Resource Center: Professional Development


Coaching Essentials Training

Client Driven. Experiential. Interactive.
February 14, 2019

Approved for 12 CEUs for  AFCPE® and AFC® certified professionals.

Open to all professionals.


Program Description:

Our training provides a clear process, with a focus on mastery of coaching skills allowing each individual to bring their own unique personality and expertise to the coaching relationship.

Coaching Essentials Training is: Client Driven. Experiential. Interactive.
Training consists of:

  • 2 days, 12 hours: Live, in person or web-based. 
  • Followed by 2 web-based 1-hour group sessions with Mentor Coaches (multiple date options provided across 6-8 weeks).
  • Approximately 1-2 hours of pre-training homework
  • Each participant may select a client of their choice for 4 one-on-one practicum coaching sessions.
  • Recorded coaching session submission.

Comprehensive financial knowledge is essential to be an effective financial coach. A coach without this foundation may inadvertently cause harm to clients. This is why we require all Coaching Essentials participants demonstrate financial competency with one of the following certifications in good standing: AFC®, CFP®, ChFC®, CFA®, CPA® or AFCPE’s Money Management Essentials course.

Coaching Essentials is the beginning of our FFC® Certification program, but may also be taken as a stand-alone professional development course. Our program offers flexibility and depth of skill, to support you wherever you are in your professional journey. Learn more about FFC® Certification.

Speaker Bio:

Saundra Davis is a financial coach, educator, consultant and motivational speaker who is nationally recognized for her work with community-based organizations that focus on asset building for the working poor. She is the executive director and founder of Sage Financial Solutions, an organization dedicated to helping communities develop comprehensive financial education programs. 

Dates: February 14 & 28

Program Cost: $1200

Google Calendar2019-02-14 15:452019-02-28 15:45America/DetroitCoaching Essentials TrainingClient Driven. Experiential. Interactive.AFCPE
ICAL Export2019-02-14 15:452019-02-28 15:45America/DetroitCoaching Essentials TrainingClient Driven. Experiential. Interactive.AFCPE


Date: February 14, 2019


Event Category: webinar

Event Website:

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