Welcome to the
Certified Financial Coach™ Licensing Program
What to do next...
So that you are fully prepared for your first session, let's go through the final steps:
This will guide you through the steps to:
*Software License Request form
located at bottom of webpage.
You can complete these in any order. You will find a link on the bottom of each page to be redirected back to this page.
Once you complete these steps, please submit the checklist below. If you have not completed any of the steps before your first session, use this form to update us on where you need help -- simply fill out the "Challenges: Request for Assistance."
FYI: During session one, you will also receive directions on how to enter and use MODULE ONE and TEAM DISCUSSION WORKSPACES. This information can be retrieved through the Member Center portal on our website.
We look forward to working with you.