The UFS School of Financial Planning Law is presenting an innovative and groundbreaking financial coaching programme in collaboration with Hendrik Crafford, an experienced professional coach and financial industry expert.
This intensive coaching intervention will be presented online over 12 weeks and will leave you equipped to build your own unique, client-focused financial coaching and advice practice.
Adviser concerns
Advisers face concerns on a daily basis, for example:
- The need to understand what is important to you and what might be getting in the way of achieving your goals and how this impacts your practice and the advice you give to clients.
- Not necessarily sure how to effectively guide clients through transitions in their lives (e.g. divorce, job changes, death) and having doubts about what advice to give.
- The need to help clients see how their attitudes towards money and finance influence their ability to accumulate and preserve wealth, but not always being able to do this as effectively as possible.
- Unsure about how to discourage clients from making emotional decisions regarding their finances in order to make better informed financial decisions.
- The need to help clients define their real life goals, based on what is important to them, and guide them to achieve in financial terms.
- Not knowing how to build capacity and resilience for yourself and your clients in the face of an uncertain, complex and rapidly changing world.
The programme will enable participants to:
- Engage in a powerful, highly effective approach to coaching, leading, and advising for positive change.
- Learn how to use language to more effectively address the concerns of your clients and in doing so, building trust, long-term relationships and increased value.
- Understand moods, how they influence actions, and how to shift and manage them to get better results.
- Develop a vocabulary to enable you to observe the narratives that impact on your clients financial and personal wellness.
- Support clients to design and live a life of purpose.
Upon successful completion of the programme, participants will receive a certificate of completion. This programme is an
approved COMENSA (Coaching and Mentors of South Africa) Bronze Training programme and is
accredited by the Financial Planning Institute of Southern Africa (FPI). Participants will receive
26 CPD points (9 CPD points/hours Technical | 13 CPD points/hours General | 4 CPD points/hours Ethics and Practice Standards) upon completion.
Who will benefit from this programme?
- Financial Advisers
- Para-planners
- Managers who deal with financial advisers and the advice process
- Trainers who deal with financial advisers
- Pension fund administrators, advisers and counsellors
- Coaches and psychologists who want to expand their field of expertise
About the facilitator
Hendrik Crafford is a Professional Certified Integral coach with thirty years worth of experience in the insurance and financial services sector and has a passion for financial planning, practice management and financial prosperity. He has extensive knowledge of agency, Bancassurance and independent financial advisory business from an advice, distribution and management perspective. He is also a practicing Financial Coach.
Dates
The programme is scheduled to run four times in 2024. The commencement dates are as follows:
- 15 January 2024 (applications and payments close on 4 January 2024)
- 1 April 2024 (applications and payments close on 15 March 2024)
- 12 July 2024 (applications and payments close on 17 June 2024)
- 5 September 2024 (applications and payments close on 12 August 2024)
Cost
To complete the programme, a
cost of R11 000 is payable.
Links
To view a short video that provides an overview of the programme, click here
For more details, please contact:
Mpho Macheu
T: +27 51 401 2823
E: macheuem@ufs.ac.za