Event Details

Deciding to become someone's financial coach is a serious decision. That's why we take our jobs—training you to be your best—so seriously. It's intense, but when you leave you'll be ready to change lives.

A sample agenda for our training is provided below.  Exact times, number of days and topics are subject to change.   

Sample Agenda:

Day 1  1 p.m.–7:15 p.m.
    Counseling Process Overview
    Budgeting, Cash Flow Planning Review
    Counseling (Case Study#1)
   

Counselor Resources and Spreadsheets
     
 

Day 2  8 a.m.–7:15 p.m.
    Dealing with Collectors
    Counseling Issues/Relating with Money
    Counseling (Case Study#2)
    Counseling Process with Participant Role Play (Video Case Study)
    Mortgages and Foreclosure
    Personality Styles
     
 

Day 3   8 a.m.–6:15 p.m.
    Estate Planning
    Counseling (Case Study#3)
    Bankruptcy Philosophy and Types
    Dealing with Suicide Calls
    FPU
    Goals and Networking
    Role Play (Case Study#4)
     
 

Day 4  8 a.m.–2 p.m.
    Participant Role Play (Case Study #5)
    Q&A with Russ, Lisa and Chris
    Ministry Counseling and Giving
    Conclusion/Graduation and Evaluations

 


Take the First Step. Get Started Now.

Ready to get started? Take the first step by contacting us, and we will provide you with more information about this life-changing opportunity.

Get Started

tell me more

Upcoming Training

Counselor Training
June 11-14, 2013
Brentwood, TN
$2,295 – All-Inclusive
$1,000 – Spouse

Counselor Training
July 23-26, 2013
Financial Peace Plaza
Brentwood, TN
Early Bird Pricing
$1,995 – Now-June 28
$1,000 – Spouse

helpful tools

Subscribe to the Counselor Training Newsletter