Course Details

This webinar explores how to make financial coaching more client-centric, especially for communities facing barriers to financial opportunity. Learn to account for unique client experiences, build trust through authentic engagement, and practice self-reflection to improve your coaching approach. Discover techniques for gathering meaningful data to enhance client outcomes and tailor services to individual needs. Explore strategies for creating inclusive environments that honor diverse backgrounds and circumstances. The session includes resource materials, check and reflect activities, interactive polling, and faculty Q&A.