Empowering Clients: A Coach’s Guide to Mental Health Referrals

Transform your coaching practice by confidently and ethically navigating client mental health challenges.

In today's complex world, coaches regularly encounter clients experiencing stress, anxiety, and other mental health concerns. This course provides the essential framework, scripts, and ethical protocols to support your clients responsibly, maintain your professional boundaries, and ensure clients connect with the right help at the right time.

Who is this course for?

This course is designed for coaches who recognize that mental health is a dynamic part of their clients’ lives and need practical guidance on:

Establishing Boundaries: Learn how to support clients effectively without crossing into diagnosis or treatment
Responding Ethically: Gain the scripts and protocols for discussing mental health and making responsible referrals
Prioritizing Safety: Be prepared to handle immediate crisis situations and the risk of suicide with confidence and the correct protocol.
Sustaining Well-being: Develop a proactive self-care plan to maintain your own focus and resilience.

Empowering Clients: A Coach’s Guide to Mental Health Referrals

Empowering Clients: A Coach’s Guide to Mental Health Referrals is a 3-hour, self-paced online course designed for coaches. This course provides essential training for professional coaches to navigate client mental health challenges ethically and responsibly. Learn how to maintain clear professional boundaries, recognize signs and symptoms ranging from early indicators to crisis , and use non-judgmental dialogue to connect clients with appropriate professional support. By the end of the program, you will have the protocols (including the immediate crisis response for suicide risk) and the self-care strategies necessary to ensure client safety, uphold coaching integrity, and sustain your own well-being.

Learning Objectives

Identify the basics of mental health challenges and the scope of a coach in supporting clients.
Describe the various resources appropriate to share with your clients
Identify when a client’s situation requires escalation and understand the appropriate steps to take.
List various forms of self-care that you need as a coach

What to Expect in Empowering Clients: A Coach’s Guide to Mental Health Referrals

Flexible Learning: Complete this self-paced course in just three hours, anytime, anywhere.
Interactive Modules: Engage with case studies, quizzes, and practical activities.
Actionable Insights: Learn to identify signs of distress, recommend resources, and escalate crises appropriately.
Downloadable Resources: Access worksheets, contact lists, and guides to support your coaching practice.
Professional Growth: Build skills to make a meaningful impact while staying within your scope.

Frequently Asked Questions about Empowering Clients: A Coach’s Guide to Mental Health Referrals

Who is this course for?
This course is designed fo coaches who want to learn how to recognize mental health challenges in clients and refer them to appropriate resources.

How long does the course take to complete?
The course takes approximately three hours and is self-paced for your convenience.

What will I learn in this course?
You’ll learn to identify mental health signs, communicate effectively, recommend resources, and escalate crises within your professional boundaries.

Do I need prior mental health training?
No prior training is necessary. This course is tailored for coaches and covers foundational concepts.

Will I receive a certificate?
Yes, you’ll receive a certificate of completion after finishing the course and the final assessment.

Will I become a certified Mental Health First Aider?
No. However, please see our Mental Health First Aid Certification schedule if you are interested.

What kind of resources will I gain access to?
You’ll receive downloadable resources such as mental health contact lists and referral templates.

How interactive is the course?
The course includes scenarios, scavenger hunts, and practical exercises to ensure an engaging learning experience.

Can I revisit the course materials after completing it?
Yes, you’ll have ongoing access to the course materials for future reference.

Melissa Leger

Melissa Leger is a dynamic instructor with extensive experience in health and wellness training, specializing in Mental Health First Aid, Mindfulness-Based Stress Reduction (MBSR), and facilitation. As a certified Mental Health First Aid Trainer, Melissa equips leaders and teams with the skills to recognize and respond to mental health challenges in the workplace, fostering supportive and resilient environments. Her expertise in MBSR allows her to guide individuals through mindfulness techniques that reduce stress and enhance overall well-being.

With over a decade of facilitation experience, Melissa has designed and delivered engaging workshops for diverse audiences, ranging from veterans to corporate leaders. Her sessions are known for being interactive, accessible, and results-driven, empowering participants to build healthier, more productive lives. Whether mentoring new instructors or leading enterprise-level health and wellness programs, Melissa’s passion for education and well-being shines through in every interaction.

CE Credits

NBHWC: CEA-100007-2 : 3 Hours