CONTACT US for more information about upcoming Coaching Institute Sessions.

Past Participant Testimonials.

“Great job.  I was engaged the whole time. Good mix of education and coaching.”

“I think you guys did a great job at relaying the information in a clear and understandable manner.”

“Loved the training! Both coaches were very engaging.  Loved the mix of learning styles through different lessons.”

“They made the environment comfortable to share our concerns, fears and they made it fun to learn in.”

Powerful Financial Coach Training

WiNGS has over a decade of experience helping thousands of clients make sense of their finances and achieve their goals through financial coaching.  Our comprehensive financial coach training provides in-depth skills and techniques for coaches to strengthen client engagement and maximize results.

Training Components

Core Coach Training – Part 1 (3 days)

20 hours of classroom learning, focused on coaching definitions, foundational coaching skills, creating paths to financial well-being, strategies for setting and achieving goals, and cultural sensitivity considerations.

Core Coach Training – Part 2 (2 days)

20 hours of follow-up classroom learning, focused on working with challenging clients, follow-ups, practice, and evaluation.

Technical Assistance

5-hours of individualized assistance per agency.

Coaching Huddles

Quarterly 3-hour onsite opportunities to practice, problem-solve and networking.

Learning Labs

Quarterly 1-hour webinars designed to help you manage hurdles.

Each session is limited to 30 participants to maximize the interactive learning experience.  Your one-time registration price includes the 60 hours of total training, textbooks, and coaching materials you can use with your clients.

Contact us for more information about upcoming Coaching Institute Sessions.