Financial Coaching
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12-Hour Training Curriculum
- Introduction to Financial Coaching
- The Psychology of Money
- Personal Financial Statements
- Time Value of Money
- Developing Spending Plans
- Spending and Debt
- Investing
- Major Purchases – Auto
- Major Purchases – Home
- Protecting Assets
- Retirement Planning
- Taxes
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?”
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.
Our Faculty
![]() Brian Carlton, CFP, LIC | ![]() David Murphy, Ph.D., CPA, CFP | ![]() Lee Schimmoeller, DBA | ![]() Rick Huff, MBA, CPA, CPS |