Financial Planning Coaching Certification Holistic Coaching (Udemy.com)

Financial Planning Coaching Training Level 2 Accredited Certification Holistic Financial Planning Coaching Directory

Created by: Holistic Coach Academy

Produced in 2021

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What you will learn

  • November 2021 Updated + Level 2 Certification Bonus $1791 We Cover (Read Description) Work as a Coach while Training with Level 2 Coaching Practicums.
  • Financial Planning Assessment, Done-For-You Financial Planning Coaching Sessions Plus a Plan to Enroll Clients & Effectively Run Financial Planning Coaching Sessions.
  • Financial Planning Coaching Training using Proprietary Holistic System Designed to Guide you to Fearlessly and Confidently Coach Anyone Starting Today.
  • Save Time and Expenses Training in Marketing Fundamentals to Empower Your Holistic Financial Planning Coaching Practice Using Practical and Free Solutions.

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Quality Score

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Overall Score : 90 / 100

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Course Description

Why take our Certification to Become a Financial Planning Coach by Holistic Coach Academy Course?
What will a Financial Planning Coach Certificate and Accreditation + Credentials + Financial Planning Coach Directory Listing for Level 2 Grads do for you?
If you are searching for a complement to your financial services background or looking for a coaching niche that is in demand, becoming a Certified Holistic Financial Planning Coach will benefit you in numerous ways. Why is this important?
FACT: Professionally, it is becoming more of a challenge to differentiate yourself in the increasingly competitive financial services space. This can be overwhelming if you dont feel like you have done enough, know enough or have enough current skills. How can you compete?
FACT: Personally, you need to be confident, resilient and resourceful to adapt to this ever-demanding competitive world. This can be a challenge if self-doubt, insecurities and fears block you. How can you rise above these obstacles?
OUR GOAL FOR CREATING THIS FINANCIAL PLANNING COACHING CERTIFICATION COURSEThese facts dont have to be your future! We developed this comprehensive Financial Planning Coach Certification course so you can coach yourself or coach other people the Holistic Coach Academy Way to financial planning.
WHAT IS YOUR GOAL?
FINANCIAL PLANNING COACHING CERTIFICATION SELF-ASSESSMENTThere are usually 3 different goals among the students who join this program. Which one describes you?
GOAL #1 - You dont care about receiving a certificate of completion or being fully certified through accreditation. You want to be coached so that you can personally or professionally develop. If this describes you, then enjoy the course as it fits with your schedule. INCLUDED with the one-time low-cost enrollment fee on Udemy is life-time access to the course content and features on Udemy; including a Udemy generated certificate of completion if you ever need one. You also have access to Level 1 and Level 2 accreditation at no additional cost should your goal change. READ COURSE CONTENT SNAP-SHOT AND BENEFITS.
GOAL #2 You are already a coaching professional. You dont care to be fully certified through accreditation or that the certificate of completion comes from Udemy. What you do care about is saving time and saving money. You want to be able to legally use our proprietary step-by-step and timed-out accredited session guides to coach your clients WITHOUT PAYING our $995 right of use fee (details below). If this describes you, then enjoy the Level 1 program as it fits with your schedule knowing that your one-time low-cost enrollment fee on Udemy gives you access to Level 2 accreditation should your goal change. READ LEVEL 1 ACCREDITATION BENEFITS.
GOAL #3 You are completely new to coaching and want guidance. You may have taken other coaching courses but do not feel prepared to coach clients or you simply want to be listed in this coaching directory on our website WITHOUT PAYING the private fee of $1791 (details below). Your goal is to learn our step-by-step coaching process and then be able to practice through fieldwork that is assessed for competency. You want a separate certificate of completion that is not from Udemy but from our Accredited Coaching Academy. You want your name listed in this coaching directory on our website so that prospective clients or employers can verify your Certification and confirm that you have Graduated from this accredited Coaching Training Program. If this describes you, enjoy the Level 2 program that is included with your one-time low-cost enrollment fee on Udemy. READ LEVEL 2 ACCREDITATION BENEFITS.
FINANCIAL PLANNING COACHING CERTIFICATION COURSE CONTENT SNAP-SHOTYou can keep scrolling to view the comprehensive course content and also to watch some of the free video lectures available but here is a quick outline of what is covered:
Financial Planning Coaching Psychology: Do you know exactly what stops people in this area? You are walked-through our proprietary framework for assesses their underlying blocks and obstacles.
Financial Planning Coaching People: Who will be your coaching clients? You discover the inside track on coaching people from every walk of life so that you can understand them better than they understand themselves.
Financial Planning Coaching Process: Do you have an exact Coaching process in this area of specialization that is proven to get results? Differentiate yourself by using our proprietary Coaching session guides that are timed-out and step-by-step easy to follow and adjust as needed.
Financial Planning Coaching Phrasing: Do you know exactly what to say in any situation? Being stumped in a Coaching session makes you look unprofessional. We give you the exact phrasing and questions to use so that you feel confident and prepared in every coaching session.
Financial Planning Coaching Procedures: Do you know the Coaching procedures that will make an impact for your clients? In this course, we give you the exact techniques, tools and strategies so that you dont have to do the research or create the resources yourself.
Financial Planning Coaching Practicum: Have you ever coached real clients before? You will benefit from the simple system we provide that makes coaching practice fun and doable. This is truly what differentiates our Coaching course from others.
Financial Planning Pricing and Promotion: Do you know what to charge coaching clients? Do you know how to find coaching clients? No more guessing what to do and how to do it. We have mapped out your success plan so that you feel confident and secure in this area.
Financial Planning Coaching Professional Support: We want you to be successful! Once you join this course, you have access to a full range of ongoing coaching community support that will keep you focused and engaged.
LEVEL 1 ACCREDITATION COST-SAVING BENEFITSIncluded with your one-time low-cost enrollment fee on Udemy is life-time access to the course content and features on Udemy; including a Udemy generated certificate of completion.
WE COVER THE $995 U.
S.
D. RIGHT OF USE FEE: When you join this course on Udemy and stay enrolled (no refund), you have permission to use our Proprietary Accredited Coaching Session Guides to coach clients.
PLEASE NOTE: A right-of-use fee is not a licensing fee. We own the copyright to the accredited session guides including the processes and material. You do not have permission to re-sell it or develop training, workshops, speaking or books based on our proprietary program.
1) Watch 100% of the coursework lectures as fast or as slow as you want.
2) Download all of the accredited resources including the session guides.
3) Download your Udemy generated certificate of completion when you have completed 100% of the coursework.
LEVEL 2 ACCREDITATION COST-SAVING BENEFITSIn addition to the cost-saving benefits and features of Level One, when you remain enrolled in the program past 35 days, you have access to LEV

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Instructor Details

Holistic Coach Academy

COACHING TRAINING TO LIVE YOUR PASSION AND PURPOSE!
Integrative Coaching is our Expertise at Holistic Coach Academy. Coaching Training is our specialty but your success as a Coach drives everything we do. We offer 9 Coaching Certification Courses that includes the popular Holistic Health and Wellness Coach, Career Coach, Holistic Financial Planning Coach, Home Business Coach and the 5 Women Empowerment Coach Certifications that you can take separately or combine all 5 WEC courses to obtain your Master Level Women Empowerment Coaching Certification.
COACHING CERTIFICATION COURSES ONLINE AND AFFORDABLE
When you meet your Instructor Louise Anne Maurice, you will understand the purpose-driven passion that propels our mission. Click on any course image to go directly to the information page to meet our Founder and Director of Coaching Training and Coaching Courses Development for Holistic Coach Academy.

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Reviews

4.5

312 total reviews

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By Sujata S. Khadilkar on 11/22/2020

resourceful. liked the insight on the importance of right brain activity along with the left brain activity. thank you.

By Alexandre on 11/8/2020

Excelente, por encima de mis expectativas

By Tarlie Francis on 11/8/2020

It's practical. I love love love the free resources and the hands on approach. The constant promising is keeping me engaged. let's go.
Now that I've reached the end I return here to confirm that his is the very best course I've taken on Udemy today. I applaud Holistic and its leader for transforming your offer from Women to Holistic as I can see clearly that this is in no way a women only system - I am male and I tell you this unreservedly.
Again, you may have other reasons for bringing this to Udemy by I am blessed because I would not otherwise have come to this knowledge that provide. THANK YOU!!!
I'm off to complete the Fieldwork; can't wait to succeed and join your list of accredited coaches.
Excellent.

By Rosie Manning on 10/6/2020

so far so good!

By Katherine McComber on 9/27/2020

It's more on the business side of things than I anticipated here at the beginning. I'm not feeling like I'm getting the "meat" of financial planning yet.

By Jess Probasco on 9/16/2020

Louise Anne Maurice does a great job putting all the tools into one place and explaining how you can use each one with clients and change perspective to how the client might be feeling during each of these interactions!.

By LTanya Settler on 9/7/2020

This was an awesome and well put together course. I can't wait to move on to Level 2 and get started as a financial coach!!!

By Luis Davis on 9/3/2020

Excelent, very well explained and clear.

By Carmen Amaya on 8/26/2020

Yes. Absolutely.

By Michael Hartman on 8/24/2020

The course was amazing, I'm waiting to get my 35 days in before i go for level 2. I'm beginning my fieldwork now

By Leslie TenEyck on 8/23/2020

I love the way everything is being explained. I like the resources. Especially the free app.

By Jerome D. Robinson on 8/21/2020

I enjoy the process of making it simple to follow along and provide how to get clients information upfront