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

Tuesday, November 13th, 2018
Coaching Essentials - Day 2
Pre-Approved for 12 CEUs for AFCPE® and AFC® certified professionals.

We meet you where you are - 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 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.


Coaching Essentials Training is: Client Driven. Experiential. Interactive.

Training consists of:

2 days, 12 hours: Live, in person or web-based.
Followed by 2 web-based 1-hour group sessions with Mentor Coaches (multiple date options provided across 6-8 weeks).
Approximately 1-2 hours of pre-training homework
Each participant may select a client of their choice for 4 one-on-one practicum coaching sessions.
Recorded coaching session submission.
Comprehensive financial knowledge is essential to be an effective financial coach. A coach without this foundation may inadvertently cause harm to clients. This is why we require all Coaching Essentials participants demonstrate financial competency with one of the following certifications in good standing: AFC®, CFP®, ChFC®, CFA®, CPA® or AFCPE's Money Management Essentials course.

Coaching Essentials is the beginning of our FFC® Certification program, but may also be taken as a stand-alone professional development course. Our program offers flexibility and depth of skill, to support you wherever you are in your professional journey. Learn more about FFC® Certification.