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: Coach's Corner
Thursday, November 16th, 2017
What is this coaching thing all about and how is it different from counseling? Come on to the Coach's Corner and see first-hand how you can integrate coaching skills into your planning practice. Coaching is not a replacement for financial counseling but a way of working with clients to support them in implementing the plans you create AND taking charge of their financial choices.

Come check out real coaching session and practice using one of the tools I use in financial coaching sessions.

During our time together you will:

- Watch a demo of a coaching conversation

- Share your reflections on what the demo

- Practice using a brief coaching tool



Back to Top