This interactive half-day workshop with IFW member Dennis Harhalakis will give you a unique understanding into how your clients think and behave around money.

IFW members are eligible for an exclusive 15% discount. Use the offer code in your IFW community site or contact members@ifw.org.uk

Using Money Coaching techniques and insights, you will learn:

• How money patterns and beliefs originate
• What drives client money behaviour
• Strategies for identifying and working with different types of clients
• Understanding client money blocks
• How to have open money conversations with clients
• How to build long-term trust and connection around money
• How to recognise and manage your own biases
• Insights for working with clients at each stage of the planning process
• How to support clients in transition

The course equates to three-hours of CPD.

Full List of Training Options. 

An opportunity for people who are interested in establishing their own financial coaching practice, or add financial coaching skills to their existing practice.

Training and support offered by the UK’s market leader in financial coaching.

Interested in helping clients kickstart a whole new approach to their finances?

✔ A proven approach to help clients take better control of their finances

✔ Communication skills to deliver powerful results

✔ Coaching skills applied to money-related issues

✔ Ways to help clients manage money and debt

✔ Skills and tools to help clients improve their relationship with money

✔ Strategies for facilitating behaviour change

Training Objectives

By the end of the training, you will have had the opportunity to:

• Develop and practise high quality coaching and mentoring skills
• Practise using the Wise Monkey Financial Coaching model
• Understand and explore the boundaries of generic financial advice
• Learn and practise different coaching tools and models
• Experience working through real-life case studies
• Receive coaching to help perfect your style and delivery
• Acquire a range of money management, debt tools and processes
• Understand and practise strategies for facilitating behaviour change
• Explore how to help clients address their emotional relationship with money
• Acquire a comprehensive toolkit of resources
• Practise applying your knowledge, skills, tools & resources

The programme is accredited by The Institute for Financial Wellbeing.  IFW members will receive 5% discount.

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The Protection Insurance in Practice course with Kathryn Knowles is a set 13 hours that covers compliance, sales techniques, communications, product knowledge, client recommendations, vulnerable client support and underwriting insights, plus much more! Kathryn takes you through the basics of protection insurance and builds upon this to teach you about the quirks of these policies, within the personal, business and group space.

Outcomes:

You will walk away from this course with a better understanding of protection insurance and how it is an essential part of someone’s financial planning. You will be able to spot opportunities to recommend protection insurance, understand how to frame your advice to your client’s personality and truly explain how this type of insurance can ensure that they and their loved ones do not face financial difficulties, should the worst happen.

This course is CPD-accredited by The Institute for Financial Wellbeing.

For upcoming dates, please visit adviceforadvisers.co.uk

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The Hymans Robertson Financial Coaching Programme combines financial knowledge and coaching principles. It ensures our Financial Coaches can enable our clients to reach their financial goals in a way that makes them feel empowered. The programme focusses on both practical and emotional understanding.

The four modules cover a range of topics to support clients, including understanding different money beliefs, how our emotions can affect financial decisions, understanding behavioural buying patterns, a range of coaching models and the importance of building a trusting relationship. The programme is delivered by an experienced and qualified coach. Our approach was interactive with a range of learning techniques including videos, role playing, understanding personality profiling (Insights Discovery), podcasts, group discussions and reflective assignments to ensure effective practical application. We continue to sustain the high quality of Financial Coaching we provide by seeking client feedback and having regular reflective sessions.

The programme is accredited by The Institute for Financial Wellbeing.  This is currently an internal programme only available to Hymans Robertson employees only.

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This research was commissioned by Aegon to explore whether Nudges can be used for improving Financial Wellbeing.

Read both the full White Paper and/or the Synopsis for more information.

Overview

This research was commissioned by Aegon; the report looks at what clients feel to be the most important competencies of financial advisers.

These contrast significantly with not only how many financial advisers actually deliver financial advice, but also how financial advisers are trained.

Read the full synopsis here.