Financial Planning Coaching Certification Holistic Coaching

Course Feature
  • Cost
    Paid
  • Provider
    Udemy
  • Certificate
    Paid Certification
  • Language
    English
  • Start Date
    2023-07-02
  • Learners
    No Information
  • Duration
    No Information
  • Instructor
    Holistic Coach AcademyLouise Anne Maurice Coaching
Next Course
4.5
4,726 Ratings
Become an H.C.A Certified Financial Planning Coach and learn how to use the proprietary 5 Session Holistic System to help your clients financially thrive in the New Normal. With 12 hours of step-by-step video training, 231+ downloadable and ready to use resources, you can start Financial Planning Coaching Sessions with your online or in-person clients today. Get 2 Levels of Holistic Coach Academy Certification included with your one-time course purchase and benefit from the Empowered Coaching Approach™ of instructor Louise Anne Maurice. Read reviews from people who have already taken the course and start your journey to success!
Show All
Course Overview

❗The content presented here is sourced directly from Udemy platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.

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

Show All
Recommended Courses
introduction-to-financial-planning-cfp-certification-7053
Introduction to Financial Planning - CFP Certification
4.1
Udemy 3,524 learners
Learn More
This course is an ideal introduction to Financial Planning for those looking to become Certified Financial Planners. It covers the Financial Planner Competency Profile, the six step process, client interactions, general principles of financial management, financial mathematics, personal financial statements, cash flow and debt management, asset acquisition, FPSB India’s Code of Ethics and Professional Responsibility and Model Rules of Conduct, and the regulatory environment related to the Financial Planning domain. With this course, you will gain the knowledge and skills necessary to become a successful Financial Planner. Click now to get started!
four-fundamentals-of-financial-planning-7054
Four Fundamentals of Financial Planning
3.8
Udemy 35,490 learners
Learn More
Are you tired of being in debt and not knowing how to get out? Do you want to take control of your finances and live the life you want? Then this course is for you! Dwayne Richards, CPA, CMA, Financial Security Advisor and Business Consultant, will show you the Four Fundamentals of Financial Planning and how to use them to your advantage. Learn how to use Cash is King, safeguard your future, and use Compound Interest to your benefit. With this fast-paced course, you will be able to take control of your bank account and live the life you want. Don't wait, register today!
financial-planning-for-indians-7055
Financial planning for Indians
4.4
Udemy 796 learners
Learn More
This course is designed to help Indians manage their personal finances and build a secure financial future. It covers topics such as calculating net worth, creating a budget, creating a savings plan, understanding investment strategies, and more. Participants will learn how to save for retirement, save for personal goals, and make their money work for them. The course is suitable for those who are saving for their children’s college education, currently investing for retirement, and want to learn the real cost of working. It is not suitable for those who want to get rich quickly or guarantee the same results.
free building-financial-statements-in-excel-7056
Building Financial Statements in Excel
4.5
Udemy 9,146 learners
Learn More
This course is perfect for anyone who wants to learn about financial statements and how to build their own models in Excel. You will learn about the three main financial statements (Income statement, balance sheet, and cash flow statement), how to build integrated financial statements in Excel, how to build supporting financial schedules, and the different financial ratios. With a 30-day money back guarantee, you have nothing to lose and everything to gain. Sign up now and start learning how to analyze the numbers in your financial statements!
Favorites (0)
Favorites
0 favorite option

You have no favorites

Name delet