Course Catalog

Golden Gate University offers degree and certificate programs at four teaching centers and online.

*The printable catalog is subject to change. For the most up-to-date program requirements, information and course listings, explore our website.

NUMBER COURSE TITLE
FI 449
COACHING SKILLS FOR FINANCIAL PLANNERS

Financial professionals often find that clients are very motivated during the planning process yet do not follow through on implementing the plan once it is developed. Coaching skills can improve our client communication and support collaborative implementation of financial plans. Upon completion of this course, the student should be able to (1) identify and summarize the essential components of coaching and understand the role of coaching skills in financial planning; (2) develop a personal process for integrating coaching skills into their existing engagements; and (3) understand the basic coaching skills and utilize them in a coaching session.

Units: 3 , Offered: Spring 2019