Online Financial Coaching Workshops: Registration Now Open

UW-Madison Division of Extension and the Center for Financial Security offer coaching training programs throughout the year focused on skills and strategies for financial coaches. The workshop is designed as an introduction to financial coaching and can also be used as a refresher to practice and advance coaching skills. The registration fee is $245 for these 12-hour coaching workshops.

Live Online A|4 Financial Coaching Foundations Workshops
February 2021 Course: 4 Tuesdays from 1 – 4pm CT (Feb. 2, 9, 16 & 23)

April 2021 Course: 4 Mondays/Wednesdays from 11am – 2pm CT (April 12, 14, 19, & 21

During this workshop, participants will:

  • Practice foundational coaching skills for deeper listening and impactful questions
  • Apply proven strategies for achieving goals
  • 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. Supplemental educational materials will be provided online, with short, self-study learning assignments in-between sessions.

Participants are expected to attend all 4 scheduled dates for either the February or the April courses to earn 1.2 Continuing Education Units through UW-Madison.

Note: This course does not cover basic money management topics. Participants are expected to have a working knowledge of financial education.

Questions? Contact the Registrations or 608-262-2451.

Or Peggy Olive, UW-Madison Center for Financial Security, or 608-262-6766 (please leave a message).