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Welcome
to the
Certified Financial Coach TM
Website
Programme
Structure - Overview
This
course is a 9-month MENTORSHIP programme with international
certification from the International Professional Managers
Association (IPMA) and Institute of Business Coaches
(IBC).
Financial advisers,
insurance advisers, accountants, investment
advisers and anybody currently employed
in the financial services sector and who
is looking to developing a platform and
competency to educate others financially.
PANEL
OF SPEAKERS
& COACHES
Phase
1
(2 days)
Financial
Coaching Part 1 –
Positioning & Marketing Financial
Advice
-
This
2-day workshop emphasises on teaching
Financial Coaches how to market and
build a lucrative Financial Coaching
business
Phase
2
(2 days)
The
Financial Mapping Process
-
An
innovative and practical 2 day workshop
to help you communicate financial
strategy to clients
Phase
3
(2 days)
Financial
Coaching Part 2 –
Building Influential Relationships
-
a powerful
2-day workshop that is highly practical
and hands-on and will impart the essential
coaching skills
Phase
4
(2 days)
Financial
Optimisation Strategies Part 1 –
Income Planning
-
Discover
financial strategies that you can
use with your client and learn how
to design unique strategies through
your own research
Phase
5
(2 days)
Financial
Optimisation Strategies Part 2 –
Efficient Use of Financial Resources
-
a 2-day
workshop designed to provide you with
financial strategies that you can
use with your client as well as teaching
you how to design unique strategies
through your own research
Phase
6
Assignments
-
-
2 work-based
and experiential practical assignments
1 final assignment involving a group
presentation
Phase
7
Group
Coaching
-
separate
group coaching sessions in between
assignments
Phase
8
Mentoring
-
individual
coaching and mentoring through email
and telephone
All applicants will go through an interview before confirmation.
Please note that the Certified Financial Coach in this programme
is not considered qualified under the local country Financial
Planner/ Financial Adviser Act where the student may still
need to sit for the necessary examinations and qualifications
required by the local regulator.
It is compulsory to complete all the above 8 phases before
being certified.
