12-Hour Training Curriculum

• Introduction to Financial Coaching

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

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

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

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

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

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

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

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

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

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

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

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

Enroll Today!

Enroll Today!