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The APFC® Program: Course 2

Deepen The Learning APFC®

Ready to build on the foundational financial coaching skills you’ve already developed? This course offers experiential learning and hands-on practice —perfect if you’re working towards APFC® certification or want to hone your coaching instincts to show up for clients with more confidence. 

Coach with greater skill, awareness, and a steady presence

In our interactive sessions, you’ll strengthen your coaching skills by focusing on ethics, building trust, and improving your communication. 

Practice real-world coaching scenarios through case studies and role-playing, and engage in collaborative learning with your Mentor Coach and peers. Through shared observations and feedback, you’ll gain deeper self-awareness and refine your skills to support clients in setting and achieving meaningful financial goals that align with their values. 

By the end of this course, you’ll be prepared to help clients navigate even their toughest financial challenges.

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This course is for you if:

  • You have completed our Financial Coaching Foundations course or another ICF-accredited coaching course

  • You want a deeper dive into financial coaching techniques

  • You need continuing education or training hours for APFC® certification, CFP® certification, or ICF credentials

When you complete Deepen The Learning APFC®, you’ll receive a certificate and course credit toward APFC® certification if you choose to continue with our program.

The Course Schedule

Start Date:  February 18, 2026

Last Session: April 8, 2026

Enrollment deadline: January 28, 2026

Course Fee: $4,200

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Live Session Times

We’ll meet virtually weekly on Wednesdays from 9 AM to 12 PM PST. 

Total Training Hours: 24

This course is a continuation of Financial Coaching Foundations (course 1), but you’re welcome to start here if you meet the prerequisites!


Session Five: February 18
Session Six: February 25
Session Seven: March 4
Session Eight: March 11
Session Nine: March 18
Session Ten: March 25
Session Eleven: April 1
Session Twelve: April 8

Growth Work

Alongside live training, you'll complete self-assessments and assignments for each session in our online learning portal. This growth work helps you track your progress, reflect on your learning, and deepen your understanding of the course material.

What to expect in each session

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  • Align with your vision as a coach, explore ethical coaching practices, and develop a mindset that inspires positive change in your clients’ financial behaviors. 

  • Learn how to build trust with clients, set clear expectations, and create a safe space for productive, open dialogue throughout the engagement lifecycle.

  • Sharpen your active listening skills and learn how to help clients clarify their values-based financial goals and aligned actions for progress.

  • Develop skills for facilitating client growth and helping clients integrate healthy financial habits into their lives, ensuring they continue to thrive long after your coaching sessions end.

  • Create your own case study and collaborate with your cohort peers to explore how you would handle different coaching scenarios. This role-playing opportunity is a chance to bring in real-life challenges you’re facing with clients alongside the prepared case studies we provide for practice.

  • Build on the skills you practiced in Session Nine by working in triads, rotating through roles as coach, coachee, and observer to immerse yourself in more coaching scenarios. This practice will strengthen your ability to apply coaching frameworks to complex situations and keep clients focused and motivated throughout the coaching process.

  • Refine your skills with additional rounds of full engagement practice and feedback from your triad peer group. You’ll also revisit your coaching vision, create a one-page business plan, and learn about essential business practices like budgeting, insurance options, and business protection, whether you want to build a solo, group, or team coaching practice. 

  • Complete your Deepen The Learning APFC® training with a final round of triad peer group practice.

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Meet Your Trainer

Saundra Davis is an educator, Accredited Personal Finance Coach, and ICF Master Certified Coach with a master’s in financial planning. She blends practical financial knowledge with a deep understanding of human behavior to offer a holistic approach to financial coaching and mentorship. As the founder of Sage Financial Solutions, Saundra is committed to training a diverse group of financial professionals who share a passion and commitment to serving underserved communities with humility and compassion. 

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  • While this course is open to all, it’s designed for experienced financial professionals who have a solid understanding of personal finance. No certifications or degrees are required to enroll; only an eagerness to improve your coaching skills to support your clients better.

  • This course is designed for small groups of 15 students to ensure personalized attention, a supportive learning experience, and a sense of community.

  • During course 2, you’ll complete 24 live training hours and approximately 10 hours of self-study growth work. If you enroll in all three APFC® Program courses, you’ll complete a total of 177.5 total training hours.

  • If you miss more than 6 hours of live training, you can make up for it by attending a bridge day that includes the training content you missed.

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Frequently Asked Questions

What our students say

  • "Before Sage’s certification program, I was unknowingly leading my clients in sessions, a habit I developed from my background as a financial advisor."

    Now I have the foresight to slow down, facilitate conversations, and ask more open-ended questions in a way that guides my clients to discover their own answers and find their way. The program taught me to be more intentional in my coaching approach, and it provided me with a fresh perspective on how to support my clients more effectively. Since completing the certification, I’ve noticed a significant improvement in my coaching practice and I feel revitalized in my love for coaching. I’m grateful for the opportunity to have refined my skills and for the positive impact this has had on my client relationships.

    Leah Davis, Wealth & Wellness Coach

  • “I came out of the program with a deep awareness of who I am. It left me feeling confident to hold a safe, non-judgmental space for women to talk about their money.”

    Shilpa Bhaskar Gole, Founder of NerdyBird Financial Wellness

Your Path to Certification

The Accredited Personal Finance Coach® Program is a flexible, three-course training program designed with multiple pathways. The choice is yours: register for an individual course or complete all three to earn certification.

Financial Coaching Foundations

An introductory course that equips you with essential financial coaching techniques, trauma-informed methods, and ethical practices to support your clients through behavioral change. 

Deepen The Learning APFC®

An advanced course that helps you refine your coaching techniques, build trusting client relationships, and navigate complex coaching challenges with confidence and empathy.

APFC® Certification

The final step toward earning your APFC® certification. Gain fieldwork experience, receive expert one-on-one and group mentorship, and complete your performance evaluation to become a certified financial coach who always strives for excellence. 

Ready to commit to the entire APFC® program?

Save $1,800 by bundling all three courses.

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Have more questions about the APFC® program?

Join a free virtual info session

Learn about upcoming APFC® courses and get your questions answered by our founder, Saundra Davis.