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.