AFCPE Pre-Symposium Training
Paradise Point Resort & Spa
San Diego, CA

Approved for 6 CEUs for AFCPE certified professionals

Our clients often struggle with taking action on their financial plans and as a profession, we have come to the realization that knowing better ≠ doing better when it comes to financial behaviors. In a coaching engagement, your client is actively involved in creating solutions and implementing an action plan that works for them. Coaching is not a replacement for financial counseling or planning but a way of working with clients to support them taking charge of their financial choices and implementing action plans.

This 2-day, 12 hour training, led by Saundra Davis of Sage Financial Solutions, is highly interactive and experiential.You will learn about the philosophy and principles of coaching, and practice applying the skills and techniques in financial conversations.

Coaching Essentials may be taken as a stand-alone professional development training or be applied toward the Financial Fitness Coach (FFC) certification.

Pre-requisite: AFC^®, CFP^®, ChFC^®, CFA^®, CPA^® , or Money Management Essentials

Cost: $1200

Questions? Email Ashlee Abraham