Certified Financial Coach™
Program Participant Survey
Material for individuals accepted into the
 Certified Financial Coach™ program. 
 
Welcome to the Certified Financial Coach™ licensing program
Please answer this survey and hit the submit button to forward your answers to the Registrar.  This survey is designed to help us get to know you and make your learning experience more personalized to your needs. 
 
There are no wrong answers to the questions below. Please type your answers in the boxes on the right and then hit SUBMIT.
 
Full Name *
Your Top 5 Personal Goals *
1. Technology Status *
2. Technology Skill *
3. Shipping Info *
4. Learning and Organizational Style *
5. Defining Wealth - dollar figure *
6. Defining Wealth - Lifestyle *
7a - Investment/Resource 1 & PERCENTAGE *
7b - Investment/Resource 2 & PERCENTAGE *
7c - Investment/Resource & PERCENTAGE
7d - Investment/Resource & PERCENTAGE
7e - Investment/Resource & PERCENTAGE
8. Availability Tuesday Evenings? *
9. Contact person or who spoke with you regarding the program *

PART ONE:  ENTER YOUR FULL NAME AND THEN LIST YOUR TOP FIVE PERSONAL GOALS IN ORDER OF IMPORTANCE:

 

Top five personal goals

1.

 

2.

 

3.

 

4.

 

5.

 

 TECHNOLOGY: 

1. TECHNOLOGY STATUS:  Please comment on the following

  • What type of computer do you use (PC or MAC). 
  • What is the status of your access to the internet (speed or type of internet connection)?
  • Do you work or have access to Excel, Word, Powerpoint and PDF formats?

2. TECHNOLOGY SKILL: Please comment on the following

  • How skilled are you in working with technology? 
  • Do you consider yourself a sophisticated personal computer user?
  • Please define your strengths and/or your limitations.

 3. SHIPPING INFO:  Please give us your current address and also any otehr shipping instructions for overnight packages.   If we need to sent materials by Fed Ex, are there specific instructions (leave ata the back door, never leave materials, etc)  

 

4. LEARNING AND ORGANIZATIONAL STYLE:  We would like to know a little about you
  • What currently occupies your time and life?
  • How would you describe yourself as a person?
  • How you do feel you personally handle money?
  • What is your selfe described learning style
  • How organized (or disorganized) are you. 
  • What else might you want to tell us about yourself?
     

    •  

    5. IF wealth is measured by money -- WHAT IS THE DOLLAR FIGURE?

    6. IF wealth is defined as a certain lifestyle (in one or two sentences on each)

    • DESCRIBE THAT LIFESTYLE FOR YOURSELF
    • DESCRIBE THAT LIFESTYLE FOR OTHERS 

     

     

     

    7. IF wealth is represented by worth of a portfolio - please give a breakdown: (name at least two or up to five investment or resourse areas)

    • What percentage might you believe would be represented in each - Please be sure they total to 100%

    Investment or Resource

    Percentage

     

    7a

     

     

    7b

     

     

    7c

     

     

    7d

     

     

    7e

     

     

     

     

    8. The majority of our on-line webinar and audio conferences are scheduled on Tuesday evenings.  Are you able to attend without conflict on Tuesday evenings or what conflicts might you have?  

    9.  Please provide the name of the person who referred you to this training program OR if you found the program on your own, who spoke with you once you contacted the program registrar? 

     

     

     

     

     

     

    THANK YOU FOR TAKING THE TIME TO COMPLETE THIS SURVEY.  ONCE YOU HIT SUBMIT YOUR ANSWERS WILL BE SUBMITTED AND THE RIGHT COLUMN WILL DISAPPEAR.