Financial coaching tools
Author: Prosper Canada
Topic: Curriculum & Training, Financial coaching & counselling
Publisher: Prosper Canada
Location: Canada
Format: Curriculum
Content Type: Prosper Canada Toolkits
Publication Date: May 15, 2018

This toolkit contains tools and worksheets you can use with your financial coaching clients. Each document should be used as a part of the coach-client relationship. 

This include financial coaching tools such as the financial wheel of life and tips for the first meeting, as well as tools and worksheets for goal-setting, budgeting, addressing debt, banking, and tax filing.

New files added: March 4, 2020 - Coaching practice tools

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