Achievements
Financial Coaching Certification
As a financial coach, I can:
$$ - Understand how coaching fits into the financial capability continuum (education, counseling, coaching). $$ - Understand the role of a financial coach in helping clients set goals and develop steps to achieve financial goals. $$ - Adopt the coaching philosophy and use coaching principles for interacting with clients. $$ - Discuss fundamental subject matter, analyze critical options, and identify key resources. $$ - Perform customer service and relationship management activities for delivering financial coaching effectively. $$ - Exhibit enhanced communication, facilitation, and organizational skills. |