Coaching Capability Experience Program
Building Client Relationships Through Effective Communication & Practice
Earn Experience Hours Toward Certification
Technical knowledge is only half of the success equation in financial counseling and coaching. The other half? Strong communication, empathy, and trust-building. That’s where the Coaching Capability Experience Program comes in.
Designed for both aspiring and seasoned financial professionals—including AFC®, CFP®, ChFC®, financial coaches, and financial therapists—this program sharpens the human-centered skills that truly drive client success.
🔍 Program Highlights
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Earn up to 250 Experience Hours
Pre-approved for AFC and CFP® experience
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Tailored for Financial Professionals
Whether you’re new or experienced, you’ll gain fresh tools and insights
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Three-Part Interactive Program
Workbook • Triads • Presentations
📘 Workbook
Create Your Personalized Client Communication Toolkit
You’ll complete a workbook that helps you build a deep resource library of communication tools, open-ended questions, client scenarios, and strategies.
Submit within 90 days (extensions available)
Includes 11 hours of post-completion recordings from 19 financial professionals
Continually update and reference your workbook throughout your career
Bonus: The workbook is worth 50 experience hours and includes 33 real-world client scenarios to analyze and reflect on
👥 Triads
Practice Real Conversations in a Safe, Supportive Setting
Join small groups via Zoom where you rotate through three roles:
Client • Financial Professional • Observer
Weekly sessions scheduled via Calendly
Homework and prep time count toward hours
Hands-on practice with commonly used tools, including net worth evaluations and debt repayment plans.
Average: Up to 20 hours/week + at least one Saturday/month
Triads focus on real-time skill development:
• Conduct discovery sessions
• Reflect back client values and goals
• Build confidence handling tough conversations
• Track what you need to learn more about, then research it
🎤 Presentations
Develop Your Voice as a Confident, Compelling Presenter
Learn to deliver impactful presentations that engage, educate, and inspire trust.
Build and present your own consumer-focused workshop
Participate in Train-the-Trainer events (2x/year)
Practice short-form video, elevator pitches, storytelling
Learn to present both pre-made and original materials
Receive supportive, growth-oriented peer feedback
Enhance your public speaking skills!
Whether you're networking, presenting to a small group, or speaking on stage, this component helps you shine.
💡 Why This Program?
Because client relationships matter just as much as technical accuracy. This program emphasizes communication and practice—two essentials for financial professionals who want to connect deeply and effectively.
Led by Andi Wrenn, AFC®, MA in Counseling, this program builds on 18+ years of experience mentoring over 2,000 financial professionals and teaching 300+ classes on communication and engagement. You’ll join a diverse, motivated cohort of peers who are growing alongside you.
🌱 Ready to Grow?
No matter where you are in your financial professional journey, the Coaching Capability Experience Program will deepen your confidence, sharpen your communication, and expand your impact with clients.
Let’s build a profession where deep listening and strong relationships are as valued as financial knowledge.