Course Details

This advanced blended course builds on foundational coaching skills to help you deepen your practice and better support clients in reaching their financial goals. You’ll explore trauma-informed and equity-centered approaches, practice using the COACH model, and apply tools for managing cash flow, saving, and building credit. Through in-person and online sessions, you’ll strengthen your ability to start and close coaching engagements, work with client beliefs and values, and facilitate behavior change. This course is ideal for financial coaches, counselors, and educators ready to grow their confidence and impact.