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AFCPE® and Sage Financial Solutions Join Forces for Comprehensive Financial Coach Training Programs
Our partnership brings a unique and integrated approach based on our direct services to train and support financial education, counseling and coaching professionals. For more than a year, AFCPE and Saundra Davis have worked diligently on a comprehensive, standardized financial coaching training, fully integrating counseling and coaching skills. This integrated training was successfully piloted at the National Community Tax Coalition (NCTC) pre-conference, September 2013.
"Given the current economic landscape, and our role as leading authority in the field of financial counseling and education, AFCPE renews its commitment to improving the economic well-being of individuals and families worldwide by supporting our professionals and setting the standards for the field. We are thrilled to partner with Saundra Davis, a nationally recognized financial coach and educator, focused on asset building for the working poor. She has advised executive directors and program managers on best practices in the financial education and coaching arena. In addition to developing the curriculum and strategy for EARN’s Wealthcare program, she has trained for every major financial coaching program in the United States. Together as the subject-matter experts, we can define the growing field of financial coaching, provide standardization and offer unique, collaborative and comprehensive trainings for this important profession”, says Rebecca Wiggins, AFCPE Executive Director.
These highly interactive sessions with financial coach experts build upon core counseling and financial content to provide in-depth skills and techniques necessary to be an effective financial coach professional. Trainings are designed to meet various professional needs, ranging from introductory to advanced programs.
“The AFC represents the highest standards of excellence in the field of financial counseling and education, addressing the full scope of the financial life cycle. As a result of this partnership, financial coaches will have the depth of knowledge and skill that allows them to meet the clients where they are. Together with AFCPE, our approach represents the continuum of financial coaching and counseling used effectively to address a spectrum of financial issues,” says Saundra Davis.
More information will be provided during a webinar in March to introduce the financial coach training programs.
AFCPE, established in 1983, is a non-profit, international, professional membership organization dedicated to improving personal financial management education, training, and certification of financial counselors, educators, and other related practitioners. As the leading authority in the field of personal financial counseling and education, AFCPEexists to support the field of financial counseling and education by integrating perspectives, knowledge and skills from our diverse membership and certification pool including: private practitioners, University educators and Extension Agents, researchers and military financial counselors, and educators.
Rooted in extensive field research, AFCPE® certification programs uniquely offer comprehensive financial counseling training programs, including coursework on personal finance competencies in addition to credit and debt management. AFCPE®’s programs train professionals and guide clients through a holistic counseling framework. Please visit AFCPE®’s website to find out more about the organization.
About Sage Financial Solutions
Saundra Davis is the executive director and founder of Sage Financial Solutions, an organization dedicated to helping communities develop financial education programs that focus on the complete financial life cycle of the intended participants. She is a nationally recognized expert in the financial coaching field and is a co-founder of Earned Asset Resource Network’s (EARN) work in financial coaching and planning. Saundra’s innovative approach to financial capability was recognized when she was selected as an Echoing Green semi-finalist in 2008.
Saundra holds B.S. in Management and an M.S. in Financial Planning from Golden Gate University (GGU). She is an adjunct professor in the GGU and the University of California at Berkeley Personal Financial Planning programs.
Sage Financial Solutions