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Ethical Practices and Client Boundaries Flashcards

7 cards from real CDC practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Ethical Practices and Client Boundaries flashcards as text

  1. A client offers their divorce coach an expensive watch as thanks after the case concludes. What is the most appropriate approach?

    Answer: Follow a clear gift policy and generally decline gifts of significant value

    Significant gifts can create obligation or blur boundaries, so coaches should follow a stated policy and typically decline them.

  2. A client asks the coach to draft the language of their marital settlement agreement. What should the coach do?

    Answer: Decline, since drafting legal documents may be unauthorized practice of law

    Drafting legal agreements is the practice of law, which is reserved for licensed attorneys.

  3. How should a divorce coach handle client session notes?

    Answer: Store them securely and disclose retention and access practices to the client

    Secure storage and transparent record policies protect client confidentiality.

  4. A coach receives a referral fee from a divorce attorney for every client the coach sends them. What must the coach consider?

    Answer: Undisclosed referral fees create a conflict of interest that undermines client trust

    Financial incentives can bias referrals, so they must be avoided or fully disclosed per ethical codes and applicable rules.

  5. Midway through coaching, the client's goals shift to issues the coach is not trained to handle. What is the ethical step?

    Answer: Discuss the change and refer or transition the client appropriately

    Coaches must practice within their competence and refer when client needs exceed it.

  6. A client's spouse calls the coach asking what the client has been discussing in sessions. What should the coach do?

    Answer: Decline to share any information without the client's written consent

    Client information is confidential and may only be released with the client's consent or under stated legal exceptions.

  7. In a collaborative divorce, what is the divorce coach's typical role?

    Answer: Help manage emotions and communication so the team process stays productive

    Collaborative coaches support communication and emotional regulation, while attorneys and financial neutrals handle their specialties.