The programme is intended for financial planners and coaches who want to deepen their knowledge in financial coaching and receive a credential as a coach with COMENSA.
What you will benefit:
The Advanced Financial Coaching short learning programme will build on your knowledge of ontological and purpose-driven financial coaching frameworks to enable you, as a financial planner or coach, to support your clients with the confidence to move from financial anxiety to financial wonder.
Expand your skills as a coach to support clients in financial distress, planning or navigating through life transitions or just needing a thinking partner to navigate life and their finances in a changing world.
Obtain a Coaching and Mentors of South Africa (COMENSA) Silver Approved learning programme, that enables you to receive a credential as a coach, after completion of the minimum practical coaching hours.
Engage in a powerful coaching way to support your client to have a wider range of options to make the possible choices around their finances and take successful action.
Demonstrate the ability to use the purpose-driven coaching approach, with your clients, to address concerns and build financial confidence to build and sustain financial prosperity.
Gain a deeper understanding of financial coaching.
Deepen your knowledge to support clients in understanding their purpose, values, stories, and goals and integrating these plans, in order to live meaningful lives.
Receiving a credential with COMENSA on completion of 150 coaching hours as a COMENSA credentialed coach.
Enabling you to engage in a powerful coaching way to generate and sustain positive change.
Build your capacity as a coach to have more choices and embody a coach's way of being.
Differentiate yourself from the crowd and become a professional credentialed financial coach.
What you will learn:
Module 1: How to set the scene for financial coaching
Module 2: How to establish clients’ purpose, values and goals
Module 3: How to support clients to optimally manage resources
Module 4: How to support the client to plan and navigate transitions of death, disability and trauma events
Module 5: How to deal with money conflict and when to refer clients for therapy
Month 6: How to support clients to plan and achieve financial freedom for a life of longevity
Month 7: How to be able to support clients to plan, start, grow, and exit a business or side hustle
Month 8: How to support clients to become aware of their biases, and how to coach them to have more choices
Month 9: How to support clients to move from financial anxiety to wonder, deal with money disorders and spot identify money abuse
Month 10 and 11: How to practice financial coaching
How the programme is structured:
The programme is structured to enable you as a financial coach to practice and integrate the learning to allow you to incorporate the learning into your practice. To expand your knowledge and build your skills as a financial coach, we will combine the principles of ontological coaching, purpose driven financial coaching and Coaching and Mentors of South Africa (COMENSA) behaviour standards.
Each month's programme will follow the following structure:
Coach Practice will include personal practices and reflection to enable you to build your skills as a coach and embody a coaching way of being.
Financial Coaching in each module will take a specific area that could cause either a challenge for you to engage with your client or could be a challenge that could derail your client’s financial plans.
Online Coaching Conversation, this two-hour session will allow us to learn from each other and integrate the month’s learning.
Mentorship Sessions: Over the duration of the programme, we will set up three sixty-minute mentorship sessions with one of the facilitators to support your learning journey.
Coaching Practice: You will be allowed to practice and hone your coaching skills, with five thirty-minute coaching sessions, of which two sessions will be evaluated and feedback will be given to you.
Your facilitator:
Hendrik Crafford is a professional, certified integral coach with thirty-one years experience in the insurance and financial services sector. He has a passion for developing people and organisations he interacts with. Hendrik holds a professional coaching course accreditation from the Centre of Coaching at UCT and a Postgraduate Diploma in Financial Planning. He is a qualified NLP practitioner, completed continuous embodiment training, and is an accredited enneagram practitioner, to name only a few of his coaching qualifications. He is a psychology of financial planning specialist. He is also a member of COMENSA, and the American Financial Therapy Association, and holds an ACC membership at the International Coaching Federation. He practices as a financial coach and trainer.
Invest in yourself:
The total fee of the programme is R 44 500. Additional reading material is not included in the price.
Programme duration
11 months
For more details, please contact:
Mpho Macheu
T: +27 51 401 2823
E: sfpl_appl@ufs.ac.za