essential to be an effective financial coach. A coach without this foundation may inadvertently cause harm to clients. This is why we require all Coaching Essentials participants demonstrate financial competency through successful completion of AFCPE’s Money Management Essentials course or the AFC®, CFP®, ChFC®, CFA®, CPA® certification exam.
Coaching Essentials is the beginning of our FFC® Certification program, but may also be taken as a stand-alone professional development course. Our program offers flexibility and depth of skill, to support you wherever you are in your professional journey. Learn more about FFC® Certification.
*Register for full FFC certification program and save $300 off certification.