LEARN, one-third of the Change Machine platform, is where financial coaching practitioners can go to learn more about financial coaching topics and practices. LEARN contains a series of self-paced training modules to build financial coaching knowledge, practical skills, and confidence, backed by our field-tested financial coaching curriculum. This is also the home to many downloadable tip sheets (Tools) that can be used and/or shared with coaching participants.
NOTE: All users with an active Community Plus or Premium license have access to LEARN.
To access LEARN:
- After logging into the SHARE:
- From the COACH App in Salesforce (for COACH Users only):