WE NOW OFFER CONTINUING EDUCATION UNITS FOR ICF, AFCPE, CFP^®, CLU^®, and ChFC^® Credentialed Professionals

June 30, 2010 Update:  We are in the process of finalizing several new programs recently accepted by the CFP Board of Standards, including new 1-, 2-, and 3-hour courses.  Please check back soon for the Course Listing.  We will soon submit these for acceptance with AFCPE and ICF.

Overview:

Our unique coaching and continuing education programs will give you the tools to help you work with individuals, couples, and organizations to develop new levels of awareness and untapped potential so that they may achieve greater levels of success personally, professionally and financially. Money Coaching is a rewarding and exciting career path and/or specialty area to add to your practice. It is ideal for those individuals interested in creatively supporting the growth and development of others. 

Those who train to become a Certified Money Coach participate in the Money Coaching Core Process course, described below.  Training is done either live-in-person in Petaluma, California, or through live-internet-based sessions.  Through either avenue, our training supports a billable service offering for your practice. 

Money Coaching Core Process:

This is an eight-hour course for Life & Executive Coaches and Financial Planners, Counselors & Advisers who would like to better understand their client's money types and behaviors in order to more adequately serve their needs.  Reserved for those seeking the professional designation of Certified Money Coach, this is the first part of the training program, which requires Money Coaching case studies and a mentoring program.

The eight-hour course is offered in two formats:  as an internet-based webinar series of four classes lasting two-hours each, and as a live, one-day training in Petaluma, California (in the northern San Francisco Bay Area).  We also can provide an in-house eight-hour class for groups of 5 or more individuals.

Successful completion of the Money Coaching Core Process has been accepted for eight (8) hours of CERTIFIED FINANCIAL PLANNER™ (CFP®) Continuing Education credit by the CFP Board of Standards, Inc..  Accordingly, hours so credited should qualify for PACE (Professional Achievement in Continuing Education) Credit for Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter (CLU®) designations.

The Course is also accepted for eight (8) hours of CEUs for AFCPE Accredited Professionals:  Accredited Financial Counselor (AFC) and Certified Housing Counselor (CHC).  AFCPE is the Association for Financial Counseling and Planning Education.

The Course is also accepted for eight (8) hours of CEUs for ICF (International Coach Federation) certified professionals as "Other skills or tools that are directly applicable to coaching".  We do not instruct on core competencies in coaching.

Note: The course may be individually submitted for acceptance for CPA Continuing Education Credit, though eligibility not guaranteed as we have not requested NASBA acceptance.  However, we believe our training course satisfies the NASBA requirements for Administrative Practice (Personal Financial Planning), Personal Development (Career Planning) and Specialized Knowledge and Applications, as the Core Process is a "subject related to a concentrated specialized skill set."

Continuing Education approval is being sought with the following credentialing and professional organizations or associations and will be posted if and when received:

• California Board of Behavioral Sciences

Cost of Course: $695 which is our special pricing during our introductory period.  (10% Discount for AFCPE Credentialed Professionals)

For more information or to register, please contact the Money Coaching Institute at 707-778-6206 or by e-mail at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Through education, awareness and empowerment, The Money Coaching Institute is committed to helping people lead more purposeful and prosperous lives.