Coaching Topics
- Introduction to the paradigm of Personal Professional Coaching and how it enhances asset building and differs from other methods of working with clients
- Explore and discover personal strengths, qualities, vision, purpose, and values that empower the effectiveness of the financial coach
- Learn strategies to integrate coaching from a financial education perspective into existing work structure and responsibilities
- Build a peer learning network with financial coach practitioners working with low income individuals
- Confidently demonstrate the 11 international Coach Federation Core Coaching Competencies
- Develop the skills and tools of a professional personal financial coach to effectively facilitate individuals in making life and career changes relating to asset building
Financial Topics
Controlling Money
- Behavioral Economics
- Financial Wheel of Life
- Tracking Spending
Income Generation
- Identifying Earning Capacity
- Alternative Income Sources
- Career Planning
Financial Planning
- Financial Goal Seting
- Asset Building Goals Chart
- Beliefs about Money
Asset Building
- Asset Creation/Asset Management/Asset Protection
- Banking and Cash Management: Relationships with Financial Institution
- Short and Long Term Savings
Credit Building
- Credit Rights: The FCRA and FACTA
- Credit Reports and Credit Scores
- Credit Remediation
- Credit Building as an Asset
Debt Alleviation
- Debt to Income Ratios and Solvency
- Debt Alleviation Wheel
- Debt Management
- Credit Cards/Consumer Loans
- Understanding and Using the Financial Continuum Tool