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Financial Coaching Training


Financial Coaching is front line staff partnering with clients to create financial goals, move through obstacles and hold them accountable. It is about dividing the ownership of the work; the client is responsible for “the work” and the staff is responsible for the “environment.”

  • Coaching is the structure of this process and training.
  • The financial is the content – the education piece.
  • Coaching is about the person. Financial coaching is the content.
  • The coach is not expected to be the expert on the client’s life; they are a partner in the work, building trust and keep everything confidential.

Why this is important to your staff and organization?

  • We think about money differently so staff making assumptions about clients’ use of money is not helpful.
    • We all have belief systems – about marriage, raising a family and money. When we look at our money beliefs we grew up with, possibly those family beliefs have shaped our beliefs – either as good advice … or “I will never do that, be in that situation, etc.”
    • Getting to a point where we understand our money beliefs and how they impact our lifestyle to include income and spending choices is like peeling back the layers of an onion. What often happens is that we carry these beliefs as badges on our sleeves and begin to believe that what works for us will surely work for another.
    • The caution here is that when we are coaching others on financial topics we realize that others also have money beliefs. In some cases they are limiting beliefs that prevent a client from seeing other possibilities. Of course those other possibilities may just not be ones that mesh with our belief.
  • Financial Coaching training ties in with the United Way of Central Iowa’s Community Impact Indicators and Result area of Income/Financial Stability.
  • Helps front line workers do their job with more ease because work is divided.
  • Clients are more successful in reaching goals/results because they are determining what work they want to do and then do it.
  • The process is a partnership for client and staff.

Topics Covered:

  • Beliefs about money
  • Coach model and practice using it with money topics
  • Income generation
  • Credit reports and scores
  • Budgeting
  • Net Worth statements
  • Behavioral Economics
  • Debt alleviation
  • Education
  • Home ownership
  • Vehicle ownership
  • Retirement planning
  • Useful tools to assist with financial calculating

Who should attend: Direct service staff who are interested in helping their clients managing their financial resources better today than yesterday.

Class dates, times, locations:

  • 2011 Fridays: February 4, 11, 18, 25, March 4, [please reserved March 11 for makeup in case we have to cancel a day because of weather]
  • 8:30 am-12:30 pm
  • UWCI Conference Center Room F

Registration: online at & by January 28, 2011 end of day; maximum of 20 people

Cost: $100.00 per person. Partial scholarships are available, see registration form for details.

Contact for questions:

Corinne Lambert
United Way of Central Iowa

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