Course Details

Through a combination of in-person and virtual training activities, this highly interactive, blended course will further develop the skills of financial coaches who work with clients to reach their financial goals and increase their financial capability.

Building on the model and tools introduced in HO310 Financial Coaching: Helping Clients Reach Their Financial Goals, you will practice and increase coaching skills that support starting and closing a coaching engagement, being attuned to clients’ beliefs and values, and facilitating decisions and actions. The training will also cover trauma-informed practices, using an equity lens, and using a coaching approach with different financial behaviors and situations.

The blended course begins with a two-day, in-person class to review and apply how to use a coaching approach to help clients change financial behaviors and reach financial goals. That is followed by two weeks of online learning, including two 90-minute live sessions with the instructor to deepen your coaching practice and knowledge. The course results in a plan for further integration of coaching skills into your work.

Learners are required to complete both the in-person course (100% attendance) and receive a passing score in the online portion of the course to obtain your certificate of completion.

Course Length: 2 Days

Tuition: $770.0

Course counts toward a professional certificate (PCP): No