Becoming a Certified Financial Coach may be in your future if you have a passion for helping others transform the way they think, act and feel about money. . . . and
1. You are a certified coach or have extensive coach training
2. You are a financial professional and want to become a Certified Financial Coach
3. You are new to coaching and the financial field but are attracted to making a difference in your life & the lives of others.
Learn More or Take Action NOW by clicking below!
Why would a person become a Certified Financial Coach?
A Certified Financial Coach helps individuals to understand and relate to money in a way that makes life more meaningful. The training and coaching skills taught in Certified Financial Coach training helps the coach relate to their clients in a way that far surpasses what any other financial or coaching professional has ever learned.
What Will I Learn in by attending the Certified Financial Coach Training?
The training itself is powerful, eye-opening, transformational and filled with new skills to learn. Even if you don't want to become a Certified Financial Coach, you'll learn life-changing skills and leave with a more powerful and integral interpretation of money and wealth for yourself!
In this training you will:
- Increase your own financial competency, awareness and savvy!
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Demystify the world of financial planning. Understand thethe state-of-the-art and the pieces to the financial industry and how they fit together.
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Further deepen your capacity to coach from an ontological framework.
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Learn the ethics of working with others in the domain of money.
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Become steeped in an understanding of Credit and learn how to help clients protect their credit.
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Learn powerful budgeting programs to help your clients (and yourself!)
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Have the opportunity to become affiliated with Financial Professionals who are dedicated to a higher standard of ethics and requirements regarding disclosure.
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Learn how to market your new services to the many different types of financial professionals in the industry
Why did the CFC-Board of Governors decide to have two divisions for the Certified Financial Coach?
There are two Certified Financial Coach divisions:
CFC-I is a Certified Financial Coach who has training and expertise as a Certified Financial Coach but has decided that they do not wish to expand their coaching to include direct work with client assets. If a client works with a CFC-I, when it comes to the direct work with advisory work around financial decision making, this Certified Financial Coach professional refers his/her client to investment professionals who work specifically on the asset side.
CFC-R and CFC-Pro are Certified Financial Coaches who also have the same training and expertise as a CFC-I, however they are qualified to also work in the financial arena as either an advisor (CFC-R) or in one of many financial areas (CFC-PRO) in which they are licensed. These Certified Financial Coach professionals have additional training and must meet specific requirements that qualify them for either of these designations.
However, the most important reason there are two divisions is because there is such great need for people to do this work and not all financial professionals have the emotional makeup, time or interest to become a Certified Financial Coach. Certified Financial Coaches with the CFC-I designation have been trained to work in the Eleven Areas of Wealth and Human Strength and also have developed a sophistication in understanding the financial industry. They provide the understanding, educational skills and coaching insights necessary to help individuals bridge the gap and develop a new sense of being around wealth and money. The Certified Financial Coach's role is to help individuals become empowered around their money. It is from that empowerment that individuals are most effective in working with financial professionals.
There is great suffering in the world around money. People trained as professional coaches (who meet certain standards of training) have learned skills to help people decouple from their emotional baggage and become present to what is real. The CFC-Board of Governors decided that the coupling of two professional skill sets – the ability to coach and the ability to implement plans for a successful financial future for clients – were a perfect combination. This coupling of skill sets could be accomplished in two ways:
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Have professionally trained coaches become partners with experienced, ethical financial professionals to provide the services needed.
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Train the financial professional as a professional coach.
The board decided the criteria of skills and programs that would be important for the Certified Financial Coach to have and the Certified Financial Coach professional licensing program became a reality.
Will I have support in marketing myself as a Certified Financial Coach?
The answer is: absolutely! You will be trained to deliver a public seminar where you deliver value and meet prospective new clients. You will be part of the CFC-Pro community of practitioners and, as such, receive ongoing marketing tips, tools and strategies from the CFC-Board of Governors, as well as engage in an ongoing way with CFC-Pro colleagues around the nation.
Are you doing anything to promote the Certified Financial Coach designation and services to financial firms?
Yes! We are actively engaged in an educational and promotional campaign to educate the public and financial firms about the great benefit of engaging the services of a Certified Financial Coach. We have attracted attention of the national media and you can see us on a program with William Shatner (HEARTBEAT OF AMERICA) by clicking here.
YES, I WANT TO SEE NATIONAL COVERAGE FEATURING A CERTIFIED FINANCIAL COACH
We expect lots more of the same in the future so join us for the movement to help people transform their relationship with money!
Please contact us with any other questions you may have about becoming licensed as a Certified Financial Coach!
Learn about the Three Pathways to Certified Financial Coach Training call today 303-904-3177 or Contact Bobbi Paley at 303-564-3221
