You witness this every day. You see smart, well-meaning clients who never implement their financial plans; loving couples whose marriages are threatened by financial upheaval; professionals with high salaries who are mired in debt yet keep spending. It’s no easy task to help clients overcome these issues.
Many people are unaware of hidden money patterns and behaviours that negatively impact their lives.
That’s why it is important to know about and adopt the use of Behavioural Money Coaching, a type of expertise that bridges two worlds – the financial services industry and the field of coaching. As a coaching tool, it enables you to help clients stop unconsciously sabotaging their own financial well-being and begin to thrive.
The Behavioural Money Coaching course component of this Module is conducted by a global leader and renowned teacher who pioneered the field of Behavioural Money Coaching. This course combines practical financial guidance with sound coaching principles. It is highly useful, specialty training for Debtor advocates, financial consultants, and coaches.
The training will give you an extra edge in your profession by teaching you the tools you need to help clients overcome their unconscious roadblocks to financial well-being. You will also learn how to connect with your clients more deeply, and communicate with them in a way that makes them feel safe and understood. Armed with new knowledge and proven techniques, you will be able to transform client financial lives from a behavioral, emotional, and practical perspective.
This course is intensive and consists of four 2-hour live, online virtual sessions conducted weekly, over a period of four consecutive weeks. Each course session will be interactive and include features such as shared screen, engaging discussion, and thought-provoking exercises to facilitate a rewarding educational experience.
In addition to the Behavioural Money Coaching training course, this Behavioural Financial Coaching Module includes study materials, required readings, supplementary readings, and an exam. The required reading and supplementary reading components are intended to further enhance the participant’s knowledge.
Demonstrate your commitment to learning world-class, behavioural financial coaching that is unique and positive in both its approach and impact, and convey this to debtors, consumers, regulators, your peers, and the industry through completing this module.
Cost to Enroll
Regular Price $500 + tax
CDA Members $350 + tax
Upon successful completion, you will receive a qualification Certificate in Behavioural Financial Coaching.
This Certificate is one of the five mandatory components of expertise required to achieve the Certified Debtor Advocate credential that is bestowed to qualified individuals by the Canadian Debtors Association.
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Workshop Details:
Behavioural Money Coaching
Dates:
On-line, once a week on Tuesdays, over a period of five consecutive weeks:
Course Session 1 – Date to be announced
Course Session 2 – Date to be announced
Course Session 3 – Date to be announced
Course Session 4 – Date to be announced
Course Session 5 – Date to be announced
Time:
From 5:00 p.m. EST until 7:00 p.m. EST
Workshop Description:
Under financial stress and uncertainty, individuals often feel lost when it comes to money and do not know the “way” to change. They often have conflicting thoughts, feelings, and behaviours, and few people to turn to – no translator to help them understand the duality of money and how to improve their financial reality.
Traditionally, a focus on financial literacy is seen as the way to help people to cope with their financial issues. This approach, however, lacks in effectiveness because it does not generate the deep level of awareness and reflection that is needed to operationalize real change in the lives of those the professional is trying to help.
The Behavioural Coaching course will provide the Participant with a deep level of knowledge about essential guiding principles and powerful processes that can help clients to move beyond their limiting money beliefs, behaviours and unconscious patterns.
Through a step-by-step process, Participants will learn how to help clients to gently uncover the beliefs and patterns that adversely influence their lives; the stress, anxiety, fear, and financial self-sabotage. You will help people to transform their relationship with money and free them up to lead more purposeful, financially conscious, and prosperous lives facilitated by a fresh mastery over their financial circumstances.
Workshop Trainer:
Deborah Price is the Founder and CEO of the Money Coaching Institute, which provides money coaching services and training to professionals, individuals, couples, and families. A former financial advisor for over twenty years with firms such as Merrill Lynch, Mass Mutual, AIG and London Pacific Advisors, Deborah left the financial industry to pioneer the field of Behavioural Money Coaching in 2000.
Coping with money issues, both practically and psychologically, continues to be a major life struggle for millions of people and yet, there is very little help available. As a result, people often manifest money patterns, beliefs and behaviours that can prevent them from experiencing their full financial potential. Deborah has developed a unique, coaching program that helps clients move beyond barriers to their personal and financial success. As a result, clients experience renewed hope, restored relationships, increased confidence, and enhanced personal and financial success.
Through her international leadership and dedication to education and awareness, Deborah is committed to empowering others both personally and financially. She is the author of Money Therapy: Using the Eight Money Types to Create Wealth and Prosperity; Money Magic: Unleashing Your Potential for Wealth and Prosperity; Start Investing Online Today, and The Heart of Money: A Couples Guide to Creating True Financial Intimacy. A widely acclaimed and frequent speaker on TV and radio, Deborah has been featured in:
As the global leader and foremost expert in Behavioural Money Coaching, Deborah has trained over 800 Certified Money Coaches (CMC)® in 32 countries including the United States, Canada, England, Ireland, France, Italy, Denmark, Singapore, Hong Kong, Malaysia, Indonesia, Australia, New Zealand, South Africa, Kenya, Brazil and the Middle East including Saudi Arabia. She resides in Northern California with her family.
Workshop Topics Include:
- Mind and Money: Neuroeconomics and Behavioural Finance 101
- The Duality of Money
- Historical Exploration and Discovery Process
- Understanding Inherited Family Patterns
- Identifying and Working with the Eight Money Types
- Powerful Money Coaching
- Questions and Frameworks for Inquiry
- Identifying underlying Money Patterns and Behaviours
- Determining the Core Money issues
- Strategies for working with challenging Money Types
- Effective Coaching Techniques
- How to Develop a Client-centric Plan and Strategy for Change
Workshop Learning Objectives:
At the end of this course, participants should be able to:
- Provide the kind of financial coaching that supports the client to make positive changes, practically and behaviourally
- Use new tools to help clients overcome their unconscious roadblocks to financial well-being
- Help the client gain insight relative to their family of origin money patterns
- Determine client Money Types and how they are influencing their financial decisions so that they may learn and grow from them
- Help the client to become aligned with their underlying values and beliefs
- Help the client to be wiser and make more informed financial decisions
- Become a trusted ally and advocate for the client’s financial well-being
By enrolling in the Behavioural Financial Coaching module, you are on your path towards achieving your Certified Debtor Advocate professional designation.
As you progress through the certification program and earn your qualification in each module, you will achieve recognized competence in each subject area. You will receive a qualification certificate for each module that you successfully complete.
When you are fully qualified in all five modules of training, you will earn the professional designation of Certified Debtor Advocate.
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