CERTIFIED FINANCIAL WELLNESS COACH (CFWC™)
CERTIFIED FINANCIAL WELLNESS COACH (CFWC™)
The concept of a Certified Financial Wellness Coach (CFWC™) may seem intuitive. However, financial and wellness professionals have historically been siloed and only recently begun integrating their prospective disciplines into one holistic concept. Through a partnership with global wellness coaching giant Real Balance Global Wellness1, the Foundation for Financial Wellness CFWC™ training bridges the gap between these disciplines, creating a professional financial wellness standard with life-altering learnings to integrate into their practices.
The purpose of the Certified Financial Wellness Coach (CFWC™) training is to position women and men in the financial and wellness marketplace in a place to expand their financial wellness understanding, including exposure to deepened coaching skills and thought-provoking tools to support their clients. The CFWC™ requires an investment of $995 and takes 10+ hours to complete.
Our CFWC™ training helps coaching professionals address the financial hurdles that stand in the way of their client's aspirations and goals surrounding financial wellness.
LET'S MAKE SURE YOU ARE THE RIGHT FIT FOR THE PROGRAM.
There is no cookie-cutter formula for deciding if a program like this is right for you - the decision stems from your passion. Are you passionate about behavior change and connecting your clients to a deepened conversation surrounding the connection between their finances and health? Do you notice a gap in guiding clients through their financial wellness - including how to overcome the historical patterns that keep placing them in a place of vulnerability? Do you want to be the most knowledgeable in your field?
Suppose the answer is yes to any of these questions (and an infinite list of additional questions). In that case, you are an excellent fit for the Certified Financial Wellness Coach (CFWC™) program.
Our Certified Financial Wellness Coach™ training inspires you to improve and build your skills as a wellness coach. It expands the tools available in your toolbelt, giving you concrete and tested tools to guide your clients toward their goals.
Successful CFWC™ professionals will actively guide clients to be financially stable, get out of debt, or solve recurring financial themes and pitfalls. At the same time also implement coaching psychology and total well-being initiatives while they connect clients to holistic aspects of how finances play into the overall health of their clients.
WHAT IS INSIDE THE CFWC™ PROGRAM
- Course Framework
- 3 Disciplines
- What makes a Good Coach?
WHAT IS FINANCIAL WELLNESS
- What is Wellness?
- What Belongs in your Definition?
- What Determines your Health?
- Illness / Wellness Continuum
- Financial Illness
- Employers are Affected
- What is Financial Wellness Coaching?
- Coaching Roots / Psychology
- Mindset Shift
- Coaching through Resistance
- Change Talk
THE COACHING ALLIANCE
- Coach's Personal Wellness Foundation
- 4 Cornerstones of Financial Coaching
- Wellness Mapping 360 - Core Comp's
- Coaching Conversation
- Big 5
- Mutual Understanding
READINESS FOR CHANGE
- Competing Concepts
- Readiness for Change
- Self Efficacy / Self Determination
ACCESS AND EXPLORE
- Initial Client Interactions
- Measuring Change Over Time
- Financial Wellbeing Scale
- General Thought Barriers
- Self Determination / Self Efficacy
- Personal Financial Wellness Profile
- Designing Client Action
THE COACH'S TOOLS
- Financial Development
- Dealing with Pain Points
- Cognitive Distortions
- So...What Can We Do?
- Developing Financial Health Esteem
- Self-Determination & Self-Efficacy
- RISC Profile
- 5 Financial Data Metrics
- Financial Ratios
- FinTech Offerings
- Financial Wellness Mapping 360
PERSONAL FINANCIAL WELLNESS MAP
- Co-Creating the Map
- Step #1 Vision
- Step #2 Focus your Efforts
- Step #3 Map it Out
- Influencers of Financial Well-being
- GROW Model
ACCOUNTABILITY AND SUPPORT
- Tracking Behavior
- Tracking Financials
- Support Action
- Internal Barriers to Change
- External Barriers to Change
- Powerful Questions
- What's Next
CLEAR AND MEASURABLE OUTCOMES
- Importance of Outcomes
- 10 Steps
- Putting it All Together
- 2022 Wellness Plan Tools
- FFW Worksheets
- Personal Financial Assessment (PFA)
- 2022 Tools of Exploration
- Wellness & Health Coach Certificate Workbook
- Access to FFW Portal
- 1:1 Private Counseling with Certified Financial Wellness Professional (CFWP™)
- Access to FFW-Approved Providers
Frequently Asked Questions
What is the duration of the Certified Financial Wellness Coach (CFWC™) program?
The CFWC™ is a total of over ten (10) hours of training plus the exam.
Will you be providing the material to be used with clients to help them in financial wellness assessment and action steps to enhance it?
Yes. Our CFWCs are provided with various resources to assist their coaching clients’ financial wellness. Essentially, you can continue to lean on the Foundation after you earn your certification. We want you to think of us as your financial wellness partner.
Is the Certified Financial Wellness Coach (CFWC™) accredited by any authority?
Yes, the CFWC™ is accredited by International Coaching Federation (ICF) and The National Board for Health & Wellness Coaching.
What is the difference between this program and the financial wellness professional available on your website?
The target demographic of the CFWC™ certification is the Professional Coach.
The target demographic of the Professional certification is the financial services professional.
Is the Certified Financial Wellness Coach (CFWC™) program content applicable to those outside the USA?
Yes. This certification was built in partnership with Real Balance Global Wellness Services, which has trained over 10,000 wellness coaches worldwide.
Where can I earn CEUs for the CFWC™?
Continuing Education Units (CEU's) will be provided for Health Educators, ACSM, and HR.
Approval is pending for SHRM, EAP, BCC, and ICF.
COACHING CERTIFICATIONS ARE NOT MAGIC...
We are confident that our Certified Financial Wellness Coach (CFWC™) program will guide you to a new place professionally and bolster your skillset, enabling you to bridge the gap between the disciplines of finance, wellness, and coaching to empower your clients to be financially well. We cannot wait to meet you, cheer you on, and expand your skillset through our Certified Financial Wellness Coach (CFWC™) program.
BECOME A CERTIFIED FINANCIAL WELLNESS COACH™ TODAY
3 Monthly Payments of $375
A one-time payment of $955
2 Monthly Payments of $525