Holistic Approach To Money

Money coaching is a relatively new and emerging field, combining aspects of psychology, behavioural finance, and practical financial planning.

Money coaching helps clients uncover their behavioural tendencies around money, improve their financial behaviours and patterns, which often hold them back from their financial well being.

Do you want to deepen your client engagement and facilitate meaningful conversations, leading to better financial outcomes for your clients?

The Certificate in Behavioural Money Coaching aims to educate financial advisers on how to deliver a truly holistic approach to financial advice by integrating internal (emotional and behavioural) and external (practical/traditional) financial solutions with their clients.

Developed by author and business coach, Deborah Price, the course is delivered via 5 x 2hr sessions over a 5-week period.

This course is for financial advisers who:

– have an interest in the psychology of money, client behaviours and patterns
– curious to learn more about money coaching
– wish to deepen their client relationships
– ready to expand and differentiate their service offering and create lifelong changes for clients

This course is an introduction to the field and work of Money Coaching and has been specifically designed for financial advisers interested in exploring the integration of coaching practices into their service offering.

Learn a proven process and framework for improving clients’ relationship with money. Cost of Course & Certification: $595 USD

CPD Accredited
AFA2021-0067 10 CPD points (FASEA 6 Client Care; 4 General)