Expiration Date
June 30, 2020
certify that
Sage Financial Solutions
Sage Executive Director
January 8, 2019
and affix the seal of the Association for Financial Counseling and Planning Education®.
to abide by the Professional Code of Ethics and Standards as an
AFCPE® &
Date
AFCPE President
AFCPE Executive Director
With all rights, privileges and honors appertaining thereunto. In testimony thereof we set signatures
AFCPE® Financial Fitness Coach
has successfully completed the course requirements and has agreed
Teresa Garza
Teresa Garza
Financial Fitness Coaches couple depth of knowledge & skills to meet clients wherever they are in their lives, bring clarity to their financial goals, & collaborate with them in developing an action plan & taking steps to achieve those goals. Our 3-module training provides a clear process with a focus on mastery of coaching skills allowing each individual to bring their own unique personality & expertise to the coaching relationship. Each module builds upon the last and must be completed in order.
Issued on
January 8, 2019
Expired on
June 30, 2020