HO017WT Using Financial Coaching Techniques to Engage and Motivate Clients

Certificate Course
CEUs: 0.15
Clock Hours: 1Hr 30Min
144 learners enrolled

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One-to-one financial coaching has been proven to be a highly effective means of supporting clients as they develop the skills, habits and confidence needed to reach their financial goals. Many organizations are also finding that the skills and techniques used by coaches can be effectively used outside of a traditional one-to-one setting to engage and motivate clients towards making a long-term commitment to their financial health. Learn about creative ways organizations are applying coaching techniques and tools throughout their financial capability services to enhance their program overall.