Training Opportunities

We have compiled the following list of financial coaching training opportunities. A brief on financial coaching training opportunities is also available with an inventory of training opportunities [link]. If you know other financial coaching training opportunities that should be listed here, please contact fincoaching@mail.sohe.wisc.edu

1. University of Wisconsin-Extension

6.4.14 Financial Coaching Training 005

Financial Coaching Training with Peggy Olive.

The University of Wisconsin-Extension offers coaching training programs throughout the year. Our next training is scheduled to be held in Madison, WI on September 26-27, 2017.

For more information view the announcement HERE.

Register Now.

Questions? Please contact fincoaching@mail.sohe.wisc.edu or call (608) 262-2451.

2. CNM Ingenuity, Inc. at Central New Mexico Community College

CNM Ingenuity Inc. offers trainings on money and career coaching through its Workforce Training Center. Through CNM’s Financial Coaching and Career Coaching training programs, participants learn how to coach individuals towards their financial and career related goals. Each training program integrates coaching skills along with information specific to each subject matter. CNM trainers travel around the country to provide place-based trainings.

  • Financial Coaching Five Day Training. Financial coaching helps individuals develop economic goals and make behavior changes to achieve them. Participants develop their own action plans defining how these goals will be reached.
  • College Coaching. This training is designed for professionals who work with students in high school through college. It covers coaching skills and strategies using college access and success content. Basic financial content related to financing college is included.
  • Career Coaching Two Day Training. The career coaching/job development training covers basic coaching skills and techniques and “best practices” for job development.

Click here to view upcoming Financial Coaching training for 2016/2017.

For more information please email coaching@cnm.edu or call (505) 224-5210.

3. The Financial Clinic

The Financial Clinic of New York City has trained over 1,900 practitioners from more than 260 organizations nationwide.  Its methodology is housed in Change Machine, an online financial coaching platform that empowers front-line staff and organizations to deliver financial coaching services and results. Built for practitioners by practitioners, Change Machine is:

  •          An unconventional tool that brings financial coaching to life.
  •          The field’s first Community of Practice connecting professionals on the front lines to peers and experts.
  •          Steeped in field-tested, rigorously evaluated, gold standard framework.
  •          Designed to fuel continuous quality improvement.

Change Machine is a step-by-step guide for financial coaching that features action plans, tools, worksheets, and financial education materials—designed to help social service providers and practitioners provide high-quality, outcomes-oriented financial development services. Used by the Clinic and customized for many nonprofits, Change Machine serves as a blueprint for financial coaching as well as an effective training curriculum, data collection framework, and professional development tool. The training cultivates coaching skills to support customers to address both individual and families’ immediate financial challenges and help them create trajectories for long-term goals and financial mobility.

4. Institute of Coaching – An Opportunity for Continuing Education

The Institute of Coaching at McLean Hospital, a Harvard Medical School Affiliate, is an excellent resource for professional development. The members-only section of the website provides webinars, teleclasses, in-depth learning modules, access to coaching journals, and more. The Institute also holds an annual coaching conference and provides grants to researchers. The annual membership fee is $150. CEU’s are available from the International Coaching Federation, as are CPD Clock Hours for the Association of Coaching. Regardless of one’s interest in CEU’s or CPD hours, the Institute offers in-depth resources that can help coaches stay current on new developments in the field.

5. NeighborWorks America

NeighborWorks America offers financial coaching trainings through its Training Institutes, which are held multiple times throughout the year in cities across the US. Click here for more information about upcoming trainings. Course titles include “Financial Coaching: Helping Clients Reach Their Goals” and “Advanced Financial Coaching: Taking Your Practice to the Next Level.” NeighborWorks also offers place-based trainings.

6. Sage Financial Solutions

Sage Financial Solutions provides financial coaching training to organizations seeking to increase their staff’s capacity. During the training, participants discover and practice using coaching fundamentals, skills and tools. Participants are introduced to a range of key financial content topics – debt/credit, savings/investing, etc. – and learn how to effectively coach clients in these areas. Visit their website for more information or to complete a training request form, or contact info@sagemoney.org

7. AFCPE

Association for Financial Counseling & Planning Education® (AFCPE®) AFCPE has partnered with Sage Financial Solutions to implement standardized, comprehensive financial coach training programs.. This partnership brings a unique and integrated approach and builds upon core counseling and financial content required for the Accredited Financial Counselor (AFC®) certification. This training provides in-depth skills and techniques necessary to be an effective financial coach professional. Trainings are designed to meet various professional needs ranging from introductory to advanced programs. Through this partnership, AFCPE is now offering the financial coaching certifications, Financial Fitness Coach (FFC) and Certified Personal Financial Coach (CPFC). For information on financial coaching certification programs visit AFCPE’s website or email mstarkey@afcpe.org.