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.

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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.


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