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Upcoming Classes

Money Thoughts and Behaviors
In this workshop we will look at how our own money thoughts and behaviors impact the decisions we make.

Thursday, September 24th
1:00 – 2:30 pm

1.5 Social Work CEU's

Registration Link
Introduction to Financial Coaching
In this workshop, we will explore the differences between coaching, case management and counseling.  In addition, we will learn the three cornerstones of coaching, explore the COACH Model and learn how to work with your clients to create goals and systems.

Tuesday, October 27th
1:00 – 2:30 pm

1.5 Social Work CEU's

Financial Coaching Certificate

Course Description:
This 30-hour course will be delivered via zoom over the course of 5 consecutive Fridays.
In this course, you will learn the coaching method, how to effectively have financial conversations with your clients and gain a better understanding of how financial health plays a role in creating lasting change.  People of all incomes and situations struggle to set and reach their financial goals. 
During this course you will practice using the COACH method and work through financial topics of financial stories, goals, money management, saving, debt and credit.  Learning coaching skills combined with financial knowledge will allow you to better serve your clients.  And you may also learn a thing or two you can apply to your own financial life.

Dates / Times
October 2, 9, 16, 23, 30 
9am to 3:30 pm with a break for lunch.
Zoom links will be sent to all registered participants prior to the first day of class.
30 Social Work CEU's, including 3 ethics CEU's.

Course Fee


Last updated 1/6/2021 3:42 PM