HO010WT Understanding the Skills Needed to be a Successful Financial Coach

Certificate Course
CEUs: 0
Clock Hours: 1Hr 30Min
480 learners enrolled

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Financial coaching is a proven approach to helping people achieve long-term financial goals and build assets. It’s an approach that builds on the knowledge and skills offered through financial education by supporting clients in the process of regularly applying these skills to their own financial lives. To do this a financial coach must understand a particular set of skills that can help empower clients to clearly assess their financial behavior and build strong financial habits. This eClassroom Express webinar will illustrate the various skills needed to become a good financial coach. Gain insight into the dynamics of the client coach relationship and learn about the techniques and approaches that can help get your clients on the road to financial empowerment.

This faculty-led webinar training will last 90-minutes and include resource materials, check and reflect activities, interactive polling, and participant Q & A with the faculty. A quiz will be open at the conclusion of the session which must be passed in order to obtain a certificate and credit toward continuing education hours. Participants can access the training site upon registration and begin looking at the available resources prior to the live online training session. Participants will complete the quiz and print their certificate immediately after the live session.