CPFC Live-Training Course Schedule

You do not need to be available for the live

training, all sessions are recorded and uploaded to your training center within

1 business day.

Each week 10 to 20 hours of training is released. If you take longer, that’s OK – there

is no time limit to finish the training.

You can join the live training sessions by watching the live

streaming meeting online and/or join via phone. You will also have access to all

recorded meetings.

How to View Lesson Release TimelineLive Training Optional

Directions to Keep Pace with Instructor: The entire lesson and activities should be completed.

Directions to Keep Pace with Instructor: Testing for all content knowledge areas should be completed. Complete any sections that you do not pass by week 4.

Directions to Keep Pace with Instructor: The entire lesson and activities should be completed.

Directions to Keep Pace with Instructor: The entire lesson and activities should be completed. Any content knowledge sections that you did not pass should be completed and the test passed on the CPFC training platform.

Directions to Keep Pace with Instructor: The entire lesson and activities should be completed.

Week 3 Financial Coaching Standards & Code of Conduct

Week 1 Welcome, Course Overview, Class Structure

Directions to Keep Pace with Instructor: The entire lesson should be completed, and work should be started on the understanding phase of the case studies activities.

Week 6 Understanding Clients

Week 2 Introduction, Content Knowledge Assigned

Week 4 Psychological Aspects of Financial Coaching

Week 5 Coaching Process, Strategies, & Skill-building

Directions to Keep Pace with Instructor: The entire lesson and case study activities should be completed. You should be working with your partner and have at least started the diagnosis phase of the partner project.

Directions to Keep Pace with Instructor: The entire lesson and case study activities should be completed. You should be working with your partner and have at least started the goal-setting and prioritization phase of the partner project.

Directions to Keep Pace with Instructor: You should be working with your partner and have at least started the education, guidance, and accountability phase of the partner project.

Week 9 Goal-setting, Prioritization, & Action Steps

Week 10 Education, Guidance, & Accountability

Week 11 Recap Training & Extensions

Directions to Keep Pace with Instructor: The entire lesson and case study activities should be completed. You should be working with your partner and have at least started the understanding phase of the partner project.

Directions to Keep Pace with Instructor: The case studies should be completed, and you should locate a partner with whom to work for the partner activity.

Week 8 Diagnosing Clients’ Situations

Week 7 Understanding Clients

Directions to Keep Pace with Instructor: The entire lesson and activities should be completed. You should be working with your partner and finishing up your partner project.

Directions to Keep Pace with Instructor: The entire lesson and activities should be completed. You should complete your partner project.

Directions to Keep Pace with Instructor: You should complete any lessons, case studies, or activities that are not yet complete.

Directions to Keep Pace with Instructor: The entire lesson and activities should be completed. You should complete any lessons, case studies, or activities that are not yet finished. Turn in required information. You can take the final exam anytime – Note: it does take about 2 weeks to schedule with testing moderator.

Week 13 Counseling & Psychotherapy Approaches to Financial Coaching

Week 15 Recap Training & Extensions

Directions to Keep Pace with Instructor: The entire lesson and activities should be completed. You should be working with your partner and finishing up your partner project.

Week 12 Financial Education Principles for Coaches

Week 14 Progress Tracking & Plan Modifications

Week 16 Final Exam & Certification Requirements, Final Exam Prep, Turn in Assignments,Background Check Application

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