4 CEUs for AFCPE certified professionals

During this interactive session, you will gain skills to build your financial coaching practice. Bring a charged laptop & be ready to take action.

Session Topics:

Income & Pricing Models: How to: Set prices & packages for coaching services; Set-up different sources of income

Coaching Infrastructure: Agreement creation; “What to Expect” document for new clients; Use eSignature platforms such as HelloSign for document signing; Creating your coaching process

Virtual vs. Brick & Mortar Business: Where to conduct coaching sessions; How to use communication platforms for video & voice conferencing (i.e., Zoom, Skype, etc.)

Accepting Payment: How to invoice & take payments online

Social Media for Business: Where to start with social media platforms & their uses; How to use social media for business & client opportunities

Coffee provided.

*Options to register for a Pre Symposium Training can also be found within each Symposium registration form.