About
Welcome to 'Mastering Pocketsmith: Financial Coaching Essentials', a comprehensive online course designed for individuals looking to enhance their financial coaching skills and specialize in using Pocketsmith software. In this course, we will delve into setting up Pocketsmith with categories, budgets, and category rules, optimizing existing accounts, scenario planning, debt reduction strategies, accelerated home loan payoff techniques, savings plans, and retirement financial planning. Drawing on our extensive experience in financial coaching since 2009, we will guide you through practical steps and expert insights to help you master Pocketsmith and excel in your financial coaching journey. By the end of this course, you will have the knowledge and skills to confidently assist clients in achieving their financial goals with the help of Pocketsmith, setting you apart in the industry.
You can also join this program via the mobile app. Go to the app