👉 Define what Financial Coaching is and what benefits it will bring to you, your clients and the process.
👉 Understand, describe and bring awareness to your own core beliefs about money & how this influences your interactions with others.
👉 Understand and explain the cognitive processes that are at play during the discussions about money and how these influence communication between coaches and clients.
👉 Identify a client's borrowed beliefs and carried emotions and how intergenerational wealth patterns can affect a clients relationship with money.
👉 Understand what financial trauma is and how you can recognise the signs to know how to support your client.
👉 Understand and observe how to use reflective language to uncover a clients’ limiting beliefs.
Identify and implement the 6 core skills of a coach. Understand the theory and application of the 5 levels of listening.
👉 Understand and apply the willingness and confidence scale to help your clients make and track their financial wellbeing progress.
👉 Learn how to integrate your knowledge commercially and price sustainably using the one to one and one to many strategies.
👉 Be confident with how to frame the start of your coaching meetings to help prioritise multiple challenges that your client shares.
👉 Understand and describe the importance of setting goals that are rooted in financial wellbeing outcomes rather than limited by pre-set beliefs around money.
👉 Understand how to elicit a client's financial values to move towards greater financial wellbeing.
👉 Appreciate why our clients money habits, beliefs and behaviours are often on autopilot and how to stretch their financial comfort zones to create greater financial wellbeing.
👉 Understand why financial conflict happens, and help clients to navigate financial conflict to create positive conversations with money using the STRONG model.
👉 Identify if a client is motivated and ready to navigate conflict using the DARN model.
👉 Understand how our language around money can influence our preferred conversations about money.
👉 Understand how to identify a client's financial values in alignment with their spending habits.
👉 Open up a conversation about money beliefs at the start of your coaching session.
👉 Understand how to utilise a borrowed beliefs checklist and a borrowed beliefs timeline.
👉 Understand the enoughness scale and the source of emotions.
👉 Understand the biology around emotions, how this plays a part in conversations we have with clients and how to identify a client's physiological response to money.
👉 Understand how to regulate the client’s nervous system when emotion comes up (for example divorce/inheritance scenarios).