Home / Courses / HO310vc: Financial Coaching: Helping Clients Reach Their Goals - July 9, 2026
Faculty - Led Course | Advanced Level

HO310vc: Financial Coaching: Helping Clients Reach Their Goals

This course equips you with the tools to become an effective financial coach. You’ll learn how to conduct coaching sessions, set SMART goals, and use active listening to help clients align their financial behaviors with their values. Through hands-on practice, you’ll explore how coaching complements counseling and education, and how to facilitate behavior change that leads to financial security. You’ll also learn how to use tools like the Wheel of Personal Finance and powerful questioning techniques to guide clients toward success.

What You'll Learn

  • Differentiate coaching from counseling, align goals with values, and apply SMART goal-setting.
  • Practice active listening, powerful questioning, visioning, and structured action planning.
  • Integrate coaching into programs, tailor sessions, foster trust, and evaluate progress.

Live Session Schedule

Week 1:

July 9, 2026 | 11:30am EST

Week 2:

July 16, 2026 | 11:30am EST

Week 3:

July 23, 2026 | 11:30am EST

Week 4:

July 30, 2026 | 11:30am EST

Come Prepared for the Course

Pre-Work & Preparation

Pre-Work & Preparation

Complete all pre-work by provided deadlines

Active Participation

Active Participation

Attend live sessions and engage in collaborative activities

Software Requirements

Software Requirements

Microsoft Word, PowerPoint, and Zoom proficiency required

Hardware Setup

Hardware Setup

Dual monitors, webcam, and file management capabilities

Your Instructor

Christi Baker

Christi Baker

Faculty Member | NeighborWorks

Christi Baker has 30 years of experience in the economic justice field, working with nonprofits and her own consulting firm. She has developed financial coaching programs, facilitated strategic planning, and led nonprofits. Christi is a certified coach and has a master’s degree in community mental health/counseling psychology. Her work is informed by trauma-informed approaches, mindfulness, coaching, and intersectionality, bringing deep listening and skillful facilitation to her transformative work.

What Learners Are Saying

"This course gave me exactly what I needed to get started in housing counseling. The practical tools and real-world examples made it easy to apply what I learned immediately with my clients."

Maria Rodriguez

Housing Counselor, Urban CDC

"As someone transitioning from social work into housing counseling, this course provided the perfect foundation. The content was incredibly relevant to my daily work."

David Chen

Community Development Specialist

"The instructor's expertise really shines through in every module. I appreciated the balance of theory and practical application."

Sarah Johnson

Housing Program Manager

Financial Capability

Financial Capability

This NCHEC Certification builds advanced financial‑coaching skills to help families budget, build credit, manage debt, and reach sustainable homeownership with confidence.

Courses needed to earn this credential:

  • HO208 Building Skills for Financial (in-person, on-demand or faculty-led)
  • HO209 Delivering Effective Financial Education for Today's Consumer (in-person or faculty-led)
  • HO310 Financial Coaching: Helping Clients Reach Their Goals (in-person or faculty-led)
Learn More

Ready to Get Started?

Join hundreds of housing professionals building the skills to create lasting community impact

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$595
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