Written By: Jill Anne Ladouceur

AFCPE has partnered with Sage Financial Solutions, a nationally recognized provider of financial capability programming to provide a comprehensive professional development series for financial professionals.

There are still two segments remaining of the 6-part webinar series which began in January. The series covers the principles, philosophies and concepts of financial coaching. Participants will explore common techniques and learn applications to enhance their skills as a professional. Each session is unique and no previous coach training or coaching experience is required.

“We are thrilled to have Saundra Davis leading this educational series,” says AFCPE Executive Director, Rebecca Wiggins. “Saundra is a nationally recognized financial coach and educator, with a focus on asset building for the working poor. We have worked closely with her on developing our Financial Coaching certification programs and through our partnership with the CFPB’s Financial Coaching Project. Her experience and expertise in the financial coaching arena are highly regarded and unmatched.”

Upcoming Webinar Sessions

The webinar courses are offered each month from 9-10 AM PT. The cost is $25/ session for AFCPE Members and $30/ session for non-members. The remaining sessions are:

  • Setting Boundaries: Managing Client Expectations – Wednesday, May 13, 2015
  • Phoning it In: Coaching Clients by Phone – Wednesday, June 10, 2015

Continuing education credit is available for all AFCPE certified professional, including the AFC®, CHC® (Certified Housing Counselor) and FFC (Financial Fitness Coach).

“We enjoy collaborating with AFCPE because of the established skills that AFC® (Accredited Financial Counselor®) professionals have in both client communication and financial content,” says Sage Financial Solutions Executive Director, Saundra Davis. “The professional development series is designed for and open to any financial professional who is interested in incorporating coaching skills into their work. Join us to learn what coaching is and how the techniques and applications can enhance your work in the field.”

About Sage Financial Solutions

Saundra Davis is a US Navy Veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset building for the working poor. Ms. Davis is the founder and Executive Director of Sage Financial Solutions, a San Francisco Bay area based organization that develops comprehensive financial capability programs for low- and moderate-income communities in California and throughout the United States. Her innovative approach to financial capability was recognized in 2008 when she was selected as an Echoing Green semi-finalist and, most recently, via special invitation to attend President Obama’s 2014 White House Summit on Working Families.

Ms. Davis holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University (GGU) where she is currently an adjunct professor in the Personal Financial Planning program. She has previously served as an adjunct professor and as a member of the Financial Planning Program Advisory Committee at the University of California Berkeley.

For more information, contact Rachael DeLeon at rdeleon@afcpe.org.

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