Course Details

This course equips you with the knowledge and tools to help clients improve their financial well-being. You’ll learn how to assess financial concerns, set goals, and guide clients through budgeting, saving, borrowing, and protecting their assets. Through case studies, role-play, and self-assessment, you’ll practice applying financial coaching strategies across six pillars of financial capability. You’ll also learn how to design effective financial sessions tailored to client needs, build trust, and motivate clients to take action toward long-term financial stability.