Certification Financial Planning Coaching Holistic Approach
4.4 (707 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,049 students enrolled

Certification Financial Planning Coaching Holistic Approach

Become a Financial Planning Coach|Accreditation + Credentials + Financial Planning Coach Directory for Level 2 Grads
Bestseller
4.4 (707 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,049 students enrolled
Last updated 5/2020
English
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Current price: $139.99 Original price: $199.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 3.5 hours on-demand video
  • 5 articles
  • 37 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Assignments
  • Certificate of Completion
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What you'll learn
  • ✅May 2020 Updated + Level 2 Certification Bonus $1791 We Cover.
  • ✅Save Time & Expenses Using Ready-Made Templates & Assessments.
  • ✅Financial Planning Coaching Sessions for Financial Coaching Clients.
  • ✅Work as a Coach while Learning with Hands-On Coaching Practicums.
  • ✅Enroll Clients & Effectively Run Financial Planning Coaching Sessions.
  • ✅Fearlessly Coach using our Done-for-You Financial Planning Resources.
Requirements
  • Coaching Certification Courses on Udemy are not the same! Before buying, we ask that you READ THE DESCRIPTION below. Take our self-assessment and discover the cost-saving bonuses Holistic Coach Academy offers students who join our Coaching Courses on Udemy.
  • COACHING CERTIFICATION IS OUR EXPERTISE. Coaching Training is our specialty and your success as a Coach is our purpose. currently, we offer 9 specialized coaching certification programs and 1 Masters Certification Program. Please read the DESCRIPTION to find out why we offer our valuable Coaching Certification Courses on Udemy.
  • You can access your Coaching Course on Udemy from any device with an internet connection. Although not a requirement, students with high-speed internet have a much more ENJOYABLE EXPERIENCE while moving through the video training.
Description

Why take our Certification to Become a Financial Planning Coach by Holistic Coach Academy Course?

What will a Financial Planning Coach Certificate and Accreditation + Credentials + Financial Planning Coach Directory Listing for Level 2 Grads do for you?

If you are searching for a complement to your financial services background or looking for a coaching niche that is in demand, becoming a Certified Holistic Financial Planning Coach will benefit you in numerous ways. Why is this important?

FACT: Professionally, it is becoming more of a challenge to differentiate yourself in the increasingly competitive financial services space. This can be overwhelming if you don’t feel like you have done enough, know enough or have enough current skills. How can you compete?

FACT: Personally, you need to be confident, resilient and resourceful to adapt to this ever-demanding competitive world. This can be a challenge if self-doubt, insecurities and fears block you. How can you rise above these obstacles?


OUR GOAL FOR CREATING THIS FINANCIAL PLANNING COACHING CERTIFICATION COURSE

These facts don’t have to be your future! We developed this comprehensive Financial Planning Coach Certification course so you can coach yourself or coach other people the Holistic Coach Academy Way to financial planning.


WHAT IS YOUR GOAL?

FINANCIAL PLANNING COACHING CERTIFICATION SELF-ASSESSMENT

There are usually 3 different goals among the students who join this program. Which one describes you?

GOAL #1 - You don’t care about receiving a certificate of completion or being fully certified through accreditation. You want to be coached so that you can personally or professionally develop. If this describes you, then enjoy the course as it fits with your schedule. INCLUDED with the one-time low-cost enrollment fee on Udemy is life-time access to the course content and features on Udemy; including a Udemy generated certificate of completion if you ever need one. You also have access to Level 1 and Level 2 accreditation at no additional cost should your goal change. READ COURSE CONTENT SNAP-SHOT AND BENEFITS.

GOAL #2 – You are already a coaching professional. You don’t care to be fully certified through accreditation or that the certificate of completion comes from Udemy. What you do care about is saving time and saving money. You want to be able to legally use our proprietary step-by-step and timed-out accredited session guides to coach your clients WITHOUT PAYING our $995 “right of use” fee (details below). If this describes you, then enjoy the Level 1 program as it fits with your schedule knowing that your one-time low-cost enrollment fee on Udemy gives you access to Level 2 accreditation should your goal change. READ LEVEL 1 ACCREDITATION BENEFITS.

GOAL #3 – You are completely new to coaching and want guidance. You may have taken other coaching courses but do not feel prepared to coach clients or you simply want to be listed in this coaching directory on our website WITHOUT PAYING the private fee of $1791 (details below). Your goal is to learn our step-by-step coaching process and then be able to practice through fieldwork that is assessed for competency. You want a separate certificate of completion that is not from Udemy but from our Accredited Coaching Academy. You want your name listed in this coaching directory on our website so that prospective clients or employers can verify your Certification and confirm that you have Graduated from this accredited Coaching Training Program. If this describes you, enjoy the Level 2 program that is included with your one-time low-cost enrollment fee on Udemy. READ LEVEL 2 ACCREDITATION BENEFITS.


FINANCIAL PLANNING COACHING CERTIFICATION COURSE CONTENT SNAP-SHOT

You can keep scrolling to view the comprehensive course content and also to watch some of the free video lectures available but here is a quick outline of what is covered:


Financial Planning Coaching Psychology: Do you know exactly what stops people in this area? You are walked-through our proprietary framework for assesses their underlying blocks and obstacles.

Financial Planning Coaching People: Who will be your coaching clients? You discover the inside track on coaching people from every walk of life so that you can understand them better than they understand themselves.

Financial Planning Coaching Process: Do you have an exact Coaching process in this area of specialization that is proven to get results? Differentiate yourself by using our proprietary Coaching session guides that are timed-out and step-by-step easy to follow and adjust as needed.

Financial Planning Coaching Phrasing: Do you know exactly what to say in any situation? Being stumped in a Coaching session makes you look unprofessional. We give you the exact phrasing and questions to use so that you feel confident and prepared in every coaching session.

Financial Planning Coaching Procedures: Do you know the Coaching procedures that will make an impact for your clients? In this course, we give you the exact techniques, tools and strategies so that you don’t have to do the research or create the resources yourself.

Financial Planning Coaching Practicum: Have you ever coached real clients before? You will benefit from the simple system we provide that makes coaching practice fun and doable. This is truly what differentiates our Coaching course from others.

Financial Planning Pricing and Promotion: Do you know what to charge coaching clients? Do you know how to find coaching clients? No more guessing what to do and how to do it. We have mapped out your success plan so that you feel confident and secure in this area.

Financial Planning Coaching Professional Support: We want you to be successful! Once you join this course, you have access to a full range of ongoing coaching community support that will keep you focused and engaged.


LEVEL 1 ACCREDITATION COST-SAVING BENEFITS

Included with your one-time low-cost enrollment fee on Udemy is life-time access to the course content and features on Udemy; including a Udemy generated certificate of completion.

WE COVER THE $995 U.S.D. RIGHT OF USE FEE: When you join this course on Udemy and stay enrolled (no refund), you have permission to use our Proprietary Accredited Coaching Session Guides to coach clients.

PLEASE NOTE: A “right-of-use fee” is not a licensing fee. We own the copyright to the accredited session guides including the processes and material. You do not have permission to re-sell it or develop training, workshops, speaking or books based on our proprietary program.

1) Watch 100% of the coursework lectures as fast or as slow as you want.

2) Download all of the accredited resources including the session guides.

3) Download your Udemy generated certificate of completion when you have completed 100% of the coursework.


LEVEL 2 ACCREDITATION COST-SAVING BENEFITS

In addition to the cost-saving benefits and features of Level One, when you remain enrolled in the program past 35 days, you have access to LEVEL 2 benefits; a total of $1791 U.S.D in fees that we cover when you purchase this one course on Udemy and graduate Level 2.

WE COVER THE $995 U.S.D. RIGHT OF USE FEE: When you join this course on Udemy and stay enrolled (no refund), you have permission to use our Proprietary Accredited Coaching Session Guides to coach clients.

WE COVER THE $199 U.S.D. ACCREDITATION FEE: Level 2 requires that you complete a mandatory Coaching Practicum which assesses your competency using our accredited proprietary session guides with real clients. We call this hands-on coaching fieldwork. We make this step-by-step easy to complete but submission is mandatory for Level 2 Graduation. This is what differentiates our program and sets our Graduates above the rest. While a quickie diploma or certification from having just simply watched videos is appealing and what some coaching courses on Udemy use as a marketing tool to get you to buy, this is not the solution to long-term success. If that is your goal and expectation, this professional coaching program is not for you.

WE COVER THE $99 U.S.D. CERTIFICATION FEE: This is a one-time fee to create one individualized certificate of completion from our Academy that displays your certification designation verifying your completion of accreditation.

WE COVER THE $199 U.S.D. COACH DIRECTORY LISTING FEE: This is a one-time listing one-time fee to add your first and last name to this coach directory on our website.

WE COVER THE $299 U.S.D ASSOCIATION FEE: This is a one-time membership fee to keep your certification current and valid.


WE COVER $1791 U.S.D IN FEES WHEN YOU JOIN US ON UDEMY AND GRADUATE LEVEL 2

Now you might be thinking “this sounds too good to be true; what’s the catch?” or you might be saying “Coaching Training like this should cost 5 thousand or more; why would such a valuable program be available on Udemy for such a low price?” There is no catch just a vision, a purpose and a mission inspired by our Founder and your Instructor. Keep reading to meet her!

WHY OUR LEVEL 2 GRADUATES EXCEL

Joining this course and completing Level 2 of the program requires effort but you can do this! We want you to stand-out and excel as a coach but only you can do the work. We can’t guarantee your success or that you will make money as a coach. Only you are responsible for the effort you put in and the success you achieve. What we can guarantee is that we make it as simple and easy regardless of your current skill level and we are there to guide you every step of the way; however long that takes. We want you to be satisfied and if you are not, you can request a refund from Udemy within 30 days of purchase. Be sure to read Udemy’s terms for details.

THE POWER OF BELIEF

But when you commit and stay enrolled in the course (no refund), you put into motion the power of belief. When you buy the course on Udemy, it is a one-time low-cost investment that will continue to pay dividends in countless ways for years to come. Level 2 is simple: in addition to staying enrolled in the course for longer than 35 days, you complete 100% of the coursework, complete 100% of the coaching practicum fieldwork and submit it for approval and we cover the $1791 U.S.D. fees that we normally charge on our website for Level 2 Graduation.

Why do we do this? When you meet Louise, you will understand the purpose-driven passion that propels our mission! You may have already seen this before but it is worth a second, third or fourth read.


MEET YOUR INSTRUCTOR LOUISE ANNE MAURICE

If you have never met me before, my name is Louise Anne Maurice; Louise for short. When being interviewed, I am always asked the question “what have been the most important aspects of your 30+ year career; your university and specialized education, the impressive skills you developed working for companies and educational institutions or boot-strapping it to build your company from the ground-up”? My response is always “ALL OF IT” because every experience has shaped who I am, my purpose and the reason I am a Coaching Training and Development Specialist today.

LOUISE TALKS OVERCOMING CHALLENGES

You see, I was not handed life on a silver platter! I worked hard to achieve what I have; overcoming many challenges along the way. How did I do this? I developed, what I later termed, my Empowered Coach Approach™; a revolutionary framework founded on empowerment, integrity and respect that leverages my DE Effect™ to accelerate and strengthen transformation. Using this approach, I was able to power-past blocks and obstacles so I could achieve my goals and experience my limitless potential. The thousands and thousands of people I have either coached, trained, consulted or taught over the past 30+ years have also benefited from my Empowered Coach Approach™.

LOUISE ANNE MAURICE’S MISSION

But that is just scratching the surface! I see a world where everyone is overcoming their challenges and living their full potential. Can you imagine the positive impact? But I can’t do it alone! My mission is to train millions of coaches world-wide to coach millions of people world-wide to live their full potential. How will I do this? I have teamed up with the Udemy E-Learning Platform to make my proprietary coaching training programs easily accessible to a global audience at an affordable price. As Director of Coaching Training and Coaching Courses Development for Holistic Coach Academy, I use my Empowered Coach Approach™ to develop purposeful, comprehensive and streamlined curriculum that shortens the learning curve for you to become a Professional World-Class Coach.

WHAT IS YOUR MISSION?

Purpose is powerful! Yes, you might be fired-up at the cost-savings bonus that I have made exclusively available on Udemy. Who doesn’t love a deal! More importantly though, I hope you’re fired-up at the prospect of being a part of making a positive difference in the world; I know I am! Are you ready to do something more meaningful with your life; something that makes an impact and leaves a lasting legacy with your name written all over it? Whatever your mission, you will find a community that is here to support your purpose.

ARE YOU READY TO START MAKING A DIFFERENCE?

I invite you to join and start living your purpose today! Simply click on the “Buy now” button to enroll.

I will see you in the first lecture.


© Copyright Louise Anne Maurice of Holistic Coach Academy

Who this course is for:
  • You are a financial professional looking for a new approach to use with your clients.
  • You are currently a life coach, business coach, marriage coach, relationship coach or transformation coach looking for a new coaching program to use with your clients who struggle in the area of personal finances.
  • We invite you to read the course description to take our Holistic Financial Planning Coach Certification Course Self-Assessment before joining.
Course content
Expand all 51 lectures 03:49:21
+ Financial Coach Certificate: Complete Financial Coaching System Success Tips
10 lectures 42:08

In this financial planning coach tutorial, you are walked through a series of questions that guide you to discover what will impact your success as a Financial Planning Coach.   

Preview 09:18
Financial Coach Success Foundation
07:21
Financial Coach Success Step 1
03:02
Financial Coach Success Step 2
04:16

Did you guess right?  Take the quiz!

[Quiz] Did You Guess Right?
1 question
Financial Coach Success Step 3
03:19
[Assignment] Financial Coach Success Step 4
01:05
[Download] Financial Coach Success Step 5
02:45
Financial Coach Success Plan
03:28
Certification + FAQ
04:13
+ Financial Coach Coaching Tool: Financial Assessment
5 lectures 20:03

Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Learn how to get coaching clients for your financial coaching system

[2 Downloads] Get Clients Fast
05:06

Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Learn how to give the financial assessment so that you easily sign-up new clients.

Giving the Financial Assessment
02:47

Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Learn how to interpret part 1 of the financial assessment so you can understand your clients better.

Financial Assessment Part 1
04:12

Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Learn how to interpret part 2 of the financial assessment so you can understand your clients better.

Financial Assessment Part 2
04:10

Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Learn how to interpret part 3 of the financial assessment so you can understand your clients better.

Financial Assessment Part 3
03:48
+ Financial Coaching System Part 1
7 lectures 36:54

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

In this lecture, Louise continues the discussion about why the masculine approach to financial planning doesn't work for some people.

[Download] W.B. Financial Planning
05:32

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

There are so many aspects of financial planning that are so intimidating and make you feel like you will never be financially free. In this lecture, Louise shows you a different approach.

[Activity] Financial Freedom
05:23

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

This personal finance course is all about simplicity and this lecture is no different. You discover some basic personal finance concepts and then Louise simplifies it so that you can apply to your life and get results.

[Exercise] Personal Finance Basics
05:27

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

In this lecture, you discover a simple process that most financial planners will not tell you. You get the feminine approach that can be applied so you get results.

[Resource] Financial Foundation
05:11

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Do you know what your priorities are when it comes to your financial plan or do you keep your head in the sand so you don't have to deal with your financial picture? No matter which one you are, you can benefit from learning the easy tips in this lecture.

[Activity] Personal Finance Priorities
05:03

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Financial planning should not be a mystery yet if you have avoided it, you may see it as being unsolvable. With these personal finance tips, you get a different way of looking at your finances so you uncover your own solutions.

[Resource] Personal Finance Tips
04:41

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

When it comes to managing your personal finances, who is in charge? Do you take control or do you allow someone else to take care of your financial future? This lecture will let you in on the secret.

[Exercise] Managing Personal Finances
05:37
+ Financial Coaching System Part 2
8 lectures 35:14
Coach Check-In With Louise
02:53

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Is there really a masculine way to spend money and a feminine way to spend money? You bet there is and in this lecture, Louise gives you the insight so you can discover which one applies to you.

[Download] W.B. Spending Plan
05:06

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

If you are in debt, do you know exactly how it happened? Can you recall what you were thinking when you went on that spending spree? Who or what caused you to spend recklessly? Sometimes debt just piles up but wouldn't it be great to know how to stop it before it starts. This lecture shows you how.

[Activity] Debt Mystery Uncovered
05:38

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

What other questions do you ask when it comes to spending money? Why do I spend so much money and why can't I stop spending money seem to be the two big questions. In this lecture, you discover some insight into answer your questions.

[Exercise] Spending Money
04:39

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

If you are looking for ways to stop spending money, you have to watch this lecture as it guides you through some easy ways to stop spending money that don't make you feel like you are being deprived.

[Resource] Ways to Stop Spending
04:45

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

When was the last time you created a budget? Did you follow it? For how long did you follow your budget; a day, a week, a month? Did you feel like you were being deprived or punished? In this lecture, you learn the feminine approach to budgeting.

[Activity] Budgeting 101
04:08

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

If you want a different approach to spending money, watch this lecture. If you want to know how to stop spending money or spend less money, this lecture gives you a checklist to follow.

[Exercise] How to Stop Spending
04:15

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

I love having money, what about you? In this lecture, you discover an easy way to have more money without working harder or feeling deprived.

[Resource] How to Spend Less Money
03:50
+ Financial Coaching System Part 3
7 lectures 30:39

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

With so much written about how to save money, how come it is difficult for many people to save money? In this lecture, Louise shares with you why.

[Download] W.B. Saving Plan
04:31

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Do you have an expense coming up and you need to learn how to save money fast? In this lecture, you discover some quick painless ways to save money in a pinch.

[Activity] How to Save Money Fast
04:42

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

In this lecture, you continue to learn more ways to save money by not spending it in the first place. But how do you now to spend money when there is so much tempting you? Learn how.

[Resource] Save Money Plan
04:13

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Doesn't it seem like every how to save money article you read makes it really difficult to save money given your unique situation. The people who write these articles have no idea what YOU are actually going through. In this lecture you learn a simple strategy that is unique for you.

[Activity] How to Save Money
04:23

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Saving money doesn't have to be hard. Saving money shouldn't feel like you are being punished either. In this lecture you learn easy ways to save money that will make you feel good.

[Exercise] Learn to Save the Fun Way
05:11

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Are you looking for ways to save money on entertainment that are actually fun? In this lecture you discover that saving money on entertainment is easy and you don't need to be signed up for a ton of coupon saving sites either.

[Resource] Save Money on Entertainment
03:35

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Why does saving money have to be so hard? Why do money saving strategies make you feel like you have to have a math degree to figure it out? In this lecture you actually learn a simple solution to saving money.

[Exercise] Saving Money Strategies
04:04
+ Financial Coaching System Part 4
9 lectures 44:33

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

If you haven't started investing yet, you may not connect with the masculine approach to investing. Watch this lecture as Louise shares a different approach to investing.

[Download] W.B. Investing
04:06

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

The masculine approach to investing doesn't work for some people. You want to know how to invest money wisely but you need a different approach. This lecture gives you one.

[Activity] How to Invest Money Wisely
04:28

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

What is the best way to invest money? Is the best way to invest money in stocks or bonds? Is the best way to invest money in mutual funds or index funds? In this lecture you discover the no-chart method to investing.

[Exercise] Ways to Invest Money
04:20

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

If you are looking for how to invest money and how to understand the different investing philosophies, this lecture is for you. It will make sense of investing by giving you a different interpretation of value investing.

[Resource] Worthy Investments
04:31

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Wouldn't you love to have a checklist of the different ways to invest money that is simple and easy to follow but is different than anything you have ever read. This lecture gives that to you.

[Activity] Do This Before Investing
04:29

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Do you think investing money is hard? Do you feel unsure about investing money? In this lecture you receive an investing solution that works for you.

[Exercise] Investing Money Solution
05:07

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

This lecture gives you a step-by-step approach to investing your money for retirement. When you are finished with this lecture, you will know where to invest money and what retirement solution is right for you.

[2 Resources] Investing for Retirement
05:19
Level 2 Self-Assessment
04:12
Level 2 Fieldwork Templates
08:01
+ Financial Coach Success Plan
5 lectures 19:49
Final Words From Louise
02:51

Financial Coach Certificate Complete Financial Coaching System: Succeed as a Coach! Use Our "Financial Management Hacks: Budgeting, Investing & Planning" Financial Coaching System

Learn about some new possibilities that supports your financial coaching.

5 Step Marketing Plan
09:13
Ongoing Personal and Professional Development
02:44
Level 1 Graduates
03:32
Level 2 Graduates
01:29