WEALTH STRONG International, Inc
Bridging the gap between what people can do and will do in managing their financial affairs.
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Certified Financial Coach™ Program

PARTICIPANT SURVEY:

Material for individuals accepted into the Certified Financial Coach™ program 

 ©2006 CFC-Services, Inc. All Rights Reserved

 

Please answer this survey and hit the submit button to forward your answers to the Registrar.   This material will be forwarded to your assigned faculty advisor.  Please finalize this information prior to your first scheduled training session.

NOTE:  Your quick first reaction to the questions is usually best – please do not agonize over your answers. 

 

PART ONE:   Enter your full name and then list your top five personal goals in order of importance.

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. Preferred Mon OR Thurs evening *
9. Contact person or who spoke with you regarding the program *

 

Top five personal goals

1.

 

2.

 

3.

 

4.

 

5.

 

 

Technology :

The status of the technology you use…  

1.    What type of computer do you use (PC or Mac), what is the status of your access to the internet (speed of your internet connection) and what software are you comfortable with?

  

How skilled are you in working with technology?   

2.    Would you call yourself a sophisticated personal computer user?  Please define your strengths and/or your limitations. 

 

 

 

 

 

3.    If you need to be sent materials by Fed Ex, are there specific instructions?  Example:  Different address, leave at the back door, never leave materials, etc.

 

MAKE SURE YOU GIVE YOUR CURRENT STREET ADDRESS AND ALSO ANY OTHER SHIPPING ADDRESS THAT YOU WOULD USE FOR OVERNIGHT PACKAGES 

 

PLEASE INCLUDE ALL INFO INCLUDING ZIP CODE

 

  

 

We would like to know more about you…. 

Please tell us: What currently occupies your time and life?  How would you describe yourself as a person?  How do you feel you handle money?   What is your self described learning style?  How organized (or dis-organized) are you?

 

 

How you currently define Wealth:

 In our work together we help individuals stand in financial reality so they can move forward in their financial life.   Currently what is your definition of WEALTH in terms of a person’s net worth and portfolio?       

 

     GIVE ANSWERS TO THESE THREE QUESTIONS:

 

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

 

6.  IF wealth is defined as a certain lifestyle, DESCRIBE THAT LIFESYTLE IN ONE SENTENCE.

  

 

IF wealth is represented by worth of a portfolio…

 

WRITE DOWN WHAT THE PORTFOLIO LOOKS LIKE.   (We made it simple, name at least 2 and as many as 5 resources or investments in this portfolio and the percentage you might believe each should represent for a total of 100%)        

                                          

Investment or Resource

Percentage

 

7a

 

 

7b

 

 

7c

 

 

7d

 

 

7e

 

 

8. Please state which of the two days of the week you prefer to be on vitual calls

for Module 1, sessions are from 6:30 - 8PM on either Monday or Thursday. 

 

Click here for a window with a listing of training dates.  

 

9. Who do we thank for directing you to this training program?  Please provide the name of person who referred you to program or who you spoke with regarding the program.                                                                    

 

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.