Deepen Your Impact with Clients
Build trust, foster transformation, and expand your professional toolkit to bring money into the conversation with confidence.
Mindfulness · Money · Meaning
For professionals who want to elevate their conversations —and their results.
In your work, you’re not just guiding clients toward goals—you’re helping them uncover deeper beliefs, shift patterns, and discover what truly matters. Our unique blend puts three powerful dimensions together: mindfulness, money awareness, and meaning-making, while aligning with recognized professional frameworks across financial planning, counseling, and coaching.
At Sage Financial Solutions we combine the rigor of coaching with inner-work frameworks like Internal Family Systems (IFS) and a trauma-informed lens—so you can deepen client conversations, build trust faster, and empower transformation.
This isn’t just professional development—it’s expanding your capacity to serve with greater clarity, presence, and impact. Our training aligns with ICF Core Competencies and supports continuing education and experience requirements for CFP® and AFC® professionals.
Each course is intentionally designed to connect with the core frameworks of the CFP® Board, AFCPE®, and the International Coaching Federation (ICF) — supporting your ongoing development as a skilled and ethical practitioner.
Accredited. Recognized. Rooted in Mindfulness.
Why Professionals Choose Sage
Sage Financial Solutions is an ICF Level 1 accredited provider, integrating ICF Core Competencies with evidence-based approaches such as mindfulness, Internal Family Systems (IFS), and trauma-informed practice—bridging the worlds of coaching, counseling, and financial planning.
Our programs reflect the rigor and ethical standards set by the International Coaching Federation and are designed to strengthen both the presence and skill of coaches who bring money conversations into their work.
Sage is also honored to have received the AFCPE® “Setting the Standard” Award in 2023, celebrating organizations that uphold the highest standards in ethical practice, inclusion, and professional excellence.
This recognition reflects our ongoing commitment to advancing best practices in financial education and coaching—creating learning experiences that honor diversity, equity, and integrity in every client relationship.
Grounded in the Standards That Shape the Field
Bridging CFP®, AFCPE®, and ICF standards for ethical, human-centered practice.
At Sage Financial Solutions, we honor the professional frameworks that define excellence in financial wellbeing. Our programs integrate the CFP® Board Competency Framework, the AFCPE® Core Competencies, and the ICF Core Competencies, connecting technical expertise with relational and reflective skills that foster trust, equity, and transformation in client work.
CFP® Professionals
Our courses support the CFP Board Financial Planning Competency Framework , particularly the Interpersonal and Leadership clusters. Participants strengthen communication, empathy, and relationship-management skills that complement their technical expertise.
AFC® Professionals
Our approach aligns with the AFC® Core Competencies, including client engagement, counseling techniques, and financial-planning applications. Each Sage course blends technical and behavioral learning to help professionals guide clients through financial change with clarity and care.
ICF Professionals
Our training complements the ICF Core Competencies, emphasizing ethical practice, deep listening, and cultivating awareness in financial conversations. Sage professional development courses help practitioners integrate financial dynamics into their coaching with authenticity and presence.
Professional Development & Continuing Education
Grow Your Mastery. Maintain Your Credential.
Advance your professional practice with CEU-eligible courses that foster growth, deepen skill, and contribute toward ICF, CFP®, and AFC® credential renewal.
Enrollment for this course is now closed. Existing students may continue logging in to access their materials. Explore how financial legacy burdens can be gently…
Enrollment for this course is now closed. Existing students may continue logging in to access their materials. Explore the deep inner work of healing financial…
What You'll Gain
Our courses invite you to grow your practice with clarity, confidence, and meaningful connection.
Expanded Professional Toolkit
Learn how to integrate financial beliefs and values into your client conversations.
Deeper Presence & Trust
Use IFS and mindfulness to help clients feel seen, understood, and activated.
Ethical & Aligned Growth
Join a community of professionals committed to mindful, equity-centered conversations around money and meaning.
Community & Mastery
Learn how to integrate financial beliefs and values into your client conversations.
Choose Your Pathway
At Sage Financial Solutions, our programs bridge financial expertise and human connection. Whether you’re a new to the profession, a CFP® professional, an AFC®, or ICF-credentialed coach our courses are designed to deepen your competence, compassion, and confidence in supporting clients’ financial wellbeing.
Our offerings align with professional standards and may qualify toward continuing education and experience hours (approvals pending).
No matter your experience level, Sage provides clear learning pathways—from foundational understanding to mastery and certification.
Financial Coaching Foundations (FCF)
For professionals new to financial conversations or seeking a refresh.
Build essential skills and explore how financial beliefs, emotions, and barriers shape client behavior. Learn how to foster trust, facilitate awareness, and guide clients from insight to action—all through a trauma-informed and values-based lens.
Build the foundation to bring money conversations confidently into your work.
Deepen the Learning APFC®
For professionals ready to refine their presence and strengthen technique.
Enhance your confidence, deepen awareness, and expand your toolkit through guided practice, role-play, and case study reflection. Designed to prepare you for real-world financial and behavioral work with clients.
Build mastery through experiential learning and feedback that accelerates your growth.
APFC® Certification
For professionals pursuing credentialing or advanced professional development.
Complete your certification journey with mentorship, supervised client experience, and performance evaluation. This program includes required mentor hours and structured feedback to help you demonstrate professional competence with confidence.
Earn your credential and stand out as
a trusted professional.
*Pathway participants can earn up to 150 experience hours applicable toward ICF, CFP®, and AFC® professional development (approvals pending).
Experience the APFC® Approach
Join Behind the Scenes: APFC® Coaching in Action
Get a glimpse inside our APFC® program with our founder and Master Coach, Saundra Davis. Experience a live coaching demo and ask questions in real time as you explore what makes this equity-centered training truly transformative.
Join us for the next session via Zoom scheduled for Wednesday, November 12 at 9:00 AM PT.
Keep Growing with Sage
Be part of a growing network of coaches who believe in mindful, equitable conversations about money and meaning.
Stay connected for updates, training opportunities, and real-time reflections on coaching in the field.