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Course Details

HO017 Using Financial Coaching Techniques to Engage and Motivate Clients - Interactive Webinar Training

One-to-one financial coaching has been proven to be a highly effective means of supporting clients as they develop the skills, habits and confidence needed to reach their financial goals. Many organizations are also finding that the skills and techniques used by coaches can be effectively used outside of a traditional one-to-one setting to engage and motivate clients towards making a long-term commitment to their financial health. Learn about creative ways organizations are applying coaching techniques and tools throughout their financial capability services to enhance their program overall. This faculty-led webinar training will last 90-minutes and include resource materials, check-and-reflect activities, 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