Financial and Career Coach Certification Program

Advanced Designations


Description

The industry is evolving. Traditional methods of credit counseling and career development are adapting to emerging technology and a shifting economy. Our certification builds a bridge between financial counseling and career development, setting up our coaches as a one-stop resource for clients seeking to improve their professional and financial lives.

Our coaches teach clients through education and action, enabling clients to incorporate what they’ve learned into daily life as they move forward. Rather than focus on simply repairing a client’s past mistakes, our coaches strive to guide clients towards improving their future.

Our Financial and Career Coaches:

Educate and support clients
Set strategic solutions for success
Enable clients to manage financial and career decisions

Content
  • Foreward
  • Introduction
  • Grading
  • Module 1, Unit 1: Coaching Competencies
  • Module 1, Unit 2: The Coaching Process
  • Module 1, Unit 3: Basic Tenets of Effective Coaching
  • Module 1, Unit 4: Coaching Agreement
  • Module 1 Assignment
  • Module 2, Unit 1: Active Listening
  • Module 2, Unit 2: Optimizing Communication by Understanding Personality Types
  • Module 2, Unit 3: Asking Questions
  • Module 2, Unit 4: Motivational Interviewing
  • Module 2 Assignment
  • Module 3, Unit 1: Self-Determination Theory
  • Module 3, Unit 2: Emotional Intelligence
  • Module 3, Unit 3: The Four Stages of Competence
  • Module 3 Assignment
  • Module 4, Unit 1: Clarifying Values
  • Module 4, Unit 2: Identifying Personal Strengths and Weaknesses
  • Module 4, Unit 3: Myers-Briggs Types and Decision Making
  • Module 4, Unit 4: Solution-Oriented Problem Solving
  • Module 4, Unit 5: Managing Change
  • Module 4 Assignment
  • Module 5, Unit 1: Process and Outcome Goals
  • Module 5, Unit 2: Basics of Goal Setting
  • Module 5, Unit 3: How Personality Types Set Goals
  • Module 5, Unit 4: Choosing S.M.A.R.T. Goals
  • Module 5, Unit 5: Keys to Achieving Goals
  • Module 5, Unit 6: Creating an Action Plan
  • Module 5, Unit 7: An Unbiased Perspective
  • Module 5 Assignment
  • Module 6, Unit 1: The Marriage Between Financial and Career Coaching
  • Module 6, Unit 2: Introduction to Financial Coaching
  • Module 6, Unit 3: Understanding Financial Habits
  • Module 6, Unit 4: How Are Habits Formed?
  • Module 6 Assignment
  • Module 7, Unit 1: Financial Coaching Sessions and Financial Literacy
  • Module 7, Unit 2: Banking Resources for Self-Sufficiency
  • Module 7, Unit 3: Credit Cards and Evaluating Products and Offers
  • Module 7, Unit 4: Mechanics of Credit Scores
  • Module 7, Unit 5: Disputing Credit Reports
  • Module 7, Unit 6: Identity Theft
  • Module 7, Unit 7: Loan Qualification
  • Module 7, Unit 8: Predatory Lending and Payday Loans - Dangers and Alternatives
  • Module 7, Unit 9: Spending Plan Analysis
  • Module 7, Unit 10: Creating the Action Plan
  • Module 7, Unit 11: Useful Terms
  • Module 7 Assignment
  • Module 8,Unit 1: Career-Related Self-Assessment Tools
  • Module 8,Unit 2: Employability Skills
  • Module 8,Unit 3: Employability Skills Assessment
  • Module 8,Unit 4: Matching Client Skills with the Right Job
  • Module 8,Unit 5: Job Search
  • Module 8,Unit 6: Useful Terms
  • Module 8 Assignment
  • Module 9: Professional Ethics in Coaching
  • Module 10: Conclusion
  • Outreach, Engagement, and Data Collection Resources
  • Appendix A: Coaching Agreement
  • Appendix B1: Values Inventory
  • Appendix B2: Holland's RIASEC and Strong Interest Inventory
  • Appendix B3: Employability Skills Assessment
  • Appendix C1: Action Plan Questions
  • Appendix C2: Action Plan Worksheet
  • Appendix C3: Managing Complex Change Template
  • Appendix D: Mind Over Money Guide
  • Appendix E: Coaching Code of Ethics
  • Join the Community
  • Certified Financial and Career Coach Practice Test
  • Course Survey
  • Schedule Your Exam
  • Certified Financial and Career Coach Final Exam
Completion rules
  • All units must be completed