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Program

Financial Coaching Training

Next session: Wed Jan 15, 2025

This is an intermediate level training focused on financial coaching foundations. This training is designed to help professionals who already have a foundation in Financial Literacy, but want to expand their skills and knowledge to support individuals one on one. The training provides the theoretical and practical knowledge to coach participants to take control of their finances.

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Momentum’s Financial Coaching Training provides the tools and training required to elevate and support your financial coaching practice.

This is an intermediate level training focused on financial coaching foundations. This training is designed to help professionals who already have a foundation in Financial Literacy, but want to expand their skills and knowledge to support individuals one on one. The training provides the theoretical and practical knowledge to coach participants to take control of their finances.

This curriculum has been designed for use by staff of non-profit community-based agencies who work with people in or at risk of poverty.

  • Course Prerequisite: Completion of Momentum’s or Prosper Canada’s Financial Literacy Training Program.
  • Pre-Workshop Learning Materials: The training material will be available 1 week before the training start date. Learning enhances between training days will be available to enhance the learner’s experience.
  • Duration & Mode of Delivery: 2-day in-person or online training.
  • Cost: $120/staff person

Modules

Course Schedule

Frequently asked questions

Is this an ASWB ACE accredited course?

What is the cancellation policy?

For an online class, what system requirements are necessary?

Will accommodations be provided if required?

What is the grievance procedure for Approved Continuing Education (ACE) Credits for Social Workers?

What you will learn

Identify the approach needed based on participant needs.

Consider and apply aspects of the coaching partnership in their practice.

Summarize skills and knowledge necessary to foster an effective financial coaching partnership.

Utilize the path to goal achievement within their practice.

Nurture coaching skills to facilitate the process of self-reflection.

Inclusion into Aspire Calgary Communities of Practice

Next available sessions

Next session: Wed Jan 15, 2025

Community Partners

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Contact our Welcome Team

Our knowledgeable Welcome Team is happy to support you. Please contact us by clicking below or by calling 403-272-9323. Inquiries and messages will receive a response within 3 business days.

Financial Coaching Training

This is an intermediate level training focused on financial coaching foundations. This training is designed to help professionals who already have a foundation in Financial Literacy, but want to expand their skills and knowledge to support individuals one on one. The training provides the theoretical and practical knowledge to coach participants to take control of their finances.

Scheduled

Part time

Daytime

Professional development

Tuition based

In person, Online

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