Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Title: (PreSymposium Training) Coaching Essentials - Day 1
Monday, November 13th, 2017
Our clients often struggle with taking action on their financial plans and as a profession, we have come to the realization that knowing better ≠ doing better when it comes to financial behaviors. In a coaching engagement, your client is actively involved in creating solutions and implementing an action plan that works for them. Coaching is not a replacement for financial counseling or planning but a way of working with clients to support them taking charge of their financial choices and implementing action plans. This 2-day, 12 hour training is highly interactive and experiential.You will learn about the philosophy and principles of coaching, and practice applying the skills and techniques in financial conversations. Coaching Essentials may be taken as a stand-alone professional development training or be applied toward the Financial Fitness Coach (FFC) certification. Pre-requisite: ACC, AFC®, CFP®, ChFC®, CFA®, CPA® Approved for 6 CEUs for AFCPE certified professionals and CFP Pre-Approved for 6 CEUs