Certified Financial Coach awarded by Institute of Business Coaches (IBC) & certified by International Professional Managers Association (IPMA), UK

Objectives for this 2-day workshop are as follows:

	How to be a huge success in getting clients for financial coaching including designing Financial Coaches’ personal niche and personal ‘brand’
	How Financial Coaches can market their services and use the attraction marketing devises and events to offer financial coaching and financial planning services
	How Financial Coaches can maintain their clients and increase revenue from existing client’s base

The course will include 4 sessions. They will be based on a case study of a real client.

Session 1: Introduction to the CFC Programme

	Background
	Positioning yourself as the Financial Coach to your Client
	Financial Mapping
	Ethics
	Competencies
	Fee Structure
	Preferred Client Profile
	The CFC Client Proposition

Session 2: Financial Coaching – Client Profiling

	Analysis of the client’s present position and identifying problems
	Developing your advice

Session 3: Marketing Coaching Services

Session 4: Maintaining the Financial Coaching Business

	The Leveraged Marketing model
	Referral – the Key