Financial Coach Training
The CNM Financial Coach Training Program is an experiential, problem-based learning program designed to inspire and engage participants in the fundamental aspects of coaching that can be implemented to assist people seeking to improve their financial situation. This training will allow participants to develop a deeper understanding of the coaching philosophy, methodology, and tools while developing their own financial literacy.
Financial Coach Training (in person)
Sept 20-22 and Sept 27-Sept 29 (W-F, 1/2 day Fri.)
Fall 2023
Financial Coach Training (Zoom)
Oct 25-27 and Nov 1-Nov 3 (W-F, 1/2 day Fri.)
Train Your Staff as Financial Coaches
Credit Union Staff
Financial coaching helps credit union staff develop a deeper understanding of members’ financial needs, goals, and challenges. Because financial coaches have a strong grasp of various financial concepts and strategies, they can provide personalized guidance and support, as well as help members make better financial decisions, improve their financial well-being, and achieve their goals. This personalized approach enhances the member experience, loyalty, and can help credit unions gain a competitive advantage over larger financial institutions.
Financial Capability Non-Profit Staff Members
Through coach training, non-profit staff members can develop a deeper understanding of financial concepts, budgeting, debt management, and other essential financial skills. This expertise allows them to provide more accurate and personalized guidance to clients seeking financial assistance. By empowering clients to take control of their finances, they can break free from the cycle of financial dependency and work towards long-term financial stability.
College Advising Staff Members
Financial coaches possess in-depth knowledge about personal finance, budgeting, and managing money effectively. When college advising staff members undergo this training, they can pass on their expertise to students, empowering them with essential financial literacy skills. When college advising staff serve as financial coaches, they can identify students facing financial difficulties early on and provide personalized strategies to overcome challenges. This support can lead to increased retention rates and improved academic performance.
