Advanced Formulation
This course guides you through the process of creating effective formulas for your clients. It
outlines different strategies and frameworks for formulating with herbs as well as the key
considerations for creating an effective formula.
C o u r s e Outline
Course Introduction
Lesson 1 – Formulation Foundations
Lesson 2 – Formulation Considerations
Lesson 3 – Components of a Formula
Lesson 4 – Formulation Frameworks
Lesson 5 – Balancing and Refining Formulas
Lesson 6 – Dosing
Credits: 60 Classroom Hours
________________________________________________________________________________________________________________________________
Course Introduction || 1 Video
Lesson 1 – Formulation Foundations || 1 video
• History of Herbal Formulation
• Herbal Actions, Energetics & Phytochemistry Review
Lesson 2 – Formulation Considerations || 1 video
• Client Intake & Therapeutic Goals
• Availability
• Preference & Compliance
• Financial & Environmental Considerations
• Herbal Preparations & Methods of Administration
• Cautions & Contraindications
Lesson 3 – Components of a Formula || 2 videos
• Key Herb(s)
• Supporting Herbs
• Balancers
• Catalysts
• How To Write A Formula
Lesson 4 – Formulation Frameworks || 3 videos
• Degrees of Safety
• Pairing Herbs
• Balancing Energetics
• Herbal Affinities
• Triangle Method
Lesson 5 – Balancing and Refining Formulas || 1 video
• Balancing Taste
• Energetics
• Typical Mistakes in Formulating
• Keys to Successful Formulations
• Evaluating the Formula: Making Changes and Troubleshooting
Lesson 6 – Dosing
• Acute Vs. Chronic Dosing
• Dosing Frequency
• Dosing for Children
• The Importance of Documentation