Connect * Empower * Impact


2019 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium: Sunday, November 17 - Tuesday, November 19
AFCPE Symposium: Tuesday, November 19 - Thursday, November 21
Schedule Subject to Change

Wednesday, November 14th, 2018
The Creating a Coaching Practice "How To" Workshop
Financial coaches with an accreditation need continuing education to keep their financial expertise current but practitioner financial coaches need to go beyond the latest in financial education and research. They also need to hone their coaching craft and/or business skills in ways they can apply to their day-to-day coaching job or business.

This Pre-symposium event will be a workshop where attendees will learn and practice the skills needed to provide financial coaching. This session will be interactive. Attendees will be encouraged to bring a fully charged laptop or tablet and be ready to take action.

Attendees of this workshop will learn and practice:

- Income and Pricing Models: How to set your prices and packages for coaching services, How to set-up different sources of income such as paid writing or mini coaching

- Coaching Infrastructure: Coaching agreement creation, "What to Expect" document for first-time clients, How to use eSignature platforms such as HelloSign for document signing, Creating your coaching process

- Virtual vs. Brick and Mortar Business: Where to conduct coaching sessions, How to use communication platforms for video and voice conferencing, i.e., Zoom, Skype, Hangouts, Uberconference

- Accepting Payment: How to do invoicing, How to get paid online

- The Perks of Social Media for Business: Where to start with Social Media, The differences between social media platforms and their uses, How to use social media for business and client opportunities

Pre-approved for 4 CEUs