“Association for Financial Counseling and Planning Education (AFCPE) is a non-profit, international, professional membership organization dedicated to improving personal financial management education, training, and certification of financial counselors, educators, and other related practitioners.”
“AFCPE provides professional development experiences for financial educators, practitioners and researchers to improve the economic wellbeing of individuals and families worldwide.”
“The Financial Fitness Coach Program fully integrates counseling and coaching skills. Upon completion, Financial Fitness Coaches will have the depth of knowledge and skills that allow them to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals. Our approach presents the continuum of financial coaching and counseling used effectively to address a wide spectrum of financial issues, including but not limited to goal setting, money management, credit, debt and saving.”
The FFC training is an introduction to coaching concepts and skills that brings a coaching framework to your existing financial knowledge. This practicum-style course begins with an exploration of existing financial counseling skills and builds upon them to increase your effectiveness with clients. The training is highly interactive and experiential incorporating coaching demonstrations, group discussion and peer coaching practice. By the end of our course, you will be able to:
- 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.
- Understand coaching philosophy and principles and use coaching skills in client engagements.
- Use the right technique (counseling or coaching), at the right time when working with clients.