Financial Coaching Module 1

COACHING SKILLS

Some of the important skills are::

Actively listen to what clients say in order to be aware of the deeper significance of their values, behaviour patterns, and strengths and to increase client awareness. Asking thought-provoking and powerful questions. Mirroring client language and reframing perspectives, and Facilitating client goal-setting and attainment. Focuses on improving long-term financial behaviour; Facilitates clients to set and achieve financial goals largely on their own; Helps clients practice new behaviours and monitors those behaviours over time; and Targets clients with a minimum level of financial skills and experience.