AFCPE® and Sage Financial Solutions partnered to develop a program that provides you with the skills and techniques to build upon your financial foundation and support clients as they make lasting financial behavior change. Sage Financial Solutions is a nationally recognized provider of programming designed to facilitate the financial well-being of under-served communities.
Coaching Essentials 2019 Training Dates:
April 16 & 17, 2019 (Calistoga Spa, Calistoga, CA)
August 8 & 22, 2019 (Web-based)
November 17 & 18, 2019 (Portland, OR)
Why Financial Coaching?
Organizations and funders are investing in Financial Fitness Coach (FFC®) training and certification to better support initiatives that create lasting impact. Read more about how these organizations and initiatives are SETTING THE STANDARD and raising the bar for professionalism in our field.
Have you educated, counseled and developed a plan for your client, but they are still stuck in those familiar unhealthy financial patterns? Financial coaches facilitate the client’s progress using skills and techniques to support lasting financial behavior change. In a coaching engagement, your clients create their own solutions, build and implement an action plan that works for them.
Financial Coaching is...
An approach that builds upon a strong foundation of financial knowledge.
Client and coach collaborate on the ground rules of the relationship.
Client-centered goal setting.
Focused on behavior change.
Accountability between client and coach.
Why the FFC® Program?
A new tool for your toolbox. The FFC® program is a great fit for anyone who wants to become a Financial Coach, or use coaching skills in their work as an educator, counselor or planner. Whether you are starting your career or seeking to add to your professional skill set, this program can help you tie your financial content and client communication together to support your clients in creating healthy financial habits.
An investment in impact.
FFC® Building Blocks
Interactive. Experiential. Client Driven.
Three modules of training that build upon the last to enhance effectiveness with clients.
Requiring that you are a financial expert so you can build skills upon a strong knowledge base.
Module 1: Coaching Essentials: Building the Skills
Module 2: Coaching Applications: Deepening the Learning
Module 3: Coaching Mastery: Final Step to Certification
Our program models the coaching relationship by meeting you where you and supporting your professional development on your terms. You may already have a strong financial foundation and want to add coaching skills to your toolbox or maybe you already hold a coaching certification and want financial specific coaching training. Coaching is not a replacement for financial counseling or planning but a way of working with clients to support them in taking charge of their financial choices and implementing action plans.
Our training provides a clear process, with a focus on mastery of coaching skills allowing each individual to bring their own unique personality and expertise to the coaching relationship.
What Participants Are Saying
FFC® Certification Program
"The FFC® is the perfect complement to the AFC®. After acquiring the foundational financial information needed to be of value to my clients, the FFC allows me to partner with clients in a way that gives them a safe space to journey deeper into their relationship with money. Rather than telling the client what to do, I have the privilege of experiencing the why they do what they do on their journey to how they plan to change."
"The two day training gives you the foundation, but more important than that are the opportunities to practice. [The FFC program] is uniquely set up to really give that practitioner the confidence to bring the value of all those skills and techniques to the client. "
Coaching Essentials Training
"I feel more equipped to make tangible changes and implement new practices to be a better partner with my clients in their journey."
"Excellent training! This was my first exposure to the coaching methodology. I have to say I was very impressed. Every step was strategic and deliberate."
To complete your FFC® certification:
Educational eligibility requirements have been established to ensure that individuals certified as Financial Fitness Coaches have the appropriate level of education, knowledge and proficiency necessary to provide financial coaching services using the FFC® mark.
We believe that, as a financial coach, it is critical for you to have a core foundation of financial knowledge, as well as a mastery of financial coaching skills and techniques. Please review the core competencies that you will be required to master as part of the FFC program.
FFC® Program Fees
Modules 1-3 of the FFC program can be purchased together or separately. Each module builds upon the previous one. If you register for the full FFC certification program, all 3 modules, you save $300. This is the Traditional Path fee listed below.
Financial Knowledge Pre-requisite:
Successful completion of AFCPE’s Money Management Essentials course or the AFC®, CFP®, ChFC®, CFA®, CPA® certification exam.
The cost of AFCPE's Money Management Essentials course is $325.
Counselors certified by AFCPE® pledge to maintain the following ethical standards...Learn More.