Financial and career coaches help clients navigate smart decisions with their money and build more secure, fulfilling lives. In this financial and career coach certification course, you will learn how to give clients actionable advice and enable them to incorporate what they have learned into their daily lives. Rather than focusing only on repairing a client's past mistakes, you will guide them to create a clear action plan that connects their financial and career goals to practical next steps.
In this career and financial coach training program, you will gain resources and tools for managing debt, conducting monthly spending analysis, and building effective financial plans. This training also covers career development, income growth strategies, and goal setting to support long-term financial success.
Upon successful completion of this financial and career coach training program, you will be prepared for the Financial and Career Coach certification exam, offered by the National Association of Certified Credit Counselors (NACCC), proving that you meet the highest benchmarks in the career development industry.
Instructor(s):Bonnie Canty
Bonnie Canty is an attorney licensed in five states: Connecticut, Florida, Georgia, New Jersey, and New York. She obtained her Juris Doctorate degree from Hofstra School of Law and practices general law through her firm ABC Law, PLLC. She has been hired by several businesses and organizations to train, coach, and consult. Canty currently serves on the Board of Directors of the Society of Financial and Career Counseling Professionals and has been a Certified Financial Counselor for almost two decades.
Requirements:
Hardware Requirements:
- This course can be taken on either a PC or Mac.
- Speakers and video capabilities are required for viewing lecture videos.
- Access to webcam for final exam proctoring.
Software Requirements:
- PC: Windows 8 or later.
- Mac: macOS 12 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
- Adobe Acrobat Reader.
- Software must be installed and fully operational before the course begins.
Other:
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
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Lesson 1
- Coaching Basics and Cultural Responsiveness
- Effective and Productive Communication
- Understanding Facilitating Self-Reflection
- Addressing Client Needs
- Setting and Achieving Goals
- Financial and Career Coaching
- Financial Coaching Perspective
- Career Coaching Perspective
- Professional Ethics in Coaching
- Conclusion
- Outreach, Engagement, and Data Collection
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