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WE OFFER CONTINUING EDUCATION UNITS FOR ICF, AFCPE, CFP®, CLU®, and ChFC® Credentialed Professionals
Our unique coaching and continuing education programs will give you the tools to help you work with individuals, couples, and organizations to develop new levels of awareness and untapped potential so that they may achieve greater levels of success personally, professionally and financially. Money Coaching is a rewarding and exciting career path and/or specialty area to add to your practice. It is ideal for those individuals interested in creatively supporting the growth and development of others.
Those who train to become a Certified Money Coach (CMC®) participate in the Money Coaching Core Process course, described below. Training is done either live-in-person in Novato, California, or through live-internet-based sessions. Through either avenue, our training supports a billable service offering for your practice.
Money Coaching Core Process:
This is an eight-hour course for Life & Executive Coaches and Financial Planners, Counselors & Advisers who would like to better understand their client's money types and behaviors in order to more adequately serve their needs.
The eight-hour course is offered in two formats: as an internet-based webinar series of four classes lasting two-hours each, and as a live, one-day training in Novato, California (in the northern San Francisco Bay Area). We also can provide an in-house eight-hour class for groups of 5 or more individuals.
Successful completion of the Money Coaching Core Process has been accepted for eight (8) hours of CERTIFIED FINANCIAL PLANNER™ (CFP®) Continuing Education credit by the CFP Board of Standards, Inc.. Accordingly, hours so credited should qualify for PACE (Professional Achievement in Continuing Education) Credit for Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter (CLU®) designations.
The Course is also accepted for eight (8) hours of CEUs for AFCPE Accredited Professionals: Accredited Financial Counselor (AFC) and Certified Housing Counselor (CHC). AFCPE is the Association for Financial Counseling and Planning Education.
The Course is also accepted for eight (8) hours of CEUs for ICF (International Coach Federation) certified professionals as "Other skills or tools that are directly applicable to coaching". We do not instruct on core competencies in coaching.
Note: The course may be individually submitted for acceptance for CPA Continuing Education Credit, though eligibility not guaranteed as we have not requested NASBA acceptance. However, we believe our training course satisfies the NASBA requirements for Administrative Practice (Personal Financial Planning), Personal Development (Career Planning) and Specialized Knowledge and Applications, as the Core Process is a "subject related to a concentrated specialized skill set."
Continuing Education approval is being sought with the following credentialing and professional organizations or associations and will be posted if and when received:
Cost of Course: $695 which is our special pricing during our introductory period. (10% Discount for AFCPE Credentialed Professionals)
Through education, awareness and empowerment, The Money Coaching Institute is committed to helping people lead more purposeful and prosperous lives.