Financial Coach Training Programme
A new dawn for Financial Planning and Advice .
Millions of people are looking for answers to their financial problems.
The future of financial advice is here, and you are the future. Create an extra stream of income for yourself by becoming a Certified My Money Talks Financial Coach.
Maybe you have been looking to enhance your business as a financial planner to remain relevant in this world.
Maybe you have realised that selling products is not true financial advice.
Maybe you want to be a better advisor to help others holistically.
Now is the time to be the change you want to see in the world.
A 6-week virtual training program, where you’ll be able to work with people, help them with money and build your business doing it.
The Future of Financial Advice is here!
Becoming a Financial Coach...
In just 6 weeks, you'll know exactly how to help people transform their lives in their journey to becoming financially free and make money doing it.
In times of financial uncertainty, how do you respond?
No plan or financial guidance
- Increased stress level (no emergency funds)
- Health deteriorates (more medical expenses)
- Make decisions based on fear
- Lost assets ie house, car...
Have a plan with financial guidance
- Have emergency funds in place
- Healthier lifestyle (less medical expenses)
- Make decisions based on financial security
- Expendable assets
Having a plan and having someone you trust to talk to can make all the difference in someone’s life.
In times of financial uncertainty, how do you respond?
No plan or financial guidance
Have a plan with financial guidance
- Increased stress level (no emergency funds)
- Health deteriorates (more medical expenses)
- Make decisions based on fear
- Lost assets ie house, car...
- Have emergency funds in place
- Healthier lifestyle (less medical expenses)
- Make decisions based on financial security
- Income producing assets
Having a plan and having someone you trust to talk to can make all the difference in someone’s life.
Be that someone for yourself and others.
For most people, talking about money is awkward. Even talking to friends or family about money worries can also be tricky as close relationship may cloud opinions.
This is why, for many people, talking to someone objective such as a Certified Financial Coach, is ideal.
The aim of a financial coach is to help the client better understand their relationship with money, make changes to this relationship and provides support in developing greater control over finances, especially during financial uncertainty.
A financial coach is not the same as a financial advisor, (The difference between Financial Coaching and Financial Planning) they can’t sell insurance or investment products.
Instead, they aim to go deeper, unpacking those limiting self-beliefs and provide support throughout each individual’s journey to financial freedom.
Financial Advisors can enhance their skill set by becoming a Certified Financial Coach or they can partner with a Certified Financial Coach to benefit their clients.
Become a confident and Certified Financial Coach with our
Financial Coach Training Programme.
Our Financial Coach Training Programme is the new standard of training to be the perfect Financial Coach, Mentor and Advisor.
It’s an interactive training that will guide you to becoming a world-class credible coach and take you through a step-by-step plan towards building a sustainable practice.
Your Financial Coach Training Programme includes:
Content and theory delivery and exploration
Experience of what coaching is like by being coached by a professional coach
Practical exercises including practice coaching sessions with peers
Assessment of understanding and application of content and theory
Feedback given of coaching skills applied in observed or submitted session recordings
Mentoring
Self-development and personal transformation
Teaching you how to practically integrate coaching into the six-step financial planning process
Business Development Mentor Coaching
Your Certification Pathway for the perfect financial coach
Level 1:
Financial Coaching Conversationalist (FCC)
R18,200
40 hours total engagement over 6 weeks
- 6 hour sessions over 5 days
- 5 assignments
- 4 observed peer coaching sessions and written feedback
- Personal assessments, professional report and feedback sessions
- Coaching tools and calculations and training on how to use them
- Support and guidance with setting up your business
Outcomes
- An understanding of what Coaching & Financial Coaching are
- Increased self-awareness & understanding of client contexts
- Equipped and Confident to have more meaningful conversations with clients that support building long-lasting relationship that translates into revenue and successful outcomes for client
- Empowered with tools and resources to facilitate coached conversations
- Able to charge a fee for onboarding and review meetings
Level 2:
Associate Financial Coach (AFC)
R10,000
20 hours total engagement over 4 weeks
- 5 hour sessions over 3 days
- 1 assignments
- 4 observed peer coaching sessions and written feedback
- 2 observed peer coaching sessions and written feedback
- 2 mentor coaching sessions
- 1 written assessment
Outcomes
- Deeper understanding of psychological and behavioural aspects of clients and the impact on their relationship to money
- Competent to hold a coaching conversation at ICF Associate Certified Coach (ACC) level
- Qualified to pursue professional membership and ACC credential from ICF through ACTP pathway
- Able to create a value proposition that includes financial coaching as a product / service
Level 3:
Professional Financial Coach (PFC)
R32,250
65 hours total engagement over 12 weeks
- 6 hour sessions over 8 days
- 4 assignments
- 4 observed peer coaching sessions and written feedback
- Personal assessments, professional report and feedback sessions
- 8 mentor coaching sessions
- 1 written assessment
Outcomes
- Competent to hold a transformational coaching conversation at ICF Professional Certified Coach (PCC) level
- Qualified to pursue professional membership and PCC credential from ICF through ACTP pathway
- Increased opportunity to ring-fence clients and build long-lasting relationships
- Able to charge increased rates as professional coach
Level 4:
Master Financial Coach (MFC)
85 hours additional total engagement required
- Specific breakdown of hours to be confirmed
Outcomes
- Competent to hold a deeply transformational coaching conversation at ICF Master Certified Coach (MCC) level
- Qualified to pursue professional membership and MCC credential from ICF through ACTP pathway
LAUNCHING IN 2022
Build your business in the My Money Talks community
Trainees and Graduates can access and share resources from the money talks site with clients to raise awareness on financial literacy and current topics. Resources include free courses, videos and articles.
Graduates profile will be listed on the site for users to book their sessions.
Graduates can share opinion pieces on the site to raise their profile.
Graduates can share financial coaching success stories to raise their profile.
Your Return On Investment:
Level 1: Financial Coaching Conversationalist (FCC)
Earning potential @ R500 per hour
= 35 client onboarding / review meetings to break even.
Level 2: Associate Financial Coach (AFC)
Earning potential @ R750 per hour
= 14 client meetings / coaching sessions to break even
Level 3: Professional Financial Coach (PFC)
Earning potential @ R1,250 per hour
= 26 client meetings/ coaching sessions to break even.
Level 1: Financial Coaching Conversationalist (FCC)
Earning potential @ R500 per hour
= 35 client onboarding / review meetings to break even.
Example: Pay your bond off in 8 years session.
R500 per hour x 3 hours = R1500 to help one person save hundreds of thousands of rands in interest on their bond... guaranteed.
Help 12 people and pay off your investment
Level 2: Associate Financial Coach (AFC)
Earning potential @ R750 per hour
= 14 client meetings / coaching sessions to break even
Level 3: Professional Financial Coach (PFC)
Earning potential @ R1,250 per hour
= 26 client meetings/ coaching sessions to break even.
Example: Pay your bond off in 8 years session.
R500 per hour x 3 hours = R1500 to help one person save hundreds of thousands of rands in interest on their bond... guaranteed.
Help 12 people and pay off your investment
This programme is not for you if:
- You are not prepared to put in the time and effort of completing this programme and taking action in your life
- You believe it's impossible to grow your business during these uncertain times
- And you're looking for a quick-fix with overnight results....
But if you're prepared to put in the work and take action to help others to be better with money using what you've learnt... Then our Financial Coach Training Programme is the perfect fit for you .
Register now to become a Financial Coach:
Group 2 for Level 1: Wednesday, 19 May 2021
Registration and payment due by Friday, 14th May 2021
Indicate your interest by completing our online form here
What group 1 trainee coaches said at the end of level 1...
To make a difference in peoples lives we have to transform our own lives.
Ready to be a Financial Coach but have further questions? Ask away!
We’re excited you’re interested in learning more about becoming a Money Talks Financial Coach. Fill out the form, and we’ll get in touch with you soon.