Position Description
In the Coaching Capability Experience Hour Program participants practice through mock financial coaching, counseling sessions, and planning sessions as well as working on developing and presenting financial curriculum.
The third part of the program is completing a 50 page workbook which then can become a toolkit for you as a professional after answering questions to build client rapport and trust and gathering relevant resources and tools to assign clients in all areas of personal finance. The program has flexible hours. You may attend live sessions anywhere from 2-20 hours per week that fit in with your schedule. AFC and CFP Candidates welcome. Information sessions are available a month or more prior to the beginning of the next cohort. Attend an information session to apply.
Roles/Responsibilities
Provide one on one sessions as a financial professional. Participate as a mock client for other professionals. Participate in experiences to develop your speaking skills. Develop and deliver financial presentations by the end of your time in the program. Complete a workbook.
Time Commitment/Availability
250 total hours for the experience program can be completed on your pace. Each cohort is three months. If you have not completed your 250 hours in the first cohort you participate in, then you roll over to the next cohort(s) until completed. Times offered range from morning to evening eastern time up to 20 hours per week. You pick the times that work with your schedule to participate. Previous participants have lived in Germany, Alaska, Hawaii, Japan, etc outside the continental US. We work to find times for all.
Required Qualifications
You are professional and focused on being the best financial professional you can be.
Preferred Qualifications
AFC or CFP candidate (pre-approved for both experience hour programs. No experience doing presentations or one on one sessions required prior to beginning.
How to apply?
https://www.coachingcapability.com/coaching-capability-experience
https://calendly.com/andiwrenn/experience
Cost
$250. Participants may roll over to the next session for no additional fee if they are unable to complete 250 hours in a single cohort. AFCPE Members save 10%, access the discount code in your Member Dashboard.
How to Submit Experience Hours
Eligible experience may be submitted in the “Counseling & Coaching” category with the Experience Verification Form as supporting documentation. Experience completed under the supervision of an AFC can be reported as 1.5 hours for every 1 hour of experience for certain categories. Please see “AFC Supervised Experience” in the Experience Guide for more details.
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