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Updated in [July 25th, 2023]
The Holistic Coach Academy (H.C.A) Certified Financial Planning Coach Certification Course provides a comprehensive overview of the financial planning coaching process. Through 12 hours of step-by-step video training and 231+ downloadable and ready-to-use resources, participants will become skilled in using a proprietary 5 Session Holistic System to begin Financial Planning Coaching Sessions with online or in-person clients. The course also includes two levels of Holistic Coach Academy Certification.
Instructor Louise Anne Maurice has over 30 years of experience in coaching, training, consulting, and teaching, and her Empowered Coaching Approach™ is designed to help participants succeed in Financial Planning Coaching in the New Normal. Reviews from participants have been overwhelmingly positive, with many noting the course's balance of theory and practicality, as well as the wealth of information and tools provided.
Course Syllabus
Financial Planning Certification in Holistic Coaching
Assessment + Financial Planning Discovery Session
Financial Planning Session 1 Step 1
Financial Planning Session 1 Step 2
Financial Planning Session 1 Step 3
Financial Planning Session 1 Step 4
Financial Planning Session 1 Step 5
Financial Planning Session 1 Step 6
Financial Planning Session 2 Step 1
Financial Planning Session 2 Step 2
Financial Planning Session 2 Step 3
Financial Planning Session 2 Step 4
Financial Planning Session 2 Step 5
Financial Planning Session 2 Step 6
Financial Planning Session 3 Step 1
Financial Planning Session 3 Step 2
Financial Planning Session 3 Step 3
Financial Planning Session 3 Step 4
Financial Planning Session 3 Step 5
Financial Planning Session 3 Step 6
Financial Planning Session 4 Step 1
Financial Planning Session 4 Step 2
Financial Planning Session 4 Step 3
Financial Planning Session 4 Step 4
Financial Planning Session 4 Step 5
Financial Planning Session 4 Step 6
Financial Planning Coach Certification