Ready to build on the foundational financial coaching skills you’ve already developed? This course offers experiential learning and hands-on practice —perfect if you’re working towards APFC® certification or want to hone your coaching instincts to show up for clients with more confidence.
Deepen the Learning APFC® is an interactive, advanced financial coaching course designed to help you coach with greater skill, awareness, and presence. You’ll enhance your abilities in ethics, trust-building, and communication through real-world scenarios, role-playing, and collaborative feedback. This course prepares you to support clients in setting values-aligned financial goals and handling tough financial challenges.
This course is for you if:
- You have completed our Financial Coaching Foundations course or another ICF-accredited coaching course
- You want a deeper dive into financial coaching techniques
- You need continuing education or training hours for APFC® certification, CFP® certification, or ICF credentials
When you complete Deepen The Learning APFC®, you’ll receive a certificate, as well as course credit toward APFC® certification if you choose to continue with our program.
The Course Schedule
Start Date: May 21, 2025
Last Session: July 9, 2025
Enrollment deadline: April 30, 2025
Live Session Times
We’ll meet virtually weekly on Wednesdays from 9 AM to 12 PM PST.
Total Training Hours: 24
This course is a continuation of Financial Coaching Foundations (Course 1), but you’re welcome to start here if you meet the prerequisites!
Session Five: May 21
Session Six: May 28
Session Seven: June 4
Session Eight: June 11
Session Nine: June 18
Session Ten: June 25
Session Eleven: July 2
Session Twelve: July 9
Growth Work
Alongside live training, you’ll complete self-assessments and assignments for each session in our online learning portal. This growth work helps you track your progress, reflect on your learning, and deepen your understanding of the course material.
What to expect in each session
Session Five: Ethical Practice and Coaching Mindset
Align with your vision as a coach, explore ethical coaching practices, and develop a mindset that inspires positive change in your clients’ financial behaviors.
Session Six: Co-creating the Coaching Relationship
Learn how to build trust with clients, set clear expectations, and create a safe space for productive, open dialogue throughout the engagement lifecycle.
Session Seven: Effective Communication
Sharpen your active listening skills and learn how to help clients clarify their values-based financial goals and aligned actions for progress.
Session Eight: Cultivating Learning and Growth
Develop skills for facilitating client growth and helping clients integrate healthy financial habits into their lives, ensuring they continue to thrive long after your coaching sessions end.
Session Nine: Case Study Application
Create your own case study and collaborate with your cohort peers to explore how you would handle different coaching scenarios. This role-playing opportunity is a chance to bring in real-life challenges you’re facing with clients alongside the prepared case studies we provide for practice.
Session Ten: Full Engagement Practice
Build on the skills you practiced in Session Nine by working in triads, rotating through roles as coach, coachee, and observer to immerse yourself in more coaching scenarios. This practice will strengthen your ability to apply coaching frameworks to complex situations and keep clients focused and motivated throughout the coaching process.
Session Eleven: Business Development
Refine your skills with additional rounds of full engagement practice and feedback from your triad peer group. You’ll also revisit your coaching vision, create a one-page business plan, and learn about essential business practices like budgeting, insurance options, and business protection, whether you want to build a solo, group, or team coaching practice.
Session Twelve: Closing Activities & Graduation
Complete your Deepen The Learning APFC® training with a final round of triad peer group practice.
Frequently Asked Questions
Are there any prerequisites for Deepen The Learning APFC®?
While this course is open to all, it’s designed for experienced financial professionals who have a solid understanding of personal finance. No certifications or degrees are required to enroll; only an eagerness to improve your coaching skills to support your clients better.
How many spots are available?
This course is designed for small groups of 15 students to ensure personalized attention, a supportive learning experience, and a sense of community.
What’s the time commitment for this part of the APFC® program?
During course 2, you’ll complete a total of 24 live training hours and approximately 10 hours of self-study growth work. If you enroll in all three APFC® Program courses, you’ll complete a total of 177.5 training and experience hours.
What if I miss a live session? Can I make up for it?
We understand that things come up! If you know you’ll miss more than two hours of live instruction, please reach out to your trainer in advance to discuss your options. We want to make sure you stay on track and get the most out of your experience.
Course Content
PRE-TRAINING ASSIGNMENTS
LIVE SESSION 5 - 8
LIVE SESSION 9 - 12
About Instructor
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Course Includes
- 9 Lessons
- Course Certificate
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