Financial Coaching Training Session Agenda:
Some of the Topics We Will Explore
Day 1
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Expectations and ground rules
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Define coaching and financial counseling
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Client as creative, resourceful, and whole; power differential, confidentiality, trust
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Coaching relationship exercise
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Money management learned in the household where you grew up
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Career development
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Reflective attending and listening skills
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Money beliefs and paradigms
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Credit Topics, Fair Debt Collection
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Critical thinking tools
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“COACH model”
Day 2
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Coaching framework
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Process improvement tools
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“Finding the topics” exercise
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Coaching skills checklist
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Key ratios
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Emotion to action
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Behavioral economics
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debt, credit counseling, repossession, foreclosure, bankruptcy
Day 3
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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
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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 |
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