WELCOME to:
FC101 Session 1
Foundations and Co-Creating the Coach/Client 
Relationship
If you wish to review a copy of the Virtual webinar session*
ACCEPT THE INVITATION SENT TO YOU REGARDING THE VIDEO DROP BOX
(posted 1 day after webinar)
*Please note: Our instructor forgot to get permission from the group for recording and will discuss recording with the group next session. For this reason, the same session from May is being posted. Please feel free to review this program which covers the same materials with different participants.
A copy of the slides for this session can be accessed by clicking here. At the request of past participants, the materials are provided in a form you can use for note taking if you wish to review the video.
On this page you will find a general review and supplemental work which will be discussed at our next session. Please scroll down to view both sections.
1. Review:
In Module One's Session One virtual training session, we introduced an integrated 4 Quadrant Perspective of money.
We discussed the Global Perspective including Cultural and System views.
We then discussed the Individual Perspective and the role of an individual's resilient nature in stressful situations. We discussed how knowing this may shed light on our ability to coach individuals-- knowing it is possible to help a client stretch by developing observations skills -- allowing them to take actions from a new perspective in order to move forward to make a difference in their financial situation. Your copy of a study Joan King has provided and an optional survey she uses with clients as provided as a download by 
clicking here.
This will direct you the resilience study download and provide you with information on authors and books discussed in this module -- including direct links to Amazon.com**
We discussed how we, as individuals, tend to see our actions in one quadrant as separate from the other quadrants. In doing so we observe how we may not see an opportunity that is right next to us. We discussed the Gorilla Exercise and how it is a great metaphor to understand the role of a coach as someone who coaches clients in helping them become their own observer -- allowing them to see opportunity and blind spots they may not even be aware of. We discussed the role of the coach is not to point out what the person is missing but to help the client become their own observer; helping them develop self coaching skills.
In the coaching arena, we see how expanding a clients awareness of a 4 quadrant perspective may be instrumental in helping them move beyond their "Rear View Perspective" -- concentrating on looking and living in the past.(We 
ask the question, is a "Rear View Perspective" a major contributor to living a non-resilient life and does it promote a stressful "way of being" in the world around money). | NOTE: In the on-site training in January, you will have the opportunity to view a presentation by International Economist Bernard Lietaer (co-designer of the EURO) who will enlighten you further on the Cultural and Social Quadrants. Bernard serves as Adjunct Faculty for our Certified FInancial Coach Program. |
We, as coaches, help create awareness. We help people feel a sense of comfort about "living in the question", realizing that there is a space that may be helpful to observe between taking action (action for the sake of action) and doing nothing.
Your challange from the webinar: We encouage to observe the power of "living with a question", holding off judgement and relaxing into the experience of allowing "it is what it is" without interpretation to be present at least 1/2 hour during the week.
In the first weeks of your training, you will be given a general overview of 6 powerful transformational money distinctions. We invite you to be in the quesiton with these -- you are getting a cursary view of what you will learn over the next 6 modules. The first money distinction is to determine from which quadrant you are viewing your financial situation adn your life at any given moment. Next week we will introduce additional distinctions. We look forward to helping you become an uniquely trained professional who is able to move effortlessly inside and around the 4 quadrants while gaining the coaching competancies necessary to become a Certified Financial Coach.
2. Supplemental Work THIS WEEK PLEASE: WATCH VIDEO AND ANSWER QUESTIONS for discussion at our next webinar
The video and exercise below allows you to examine your judgments or opinions and how these may affect your ability to "hold space" for your client's thoughts, ideas and opinions. Materials on this page give you a chance to dig deeper into the discussion from the webinar regarding being the observer of your own thoughts and opinions. Answer the questions and hit submit.
View the 15 minute video (divided up into three segments and viewable through the links) and answer the questions to the right below. There are no right or wrong answers; this is an exercise in observation.
We live in interesting times. While this segment was aired years ago, please see how it sits with you. In this video presentation, Comedian Jon Stewart "takes on" the financial media for not seeing the impending financial crisis. Jim Cramer, host of Mad Money, answers his questions and allegations. WATCH THE THREE PART VIDEO AND THEN ANSWER THE QUESTIONS BELOW | Please CLICK the links below to view the three parts of this video interview |
This is a photo not a link, click on the links on the right to be connected to the program | UPON CLICKING ON THE LINK, THERE MAY BE A DELAY. PLEASE BE PATIENT -- you are being redirected to COMEDY CENTRAL Part 1 CLICK HERE AND NOT ON PICTURE time 1 min 38 sec Part 2 CLICK HERE AND NOT ON PICTURE time: 11 minutes, 24 seconds Part 3 CLICK HERE AND NOT ON PICTURE: time 2 minutes, 19 seconds |
view by clicking on part 1, part 2 and part 3 links first ....... | THEN ANSWER QUESTIONS BELOW |
| THANK YOU |
Your name
1. Coming from the point of an individual WITH AN OPINION OF YOUR OWN, what emotions, feelings, sentiments, etc does this raise in you?
2. Look at the four quadrants. Coming from a global perspective, what are you observing?
3. Coming from a personal perspective, what are you observing - especially in terms of the study we discussed in our session?
4. If you are in the role of a coach, what might you say if a client came to you angry about what happened back then (what they saw in this video and resulting issues with the economy)?
5. How would your reaction add or detract from your ability to coach this client?
Once you hit submit, you are ready for our next Session. If you experienced problems with the links to the video, you can try the following additional links....
LINKS: (in true form if you need to cut and paste into your browser)
PART 1
PART 2
PART 3
**Link to the materials discussed in this session: If you wish to review or purchase various books mentioned click during the webinar:
Shop at Amazon.com!***
Certified Financial Coach Services, Inc. receives 4% for books or materials purchased through this link. You pay the same cost by ordering directly from Amazon. Certified Financial Services receives a referral fee if you purchase through the link.
***Please note, you are NOT required or being asked to purchase any of the books discussed in this module. The books discussed are used as reference and can also be obtained through your local library.
LINK TO SESSION 2 HERE