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Guidelines for Conducting EFT Workshops

Note from Ann Adams:

The below guidelines for teaching EFT were posted on Gary Craig's site when he allowed workshop presenters to post their workshops. These guidelines were eliminated by Gary Craig on October 1, 2008. I now recommend the AAMET-EFT Workshop guidelines which are based on the original guidelines. See: www.EFTunited.com for more information.

Many people are only interested in utilizing EFT techniques for themselves. Some learn what they need from DVDs and books or audio. Many prefer a live workshop. Some have interest in becoming an official EFT Practitioner. In creating the EFT4PowerPoint comprehensive training package and encouraging qualified trainers to conduct workshops I want to make clear that I strongly encourage all potential trainers to view and study Gary's EFT DVDs. Gary Craig retired from EFT in 2010 and his DVDs are no longer available for sale.

If you are interested in renting Gary Craig's DVDs visit our EFT DVD Rental Page.

Best wishes, Ann

The purpose of these guidelines is to create standards for teaching EFT and thus replace the previous "teach whatever you want" philosophy. Although I (Gary Craig) have created many details for you below, the essence of them are as follows:

  • Levels 1 & 2 must contain at least the items listed
  • Level 3 contains everything else

There are no formal qualifications for presenters. Instead an efficient and natural "self-selection" process will reward qualified presenters and eliminate the others.

Important message to all presenters of EFT Workshops

As a presenter of Approved EFT Workshops your place in this Healing High Rise cannot be over emphasized. You will be bringing quality training to this galloping movement and, as a result, you will help proliferate multiple healings for millions. Further, your financial rewards could be substantial even though the costs for your attendees will be very reasonable. We are developing a true win-win arrangement for everyone involved.

For perspective, let me first stress the value that you will be providing for serious, active students -- namely, those who are diligent in learning EFT and developing the "art of delivery." Level 1, which is a beginner's course, will equip these students with the ability to produce more results in one session than conventionally trained therapists can provide in months or years. Any experienced EFT'er knows this. For example, U.S. psychiatrists and psychologists, who have spent many years and over $50,000 for their educations, recognize the profound enhancement EFT brings to their results. Many of them agree that, without these new tapping technologies, even the most highly trained conventional therapists will find their results woefully lacking behind those of your students.

This does not give Level 1 graduates and newcomers license to go where they don't belong. Obviously, one should use common sense and leave the psychotic or other seriously ill clients to those properly trained to handle them.

Level 2 contains enough quality material to move the serious student into the top 5% of the healing professionals in the world and Level 3 will move them into the top 1%. People have paid over $100,000 and decades of study to reach these levels. But you can provide this top 1% status in much less time and for a fraction of the cost.

That being said, let me make several other points...

  • By these guidelines I am not putting handcuffs on your presentation. To the contrary, I am honoring your individual presentation skills. The requirement is that you include at least the topics listed for Level 1 and Level 2 below. The educational goal here is to make sure that at least these basic topics are well taught throughout the world. This will provide much needed standards of education. However, if you choose to add in your own biases/ideas please identify them as yours and indicate that they are not considered an integral part of EFT.
  • Although you are free to use your own creativity in your workshops, the following aids are HIGHLY RECOMMENDED.
    • Study my EFT presentation as contained in the first 5 videos of our video set entitled, "From EFT to the Palace of Possibilities." This is a 1 day beginner's EFT presentation that was highly successful. While the topics covered may vary somewhat from the Level 1 guidelines, the overall structure, examples, style, etc. are well worth studying.
    • Get Ann Adams' EFT PowerPoint Presentation. She has spent over 300 hours compiling a set of first class step-by-step presentation slides that follow these guidelines closely. They can be either projected on a screen, copied for overheads or printed as a handout. They will save you time and will provide a smooth, organized presentation. Using Microsoft PowerPoint or Microsoft Word you can adjust the content of the slides, rearrange them, make slides yourself and/or include a number of alternate slides that she is providing at no extra charge. The package also contains many other workshop templates such as certificates of attendance. The cost for this essential aid is about what you would charge for 1 or 2 attendees. It is a one time cost and you can use it forever. You can order from Ann Adams' web site at http://www.eft4powerpoint.com
  • You can also establish your trainings as specialties (e.g. addictions, pain management, weight loss, etc.) so long as you also teach the required material. This way you can both (1) attract people desirous of specific uses of EFT and (2) teach a quality version of EFT.
  • As an Approved EFT Workshop presenter, you are urged to expand your EFT education by studying and mastering ALL of our video sets. To be an effective presenter, you need to know vastly more than you are teaching and these video sets will provide that background. With this large library of knowledge you can handle attendee questions with conviction and confidence. This is absolutely essential if you are going to be a credible instructor and even more critical if you wish to teach Level 3. It is also essential that you have substantial experience in delivering EFT to clients in both a one-on-one basis and in groups.
  • Your main purpose is to teach EFT in a credible manner so that your students can use it as a self-help tool as well as deliver it effectively to others. In the process, however, it is important that you provide motivation for your students to expand their education to include...
    • Taking the next level of education from you. This benefits the student as well as provides more business for you.
    • Purchasing the EFT videos. These videos contain additional material as well as countless examples of the "art of delivery."
    • Attending your group sessions where you deliver Borrowing Benefits or other forms of group EFT. Group work is an extraordinary win-win procedure. You can deliver major benefits in an afternoon or evening workshop while the attendees pay far less than for 1 to 1 sessions. For example, 30 attendees at $40 per person gives each of them 3 hours of EFT benefits (instead of paying $100 per hour). That brings you $1,200 (or $400 per hour). The economics of this are obvious.
    • Becoming a personal client of yours. It is often efficient to learn EFT by being on the receiving end. It adds to conviction.

Finally, let me emphasize that these written guidelines may be adjusted or expanded from time to time as I learn more and more about your needs and questions. So please refer back to these pages frequently. You can also use creativity in combining the levels. For example, you may wish to combine Levels 1&2 into a larger, 3 day workshop or spread all the concepts within those two levels over a several week series. Your choice.

Are there professional requirements to be a presenter of Approved EFT Workshops?

Obviously, I want first class experts to conduct these Approved EFT Workshops. Interestingly, though, I have created no "professional requirements" to be a presenter. You MUST teach the required topics, of course, but, other than that, you can start right now without passing a test or "proving yourself" in any other manner. Stated differently, you do not need any special approval to conduct these workshops.

This is not, however, an invitation for enthusiastic beginners to launch themselves into the middle of this important work. On the contrary, effective presenters need to have vastly more experience than their students. While I'm not requiring a list of experience "musts," I propose the following as reasonable guidelines....

  • At least 3 years experience with EFT.
  • At least 200 successful one-on-one applications with individual clients spanning a wide variety of issues (e.g. fears, trauma, guilt, grief, physical issues, learning disabilities, children's issues, serious diseases, etc.).
  • Experience with groups using at least the Tearless Trauma Technique and Borrowing Benefits.
  • Mastery of ALL of our video sets. These are the foundation of EFT and contain not only the basics but a wide array of the advanced techniques. It would be inappropriate to teach EFT and sell these videos without having mastered their contents.

Please note that I may contact you personally to discuss your qualifications and I may not approve your listing ... or ... I may remove a listing if I am given reason to do so. While the above are not cast-in-stone requirements, you should consider them to be serious criteria. Further, if your workshop is not listed on our web site as an Approved EFT Workshop then you may not advertise it as such elsewhere.

I thought long and hard about requiring a series of examinations and/or supervising your presentations and/or asking for a list of referrals and on and on and on. However, the skills necessary to be an effective presenter do not fall neatly into those conventional boxes.

In fact, the judgment that REALLY counts comes from your attendees and THAT will be the primary criterion. Please note that I am not going to poll your attendees or anything like that. Rather, your audience will "vote" by their responses....and you will be the poll taker. Thus if you know your stuff and make your presentations in a creative and entertaining manner, your attendees will reward you by coming back for more advanced levels.

They will also buy the EFT videos from you and refer business your way. In short, those who deliver workshops in a quality way will soon have a flourishing business. Those who don't will falter and their workshops will fade from the scene. Anyone can improve, of course, and develop better and better presentations. But the ultimate decider as to the quality of your workshops will be your attendees. This provides a very efficient means of "self-selection" regarding who is and who is not qualified to conduct these Approved EFT Workshops. It is much more effective than any efforts I might make to evaluate your skills and training from a distance.

Level 1 Guidelines

Time allotment: A one day workshop with 6 to 6.5 hours of instruction. Alternatively, you could divide it into two evenings or two afternoons. You decide about lunch time and other breaks.

What to charge: This is completely up to your discretion.

Suggested order of presentation: The order presented below is a good one. However, you are free to rearrange the order to suit your own presentation style. Please note that I prefer to do items 1 through 6 in the first half of the workshop and spend most of the second half on item 7 and finishing with item 8.

Suggested format: This varies with your style. I like to have the attendees around me in a semi-circle so that I can "be with them." This is feasible for small groups but gets more difficult as your audiences grow. I also like to have it "conversational" and thus I encourage the audience to ask questions along the way. In fact, I tell them to do so because I want to customize the workshop to their needs. This adds a personal touch and is usually appreciated by the attendees. Also, you are welcome to create your own handouts and may include a copy of either the entire EFT Manual or The Basic Recipe chapter.

Here are the required topics to include...

  1. Start by building bridges between EFT's unusual appearing procedures and the attendees' belief systems. This is critical because, without it, some attendees will have difficulty buying what you are doing. To them it "just doesn't compute" and they may create a sort of "doubting dead weight" that will tend to drag down your workshop. On the other hand, properly built bridges will set the stage for an enthusiastic workshop. Several possibilities for building bridges include...
    • Depicting it as follows: "An emotional version of acupuncture except that we don't use needles. Instead, we stimulate certain release points by tapping on them with our fingertips." This is particularly good for those having favorable experience with acupuncture. It plugs right into their receptive beliefs.
    • Showing our 13 minute promotional video. This provides an excellent bridge because it explains some of the theory and, more importantly, demonstrates EFT in action on 4 different issues. This can be found at 9 minutes and 30 seconds into the first video on our video set entitled "From EFT to the Palace of Possibilities." If you have this video on DVD you can play it on a large TV screen and, if you have the right equipment, you can project it onto a large projection screen. Just cue it up to the right spot and play it.
    • Use the enormous authority and appeal of Albert Einstein by saying something like, "This process should not be considered unusual because Albert Einstein, through his famous discoveries, told us in the 1920's that everything is composed of energy. Unfortunately, the healing sciences have ignored this obvious avenue ... at least until now. EFT is a pioneer in this "new" field and you are on the ground floor of a new Healing High Rise."
    • Some of your attendees may already have positive results with EFT. If so, ask them to share their experiences. This adds credibility as well as a bridge. Those with authentic experiences tend to add believability -- especially if they are right there in the workshop.
    • Put yourself in the spot where they are now and talk about your doubts when you first heard about EFT. Then tell them about how you became convinced, your first successes, etc.
  2. The discovery statement: "The cause of all negative emotions is a disruption in the body's energy system."
  3. The Television ZZZZZT metaphor as described in The EFT Manual and The EFT Course.
  4. Psychological Reversal as described in The EFT Manual and The EFT Course.
  5. The Basic Recipe as described in The EFT Manual and The EFT Course (including the Reminder Phrase and the subsequent round adjustments - "even though I still have some of this....").
    • Teach the full Basic Recipe first so that everyone is thoroughly grounded in it.
    • Then teach the shortcut and emphasize using the KC point for the Setup rather than the "sore spot." It is useful to know about the sore spot but, over time, I have found the KC point to be more useful because it is just as effective, easy to teach and touching it doesn't hurt.
  6. Refinements
    • The importance of being SPECIFIC. Most newcomers often fail because they address the issue too globally. For example, they try to tap on "My abusive mother...." rather than "the time my mother did x...."
    • Shifting aspects--very important -- two types
      • i. Related scene or memory
      • ii. New emotion on the same event
    • "Your point" as shown in The EFT Course.
    • The importance of persistence.
    • Try it on everything. This means to be creative and expansive in one's thinking about what EFT can address. It does NOT mean for newcomers to go where they don't belong and try to address psychotic or otherwise seriously ill people. Your attendees should be urged to use common sense and abide by the laws and regulations in their country or state.
    • The importance of testing your work. e.g. ask pointed questions, re-enact a bothersome memory, have the client vividly imagine the event, etc.
    • Handling excessive intensity. Despite the usually gentle nature of EFT some people bring with them some very intense issues and, as they tune into them, they may exhibit extreme intensity. Handling this requires skill and experience. In the past, it has been found quite effective to simply tap the EFT sequence repeatedly until they calm down. This may take several minutes and 20 or more rounds. No guarantees of success, of course, but this method has been effective in a high percentage of cases.
    • The Generalization Effect as depicted in The EFT Manual and on the 6 Days at the VA video (described well with Rich, the first vet on that video).
    • The Movie Technique.
    • The Personal Peace Procedure.
    • "Energy Toxins." Note: Both The EFT Course and The EFT Manual depict "energy toxins" as potentially interfering with the EFT process. Experience has indicated the truth of this possibility. However, the incidences of this interference are far less frequent than originally thought...perhaps as little as 1% to 3% and, even then, it is usually surmountable with persistence.
    • More recent experience with "energy toxins" points clearly to the fact that some substances are simply allergens and can literally cause a problem. However, this is different from interference. I have seen depression, for example, caused by wheat and/or sugar. Remove the offending substances and the problem goes away, even without EFT. This is important to emphasize to students.
    • Cognitive belief shifts that occur powerfully but "behind the scenes" and are normally outside of the client's awareness unless brought to his/her attention.
  7. Spend major time having the attendees tap for their own issues. This is the most important part of your workshop and is critical because your effectiveness will depend on them getting their own personal results. In short, EFT must work for them. They must have their own personal "Ah Ha" so they can develop true beliefs in the process. Otherwise, the whole day will simply be a meaningless academic exercise for those who don't personally experience relief. That's why you should have them tap as a group on at least the following issues....
    • Physical pains or discomforts.
    • Chocolate (or other) cravings.
    • A bothersome SPECIFIC memory
    • Constricted Breathing as covered in Steps Toward Becoming The Ultimate Therapist. This one is optional and can be used as an alternative exercise for students that don't have anything to tap for in one of the other categories.
    As you do this group tapping you can interplay with the audience and emphasize the various topics you covered earlier in the day. This is done in a quality way on the first 5 videos of From EFT to the Palace of Possibilities.
  8. Spend time on "When it doesn't work...." to give them perspective and to enthuse them to buy the videos, get more advanced training, attend your group workshops, etc. You may wish to cover these items all at once or you may have already covered them while answering questions as the workshop progresses.

In addition to the above, here are some suggested "persuasion phrases" to sprinkle throughout your workshop so that attendees develop more interest in taking advanced training, buying videos and otherwise continuing to do business with you...

  • There are ways to do this surrogately so that you can do EFT on behalf of someone else. But that is covered in Level 3.
  • This can be done by the telephone and doing so will expand your geographical market for clients. We cover that in detail in Level 2 and it is shown in two full sessions in Steps Toward Becoming The Ultimate Therapist.
  • The entire Basic Recipe is beautifully displayed on The EFT Course in the full session with Dave and his Fear of Water. This one is worth watching several times.
  • One of the more fascinating features of EFT is the ability for audiences to collapse their own issues while tapping along with someone on stage. That is covered in Level 2 and displayed in unmistakable ways on the Borrowing Benefits video set.
  • You can do a lot with the basics and even more with Level 2. However, those who want to truly master EFT should then take Level 3.
  • There are additional tapping points that you may find helpful and many, many unique approaches that you will find in Steps Toward Becoming The Ultimate Therapist and EFT Specialty Series 1 & 2.

This list could go on endlessly. The idea is to field your clients' more sophisticated questions in a manner that points to more advanced training. Your ability to bring up these points in subtle, yet attractive ways will often determine whether or not you convert your students into the advanced stages.

Level 2 Guidelines

Prerequisite: The prerequisite for taking a Level 2 workshop is satisfactory completion of a Level 1 workshop. This means that each participant must have actually taken an Approved Level 1 workshop OR, in the opinion of the workshop presenter, has sufficient EFT knowledge and experience to allow waiving the Level 1 requirement. This waiver must be done on an individual basis and is to be granted ONLY in cases where the participant's understanding of the Level 1 principles is clearly demonstrated. In practice, very few waivers should be granted.

Time allotment: A 2 day workshop with 12 to 13 hours of instruction. Alternatively, you could spread the days out or separate it into mornings, evenings or afternoons. You could even do it for something like "4 Wednesday evenings in a row." This would allow attendees to practice their new skills and come back for refinements and to ask questions. Your choice. Experiment. Find what works best.

What to charge: This is completely up to your discretion.

Suggested order of presentation: The order presented below is a good one. However, you are free to rearrange the order to suit your own presentation style.

Suggested format: This varies with your style. I like to have the attendees around me in a semi-circle so that I can "be with them." This is feasible for small groups but gets less do-able as your audiences grow. I also like to have it "conversational" and thus I encourage the audience to ask questions along the way. In fact, I tell them to do so because I want to customize the workshop to their needs. This adds a personal touch and is usually appreciated by the attendees.

Here are the required topics to include...

  1. Principles from The Palace of Possibilities
    • Writings on our walls.
    • Affirmations proceed best when tail enders have been collapsed.
  2. Additional tapping points as shown by Michael Gandy in Steps Toward Becoming The Ultimate Therapist. Several meridians go through these points and tapping all 3 areas addresses 13 of the 14 meridians/vessels.
    • Wrist points
    • Top of the head
    • Ankle points
  3. Ways to inject more gentleness into the procedure
    • The Tearless Trauma Technique
    • Chasing the Pain
    • Sneaking up on the problem
  4. Ways to find Core Issues
    • Ask, "If there was a deeper emotional issue here what could it be?"
    • Ask, "If you could live your life over again, what person or event would you just as soon skip?"
    • Use the tail enders that occur after saying affirmations
  5. Addressing physical issues
    • Discuss the important concept that many, if not all, physical ailments have emotional causes. Resolve the emotional causes and the physical ailment often subsides.
    • Often helpful to get VERY SPECIFIC with a symptom. "Even though I have this sharp pain just below the point of my right shoulder..."
    • Chasing the pain is frequently useful here.
    • When a physical symptom doesn't vanish with EFT then assume an emotional driver and ask .... "if there was an emotional reason why this doesn't heal, what could it be?"
    • Emphasize that, under no circumstances, do we perform medical services or give advice on drugs, medical treatments, surgeries or the like.
  6. Testing Results - Only do this when you believe you have largely collapsed the problem. You are looking for remaining aspects.
    • Re-enact scenes when possible.
    • Ask pointed questions designed to make the client's emotional knees buckle.
    • If the client reports being at a zero, ask them to vividly imagine the event and exaggerate the sights, sounds & feelings and thus literally try to become upset over the event. This may bring up unresolved aspects.
  7. Working by Telephone
    • Client must know the tapping points. Teach them over the phone or send a diagram.
    • Go over advantages to client and practitioner.
      • Can be done at any time...especially useful when the problem is right at hand, such as a panic attack.
      • No need for client to drive to an appointment.
      • Practitioner can do it out of his/her home.
      • Sometimes you only need 3 or 4 minutes. Thus no need to pay for or charge for a full session. Can charge by the minute.
      • Telephone work greatly expands the geographical area from which the practitioner can accept clients.
    • Demonstrate by sitting back to back in chairs as done in Steps Toward Becoming The Ultimate Therapist.
    • Indicate possible legal problems across state or country lines.
  8. Delivering EFT in groups
    • The advantageous economics for all concerned.
    • Group tapping with you as a leader. Everyone picks their own issue and you lead the tapping with generalized statements that apply to most people.

Borrowing Benefits. One idea is to show one or more of the videos (because that eliminates surprises on stage) and having attendees tap for their own specific events (emotional crescendos).

Level 3

Prerequisite: The prerequisite for taking Level 3 is satisfactory completion of a Level 2 workshop. This means that each participant must have actually taken an Approved Level 2 workshop OR, in the opinion of the workshop presenter, has sufficient EFT knowledge and experience to allow waiving the Level 2 requirement. This waiver should ONLY be granted in RARE instances.

Time allotment: This may vary widely from a 3 or 4 day workshop to monthly meetings to supervision by phone for a year (or even beyond). It will depend on your preferences and what fits best for your trainees. I personally tend to favor a 1 or 2 day workshop to launch into the possibilities followed by phone supervision where your trainees can call you whenever they have questions, "tough clients", etc.

What to charge: This is completely up to your discretion. For phone supervision, which I think is critical in properly delivering top quality expertise, I suggest you charge a block rate for a certain number of hours of phone discussions. For example, $1,000 for up to 8 hours of phone supervision. That way your trainee doesn't have to ponder whether or not to call you and pay some fee "this time." If they have paid for a block of time in advance they are much more likely to use it.

You may wish to charge on the low side to begin with. However, you should raise your fees as your skills at delivering these vital topics increase and as you recognize the huge benefits you are delivering to your dedicated trainees. Eventually, fees such as $5,000 or $10,000 for a year's worth of phone supervision (not to exceed 30 hours, for example) may be in order. Remember, you are teaching them to produce results in excess of those that have spent $100,000 for their education. Compared to that, $5,000 or $10,000 is a bargain.

Suggested order of presentation: Up to your discretion. Experiment and find what works best for you and your trainees.

Suggested format: Up to your discretion. Experiment and find what works best for you and your trainees.

There is little or no structure within Level 3 because it is largely supervisory and contains everything not listed in Level 1 and Level 2. While the information given in Levels 1 and 2 will equip your trainees to do quality work, there are other far-reaching refinements, additional information and "art of delivery" issues that cannot be covered adequately within them. There are no required topics within Level 3 because mastery of all topics is essential. You simply must be an expert with loads of experience to teach this level. You must be able to give guidance to your trainees for the endless questions that arise in actual practice. For example.....

  • Why does my client feel worse?
  • What Setup phrases do I use for....?
  • What do I do when the client thinks this is silly?
  • What do I do after working with a client for 3 sessions and end up going nowhere?
  • I'm about to have a client that has issue X and I've never dealt with it before. How do I start?
  • How do I deal with the client that has no SUDS level on their issues?
  • What if the client can't tap themselves physically?
  • What's going on when the alcoholic client that I "cured" relapses?
  • How do I preframe X, Y or Z?

Further, you must be available to help your trainees with their challenging cases ... AND ... with finding core issues ... AND ... with knowing when to stop ... and so on. You will be creating experts and your ability to do so will have major impact in healing this planet. What greater satisfaction could you want?

With respect for your dedication, Gary