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Course Details

HO010 Understanding the Skills Needed to be a Successful Financial Coach - Interactive Webinar Training

Financial coaching is a proven approach to helping people achieve long-term financial goals and build assets. It’s an approach that builds on the knowledge and skills offered through financial education by supporting clients in the process of regularly applying these skills to their own financial lives. To do this a financial coach must understand a particular set of skills that can help empower clients to clearly assess their financial behavior and build strong financial habits. This interactive webinar 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: 1/2 Days

Tuition: $79

Course counts toward a professional certificate (PCP): No