New Mexico Project for Financial Literacy

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Coaching Training Session

What It's All About

What You'll Learn

What You'll Leave With

Our Expert Trainers

Agenda

 

Changing lives in New Mexico

What It’s All About

  • The Financial Coaching Workshop is a unique combination of fundamental coaching skills and financial content related to debt, credit and bankruptcy … providing both current -- and future -- Coaches and Financial Planners with tools needed to facilitate the creation of abundance in clients' lives.

  • New Mexico Project for Financial Literacy is the sole provider of financial coaching skills, teaming a CFP® non-profit financial educator with an ICF-certified Master Certified Coach.

  • Clients are increasingly looking to Coaches to help them in all areas of their lives – including their finances – today’s Coaches need to be armed with knowledge to help their clients in all areas of their lives

  • Many Financial Planners are frustrated by client non-compliance. Learn to coach clients toward their goals, not your goals for them. Gain proficiency in debt and credit topics, and learn the most common threats to financial stability to clients' familes

  • Sessions team-taught by a Certified Financial Planner® and a Master Certified Coach

  • CFP®s earn 10 Continuing Education credits

  • ICF Certified Coaches; 16 CCEUs applied for


 

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