Finseca Foundation CPBC

The Finseca Foundation Certified Professional Business Coach (CPBC) program certifies leaders in the financial security profession to assist their direct reports meet their full potential while developing and focusing on vision, mission, goals, values, and effective business practices.
Benefits of the Program

Whether your desire is to be more effective coaching those whom you lead or to explore the many facets of business coaching, this course is for you. Upon successful completion of the entire course, you will receive the CPBC designation.

To maintain the CPBC designation over the years, professional recertification through continuing education is required.

A series of seminars, learning opportunities, and collaboration with other professional coaches are available should you desire. You are encouraged to join the Professional Business Coaches Alliance (PBCA), at a special Finseca member rate, to further enhance your coaching career and to develop professional relationships among other business coaches.


This program is uniquely designed for executive, corporate, or field leaders in the financial security profession charged with guiding the efforts of direct or indirect reports. However, since business coaching is used in a variety of situations, this program meets the differing needs of many types of participants. 

Coaching Fundamentals

+ Strategic Coaching Model 

+ Deliverables of Business Coaching

+ Leveraging Time, Relationships, and Expertise 

+ Group Coaching

+ Assessment Tools

+ Common Mistakes Business Coaches Make

+ Scheduling Fundamentals for Maximum Efficiency

+ Onboarding a New Client/Coachee

  • Virtual | Finseca member

  • Virtual | Non-member


Are you ready to bring the benefits of coaching to the team you lead?

Interested in joining the program or have any questions?

Email us at,