Coaching Course Materials

HFMA Chapter Coaching Course

HFMA Chapter coaching course material for the CHFP program

The primary purpose in providing the course is for candidates to develop an integrated understanding of key financial issues and be able to form reasonable solutions.

See below for the coaching course presentations and facilitator and participant guides available to assist chapters in hosting their coaching course. (Revised April 2019)

  1.   Facilitator Guide
  2.   Facilitator Instructions
  3.   Facilitator’s presentations 
  4.   Learner’s Guide
  5.   Evaluation Form – Template
  6.   Module I and Module II Content Outline  

The materials provided here address the six content domains covered in the certification program: the big picture, financial accounting concepts, cost accounting principles, strategic financial issues, managing financial resources and looking to the future. The materials are flexible and customizable and may be used in any order and across any length of time as determined by the needs of the participant. The materials may be expanded by facilitators to address local market issues. Materials may be combined or certain components omitted. Note that deep, explanatory drill down of topics is not the intention of the coaching course – such knowledge is presumed due to the level and professional responsibilities of the participants.

Sample Questions with answers:

If you have any questions email [email protected].   

For assistance or inquiries, email the Chapter Relations Team or call (800) 252-4362.