HO310c Financial Coaching: Helping Clients Reach Their Goals
An emerging field, Financial Coaching supports clients to work towards goals and maximize their financial potential. Financial coaches facilitate, motivate, listen and guide individuals to tap their capability to change financial habits and open the door to reach financial security. In this 2-day course participants will learn how coaching differs from and complements financial education, knowledge sharing and counseling. Using the personal finance content taught in HO209rq Delivering Effective Financial Education for Today's Consumer, participants will gain an understanding of practical coaching techniques using interactive case studies and demonstration activities to learn coaching essentials, client sensitivity and communication skills.

Course length: 2 Days

Tuition: $ 500

Course counts toward a professional certificate: No