Financial Planning Coaching Certification Holistic Coaching
Financial Planning Coaching Graduates Ready-To-Work Coaching Professionals in Holistic Financial Planning
4.37 (1466 reviews)
5 619
students
14 hours
content
Jun 2025
last update
$109.99
regular price
What you will learn
June 2025 Course Updated + All Inclusive Certification on Udemy Level 1 Completion + Level 2 Practicums in Financial Planning Coaching.
Financial Planning Coaching 12 Hours of Interactive Holistic Video Tutorials, 242+ Resources, 5 Ready-to-Use Sessions + Skills to Master Coaching.
Financial Planning Coaching Proprietary 10-P Holistic Training Program Prepares You to Confidently and Fearlessly Coach Anyone Starting Today.
Financial Planning Coaching Course is Comprehensive! Scroll Down & Click on SHOW FULL OVERVIEW to Discover the Benefits of Joining Today.
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Our Verdict
The Financial Planning Coaching Certification Holistic Coaching course is an intriguing blend of two distinct fields, offering financial planners an opportunity to expand their expertise by incorporating coaching techniques. While there are areas where the course can improve, such as clarifying its process and incorporating more technical aspects, it does provide a solid foundation for those interested in exploring this unique approach. The accessible structure, engaging instructor, and wealth of resources make this an appealing choice for professionals seeking a fresh perspective on financial planning.
What We Liked
- The course stands out for its unique approach, combining financial planning with holistic coaching.
- Well-structured content that is easy to follow, making complex financial concepts more understandable.
- Emphasizes the importance of identifying feelings and triggers in a client's financial decision-making process.
- Provides a variety of resources, 5 ready-to-use sessions, and valuable skills for mastering coaching.
- Instructor offers clear explanations and a professional, friendly approach that engages learners.
Potential Drawbacks
- The 5-step process can be confusing and appears disorganized, with some unexpected shifts in focus.
- The GAIN process may not align with everyone's expectations, as it seems to blend prospecting and coaching steps.
- A stronger emphasis on technical financial aspects would help create a more comprehensive roadmap for clients.
- Some learners may feel that parts of the course are too lengthy or repetitive, which could affect their engagement.
Related Topics
409296
udemy ID
31/01/2015
course created date
22/11/2019
course indexed date
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