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.
Monday, November 13 & Tuesday, November 14, 2017
AFCPE Pre-Symposium Training
San Diego, CA
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 (available to Coaching Essentials registrants in October)
May be taken as a stand-alone professional development training or applied toward FFC certification.
*All attendees are required to submit a final observation and will receive a discount toward FFC certification.
Registration Available on the Symposium Registration Form
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.
Counselors certified by AFCPE® pledge to maintain the following ethical standards...Learn More.