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