Financial Coaching Specialist: Week 1 Guide
Foundation, Scope & Establishing the Money Agreement
Week 1: Foundation, Scope & Establishing the Money Agreement
Module Focus: Establishing rigid professional boundaries, defining strict referral thresholds, and mastering ICF Core Competency 3 (Establishing the Agreement) around sensitive monetary topics.
Core Concepts & Contracting
- The Non-Directive Stance: Ensuring you operate as a mirror rather than an advising expert (CPA/CFP/Therapist).
- Contracting Framework: Structuring session agreements that explicitly account for emotional vulnerability and client autonomy.
Week 1 Reflection & Action
- Where do my own financial triggers surface when a client discusses debt or asset deficit?
- Draft a verbal agreement template you can use in your next session to clearly set boundaries around financial advice vs. coaching.