Course Details

Financial coaching is an emerging field that supports clients as they work towards goals and strive to maximize their financial potential. Through an ongoing, systematic and collaborative process, financial coaches facilitate changes in clients’ financial habits so that they can reach financial security. In this faculty-led online course, participants will gain an understanding of how to effectively incorporate coaching techniques into their financial capability programs. By using practical experience and demonstration activities, you’ll learn coaching essentials, including facilitation and listening skills as well as goal-setting and accountability methods. Participants will learn how coaching differs from and complements counseling, financial education and other services aimed at building consumers’ financial security. You’ll return to work ready to amplify your impact!

This faculty-led online course includes self-paced online assignments and the use of peer discussion forums. The course is presented in four weekly lessons. A live online session is held weekly with the faculty and participants. Participants should expect to spend approximately four hours per week on course related reading and assignments.

This course counts toward initial NCHEC certification.

Course Length: 2 Days

Tuition: $565.0

Course counts toward a professional certificate (PCP): No