certified personal finance - nfec · 2020-01-17 · zpersonal finance is a unique subject...
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Introduction
Content Knowledge
Financial Coaching Standards & Code of Conduct
Psychological Aspects of Financial Coaching
Coaching Process, Strategies & Skill Building
Understanding Clients
Diagnosing Clients Situation
Goal Setting, Prioritization & Action Steps
Education, Guidance & Accountability
Financial Education Principles for Coaches
Counseling & Psychotherapy Approaches to Financial Coaching
Progress Tracking & Plan Modifications
Recap, Final Exam & Certification Requirements
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Certified Personal Finance Consultant (CPFC)
Training Outline & Table of Contents
zz Welcomez� Welcome
z� Overview & Graduation Requirements
zz Pre-course Measures: Surveys & Testing z� Introduction
z� Course Pre-test
z� Coach Survey & Information
zz Coaching Vision & Objectivesz� Introduction
z� Shared Mission & Objectives
z� Warm Up Activities: KWR & VIQQS
z� Personal Benefits of Coaching
z� Mental Imagery
zz Course Preview & Visual Education z� Introduction
z� Preview Methods: Crib Notes & THEIVES
z� Visual Education
zz Case Method z� Introduction
z� Case Study Warm Up Activities
z� Personal Case Method
Introduction
Introduction
zz Financial Coaching Overview z� Introduction
z� What is a Financial Coach
z� Skill Sets Financial Coaches Develop
z� Impact of Financial Coaching
z� Services Financial Coaches Provide
z� Financial Coaching vs Financial Services and Education
z� Problems in the Financial Coaching Industry
z� Practice Standards of Distinguished Financial Coaches
Content Knowledge
zz Content Knowledgez� Introduction
z� Savings, Expenses & Budgeting
z� Account Management & Financial Team
z� Loans & Debt
z� Credit Profile
z� Income
z� Basic Economic & Government Influences
z� Basic Risk Management & Insurance
z� Basic Investing & Personal Financial Planning
Financial Coaching Standards & Code of Conduct
zz Introduction
zz Ethical Standards z� Fiduciary Standards
z� Coaching Role
z� Financial Coaching vs Financial Advising
z� Security
z� Recordkeeping
z� Addressing Issues
zz Practice Standardsz� Defining Client Relationship
z� Disclosure
z� Understanding Clients
z� Benchmarks
z� Client Education
z� Modifications
zz Professional Standardsz� Professionalism
z� Continuing Education
z� Fiduciary Evaluations
z� Representation
z� Marketing
zz Safeguard Rule Training z� Safeguard Rule Introduction
z� Safeguard Rule General Requirements
z� FTC Safeguard Rule Overview
z� Employee Management & Training
z� Information Systems
z� Detecting and Managing System Failures
z� Project-based Learning
Psychological Aspects of Financial Coaching
zz Introduction
zz Understanding Common Financial Influencers z� Overview Page
z� Common Financial Situations
z� How Financial Behaviors Are Formed
z� How Financial Sentiment is Formed
z� Common Levels of Financial Education
z� Common Money Management Systems
zz Financial Psychology z� Introduction
z� Needs, Emotions, Money, & the Connection
z� How Financial Behaviors & Attitudes Form
z� Identifying Your Financial Behaviors
z� Molding Positive Financial Behaviors
z� Turning Dreams Into Goals & Plans
z� Post Education Case Studies
zz Behavioral Financez� Behavioral Finance & Financial Coaching Introduction
z� Emotional and Social Factors of Behavioral Finance
z� Biases Involved in Personal Finance
z� Additional Behavioral Finance Aspects of Personal Finance
z� Strategies for Financial Coaches & Educators
Coaching Process, Strategies & Skill Building
zz Introduction
zz New Client Onboarding & Environment z� New Client Onboarding & Environment Introduction
z� Setting Up Client Communication Systems
z� Creating a Professional Onboarding Experience
z� Creating a Professional Coaching Environment
zz Customizing the Coaching Program & Process for Clientsz� Customization: Types of Clients
z� Customization: Services Ordered or Offered
z� Time Allocation Overview Based on Total Coaching Time
Understanding Clients
zz Introduction
zz Skills Needed to Understand Your Client z� Intrapersonal Skills to Help You Understand Your Clientz� Listening Strategiesz� Interview Techniques & Style
zz Information Gathering Processes, Questions & Detailsz� Introduction
z� Understanding Clients: Needs, Goals & Psychology
zz Income, Savings & Assetsz� Incomez� Savings z� Assets
zz Housing Expense, Loans & Debt, Budget Preparednessz� Housing Expenses
z� Loans & Debt
z� Budget Preparedness
zz Money Management, Systems & Teamz� Credit Profile
z� Taxes
z� Accounts, Team, & Systems
zz Assets: Protection, Planning & Growing z� Risk Management & Insurance
z� Investing & Personal Financial Planning
zz Project-based Learningz� Project-based Learning
z� Personal Coaching Activity 1: Understanding Your Personal Financial Situation
zz Introduction to Diagnosis
zz Diagnosing Clients Situation
z� Diagnosis Manual Training
z� Project-based Learning – Personal Diagnosis
z� Personal Coaching Activity 2: Diagnosing Your Personal Financial Situation
Diagnosing Clients Situation
Goal Setting, Prioritization & Action Steps
zz Introduction
zz Goal Setting, Prioritization & Action Steps
z� Goal Setting Process with Clients
z� Prioritization of Goals
z� Breaking it Down Goals into Action Steps
z� Personal Coaching Activity 3: Prioritization & Goal Setting
Education, Guidance & Accountability
zz Introduction
zz Education, Guidance & Accountability
z� Educational Resources Overview
z� How to Assign Education Lessons
z� Important lessons to assign early
z� Review Activities & Provide Feedback
z� Providing Accountability
z� Personal Coaching Activity 4: Assign Education & Action
z� Personal Coaching Activity 5: Holding Yourself Accountable & Support
Financial Education Principles for Coaches
zz Introduction
zz Outcome Measuresz� How to Quantify Content Knowledge
z� Participant Impact & Behavior Change
z� Transtheoretical Model of Behavior Change
z� Financial Psychology
z� Money & Emotions
zz Financial Literacy Education Essentialsz� Personal Finance is a Unique Subject
z� Connecting Financial Literacy to Lifestyle
z� Communication Strategies
zz Learning Processz� The Brain & Learning
z� Communication Techniques to Pass Brain Filters
z� Learning Styles & Interest
zz Sales Process for Teaching Personal Finance z� Sales Process: Overview
z� Sales Process Phase 1: Preparation
z� Sales Process Phase 2: Listening & Rapport
z� Sales Process Phase 3: Offer Solutions
z� Sales Process Phase 4: Take Action
z� Sales Process Phase 5: Feedback
z� Sales Process: Wrap Up
Financial Education Principles for Coaches
zz Teaching Method Essentials z� Teaching Method Essentials: Motivate
z� Teaching Method Essentials: Engage
z� Teaching Method Essentials: Educate
z� Teaching Method Essentials: Move to Action
zz Educator Stylez� Educator Style: Authentic Voice
z� Educator Style: Language & Tone
zz NFEC Lesson Plan Methodologyz� Understanding the Learner
z� Introductions
z� Warm-up Activities
z� Educational Reasons
z� Visual Education
z� Lesson Previews
z� Learner-led Education: Case Method
z� Skill-building Activities
z� Lectures
z� Project Based Learning
z� Ongoing Education
Counseling & Psychotherapy Approaches to Financial Coaching
zz Introduction
zz Counseling & Psychotherapy Approaches to Financial Coaching
z� Counseling & Psychotherapy Approaches
for Financial Coaches
z� Drawing the Line Between Coaching and Licensed Counseling Professionals
z� Psychodynamic Approach
z� Behavioral Approach
z� Humanistic Approach
z� Transformative Learning Theory in Financial Coaching
Progress Tracking & Plan Modifications
zz Introduction
zz Progress Tracking & Plan Modificationsz� Framework for Measuring Coaching Program
z� How to Track Client Results & Outcomes
z� Client Reports
z� Re-planning Process
z� Personal Coaching Activity 6: Progress Tracking & Plan Modifications
Recap, Final Exam & Certification Requirements
zz Introduction
zz Recap, Final Exam & Certification Requirements
z� Upload Your Projects
z� Background Check Information
z� Testing Recap & Preparation
z� Register for The Exam
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