AFCPE and Sage Financial Solutions are thrilled to present standardized, comprehensive financial coach training programs. SFS is a nationally recognized provider of programming designed to facilitate the fiscal well-being of underserved communities.
The Financial Fitness Coach (FFC) Program provides you with the skills and techniques to draw upon your ﬁnancial foundation and support clients as they make lasting ﬁnancial behavior change.
On completing the program, Financial Fitness Coaches have the depth of knowledge and skills to meet clients wherever they are in their lives, to identify their financial goals, and to collaborate with them in developing an action plan and taking appropriate steps to achieve those goals.
Our approach presents the continuum of financial coaching and counseling, used effectively to address a wide spectrum of issues, including but not limited to goal setting, money management, credit, debt and saving.
February 8 & 22, 2018 (10 AM PT - 3:30 PM PT) web-based training
August 9 & 23, 2018 (10 AM PT - 3:30 PM PT) web-based training
2 Days -12 hours - Experiential - Interactive
Professional Development - 6 CEUs - Module 1 of FFC certification
Our clients often struggle with taking action on their financial plans and as a profession, we have come to the realization that knowing better ≠ doing better when it comes to financial behaviors.
In a coaching engagement, your client is actively involved in creating solutions and implementing an action plan that works for them. Coaching is not a replacement for financial counseling or planning but a way of working with clients to support them taking charge of their financial choices and implementing action plans.
Pre-requisite: AFC®, CFP®, ChFC®, CFA®, CPA®
or Money Management Essentials
*May be taken as a stand-alone professional development training or applied toward FFC certification.
Includes sessions with a mentor coach and an observation.
To complete your FFC certification:
Educational eligibility requirements have been established to ensure that individuals certified as Financial Fitness Coaches have the appropriate level of education, knowledge and proficiency necessary to provide financial coaching services using the FFC™ mark.
We believe that, as a financial coach, it is critical for you to have a core foundation of financial knowledge, as well as a mastery of financial coaching skills and techniques. Please review the core competencies that you will be required to master as part of the FFC program.
FFC® Program Fees
The modules of the FFC program can be purchased together or separately. Each module builds upon the previous one. If you register for the full FFC certification program, all 3 modules, you save $300. This is the Traditional Path fee listed below.
Counselors certified by AFCPE® pledge to maintain the following ethical standards...Learn More.