An introduction to key skills and the philosophy

From a position of knowledge and skill, coach others to financial freedom and prosperity. Personal financial topics, even those delivered in great financial literacy efforts, are confusing to many people. The products and pitches from companies often further confuse consumers. People generally find it easier and less stressful to remain where they are rather than to look for a better way.

Properly trained coaches can help people find their inner strengths and lead them to self-designed paths to a better financial position. This program is based on Solution Focused Coaching by Dr. Fred Waddell. Many credit unions have adopted his SFFC manual to guide their counselor/coaches. SFFC provides counselors with the tools to help a consumer see how to make the changes needed for a brighter financial future. The skills can assist in remedial coaching, to get the member out of financial stress, as well as help them get past living pay-check to pay-check.

After this session, Participants will:

• Understand more about their beliefs about consumers and their financial inadequacies.
• Empathize with consumers on how they think about themselves.
• Have responses to the “it” attitude.
• Be able to build rapport and gain a client’s confidence.
• Demonstrate the traits of an effective coach.
• Understand the importance of coaching attitudes and language
• Tune-up your coaching process

If you are considering providing your professional and volunteer staff with
training in financial counseling and financial problem solving, I can recommend
Mr. Clark with the utmost confidence, and will be happy to answer any inquiries you
might have about his skills, training abilities, and professional integrity.

~Fred E. Waddell, Ph.D., Developer and Trainer –
“Solution Focused Financial Coaching”

Program Length: 1.25 – 2 hours