American Association of Christian Counselors
American Association of Christian Counselors

Financial Coaching

BEST OFFER
Option 1 – Pay in Full: $349

Option 2 – Payment Plan
(Call 1-800-526-8673 for interest free financing)

 

Dear Friend:

Life Coaching is exploding! Millions of people who don’t need counseling still hire coaches to assist them in achieving their most important life goals. And thousands of professionals, pastors, lay leaders, teachers, and guidance counselors—those God has called and gifted to help others—are adding this new area of helping to their repertoire of skills. Now it’s your turn!

Licensed Professional Counselor, Dwight Bain, says, “Life Coaching is the next big trend and will take your career to a new level of success by equipping you to make a positive difference in the lives of your clients.”

Don’t miss out on being a part of this burgeoning new field – an opportunity to expand your professional services and ministries. With expert Christian coaches such as Catherine Hart Weber, Katie Brazelton, Dwight Bain, Linda Mintle, Daniel Amen, Larry Crabb, and many more, you’ll be trained to coach others through life’s journey providing hope, direction and encouragement.

Sincerely,

Timothy E. Clinton, Ed.D., LPC, LMFT
President, AACC

Financial Coaching

Introduction to Financial Coaching

Presented by David Murphy, Ph.D., CPA, CFP

This session looks at the role and definition of a Christian Financial Coach, including what a Christian Financial Coach “is not.” Ethics and confidentiality are also discussed.

The Psychology of Money

Presented by David Murphy, Ph.D., CPA, CFP

This session looks at the importance of the psychology of money and how understanding money “personalities” is critical to successful financial coaching. Dr. Murphy utilizes the Expectancy-Value Theory of Fishbein.

Personal Financial Statements

Presented by David Murphy, Ph.D., CPA, CFP

In this session, coaches are provided detailed information about understanding simple and compound interest, principal, and various forms of interest rates. Emphasis is placed on helping clients understand the value of money over time.

Time Value of Money

Presented by David Murphy, Ph.D., CPA, CFP

This session deals with the critical elements of helping clients create a spending plan (budget) that will help them live within their means and achieve short and long-term financial goals.

Developing Spending Plans

Presented by David Murphy, Ph.D., CPA, CFP

This session focuses on why people spend and how they can get into debt. Dr. Murphy helps coaches understand a client’s motives and struggles and gives practical advice for understanding and reducing or eliminating debt.

Spending and Debt

Presented by David Murphy, Ph.D., CPA, CFP

This session covers the basics of investment, as well as goals and strategies. It also looks at risk factors,risk-return, and the value of diversification in helping coaches support clients in meeting their long-term investment goals.

Investing

Presented by Lee Schimmoeller, Ph.D.

This session addresses the purchase of an automobile and other related financial decisions. Key information is provided to help coaches give direction to their clients in making the right decisions regarding automobile purchases and financing programs.

Major Purchases — Auto

Presented by Lee Schimmoeller, Ph.D.

The largest financial decision most clients will ever make is the purchase of a home. This session provides coaches with basic information about home ownership, mortgage rates and plans, taxes, insurance, and related details needed to help clients make good choices.

Major Purchases — Home

Presented by Brian Carlton, CPA

This session covers basic information about protecting financial assets through various forms of insurance. Life insurance, health insurance, personal property insurance, disability, and long-term care insurance plans are discussed.

Protecting Assets

Presented by Brian Carlton, CPA

This session covers basic information about protecting financial assets through various forms of insurance. Life insurance, health insurance, personal property insurance, disability, and long-term care insurance plans are discussed.

Retirement Planning

Presented by Rick Huff

This session details retirement planning from 401(k)s and IRAs to Social Security benefits and programs. It helps coaches with clients’ questions and concerns regarding when to start retirement planning and how to decide, “How much will be enough?”

Taxes

Presented by Rick Huff

A successful Financial Coach must understand the tax system. This session covers all aspects of personal and business taxes and gives coaches information to help their clients navigate a confusing and ever-changing tax system. Details such as estate planning, wills, and trusts are covered.

 

BEST OFFER
Option 1 – Pay in Full: $349

Option 2 – Payment Plan
(Call 1-800-526-8673 for interest free financing)

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