Fundamentals in Financial Coaching

Two Woman in Black Sits on Chair Near Table

We’re pleased to announce the return of Extension’s “Fundamentals in Financial Coaching” course!  This course is designed to provide social workers, case managers, and other professionals who provide direct services to individuals with the knowledge and skills to help clients craft solutions to their problems.

Fundamentals in Financial Coaching will be held via Zoom on Mondays, Oct. 24-Nov. 14 from 11:00 am-2:30 pm.  Participants who complete all four sessions will be eligible to receive 1.4 CEUs through the University of Wisconsin.

In the past this course has filled up fast and has drawn in a national (and even international) audience. If you are interested, register as soon as possible!  This class will most likely reach its capacity quickly. The final registration date is October 10th (if it does not fill up sooner).

Coaching Foundations Fall 2022 flyer

Join us for this live, online course!

Fall 2022: 4 sessions on Mondays from 11am – 2:30pm CT (Oct. 24, 31, Nov. 7 & 14)

Help your clients build skills for lasting change with Financial Coaching!

Participants will:

  • Practice foundational coaching skills for deeper listening and impactful questions.
  • Apply proven strategies for achieving goals and lasting behavior change.
  • Develop techniques for increasing client motivation.
  • Apply the A|4 Coaching Model during in-class coaching sessions.

This course will be held live via Zoom. The 4 sessions will not be recorded. Participants are expected to attend all 4 scheduled dates for the Fall course to earn 1.4 CEU’s through the University of Wisconsin. The course registration fee is $325.

Note: This course does not cover basic money management topics. Participants are expected to have a working knowledge of financial education. All course materials will be provided online.

Questions? Contact the Registrations Office: registrations@pyle.wisc.edu or 608-262-2451 or Kevin Murphy, UW-Madison Division of Extension, kevin.murphy@wisc.edu or 608-262-5871.

Support Extension