Training and Certification Programs for the CERTIFIED FINANCIAL COACH™

Home     About Financial Coaching     Become a Coach     Course Tracks/Curriculum     Application Process/Costs     About Us     Contact Us      

Certified Financial Coach™ is the Gold Standard of Financial Coaching

 

The Certified Financial Coach™ program has as its vision to empower people to discover, comprehend, and use their true wealth to enhance their personal freedom.

 

Serving Clients


A Certified Financial Coach helps their clients stand in financial reality, understand how money serves wealth, the value of healthy financial action and cash flow longevity, create a new sense of personal prosperity.   

 

The      Training involves learning:

·        How perceptions of money, wealth and prosperity impact both client and coach perspectives 

·        The positive and negative consequences of unconscious judgments on decision-making

·        The difference between financial advising and financial coaching

·        Financial Literacy and its impact on cash flow longevity

·        Exclusive tools to assess current financial reality and determine the degree of alignment of fiscal decisions with personal values

·        Excellence in financial coaching skills, including ICF professional coaching core competencies

·        Coaching and Financial Ethics


Onsite training takes place in a safe, supportive, fun, and upbeat environment for learning.  A coach going through the training process experiences his or her own transformation with regard to money and wealth.

 

The training program familiarizes the coach trainee with new ways to look at money and wealth that serve them better. Through the Certified Financial Coach™ training, coaches develop the skills to dispel the misconceptions, clarify the roles of money and wealth, remove what stops the client about money, and co-create with the client those actions that help the client move forward.  

 

The coach trainee will learn to use assessment tools, the financial coach distinctions, and practices and processes so that their clients can improve their understanding of the role of money and wealth in their lives and transform what stops them about money and finances into new understandings and actions that have money serve them in making the changes they want to make.  

 

The Certified Financial Coach™ community is a vibrant, motivated group of caring people from mixed backgrounds.  There are Certified Financial Coaches whom were already coaches and trainers, and also financial professionals and experts, mediators, and other backgrounds, all creating a diverse and helpful community around this vitally important work.  You will plug into this community during your training and after your training as well, to get the support you may need in approaching this important work.

 

Application process