Professional training · Professionals · Financial Well-Being Academy
Budget & Financial Well-Being Coach
The training for professionals who support people with money, behaviour, budgeting and financial peace of mind. First the person and their behaviour, then the numbers, and finally the practice and your own professional conduct.
OnlineIndividualGroupWhat you learn
- Hold a safe first conversation and build trust before you ask for figures.
- Carry out a full financial intake and analysis, with priorities for debts and wage garnishment.
- Support behaviour change with budgets, habits and relapse prevention.
- Work within your role: know when to refer on to debt mediation, the social services of the local authority or therapy.
- Build your own practice and submit your final portfolio for certification.
This is a professional training. Clients receive education and guidance, not personal investment or credit advice.
Practical informationOnlineIndividualGroup
Format: E-learning with worksheets, exercises and peer supervision
Duration: 40 lessons, 6 modules
Level: Beginner to advanced
Who it is for: Professionals who guide people around money, behaviour and budget.
Offered by: Financial Well-Being Academy
Price: €1,995 incl. VAT after an intake and a motivation interview
Access: after enrolment
Table of contents
Module 1 · 6 lessons
Behaviour, trust and money psychology
The coach first learns to understand the person behind the numbers.Module 2 · 5 lessons
Financial well-being and peace of mind
Security, freedom, values, life balance and method.Module 3 · 13 lessons
Intake, analysis and financial situation
Income, expenses, debts, buffer, protection and the financial selfie.Module 4 · 8 lessons
Budgets, habits and behaviour change
From budget to behaviour: family, habits, impulses and relapse.Module 5 · 6 lessons
Coaching in practice
Conversations, programmes, employers, groups, privacy and quality.Module 6 · 2 lessons
Your own practice and certification
Positioning, offer, network, quality and final portfolio.Tools in this course
For each part, the calculation tools, tests and worksheets to use alongside it.
Behaviour, trust and money psychology
Your money biographyWrite down your money story: what you were given, what you experienced and what you are left with.For yourselfCoachesMoney personality testDiscover your money personality and how you handle money.For yourselfMoney stress thermometerHow do you notice money worries in your daily life?For yourselfOrganisationsAvoidance scanHow strongly do you avoid money matters, and what helps?For yourselfDiscover your valuesWhat really matters to you, and how do your values steer your choices?For yourselfSelf-employed
Financial well-being and peace of mind
Test your financial well-being and peace of mindHow stable do you feel financially, and where could it be better?For yourselfOrganisationsWell-being roseMap your well-being and see where your strengths lie.For yourselfSelf-employedOrganisationsEnergy givers and energy drainersWhat gives you energy and what costs you energy?For yourselfSelf-employedOrganisationsMoney stress thermometerHow do you notice money worries in your daily life?For yourselfOrganisations
Intake, analysis and financial situation
Intake interview: guide for coachesA conversation guide for the first meeting with a coachee, with summary.CoachesIncome and expenses at a glanceWhat is left over, and how heavily do your fixed costs weigh?For yourselfBudget plannerYour full budget, with the 50/30/20 guideline and your ideal buffer.For yourselfPay off debts fasterSnowball or avalanche: when will you be debt-free?For yourselfHow big should your emergency buffer be?A buffer tailored to your situation, and how quickly you build it.For yourselfAm I well insured?What is missing, what is duplicated, and what comes first.For yourself
Budgets, habits and behaviour change
50/30/20 splitNeeds, wants and savings: how far are you from the rule of thumb?For yourselfSubscription auditWhat do your subscriptions cost you per year, and what does cutting them save?For yourselfA goal you can reach (SMART)From a vague resolution to a goal with a measure, a deadline and a first step.For yourselfCoachesSelf-employed30-day action planTurn a goal into four small weekly actions.For yourselfCoachesMonthly check-inTen minutes a month to look back and adjust.For yourselfCoachesPurchase decision: will you wait a little longer?Six questions before a purchase.For yourself
Coaching in practice
Preparing a money conversationPrepare a conversation about money with your partner, family or employer.For yourselfIntake interview: guide for coachesA conversation guide for the first meeting with a coachee, with summary.CoachesMonthly check-inTen minutes a month to look back and adjust.For yourselfCoachesA goal you can reach (SMART)From a vague resolution to a goal with a measure, a deadline and a first step.For yourselfCoachesSelf-employed
Your own practice and certification
Mission and pitchYour mission, pitch and slogan, with variants from the AI coach.Self-employedPersona of your ideal customerA rich persona with objections, channels and messages.Self-employedCalculate the value of your customerThe Customer Lifetime Value of your customers.Self-employedBusiness Model Canvas with AI analysisFill in your canvas and let the built-in AI coach review it right away.Self-employedSWOT analysis with strategiesFrom SWOT to concrete strategies and priorities, with the AI coach.Self-employedOrganisations
Appointment
Questions about this course?
Talk to a Financial Well-Being coach, online.
- Online from anywhere, even from abroad
- A coach who suits you