Upcoming session: 18 August 2021
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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.
This is a 12 month course that’s broken down into the four phases:
LAUNCHING IN 2022
Weekly on a Wednesday from 08:45 – 16:15
Module 1: 18th August 2021
Module 2: 25th August 2021
Module 3: 1st September 2021
Module 4: 8th September 2021
Module 5: 15th September
Weekly on a Wednesday from 08:45 – 15:15
Module 1: 13th October 2021
Module 2: 20th October 2021
Module 3: 27th October 2021
Weekly on a Wednesday from 08:45 – 16:15
Module 1 : 1st December 2021
Module 2 : 8th December 2021
Module 3 : 12th January 2022
Module 4 : 19th January 2022
Module 5 : 26th January 2022
Module 6 : 2nd February 2022
Module 7 : 9th February 2022
Module 8 : 16th February 2022
Friday’s @ 09:00 until 19th August 2022
Ongoing Support & Guidance to help you integrate Financial Coaching into your business.
With a varied career spanning the retail, online gaming, financial services and coaching sectors Mary J has pioneered the concept of Coached Lifestyle Financial Planning through her own authorised FSP, My Journey 2 Freedom. She is known for helping others think about and plan their money and their life in an integrated, whole-person approach incorporating mind, body, and soul. Her passion is to inspire change-making; working with individuals to shift the way they earn and spend their money to align with what feels most purposeful and meaningful to them. In building her toolbox of experience, qualifications and skills Mary J completed two NQF5 Higher Certificate’s in Financial Planning obtained from Milpark Business School as well as a Leadership & Coach Training qualification from Star Leadership (Pty) Ltd. She is a Registered Financial Practitioner™ with the Financial Planning Institute Southern Africa (FPI), is credentialled with the International Coach Federation (ICF) as a Professional Certified Coach (PCC) and is an accredited iEQ9 Enneagram Individual & Team Practitioner. With a passion for growing financial coaching in South Africa, she sits as a volunteer co-opted member of the local board of directors of the South African Charter Chapter of the ICF in the role of Ambassador for Coaching in the Financial Services Sector. Mary J lives by her values of freedom created by connection, contribution and response-ability and believes that we each have the potential to create our own journey to financial freedom by working in a values-driven and integrated head, hands and heart-based way. It is this philosophy that filters through all her work, whether working directly with clients or in training Financial Coaches to do the same.
Having dedicated over 11 000 professional hours, and the success of hundreds of clients who have benefited from his financial advice, Nabeel Khan has disrupted the industry by creating the first ever financial advice channel from a qualified financial planners perspective, in South Africa. Over the past 7 years, Nabeel has helped individual and corporate clients from industries that range from financial services, retail, manufacturing, IT, film and sport, make better financial decisions, increase profits and set them on their own path to financial success. After the first year his practice was ranked in the top 100 countrywide and two years thereafter ranked in the top 35 achiever group of financial advisors with an independent ranking of the Top 1% of Financial advisors worldwide. He is also a stuntman, actor, free runner (parkour), mentor, speaker and entrepreneur and has worked with some of the largest personalities worldwide. He believes nothing is impossible if you seek to learn always, if you find inspiration from those around you and that happiness is completely in our control and is lead through everyday decisions to live on your own terms. He starts every day with the intention to make a difference in someone’s life for the better, makes decisions that serve that mission and hopes to inspire others through his proudly African perspective.
You will have access to the resources, and expertise you need to build a respected coaching program and better help people who need your services. Choose from these options:
If you’re not loving it by the end of your 12-month programme and you’ve given it your best then we’ll give you back your money, guaranteed! *Ts & Cs apply.
12 months which consists of:
Financial advisors, Brokers, Financial Planners or anyone in the financial services industry who would like to develop their ability to have more meaningful conversations and engagements with as well as be able to coach their clients to better financial outcomes.
Our programme has been designed to satisfy the International Coaching Federation’s Approved Coach Training Programme requirements for accreditation at Professional Certified Coach level. Once our first five graduates have completed the programme we will apply for our accreditation.
Everything you practically need to be able to learn how to coach, practice and perfect your coaching ability and qualify on the level of an internationally qualified Professional Financial Coach, as well as the support to help you integrate financial coaching into your service offering.
You do not get automatic membership or professional coaching credential through completion of our programme. Upon completion you will be awarded with a certificate of completion which qualifies you to apply to the International Coaching Federation for membership and a coaching credential, subject to their criteria and relevant fees.
In order to qualify for the money-back guarantee, you need to have attended 90% of all Modules & MasterClasses and have completed and submitted 100% of the coursework assignments and recordings. Where this is the case and you’re still not loving it, your fees will be refunded to you in full and you will graduate.