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

Friday, November 16th, 2018
Category: Financial Coaching
How to Start a Financial Coaching Business that Fits Your Personal, Professional & Profit Goals
How to Start A Financial Coaching Business That Fits Your Personal, Professional & Profit Goals will explore how you can start a financial coaching business that fits the lifestyle you want to live, not only the career you strive to build. While we know how to do our jobs as counselors and coaches, we may not know how to start a business and/or how to work the business side of what we do. This forum will explore the benefits of independent private practice, what to sell in your practice, who to work with, how to reach them, and how to get paid to do the work we do with clients.
Questions or Implications for Researchers: Researchers can help improve this area by conducting research from practitioners who operate and own their own private financial coaching business, who work for programs that provide financial coaching and counseling. Specifically, they can research capacity for a coach running a private practice, tools to help with productivity and efficiency, what is required for a successful practice to thrive and the outcomes associated with private practices.