THE FINANCIAL COACH TRAINING WORKSHOP

Online Training Modules

Session Starts: October 1, 2020

FINANCIAL COACHING is a collaborative, solution-focused, result-orientated, systematic, and strengths-based process in which the coach facilitates the enhancement of personal finance practice. Coaching is well suited to asset building programs because clients often need encouragement and support to adhere to positive financial behaviors.  Financial coaching: 1) focuses on improving long-term financial behavior, 2) facilitates clients to set and achieve financial goals largely on their own, 3) helps clients practice new behaviors and monitors those behaviors over time, and 4) targets clients with a minimum level of financial skills and experience. This program is designed for life coach certification.

Assessment strategies include exercises to examine the client’s unique money history and the impact of family of origin on perspectives on the value of money and decisions about spending and consumption. These are designed to contribute to self-understanding and help you better understand the patterns of your students and clients.  Further, the Life Values Profile provides awareness about how we are influenced by the social realities around us, and how they may be preventing us from living life and handling affairs according to our core values. The Readiness for Change assessment determines the stage of the coaching client and provides coaches with an understanding of how and when behaviors can be altered. The individual coaching conversation is aligned to this stage. The foundation coaching model proceeds through the Stages of Change. The GROW model augments this strategy, by designing the coaching session, language, and strategy in support of individual participant goals.

CERTIFICATION: This program is accredited by The Center for Credentialing & Education. Blue Ink, LLC is a CCE-approved coach training provider for the following 60-hour course: The Academic Coach Project. This course modification is under review by The CCE. Completion of this training leads to certification as a Board Certified Coach. You will be eligible for the Board Certified Coach (BCC) credential if you meet one of the following requirements: 1) bachelors degree or higher in any field, 2) Master's degree in social or behavioral sciences (ex. social work, education, law, science), 3) Master's degree or PhD in counseling, or 4) National Certified Counselor (NCC) or Licensed Professional Counselor (LPC).  (Please note that certification candidates with a bachelors degree need an additional 60 hours of coursework. Using Groups in Coaching Design and Designing Evaluations for the Coaching Initiative have been designed to complement the financial capabilities program and to meet the 125 hour requirement for certification aspirants who need to fulfill additional hours for the certification requirement).

REGISTRATION: Tuition for this program is $2,750. Registration includes 5 days of masterful instruction, course materials, certification exam preparation, and a blueprint for designing your program. It includes breakfast and lunch each day of the training delivery, but does not include lodging. EARLY REGISTRATION is recommended, as this training delivery requires pre-work. In addition, as there are daily homework assignments which will require teaming arrangements with other aspiring coaches. A confirmation packet will describe each day of the learning event, your pre-work, and information regarding lodging options.

FACILITATOR: This training workshop will be facilitated by Dr. Kenneth Mitchell, who is a Master Coach Practitioner, a Board Certified Coach (BCC), and specializes in life design strategies. Dr. Mitchell has a bachelor’s degree in economics, an MBA in management, and a doctorate in applied management, with emphasis in organizational development. Post-doctoral study in survey research design augments his academic credentials. His coach training includes coursework through The Center for Coaching Mastery, The Certified Coaches Federation, and extensive study in psychometrics. He is currently a MBTI Master Practitioner and a Master Trainer. Coach Mitchell is a member of the Association of Coach Training Organizations (ACTO). Most recently, he serves as Project Director for the TRIO Training Program for the US Department of Education. Past work is aligned with organizational capacity building, as funded by the US Department of Health and Human Services. Coach Mitchell is a subject matter expert in organizational development, capacity building and youth development. This learning event represents the integration of evidence-based practices and contemporary coaching modalities as a participant-centered approach for coaching program design. This workshop is a CCE-approved program that leads to certification as a Board Certified Coach (course modication submitted for review).