The programme will enable you with the skills and tools to coach clients through their financial concerns. Ranging from coaching them through transitions in their lives (e.g. divorce, job changes, death) and coaching them to become aware of how their attitudes towards money and finances influence their ability to accumulate and preserve wealth.

Is this programme for you?
The programme is aimed at various professionals, including financial planners, managers, coaches, psychologists, accountants and pension fund administrators.

How will the programme help you become a financial coach?
You will learn to engage with robust and highly effective methods for coaching for positive change. By learning how to use effective language to communicate in a way that addresses your clients’ concerns, you can build trust, long-term relationships, and increased added value. It is important to understand how specific linguistic actions shape reality and how they could be used effectively in coaching and to shift behaviour. You will also receive a toolkit to practical apply the coaching principles in a financial context.

Name of Training Provider: UFS
Website: ufs.ac.za
Contact person: Evelyn Macheu
Email: macheuem@ufs.ac.za
Number: 051 401 2823