Solution Focused Financial Coach Training
Description
From a position of knowledge and skill, coach others to financial freedom and prosperity. Personal financial topics are confusing to many people. The products and pitches from companies often 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.
Key Learning Points:
- Examine your beliefs about consumers and their financial inadequacies
- Discover how consumers think about themselves
- Prepare to respond to the "fix-it" attitude
- Learn how to build rapport and gain the client's confidence
- Explore and take on 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., SFFC Developer and Trainer
Read the full letter from Dr. Waddell.
Read Dan's column, coaching to save tax exemption.
Learn all about the complete workshop here.
Just one of several hot topics found at www.danclark.com/services
Program Length
Training for "front line staff" is a three-day program. If you wish to introduce this concept at a conference, for example, call Dan at 850-559-7094 to discuss your needs.
Rev. Nov 2006
Dan Clark Associates, LLC
Tallahassee, FL 32310
Mobile: 850-559-7094


