Rose B.

The course covers four broad themes. The first theme is the importance of the changing economic and social environment to your personal finances. This is taught by placing financial topics – such as borrowing and debt; savings and investments; the housing market; and pensions – within the context of social and economic change. So, for example, you’ll examine not just the different types of mortgages available, but also explore the underlying social and economic changes such as the recent financial crisis currently affecting home ownership, interest rates, and borrowing. The second theme is the relationship between individuals and households in financial matters, a relationship that is crucial to situating financial decisions in their real context. This relationship can include various issues, from thinking about how a couple manages their money, to the financial implications of having children, or of caring for an elderly parent, and the way the social and economic context, such as government family policies, can influence these. The third theme considers the importance of change over the course of a lifetime. This means thinking not only about how your own income and spending plans might change, but also how such change interacts with broader social and economic change. For example, as the government and employers reduce pension provision, it’s increasingly likely that individuals will have to think ahead in order to plan and provide for their old age: this course discusses some of the options. The final theme is financial planning. This is a crucial element of personal finance and you will explore the financial planning process, working through the four key stages: assessing your financial position. The course also teaches about all the main tools used in personal financial planning, from personal balance sheets, to budgeting and cash-flow statements.

Completion of 70 hours of Life Coach specific training covering: 1. Meeting ethical guidelines and professional standards 2. Establishing the coaching agreement 3. Establishing trust and intimacy with the client 4. Coaching presence 5. Active listening 6. Powerful questioning 7. Direct commnication 8. Creating awareness 9. Designing actions 10. Planning and goal setting 11. Managing processing and accountability 12. 15 practical sessions of not less than 90 minutes in length each 13. The New Insights Life Coaching system of 13 coaching sessions 14. A written exam of 3 hours in length 15. Completion of the New Insights Sales Training Module 16. Completion of the New Insights Business Success Module 17. Completion of the New Insights Marketing Modules