Complimentary Training Webinars (Educators & Coaches)

Given the current economic conditions, people need support – and that’s where financial educators and coaches can make a meaningful difference in their communities.

When you watch these webinars, you will leave with a deeper understanding of the steps involved in the development and deployment of financial education and financial coaching programs so you can best help people with their finances and become a respected professional in the financial wellness space.

Whether you are new to the field and looking to start a new financial wellness program, or want to improve an existing program – these 90-minute educational webinars will answer your top questions.

I Want to Teach Groups or Create Content – Financial Educator

For individuals looking to teach groups via live classes, online webinars, or social streaming or create personal finance content – this webinar will help you understand all aspects of a successful program.

Whether you want to teach kids, teens, or adults, there are programming considerations you must include for maximum success. This webinar will cover:

Who This Webinar is For and Topics Covered

This training is designed for any individual or organization called to serve in the financial literacy education industry. Our attendees range from individuals (e.g. those starting a financial education business or looking for career opportunities), to nonprofits & faith-based organizations, to financial service providers (advisors, banks, etc.), to academia & government organizations.

Practice

  • The 6 Core Pillars of Executing Successful Programming
  • Strategies for Teaching Kids, Teens, and Adults
  • Key Traits and Standards of Distinguished Financial Educators
  • The 7 Core Measurements Necessary to Prove Impact

Process

  • Essential Steps Before, During, & After Programming
  • How to Give Your Program a High-end Corporate Feel
  • Case Study Report Template Review and Why Reporting is Critical
  • Steps to Segmenting Audience by Life Stage and Socioeconomic Status

Business

  • The 7 Different Revenue & Funding Opportunities
  • How to Get People to Attend Your Program
  • Easily Get Free Venues and Eliminate Marketing Costs
  • What to Charge Individuals and the 5 Areas to Charge Organizations

Register for Future Event or Watch Now on Demand

*If you register for a future event – you will have access to live support and be able to ask the presenter questions.

I Want to Work One-on-one with People – Financial Coach / Counselor

For those seeking to work with adults in a one-on-one setting, the financial coaching program is for you. To help you reach more people with high-quality financial coaching services, this webinar will help you effectively build your coaching practice and serve your clients in the best possible manner.

There is more to financial coaching than just having knowledge about personal finance topics. It takes a variety of skill sets, systems, clear planning, and resources to lead a highly-respected coaching practice. This webinar will walk you through all steps of building a respected coaching / counseling practice.

Who This Webinar is For and Topics Covered

This training is designed for any individual or organization called to serve in the financial coaching / counseling industry. Our attendees range from individuals (e.g. those starting a financial coaching business or looking for career opportunities), to nonprofits & faith-based organizations, to financial service providers (advisors, banks, etc.), to academia & government organizations.

Practice

  • Day-to-day Activities of a Coach
  • The 8-Step Financial Coaching Process
  • How Coaches Work with Clients
  • Role of Financial Counselors

Industry

  • Best Practice Guidelines
  • Coaching Industry Insight
  • Regulations and Standards
  • Traits of Distinguished Coaches

Business

  • How Much Coaches Charge
  • Where Coaches Find Clients
  • Revenue Models for Coaches
  • The 7 Different Business Models

Register for Future Event or Watch Now on Demand

*If you register for a future event – you will have access to live support and be able to ask the presenter questions.