Awarded by International Professional Managers Association, United Kingdom (IPMA, UK)
Financial Coach: A Lucrative & Rewarding Profession
Financial Coaching
- The Next BIG Professional Opportunity
Pathway to Becoming a Financial Coach
6 May 2024 (Mon)
8.30PM - 10.30PM (GMT+8 Kuala Lumpur)
Live Zoom Webinar
Financial coaching is a promising strategy to help people improve their financial well-being.
This is now the HOTTEST profession in the region .
—Victoria Craze, 2018, “Coaching, Money, Finance & Debt”
In today’s environment, the emphasis is not just on academic intelligence in order to be successful but also emotional intelligence. But to be financially successful; people need to have Financial Intelligence.
Financial success is a direct function of financial intelligence. And this is not just about knowing how to make the money but how to Manage, Multiply and Leverage our Money. One of the most- in-demand areas in education today is financial education.
This does not relate to traditional academic pursuits but rather to an understanding and specific application of appropriate financial strategies for every person.
The demand for this area is huge and remains unfulfilled in the market place in Asia today.
There is an area which financial advisors and financial service providers are most well-placed to fulfill BUT may not be fulfilling yet. This is primarily because professionals in this field, whilst having all the knowledge and expertise to help potential clients may however, lack coaching skills.
What they need is a roadmap towards becoming a professional coach. The future lies in the development of highly trained and knowledgeable financial coach.
The opportunity is tremendous....
So be in front of the pack. Be a Financial Coach.
What Does a Financial Coach Do
Financial advisors can be considered a step up from a financial coach.
A Financial Coach is a professional personal coach who provides accountability and educational insights to guide their clients to develop their Financial Map enabling them to establish their own financial objectives, strategies and decisions.
It also includes changing money mindsets and habits that would avoid financial pitfalls and accelerate their journey towards Financial Success and establishing a roadmap to protect and multiply their wealth.
A Financial Coach does not manage investment for the client nor provide specific financial advice on financial products. A financial coach can help improve the client’s financial literacy, but they do not make investment recommendations and unless licensed as a financial advisor as well, he or she cannot give financial advice and does not sell financial products.
This is now the HOTTEST profession in the region.
4 Main Values Financial Coach Provided
There are many who has never learnt how to handle money properly or do a personal financial budget and with little ideas how to manage their expenses. They have bad money habits, overspend, save too little or nothing and make poor money choices.
The Financial Coach’s role is to educate; they provide insights is to help their clients to discover and understand how much money is coming in, how much is going out, and where it is going.
They also help clients to explore and define the lifestyle they want to be. They help them be financially accountable and hence realise that having unpredictable incomes and expensive lifestyles can put them at greater risk for potential financial downfall. They learn how to protect themselves from financial risks and to save without sacrificing the current lifestyle.
4 Main Values Financial Coach Provided
There are many who has never learnt how to handle money properly or do a personal financial budget and with little ideas how to manage their expenses. They have bad money habits, overspend, save too little or nothing and make poor money choices.
The Financial Coach’s role is to educate; they provide insights is to help their clients to discover and understand how much money is coming in, how much is going out, and where it is going.
They also help clients to explore and define the lifestyle they want to be. They help them be financially accountable and hence realise that having unpredictable incomes and expensive lifestyles can put them at greater risk for potential financial downfall. They learn how to protect themselves from financial risks and to save without sacrificing the current lifestyle.
Why You Should Become a Financial Coach
01
To fulfill your passion to help others to improve their financial well-being.
02
To tap on the potentials of Financial Coaching and equip yourself to excel in this profession
03
Those who are already in the financial advisory role looking for an alternative approach to build lasting and trusting relations with their clients and hence add more value to their clients.
04
Those who would like to acquire a better understanding of personal financial management and gain better knowledge of the consequences of strategic financial decisions
Why You Should Become a Financial Coach
01
To fulfill your passion to help others to improve their financial well-being.
02
To tap on the potentials of Financial Coaching and equip yourself to excel in this profession.
03
Those who are already in the financial advisory role looking for an alternative approach to build lasting and trusting relations with their clients and hence add more value to their clients.
04
Those who would like to acquire a better understanding of personal financial management and gain better knowledge of the consequences of strategic financial decisions
Who is this For?
all professionals in the financial services sector and anyone interested to help others as a financial coach
It is specially designed for:
Financial Planner / Advisor
Wealth Manager / Banker
Insurance Agent
Accountant / Finance
Unit Trust Consultant
Property Agent
Being a financial coach allows you a lot of personal freedom, a good income, and the satisfaction that you are helping people in a real way. Getting started as a financial coach isn’t as hard as you might think. You don’t even need a license.
Here’s what you need to know about turning your passion for personal finance into a profitable career (or side hustle) as a financial coach
Meet the Speaker
A Chartered Accountant (U.K.)and Chartered Secretary (U.K.) and a Certified Mergers and Acquisition Advisor( U.S.), he also holds a Marketing qualification from the Australia. He had his initial training at Ernst & Young (EY)before embarking on a successful career in accounting rising to become the Finance Controller of a conglomerate.
He started a financial wealth coaching program called 'Money Mastery' for 20 over years. He has written 7 books including the bestseller “Leveraging Time to Create Wealth” and latest book of “Entrepreneur’s Treasure Chest”. He has worked with Robert Kiyosaki and was acknowledged in 2 of Robert’s bestseller including “Rich Dad, Poor Dad”. K.C. himself is featured in the book; “The S-Files – A Compilation of 20 Successful Malaysians”.
KC SEE
International Master Trainer of Professional Trainers CEO of Quest MasteryAsia Group Sdn Bhd
Meet the Speaker
She has more than 9 years’ experience in the field of training and SME business consulting.
Internationally recognized Certified Financial Planner (CFP) cum Certified Professional Trainer (CPT) who constantly believe knowledge is useful only when it applies to real life. Currently a Capital Markets Services Representative's Licences (CMSRL) holder, regulated by Securities Commission Malaysia. Impacting people by enhancing their accounting and financial literacy.
Involved in 70+ various scale of training. Her core value is to provide honest and professional
financial management training and workshops.
She is the 1st and only Certified Colour Accounting Trainer in Malaysia who can conduct Colour
Accounting in both English and Mandarin sessions. A powerful accounting crash course which specially
designed for non-finance people.
• A passionate investor with experience in various investment with successful track record of double
fold net worth in every 2 years. She is passionate to elevate financial literacy among Malaysians.
Annie Wong
Attend The Upcoming Webinar And Discover How You Can Kickstart and Increase Your Income in this Rewarding Career
Seats are limited to first 50 participants.
Certified Financial Coach – U.K. ™
Live Zoom Webinar
Pathway to Becoming a Financial Coach
6 May 2024 (Mon) 8.30PM - 10.30PM (GMT+8 Kuala Lumpur)
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Disclaimer: Results may not be typical nor expected for every person. This is not a "get rich quick" scheme.
All information provided on this website is based on best practices and for educational-purposes only.
*Individual results will vary. No results are guaranteed with the help of our training and business systems. All the products and services we provide are for education and information purposes only. Are there testimonials on this page where people have created results using our products and services, you can't assume you will get the same results. There are those who will not earn any money at all with our products and services. Individual results will vary greatly according to effort, determination, hard work and ability to follow directions.
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