Financial Coaching Module 1

COACHING SKILLS

A financial coach serves as a facilitator, supporting clients as they set goals, develop plans, and experience growth and learning. The collaborative approach requires interpersonal skills and communication techniques.

Activity 3 Let us listen to the 2 video clips “What is skills are needed to be a financial coaching?“, presented by Catherine Morgen from The Money Panel.

Discussion Points

Intuitive Listening Recognise own filters Reflect language Sensory awareness Questioning Holding the space