Training Institute

Supports the increased financial wellbeing of County residents by creating a regional learning community for service providers in asset building, social services and related fields. Financial coaches, case workers, social workers, housing counselors, eligibility workers, career development specialist, and a host of other staff who work on the front lines with low-to-moderate income County residents need a place where they can learn about the financial empowerment and consumer protection fields; so they can identify integration points within their own programs, be more informed about trending issues, and service offerings across the County to better serve County residents by helping to connect them to other support services.

Financial Coaching Training Program

The Financial Coaching Certification Training (FCCT) Program is administered by the Center for Financial Empowerment’s Training Institute which considers the unique challenges of achieving financial stability in Los Angeles County. The FCCT is a free, invitation-only program offered to front line staff and financial coaches of local community-based organizations and County departments. The program provides trainees with the tools to support low-moderate income County residents as they work to achieve their financial goals.


Money Management Essentials (MME)

In partnership with AFCPE (Association for Financial Counseling and Planning Education), this course is a self-paced, online, professional development course that takes the participant through the essential steps of money management and provides a solid foundation of basic financial competencies.

  • Course Duration: 10 hours, self-paced, online platform
  • Live, virtual orientation and mentor sessions
  • Mandatory prerequisite for advanced courses in program

Financial Coaching Foundations (FCF)

This course is experiential and interactive. Participants will build financial skills and apply what they learn in a recorded coaching session and self-critique. Upon completion, participants will be able to take the core essentials of financial coaching and put them into practice.

  • Course Duration: 22 hours
  • A combination of live, virtual training hours + homework on the participants’ own time

Financial Fitness Coach (FFC)

The FFC is a Coaching Mastery that takes training to the next level through exam, experience, ethics, and a commitment to ongoing professional development. It is an interactive, client-driven certification program based on coaching framework with complementary practices. To receive FFC certification, trainees must complete the previous courses and fulfill the financial knowledge co-requisite.

  • Course Duration: 34 hours
  • Live, virtual trainings + practicum coaching sessions on the participants’ own time
  • 100 hours experience submission required

Cohort Schedule

The Financial Coaching program for this year is now closed. Please email us at for updates.


Registration is now closed.

About the trainer:

We are thrilled to partner with Sage Financial Solutions to launch this unique program!

Sage Financial Solutions (SFS) is a Bay area non-profit organization founded by Saundra Davis in 2005. Ms. Davis has 30+ years of experience in the non-profit sector and is a nationally recognized financial coach, educator, consultant, and dynamic motivational speaker. She is passionate about her work with community-based organizations that focus on asset building for the working poor. SFS believes that everyone needs and deserves access to competent, ethical financial services.

Positive quotes from trainees:

“I learned different styles to engage and meet the goals of the person I am helping.”

“I learned a lot and our communities have a vital need for the service.”

“I loved this course. I think everyone could benefit from the learning we did during the course.”

“Helped me gain financial knowledge not only for my clients for myself as well…”

Webinar Series

The webinar series is a critical resource to help service providers stay up to date on the evolving resources and information to help vulnerable individuals navigate through a financial crisis. There are two tracks for the webinar series. One for policymakers, such as local government agencies, academia, financial institutions, etc., and one for community-based organizations (CBOs) and service providers, such as homeless service providers, financial coaching providers, free tax preparation service providers, etc.

Previous Webinars

The Student Loan Debt Crisis

Claiming Tax Credits

California’s Foster Youth Tax Credit

Give Me a Little Credit, with Experian

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