Apr 25, 2019  
2018-2019 Catalog 
    
2018-2019 Catalog

FI 449 Coaching Skills for Financial Planners


3 unit(s)
Financial professionals often find that clients are very motivated during the planning process yet do not follow through on implementing the plan once it is developed. Coaching skills can improve our client communication and support collaborative implementation of financial plans. Upon completion of this course, the student should be able to (1) identify and summarize the essential components of coaching and understand the role of coaching skills in financial planning; (2) develop a personal process for integrating coaching skills into their existing engagements; and (3) understand the basic coaching skills and utilize them in a coaching session.


View the Summer 2019 course schedules: