How to Start or Improve a Financial Coaching Practice: Complimentary Webinar Training

Given the current economic conditions, people need support – and that’s where financial coaches come in. Financial coaches / counselors help people work toward greater financial security and improve their overall money situations.

In this webinar, you will leave with a deeper understanding of the financial coaching / counseling industry, roles, business models, and strategies so you can best help people with their finances and become a respected professional in the financial coaching space.

Whether you are new and looking to start a coaching practice or an existing financial coach / counselor looking to expand – this 90-minute educational webinar will answer your top questions.

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.

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.