Become a Certified Financial Coach
or
Enroll to Learn Basic Coaching Skills
Click here to find out more about the following programs:
Financial Professionals become Certified Financial Coaches to receive expert training and insights from our courses. Those with our basic coaching skills can partner with Certified Financial Coaches and co-lead Financial WealthCAMPs in local communities. Through various special programs and extended training sessions, Financial Professionals become skilled in ways which allow them to be more than a client's financial analyst.
As a Financial Professional, you have the opportunity to become a WEALTH STRONG Affiliate. Affiliate training may include an intense half-day, followed by 3 day-long workshops designed to increase your interpersonal skills around giving people support during these challenging economic times or start with a virtual program to help you learn coaching skills using a tool to measure URSLA(tm) (a person's Unbiased Retirement Sustainability Retirement Age). The WEALTH STRONG Affiliate Training program includes financial training in areas that may seem foreign to some professionals (i.e loan programs, reverse mortgages and more). Using our cutting-edge software, financial professionals learn how to take an integrative approach while reviewing a person's financial life -- from determining a person's wealth aptitude to identifying their personal WHEN-Score. Additionally, as a WEALTH STRONG Affliiate, specialized programs are offered, to add value to your client services.
We invite you to learn more about this by calling our office at 303-904-3177. Or click on these links: Adding a Certified Financial Coach to Your Firm, or Becoming a WEALTH STRONG Affiliate by contacting us.