Monday, October 18, 2021 at 2:00 PM EDT
Monday, December 6, 2021 at 6:00 PM EST

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This is an online event. 



Dr. Kenneth Mitchell 
Blue Ink, LLC 



Starts:  MONDAY, October 18, 2021 | Ends: MONDAY, December 6, 2021

2 PM - 6 PM, EST via Zoom


The Financial Coach Training Program is a comprehensive training program designed for practitioners who work with disconnected populations (including community-based organizations) to increase financial literacy and strengthen financial capabilities. Research indicates that financial coaches need 1) an understanding of coaching fundamentals, 2) knowledge of personal finance, 3) communication and facilitation skills, and 4) familiarity with the client population being coached. This program is designed for life coach certification. This professional development experience represents the integration of evidence-based practices, contemporary coaching modalities, and life design frameworks, to provide a student-centered approach for use by educational support practitioners. It responds to federal program requirements to provide services in the area of financial literacy and economic decision making, and is aligned with the competitive program priority requirement for “fostering knowledge and promoting the development of skills that prepare students to be informed, thoughtful, and productive individuals and citizens.”  Evidence suggests that coaching strategies in academic spaces demonstrate a high degree of success in achieving program specific measures. 

This training workshop provides theory, models, and techniques to be an effective, successful, game-changing Life Coach for programs that serve socio-economically disadvantaged populations, including veterans integration programs. 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 training workshop is aligned with the national models of program design in financial capabilities, and meets the federal standard for financial coaching programs. While designed for those who “serve” in academic settings, it is appropriate for those who work in youth programs, career development initiatives, and leadership development programs. This robust program model proceeds through a five-step methodology that includes: 1) comprehensive Assessment, 2) establish Agenda, 3) create Alignment, 4) initiate Action, and 5) monitor Achievement.


Define the practice of professional coaching

Identify the role of a coach and its relationship to improving financial outcomes

Identify the eight key coaching skills

Discuss the code of ethics for life coaches

Analyze case scenarios that represent potential ethical dilemmas for the coach

Explain the theoretical foundations of coaching in psychology

Discuss the concept of assessment as a “person centered strategies” 

Discuss various methods of assessment used to create awareness of financial behaviors

Explore the use of coaching tools to create financial goals and targets for the client

Define the concept and four principles of motivational interviewing as a conversation approach

Appraise situations to determine the appropriate coach conversation pattern based on the stages of change 

Analyze the impact of body language as a positioning strategy for a coach

Design coaching conversations using questions anchored in the GROW and FUEL models

Explain the three characteristics of designing interventions

Create a coaching program using a program design map and acoaching conversation 

Express the benefits of creating rituals, as anchors, in the coaching experience

Distinguish the appropriate use of rituals in coaching 

Discuss basic concepts in experiential learning, and Kirkpatrick’s level of evaluation that impact the design of coaching as practitioner 

Define the five key areas of financial capabilities as a model for coach engagement

Evaluate the strengths and weaknesses of observed coaching practice sessions

Create a plan to launch a financial coaching program with a defined target audience

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: Academic Coach Project. 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).

REGISTRATION: Registrations fees for this program is $3,500. Registration includes masterful instruction, course materials, certification exam preparation, and a blueprint for designing your program. EARLY REGISTRATION is recommended, as this training delivery requires pre-work. In addition, as there are weekly homework assignments.  A confirmation packet will describe each session of the learning event, your pre-work, and information about online access.

FACILITATOR: Dr. Kenneth Mitchell is a professional life coach who specializes in talent development, life design, and psychometrics. He trains life coaches, works with colleges and nonprofits, and designs programs for college access and career development. Coach Kenneth Mitchell is a Certified MBTI Master Facilitator and a Board Certified Coach. His coach training includes extensive study in psychometric instruments.  Coach Mitchell is a member of the Association of Coach Training Organizations (ACTO) and serves as a project director for the US Department of Education – Office of Postsecondary Education. He manages The Renaissance TRIO Training Project, and has served since 2010. (www.RenaissanceTRIOTraining.net)

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.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 student-centered approach for coaching program design, and is aligned to requirements for certification for the Center for Credentialing and Education.