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Course Details

HO310 Financial Coaching: Helping Clients Reach Their Goals

In this two-day course, participants will gain an understanding of how to incorporate coaching techniques into their financial capability programs by using practical experience and demonstration activities to learn coaching essentials, including facilitation and listening skills, as well as goal-setting and accountability methods. 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. Participants will learn how coaching differs from and complements counseling, financial education and other services aimed at building consumers’ financial security. This course applies the personal finance content taught in HO208 Building Skills for Financial Confidence.

This course counts toward initial NCHEC certification.

Course Length: 2 Days

Course counts toward a professional certificate (PCP): No