Financial Planning Coaching Certification Holistic Coaching
Why take this course?
Based on the detailed overview you've provided, here's a summary of what the Level 1 Financial Planning Coaching Certification program offers and how you can benefit from it:
Level 1 Financial Planning Coaching Certification:
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Access to Course Content: You get lifetime access to all the video tutorials, which you can watch at your own pace. The content is designed to guide you through the process of connecting with clients, building supportive relationships, and delivering the 4 Session Financial Planning Coaching Program.
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Comprehensive Resources: The course includes over 242 downloadable resources, including coaching session guides, assessment tools, and ready-to-use materials that save you time and money.
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Right of Use: Upon enrollment and staying enrolled without a refund, you are granted permission to use the proprietary accredited coaching session guides within your coaching practice.
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Certificate of Completion: After completing 100% of the coursework on Udemy, you can download your certificate of completion, verifying your completion of Level 1.
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Hands-On Coaching Fieldwork (Optional for Level 2): While not mandatory for Level 1 certification, completing hands-on coaching fieldwork is a crucial step for those aiming to achieve the Level 2 certification.
Level 2 Financial Planning Coaching Certification:
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Advanced Training: After remaining enrolled in the program past 35 days, you can access additional training and resources designed for more advanced coaching skills.
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Accreditation: You must complete a mandatory Coaching Practicum that assesses your competency using the proprietary session guides to move on to Level 2 certification.
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Individualized Certificate of Completion: Graduates receive a Holistic Coach Academy certificate, designating their completion of accreditation and signifying their professional status.
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Coach Directory Listing: A one-time free listing in the Holistic Coach Academy coach directory, which is valuable for marketing your coaching services to a niche audience.
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Intellectual Property Notice: The course materials are copyrighted, and their use is restricted to those who enroll in the program as per the terms of use specified by Louise Anne Maurice.
To get started with the Level 1 Financial Planning Coaching Certification, you can enroll in the course on Udemy. Upon successful completion, you will be equipped with the knowledge and tools necessary to begin coaching clients in financial planning, and if you choose to pursue it, you can work towards the higher-level certification and benefits offered by the Holistic Coach Academy.
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Comidoc Review
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.