Financial Coaching Programs

AFCPE and Sage Financial Solutions are thrilled to present standardized, comprehensive financial coach training programs. Sage Financial Solutions is a nationally recognized provider of financial capability programming designed to facilitate the financial well-being of underserved communities.

Financial Fitness Coach Program

The Financial Fitness Coach training is an introduction to coaching concepts and skills that brings a coaching framework to your financial knowledge. This practicum-style course begins with an exploration of your existing financial counseling skills and builds upon them to increase your effectiveness with your clients. The training is highly interactive and experiential incorporating coaching demonstrations, group discussion, and peer coaching practice. During this session we focus on identifying your compelling question.

By the end of our course, you will be able to:

  • Understand how coaching fits into the financial capability continuum (education, counseling, coaching).
  • Understand the role of a financial coach in helping clients set goals and develop steps to achieve financial goals.
  • Understand coaching philosophy and use coaching principles for interacting with clients.
  • Use the right technique, at the right time when working with your clients.

Onsite Training Dates:
Bellevue, WA November 18th and 19th, 2014
(20 practice hours, learning lab and interview completed post training)

Prerequisite: Successful completion of AFCPE Financial Counseling/Debt Management course

Cost: $1,200 (or $699 for ACC or AFC® professionals in good standing)

CEUs: 5 CEUs for ACC or AFC professionals

Registration: Click here

Online Training: January 2015 and April 2015

Certified Personal Financial Coach Program

This program builds upon the comprehensive financial content and experience of the AFC® and provides an in-depth experience of coaching to support the integration of coaching skills and financial expertise. You will explore the continuum of education, counseling and coaching and will be able to facilitate a complete financial coaching engagement for individual clients, couples, or groups by the end of the session. This three-day session is offered in person and is highly interactive, allowing you to practice with others to build skills and receive feedback.

  • Module 2: Intermediate Coaching
  • Module 3: Coaching Financial Topics
  • Module 4: Advanced Coaching Skills
  • Mentor Coach Sessions

Prerequisite: AFC®

Cost: $4,500 (or $3,500 for AFC® professionals in good standing)

CEUs: 10 CEUs for ACC or AFC professionals

Group and Partner Rates available!