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.
Day 1 1 p.m. - 7:15 p.m. |
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| Counseling Process Overview | ||
| Budgeting, Cash Flow Planning Review | ||
| Counseling (Case Study#1) | ||
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Counselor Resources and Spreadsheets |
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Day 2 8 a.m. - 7:15 p.m. |
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| Dealing with Collectors | ||
| Counseling Issues/Relating with Money |
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| Counseling (Case Study#2) | ||
| Counseling Process with Participant Role Play (Video Case Study) | ||
| Mortgages and Foreclosure |
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| Personality Styles |
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Day 3 8 a.m. - 6:15 p.m. |
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| Estate Planning |
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| Counseling (Case Study#3) | ||
| Bankruptcy Philosophy and Types | ||
| Dealing with Suicide Calls |
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| FPU | ||
| Goals and Networking | ||
| Role Play (Case Study#4) | ||
Day 4 8 a.m. - 2 p.m. |
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| Participant Role Play (Case Study #5) |
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| Q&A with Russ, Lisa and Chris | ||
| Ministry Counseling and Giving |
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| Conclusion/Graduation and Evaluations | ||
Ready to get started? Take the first step by contacting us, and we will provide you with more information about this life-changing opportunity.
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