Financial Coaching Training School
A new dawn for financial planning & advice
Upcoming session: 18 August 2021
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Expanding your Financial Practice globally.
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.
Attract global clients today!
Unique benefits of the course
- Earn on the time you spend that matters
- Absolute professional competency - leveraged globally
- Credibility worldwide
- Access to international market
Course Features
- High quality international content
- Globally relevant content
- Local and global certification
- CPD points
Level up your business with international certification.
This is a 12 month course that’s broken down into the four phases:
- 126 hours of virtual facilitated Training over the first six months.
(Phase 1 to 3) - 24 hours of virtual facilitated MasterClasses over the following six months
(Phase 4)
- 5 days // 6hrs each (30 hours)
- 5 assignments // 1hr each (5 hours)
- 4 observed peer coaching sessions & written feedback // 1hr each (4 hours)
- Personal Assessment, professional report & feedback session // 1hr each (1 hour)
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
- 3 days // 5hrs each (15 hours)
- 1 assignments // 1hr each (1 hour)
- 2 observed peer coaching sessions & written feedback // 1hr each (2 hours)
- 2 mentor coaching sessions // 1hrs each (2 hours)
- 1 written assessment // 1hr each (1 hour)
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
- 8 days // 6hrs each (48 hours)
- 4 assignments // 1hr each (4 hours)
- 4 observed peer coaching sessions & written feedback // 1hr each (4 hours)
- Personal assessments, professional report and feedback sessions
- 8 mentor coaching sessions // 1hrs each (8 hours)
- 1 written assessment // 1hr each (1 hour)
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
LAUNCHING IN 2022
- Weekly MasterClasses 24hours total engagement over 24 weeks
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
Course Content
- Coaching 101 & 102 & 103
- Professional Coaching Standards & Practice
- Professional Coaching Practice Toolbox
- Humans 101 & 102 & 103
- Developing EQ
- Behavioural Finance
through strength & values identification
- Integration with 6-Step Financial Planning Process
- Value Proposition / Services Creation
- Niche / Target Market Identification
- Monetisation Model Strategy
- Financial Tools & Calculators
- Coaching 101 & 102 & 103
- Professional Coaching Standards & Practice
- Professional Coaching Practice Toolbox
- Humans 101 & 102 & 103
- Developing EQ
- Behavioural Finance
- Psychometric Assessments & Reports
- Identification and nurturing of strengths
- Values & Vision exploration
- Personal branding
- Integration with 6-Step Financial Planning Process
- Value Proposition / Services Creation
- Niche / Target Market Identification
- Integration of Fee-Based Model into your practice
- Marketing your personal and business brand
- Financial Tools & Calculators
- My Money Talks Network
- Lead Generation from the My Money Talks Website
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
Get more referrals through meaningful conversations
Classroom dates
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.
Course facilitators
Mary J Fourie
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.
Nabeel Khan
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.
What our students have to say
Payment options
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:
Monthly payment
over 12 months (R66,000 total)- Monestise your time
- Engage more meaningfully with your clients
- Increase Organic Sales
Upfront
10% discount (R60,000 total)- Get paid for your time
- Build deeper relationships with your clients
- Organically Grow Sales
100% money back. Ts and C's apply.
Corporate groups
Groups of 10+- Monestise cold sales leads
- Enhance your advisor force EQ
- Multiply Organic Sales
100% money back. Ts and C's apply.
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.
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.
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 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.
Date
Time
Duration
Registration Link
Content
Tuesday 22nd June 2021
12:00
30 minutes
What is Financial Coaching all about?
How is it different to Financial Advice?
How do you do both Financial Coaching and give Financial Advice?
Is there room for Financial Planning?
How does everything fit together into one value proposition?
Join us for this short deep dive into Financial Coaching and the what of it as well as how to integrate it with Financial Planning & Advice. We will share ideas as well as facilitate discussion around the topic to make it engaging and meaningful."
Tuesday 29th June 2021
12:00
30 minutes
How do you charge fees for Professional Financial Coaching?
Can you charge fees for coaching and advice?
How much can you charge for Professional Financial Coaching?
How does everything fit together in terms of your value proposition?
Join us for this short deep dive into Charging Fees for Professional Financial Coaching including the what of it as well as how to do it. We will share ideas as well as facilitate discussion around the topic to make it engaging and meaningful.
Tuesday 6th July 2021
12:00
30 minutes
How do you charge fees for Professional Financial Coaching?
Can you charge fees for coaching and advice?
How much can you charge for Professional Financial Coaching?
How does everything fit together in terms of your value proposition?
Join us for this short deep dive into Charging Fees for Professional Financial Coaching including the what of it as well as how to do it. We will share ideas as well as facilitate discussion around the topic to make it engaging and meaningful.
Frequently Asked Questions
How long is the programme?
12 months which consists of:
- 126 hours of virtual facilitated Training over the first six month period (Phase 1 – 3)
- 24 hours of virtual MasterClasses over the second six month period (Phase 4)
Who is the programme for?
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.
Why choose our programme?
- You get not only the knowledge and skills of how to coach by an international professional certification too.
- You get ongoing Business Development support to help you integrate Financial Coaching as a service into your financial advisory practice.
- You get peer support through our network of Financial Coaches who are all practicing Financial Advisors and Coaches.
What are the international accreditations?
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.
What is included in the programme?
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.
What is not included in the programme?
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.
How does the Money Back Guarantee work?
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.