Holistic Financial Coach Certification

Hector Elizondo has Earned the Holistic Coach Certification

Equitable has launched a unique partnership with Columbia University that invites Equitable Advisors financial professionals to study a curriculum on holistic financial planning and coaching clients on reaching their life goals and dreams.

The program addresses the growing need for individuals to understand and address the emotional and social components of their financial planning. By better understanding who and what is most important to clients, financial professionals can help them as they design the habits and strategies toward pursuing their best future.

After the foundational course, financial professionals can then move on to the advanced coaching credential—an immersive training that involves one-on-one coaching and requires more than 40 hours to complete. Financial professionals gain the Columbia University Holistic Financial Coach Credential after completing the program.

Holistic Life Planning at Equitable

Holistic Life Planning (HLP) considers an individual's needs such as their sense of purpose, physical health, emotional wellness and financial goals to ultimately deliver better outcomes for clients.

"We created this program to meet the growing demand in the market for financial planners who go beyond the numbers and data," said Equitable Advisors' Chairman Dave Karr. "Through HLP we meet people where they are on life's journey in order to pursue their best future through finances that enable their purpose and lifestyle goals. Combining a personal development program for financial professionals with the coaching program lets us invest in our people and their future, driving stronger client relationships."