Agenda: In-person Financial Coaching Training

DAY 1 

Welcome (9:00 – 9:30 AM) 

  • Housekeeping 
  • Introductions 

 

Financial Literacy and Poverty Reduction (9:30 – 11:00 AM) 

  • Financial Coaching 
  • Sustainable Livelihood Approach  

 

The Financial Coaching Curriculum (11:00 – 3:30 PM, break for lunch at noon) 

  • Financial Coaching 
  • The Coaching Partnership 

 

Review & Questions (3:30 – 4:30 PM) 

 
DAY 2 

Welcome (9:00 – 9:30 AM) 

  • Review & Questions 

 

The Financial Coaching Curriculum (9:30 – 3:00PM, break for lunch at noon) 

  • The Coaching Partnership 
  • Facilitating the design of a participant lead financial plan 
  • Fostering Coaching Skills 

 

Review & Questions (3:00 – 3:30 PM) 

 

Wrap Up (3:30 – 4:30 PM) 

  • Facilitator Agreement 
  • Post-Assessment Knowledge Check 
  • Certificates of Completion 
  • Evaluation