New Mexico Project for Financial Literacy

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Changing lives in New Mexico

Piggy bank

EARN CONTINUING EDUCATION CREDITS / CCEU's IF YOU ARE A CFP(R) OR A CERTIFIED COACH, while improving your professional competence at this innovative 2 1/2 day course.

Now, more than ever, people are looking for solid financial guidance – from people they trust. As Life Coaches or Financial Planners, you have built that trust. As more people are seeking ways to manage their lives, jobs and finances, discussions about financial topics are becoming a necessary reality with a wide variety of clients.


Although you’re in a position to counsel and educate your clients about financial education and/or life skills … are you really ready to provide them with the “financial coaching” that they need right now? As a Coach, do you truly have a grasp on today’s most important financial topics that can put both your clients – and you -- on the road to financial security? And, as a Financial Planner, do you have the “coaching skills” that are vital to maintaining and supporting clients, their parents, and children through transitions both affirmative and arduous?


Introducing an Innovative Training Program for
Life Coaches and Financial Planners Designed to
Integrate Coaching Skills and Financial Content


Success for Clients and a Competitive Edge for Your Business


Learn More:

What It's All About


What You'll Learn

What You'll Leave With

Our Expert Trainers

Financial Coaching Training Session Agenda

Download the brochure



Seating is Limited!

Reserve Your Space Now!

January 25th & 26th, 8am - 4pm
January 27th, 8am - 12pm

April 26th & 27th, 8am - 4pm
April 28th, 8am - 4pm

July 26th & 27, 8am - 4pm
July 28th, 8am - 12pm

October 25th & 26th, 8am - 4pm
October 27th, 8am - 12pm

Workforce Training Center Albuquerque NM 87113

To reserve your seat, please send a check to:

60 Castle Rock Road
Rio Rancho, NM 87124

Fee: $600
$100 off for FPA, NAPFA, and ICF members