MODULE 1- SESSIONS A-F HANDOUTS (DOWNLOAD FROM THIS PAGE OR FROM THE ANY SESSION HOMEWORK PAGE).
MATERIALS FOR DOWNLOAD: Download important GENERIC materials (used throughout the license training process) and specific session materials from this page.
DOWNLOAD Materials through the links below
GENERIC MATERIALS -- Used throughout the CERTIFIED FINANCIAL COACH Licensing program
GENERIC MATERIALS ARE LISTED BY SESSION WHERE THE MATERIAL IS FIRST INTRODUCED Listed in column one MODULE 1 SESSION where material is INTRODUCED, in column 2 DESCRIPTION of Materials and in column 3 DOWNLOAD LINK |
PRE SESSION A | GO TO WEBINAR QUICK REFERENCE GUIDE | LINK A |
| SESSION A | ICF CORE COMPETENCIES | LINK B |
| SESSION A | SAMPLE SIMPLE COACH CONTRACT | LINK D |
| SESSION A | BLANK Perferred COACHING CONTRACT FORM in WORD | LINK E |
| SESSION A | BLANK Perferred COACHING CONTRACT FORM in PDF | LINK E(2) |
| SESSION A | 6 POWERFUL MONEY DISTINCTIONS THE DISTINCTIONS COVERED IN MODULE 1 | LINK H |
PRE SESSION B | URSLA and WHEN-Score relationship HISTORY OF URSLA | LINK I LINK I(2) |
PRE SESSION B | GUIDE TO ENTERING URSLA INFO (WHEN-Score) | LINK F |
| SESSION B | BUILDING ON THE 4 QUADRANT DISTINCTION | LINK J |
Following SESSION B | COACH TEMPLATE FOR GATHERING CLIENT DATA | LINKM1B4 (word) LINKM1B4 (PDF) |
| SESSION C | ICF CODE OF ETHICS | LINK C |
| SESSION E | Reinforcement of the Distinction LEVELS OF DEVELOPMENT 4 PAGE PAPER developed for advisors and coaches called HOW TO INCREASE YOUR CLOSE RATIO BY 15% ("What Customers Want" QUICK, EASY & GET THE JOB DONE) | LINK G |
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SESSION DOWNLOADS --Below are the downloads for Module 1 A-F Sessions.
DOWNLOADS are posted each week as program progresses
SEE GENERIC DOWNLOADS ABOVE FOR CONTRACT and ICF CORE COMPETENCIES MATERIALS DISCUSSED IN OUR SESSION.
LINK to REVIEW the SESSION A Homework Page: CLICK HERE LINK to SESSION A BOOKS & PUBLICATIONS: CLICK HERE
Faculty Materials Provided
Additional Materials From Joan King, PhD: Click here for download link
LAB PART TWO ASSIGNMENT : Now you will have the opportunity to practice your observation skills again. Meet Maria Vargas, practice your observation skills and then run Maria's URSLA by following the directions below |
| LINKM1B3 | 1. Please read the write up regarding how to run a FINANCIAL REALITY SESSION |
| LINKM1B4 | 2 DOWNLOAD and Print the URSLA COACH TEMPLATE to use as you view Maria's 20 minute Financial Reality Session |
| LINKM1B5V | 3. Play the 20 minute video recording of Maria’s FINANCIAL REALITY SESSION, observing and taking notes to record your observations of the meeting |
LINKM1B6 LINKM1B7 | 4. Open “Coach Notes” to see notes taken during and after the meeting by Maria’s Certified Financial Coach. At the end of this write up you will find a copy of the screens with Maria’s data filled in to the cells from the meeting. 5. Faculty Screen Shots -- showing Maria's data entered in each of the three screens is posted -- please use these to check how you input your screens |
Lab and Assignment MATERIALS
ADDITIONAL Materials for your use as a Certified Financial Coach
NEWEST DOWNLOAD: CFC-I CLIENT TEMPLATE (AS OF 8-05-09) CLICK HERE
CLIENT TEMPLATES:
Previous to newest version:
BLANK Client TEMPLATE in PDF for your client to fill out prior to Financial Reality session: Click here for download
MODULE 1 SESSION C:
LINK to REVIEW the SESSION C Homework Page: CLICK HERE LINK TO PAGE FOR LIVE CONFERENCE INFORMATION:
Assignment MATERIALS
Maria as of today: Powerpoint pdf of her case: CLICK HERE
MODULE 1 SESSION D:
LINK to REVIEW the SESSION D Homework Page: CLICK HERE LINK TO PAGE FOR LIVE CONFERENCE INFORMATION:
Assignment MATERIALS
MODULE 1 SESSION E:
LINK to REVIEW the SESSION E Homework Page: CLICK HERE
LINK TO PAGE FOR LIVE CONFERENCE INFORMATION:
Assignment MATERIALS