WEALTH STRONG International, Inc

Becoming a Certified Financial Coach may be in your future if you have a passion for helping others transform the way they think, act and feel about money... and you are:

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Why would a person become a Certified Financial Coach?    

A Certified Financial Coach helps individuals understand and relate to money in a way that makes life more meaningful. The training and coaching skills taught in Certified Financial Coach training far surpass what any other financial or coaching professional certification processes teach.   

What Will I Learn in by attending the Certified Financial Coach Training?
The training is powerful, transformational and filled with new skills to learn. Even if you don't want to become a Certified Financial Coach, you'll learn life-changing skills that will leave you with a more powerful and integral personal interpretation of money and wealth.

In this training you will:

• Increase your own financial competency, awareness and savvy;
• Demystify the world of financial planning, understand the state-of-the-art and the pieces to the financial industry and how they fit together;
• Further deepen your capacity to coach from an ontological framework;
• Learn the ethics of working with others in the domain of money;
• Become steeped in an understanding of Credit and learn how credit influences how a person needs to plan for retirement;
• Learn powerful budgeting programs to help your clients (and yourself);
• Have the opportunity to become affiliated with Financial Professionals who are dedicated to the highest standard of ethics; and, 
• Learn how to market your new services to the many different types of financial professionals in the industry.

Why did the CFC-Board of Governors decide to have two divisions for the Certified Financial Coach? 

There are two Certified Financial Coach divisions:   

CFC-I^TM 

CFC-I is a Certified Financial Coach who has training and expertise as a Certified Financial Coach but has decided that they do not wish to expand their coaching to include direct work with client assets. If a client works with a CFC-I, when it comes to the direct work of advisory recommendations around financial decision-making, this Certified Financial Coach professional refers his/her client to investment professionals who work specifically on the asset side. 

CFC-R^TM 

CFC-R is a Certified Financial Coach with the same training and expertise as a CFC-I, however in addition, they are qualified to work in the financial arena as an advisor (CFC-R). The R stands for RIA Division. If the financial professional is not an RIA they may qualify for the professional status in one of many financial areas (CFC-PRO) in which they are licensed. These Certified Financial Coach professionals have additional training and must meet specific requirements that qualify them for either of these designations.

There are two Divisions because there is such a great need for people to do this work and not all financial professionals have the emotional makeup, time or interest to become a Certified Financial Coach. Certified Financial Coaches with the CFC-I designation have been trained to work in the Eleven Areas of Wealth and Human Strength and develop a sophistication in understanding the financial industry. They provide the educational skills and coaching insights necessary to help individuals develop a new appreciation of being around wealth and money. The Certified Financial Coach's role is to help individuals become empowered. From this empowerment, individuals are more effective in working with financial professionals.      

Today there is great anxiety around money. People trained as professional coaches (who meet certain standards of training) have learned skills to help people disengage from their emotional baggage and become aware to what is real. The CFC-Board of Governors decided that the joining of two professional skill sets – the ability to coach and the ability to implement plans for a successful financial future for clients – were a perfect combination. This coupling of skill sets is accomplished in two ways:

• Professionally trained coaches become partners with experienced, ethical financial professionals to provide the services needed. 
• The Financial professional is trained as a professional coach. 

The Board decided the criteria of skills and programs for the Certified Financial Coach licensing program.

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LINK HERE FOR CURRENT CFC-I CLASS PARTICIPANTS IN 2009 - 2010 CFC-I program

Will I have support in marketing myself as a Certified Financial Coach?

The answer is: Absolutely. You will be trained to deliver a presentation allowing you to talk about how you work with  prospective new clients. You will be part of the community of Certified Financial Coach practitioners and, as such, receive ongoing marketing tips, tools and strategies from the CFC-Board of Governors, as well as continuously engage with CFC-Pro colleagues nationally. 

Are you doing anything to promote the Certified Financial Coach designation and services to financial firms?

Yes. We are actively engaged in an educational and promotional campaign to educate the public and financial firms about the great benefit of engaging the services of a Certified Financial Coach.  

Please contact us with any other questions you may have about becoming licensed as a Certified Financial Coach.

 
Learn about the Three Pathways to Certified Financial Coach training.

Call today 303-904-3177