Volunteer Financial Coach Training

Course curriculum

1. Volunteer Financial Coach Training Cover Page Video
1. Welcome and Agenda Section 1 Video
2. Let's Get to Know You
1. Overview of Services and Financial Wellness Workshop Section 1 Video
2. "0" Based Budgeting Quiz
1. Financial Coaching - Your Role Section 1 Video
2. Open-Ended Questions
3. Financial Coaching - Your role Section 1 Continued Video
4. Financial Coaching - Your Role Section 2 Video
5. What does a Strength's-Based Perspective look like?
6. Understanding Your Role Quiz
1. Coaching Forms_Commitments Section 1 Video
2. Let's Familiarize Ourselves with the Coaching Forms!
3. What did you think of our Coaching Forms?
4. "How To" Build Rapport with Coaching Forms
5. Coaching Forms_Commitments Section 1 Continued Video
6. Coaching Forms_Commitments Section 2 Video
1. 1st Client_Coach Meeting and Post-Meeting Follow-up Section 1
1. Role Play Video Introduction
2. Video Clip 1
3. Coaching Role Play
1. Potential Barriers and Next Steps Section 1 Video
2. Issues Activity
3. Dealing with Issues Quiz
4. Potential Barriers and Next Steps Section 2 Video
5. Workshop Complete Video
1. How to Contact the Coaching Coordinator

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