Welcome
• “Financial Wellness Professional displays an understanding of Financial Wellness fundamentals.”
Financial Wellness Standards
• “Financial Wellness Professional knows definition of Financial Wellness.”
Financial Wellness & Behavior Change
• “Financial Wellness Professional develops understanding of current wellness trends domestically.”
• “Financial Wellness Professional effectively identifies the nature of an individual’s motivation.”
• “Financial Wellness Professional understands the disparity between Financial Wellness and Financial Illness.”
• “Financial Wellness Professional delivers instruction on how to be financially healthy.”
Financial Wellness Counseling & Coaching
• “Financial Wellness Professional understands the theoretical model for behavior change.”
• “Financial Wellness Professional fosters relationships with customers that create an alliance.”
• “Financial Wellness Professional understands and applies best practice techniques during client exploration.”
• “Financial Wellness Professional delivers clear instruction on Wellness Mapping.”
• “Financial Wellness Professional sets clear, definable goals during education experience.”
5 Essentials for Financial Wellness
• “Financial Wellness Professional asks necessary questions for client’s internal reflection.”
• “Financial Wellness Professional effectively teaches clients best practices for budgeting and saving.”
• “Financial Wellness Professional effectively teaches the fundamentals of investing.”
• “Financial Wellness Professional strategically links the short-term and long-term goals for each client.”
• “Financial Wellness Professional recognizes the potential risks for clients and gives them the tools and knowledge handling the unknown.”
• “Financial Wellness Professional knows and uses multiple strategies for tax education in all stages of investing.”
• “Financial Wellness Professional prepares individuals to create a powerful legacy after their death.”
Financial Wellness Facilitation
• “Financial Wellness Professionals equip and inspire individuals to confidently make the care for implementing financial wellness programs in their lives.”
• “Financial Wellness Professionals effectively learn how to train and coach others to live financially well.”
Financial Wellness Education
• “Financial Wellness Professional effectively communicates the need for behavior changes to effectively motivate and educate clients.”
• “Financial Wellness Professional knows and uses multiple promotional strategies to encourage individuals to participate in a financial wellness program.”
• “Financial Wellness Professional knows and uses multiple tools and techniques for keeping groups engaged in the work and interacting.”
• “Financial Wellness Professional effectively prepares for and delivers the program in an informative and educational manner.”