Financial Coaching

This learning approach is person-centered and supports the integration of coaching into existing case management interactions. We offer custom live training, along with optional advanced online learning and access to more resources and support through our Coaching College platform.


Financial Coaching for prosperity

Spread across two 2-day modules, Financial Coaching for Prosperity is an intensive and highly experiential training that enables staff to effectively integrate coaching into everyday client interactions. Since training our first cohort in 2011, we've continuously refined our content and tools to guide staff through successful financial conversations. Today, over 200 agencies across the U.S. and Canada have completed our training. We customize each financial coaching training to meet the unique needs of our partner organization. Contact Program Director Rachel Brooks at for more detailed information and pricing.

Online Training Module

Introductory and advanced online courses are presented by request in live, in weekly, 1 hour sessions. Online courses include both instructor-led application of financial coaching tools and easily accessible, self-paced online modules to enhance the learning process. Technical assistance (by phone and email) is also available to assist staff with integration of coaching tools and techniques.

Coaching College Platform

Only offered through The Prosperity Agenda, the Coaching College platform is offered either through annual subscription or as an additional support for organizations completing training through Financial Coaching for Prosperity. Coaching College is both a databank of resources and tools and a dynamic forum for support and problem solving.

Get Involved

We're always looking for new partnerships. Contact us at