Purpose

By the end of this lesson, you will be able to identify the key ethical boundaries a life coach must maintain, and recognize situations that require referral outside the coaching relationship.

Lesson Explanation

Ethical coaching practice rests on several specific, concrete boundaries, distinct from general good intentions:

Scope of practice   — coaching addresses goals and performance, not mental health diagnosis or treatment
Confidentiality      — client information stays private, with clearly stated, narrow exceptions
Dual relationships   — avoiding coaching someone when a conflicting relationship (like a close friend or business partner) could compromise objectivity
Informed consent     — the client understands what coaching is, what it isn't, and agrees to the terms before starting

Building directly on Lesson 1’s distinction between coaching and therapy: recognizing when a client’s needs fall outside a coach’s scope is a genuinely critical ethical skill, not a minor technicality. Warning signs that a referral to a licensed mental health professional is needed include: persistent hopelessness, expressed thoughts of self-harm, or a pattern that seems rooted in unprocessed trauma rather than a forward-looking goal.

A genuinely important, specific point: a coach is not qualified to diagnose whether a client’s struggle is “just” a coaching issue or something requiring clinical support — when in doubt, referring out is the ethical default, not something to avoid for fear of losing a client.

Practice Questions

1. Name one of the four ethical boundaries listed in this lesson.

View Answer

Any of: scope of practice, confidentiality, dual relationships, informed consent.

2. What does “scope of practice” mean for a coach?

View Answer

Coaching addresses goals and performance, not mental health diagnosis or treatment.

3. What does “dual relationships” refer to, as an ethical concern?

View Answer

Avoiding coaching someone when a conflicting relationship could compromise objectivity.

4. What does “informed consent” require, before coaching begins?

View Answer

The client understands what coaching is, what it isn’t, and agrees to the terms.

5. Name one warning sign, from this lesson, that a referral to a licensed mental health professional may be needed.

View Answer

Any of: persistent hopelessness, expressed thoughts of self-harm, a pattern rooted in unprocessed trauma.

6. Is a coach qualified to diagnose whether a client’s struggle requires clinical support?

View Answer

No.

7. What should a coach do when in doubt about whether a client needs clinical support, according to this lesson?

View Answer

Refer out — this is described as the ethical default.

8. Why is referring out described as “the ethical default,” not something to avoid for fear of losing a client?

View Answer

Because correctly recognizing when something falls outside a coach’s scope is a critical ethical skill, more important than retaining a client inappropriately.

9. A coach is asked to coach their own business partner. What ethical concern does this raise?

View Answer

A dual relationship, which could compromise objectivity.

10. Correct or incorrect: client information can be shared freely as long as the coach believes it is helpful.

View Answer

Incorrect — confidentiality applies with only narrow, clearly stated exceptions.

11. What earlier lesson’s distinction does this lesson’s coverage of referral build on directly?

View Answer

Lesson 1’s distinction between coaching and therapy.

12. Is expressing thoughts of self-harm something within a coach’s scope to address directly, or a signal for referral?

View Answer

A signal for referral.

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