Financial Coaching Specialist: Week 2 Participant Guide

Evoking Awareness Around Money Mindsets (2-Hour Live Interactive Session)

Week 2 Module (2 Hours)

Focus: Navigating the affective domain, identifying somatic stress markers, and applying ICF Core Competencies 6 & 7 (Active Listening & Evokes Awareness) to unpack core money scripts during our 2-hour synchronous lab.

Core Concepts & Mindset Frameworks

  • The Money Script Architecture: Uncovering deep-seated patterns in Money Avoidance, Money Worship, Status, and Vigilance.
  • Somatic Awareness: Tracking the physical and emotional markers of financial stress in real time.
  • Evoking Awareness: Moving beyond numerical tracking to examine historical conditioning and emotional narratives driving spending habits.

Session Learning Activities

  • Live Teams Polls & Knowledge Checks: Real-time assessment of money mindset classifications and identification of hidden scripts.
  • Interactive Digital Whiteboard Mapping: Collaborative sorting of somatic stress markers and emotional triggers into a shared visual matrix.
  • Observed Peer Triads (Practice Lab): Rotating roleplay focusing on active listening, noticing vocal/somatic shifts, and asking non-leading powerful questions to surface underlying money scripts.
Week 2 Reflection & Action Prompts
  • What vocal or somatic cues indicate a client is experiencing financial shame, anxiety, or scarcity?
  • Formulate three open, non-judgmental questions designed to surface a client's core money script without leading them.
  • What was my primary breakthrough during today's triad practice regarding emotional inquiry versus number-crunching?