HMSV9501

Financial Coaching

Welcome to the Bow Valley College Financial Coaching Course for front-line workers. The goal of this course is to provide the learner with the theoretical and practical knowledge to comfortably coach a client to realize and achieve their financial goals. This course empowers the learner to:

• Differentiate between financial counselling and financial coaching, and know when it is appropriate to use each,
• Understand the unique challenges and barriers faced by low income clients,
• Identify and practice counselling and coaching strategies,
• Expand the knowledge of the community referral base and how to improve client advocacy, and
• Foster long-term financial coaching relationships with clients and effectively follow up.

 

Additional Information

The Pre-Assessment:
The pre-assessment test has been designed to assess the learner’s specific financial literacy skills. One major component of effective financial counselling is to have a strong financial knowledge base. This pre-assessment test will be based on the content presented in both the Momentum Train the Facilitator and Accredited Financial Counsellor of Canada (AFCC) curriculum. Need to achieve 75% or better on pre-assessment test to access online modules.

Online Course Work:
During the online course work, the learner is expected to complete the required readings and learner notes. There will be activities at the end of each module to explore a deeper understanding of the content.

2-Day Workshop:
The 2-Day workshop will focus on hands-on learning experiences, role-playing scenarios, and a deeper exploration of the online content. Be prepared to work in small groups and one-on-one coaching settings.

The Online Toolkit:
The online toolkit has been designed to provide the learner with the tools provided during the workshop, as well as additional documents and resources that will enhance their coaching program. The learner will have access to this online toolkit during and after the course completion.

Recommended Prerequisites:
Momentum Train the Facilitator, Accredited Financial Counsellor of Canada (AFCC), Money Mentors Core Financial Fitness Education program (8 online courses), Prosper Canada Financial Literacy Facilitator course (7-week online), or equivalent experience

For more information contact Blanquita Rebolone de Colley at 401-410-1423 or brebolone@bowvalleycollege.ca

Offerings

Start Date:
March 01, 2017
End Date:
March 31, 2017
Campus:
Calgary Downtown Campus
Delivery:
Blended
Hours of Study:
30
Price:
$85.00
Schedule:
Day Start Time End Time
Thursday 8:00 AM 4:00 PM
Friday 8:00 AM 4:00 PM
Start Date:
May 01, 2017
End Date:
May 26, 2017
Campus:
Calgary Downtown Campus
Delivery:
Blended
Hours of Study:
30
Price:
$85.00
Schedule:
Day Start Time End Time
Thursday 8:00 AM 4:00 PM
Friday 8:00 AM 4:00 PM
Start Date:
June 01, 2017
End Date:
June 23, 2017
Campus:
Calgary Downtown Campus
Delivery:
Blended
Hours of Study:
30
Price:
$85.00
Schedule:
Day Start Time End Time
Thursday 8:00 AM 4:00 PM
Friday 8:00 AM 4:00 PM