Training & Workshops

FINANCIAL COACH TRAINING

Financial Fitness Coach (FFC) & Accredited Personal Financial Coach (APFC) Certifications (AFCPE Partnership)

Honoring the highest standard, Sage Financial Solutions has partnered with the Association for Financial Counseling & Planning Education® (AFCPE®) to provide comprehensive financial coach training and certification that integrates coaching, counseling and financial content.


Financial Fitness Coach (FFC) Certification 

This program presents the continuum of financial coaching and counseling skills and techniques, providing you with the depth of knowledge, techniques and skills to transform the work you do with clients. You will acquire the skills to meet clients wherever they are in their financial life, identify their financial goals, and collaborate with them to develop an action plan and appropriate steps to achieve those goals.

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“I highly recommend the FFC Program. Saundra is a great instructor and I have learned so much! She pushes me to be a better counselor and coach.”


Accredited Personal Financial Coach (APFC) Certification

This program builds on your comprehensive financial content and experience as an Accredited Financial Counselor (AFC®) and takes your coaching skills to that next level. The program includes a dynamic 3-day in person training session that allows you to practice with others to build skills, receive feedback and enhance your ability to effectively work with individual clients, couples or groups. FFC certification required. If you do not have your AFC® certification, you will obtain the certification as part of this program.

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“There is nothing like the training you’ll receive from Saundra! It is powerful. It is raw. It is real. There is no way you will not walk away with knowledge you didn’t have before.”

FINANCIAL CAPABILITY WORKSHOPS & TRAINING

Technical Assistance Workshops for CBOs

Technical Assistance Workshops for CBOs
Upon request, SFS provides technical assistance workshops to increase the effectiveness of their existing financial education and coaching programs.

  • Target Audience: The staff/volunteers of Santa Clara & San Mateo County based CBOs
  • Training Duration: 3 classroom hours
  • Fees: Sponsored by the Silicon Valley Community Foundation