Financial Coaching Foundations is a course for case managers, social workers, and other helping professionals that provides skills and strategies to help clients build lasting change in managing their finances.
In this highly interactive course, participants will:
- Practice foundational coaching skills for deeper listening and impactful questions
- Apply proven strategies for helping clients achieve goals and lasting behavior change
- Develop techniques for increasing client motivation
- Apply the A|4 (Alliance, Agenda, Awareness, Action) Coaching Model during in-class coaching sessions
March 16, 19, 23, 26, & 30, 2026
(Mondays & Thursdays)
10:00am – 12:30pm
* Participants are also required to attend a one-hour check-in from 10:00am-11:00am on March 9, 2026 to ensure they are able to access all of the course materials in Canvas.
Register at https://go.wisc.edu/85252a
Cost: $325.00




