Whether you want to become a Certified Financial Coach, helping clients stop suffering in the domain of money and achieve their life dreams, or you want to transform you own personal relationship with money and wealth, this extraordinary program --- Certified Financial Coach training --- is filled with powerful training and practical tools that will be the pathway to that transformation.
Certified Financial Coach Training includes modules on:
- Transformational coaching distinctions, models, practices, and exercises.
- Materials on how the financial industry works and a broader understanding of financial options.
- Using practical tools for assessing current financial state and desirable financial goals.
- Marketing yourself as a Certified Financial Coach and building your client and center of influence base, and
- Practices for working alongside financial professionals who will become your affiliates.
The Certified Financial Coach Training program consists of three days of on-site training, along with modules taught virtually over the phone and internet.
Some of the Key Elements Contained in Certified Financial Coach Training
Every human being builds his or her relationship to money and wealth on many things: family history, an understanding (or misunderstanding) of how money works, personality, habits, and how our society teaches us to think about money. As a Certified Financial Coach, you will be trained to recognize how these "life lessons, habits, and personality traits can get in the way of a person's financial effectiveness. You will be educated about how different people relate to money in ways that work and ways that don't. But that's just the beginning. You will also learn powerful transformational distinctions for intervening in a person's life in ways that help them move quickly to a more workable and fulfilling relationship with money.
Becoming more effective in your own relationship with money (and helping others do the same) requires an integral look at how your thoughts, beliefs, emotions, actions and habits impact that relationship. Coaches learn and practice ontologically-based coaching skills that help clients find clarity and give them the ability to decouple from emotional baggage around money. Equally important, coaches are trained to put aside their own structures of knowing around money so they can coach clients in a positive, non-judging way.
It has been shown that you cannot change a person's personality or their IQ, but you can help with his or her emotional effectiveness through skill training. In this program, you will become knowledge about about the a Wealth Aptitude and how it plays a part in a person's ability to work effectively with their financial resources. This will help you understand how your emotional effectiveness might impact your relationship with money and you will understand how your client might experience this process. Additionally, you will learn how to create practices and exercises that help clients develop new skills and practices that enhance emotional effectiveness around money.
The beliefs, values and assumptions we all make about money impact our capacity to be effective and fulfilled in our personal and professional lives. Understanding how these were formed and learning about the shared cultural conversations and collective emotions we have about money is crucial if one wants to relate to money in a healthy, positive and liberating way. Based on the work of Bernard Lietaer (co-designer and one of the implementers of the convergence mechanism (ECU) to the single European currency system and author of The Future of Money and Of Human Wealth), you will learn the early origins of the monetary system and the inherent, built-in scarcity factor of the system. The specialized learning you will receive in this Certified Financial Coach training program is designed to help you look at your relationship with money from a new perspective.
Each Certified Financial Coach is also trained in and must sign an oath regarding the practice of coaching ethics and standards including privacy, disclosure, client rights and ethics in working with affiliates and other financial professionals. Ethical standards are of upmost importance and are developed and regulated by the Certified Financial Coach Board of Governors. This has been developed to protect the consumer and help you understand the rules and regulations around the financial profession that will help you partner with financial affiliates.
As part of Certified Financial Coach Training coursework, you become knowledgeable to work with clients to observe their use of credit and to fix some of the mistakes they may be making with credit. Each Certified Financial Coach becomes specially trained to help people recognize where they stand with credit. This expertise is necessary to help people tell the truth - the first step in developing a positive relationship with money. The Certified Financial Coach uses their coaching and teaching skills to help individuals take control and move forward with support to help make this process less confusing.
When people start to tell the truth around money, they have breakthroughs which allow them to change habits. They are no longer bound to old patterns because they have new skills and observations around their actions. Certified Financial Coach training teaches you how to use a specially designed proprietary budget program to help you and your clients stop living in fear of developing, looking at or living on some kind of a budget. When you work with a client around budgeting issues, your coaching skills can help them approach budgeting from a different perspective.
You will learn fundamental financial terms and tools so that you are aware of how many financial investments work. This level of knowledge is necessary for you so that you see the potential pitfalls that your clients may possibly encounter in the future.
More Elements in This Amazing Training Program
- A person's personality type and its role in organizing financial information
- An inside look at a financial practice
- Understanding special programs used by WEALTH STRONG Affiliates
- Kicking off your Certified Financial Coach business
- Understanding the underpinnings of Fair URSLA, their goals and mission
- Marketing programs available to the Certified Financial Coaches and WEALTH STRONG Affiliates to bring new understandings to your community
- Developing your own image in your community.
Once you have successfully completed the Certified Financial Coach training program and met the required hours of ontological coach training you are eligible to apply to become a Certified Financial Coach.
Certified Financial Coach training is both rigorous and lots of fun as well. Trainees learn from a variety of people with different perspectives, different expertise and different ways of teaching. One thing all Certified Financial Coach Faculty have in common is the dedication to helping the each trainee and the licensed Certified Financial Coach succeed.
Questions about this program? Please don’t hesitate to contact us. Talk with someone in person about the program by clicking here