Course Details

This course equips you with the tools to become an effective financial coach. You’ll learn how to conduct coaching sessions, set SMART goals, and use active listening to help clients align their financial behaviors with their values. Through hands-on practice, you’ll explore how coaching complements counseling and education, and how to facilitate behavior change that leads to financial security. You’ll also learn how to use tools like the Wheel of Personal Finance and powerful questioning techniques to guide clients toward success.