The IFW is dedicated to helping advisers to help their clients to be happier, not just wealthier.
We provide a place where members can share ideas. We put on events where members can learn about financial wellbeing research and theory.
Now, we are helping advisers to implement financial wellbeing knowledge into their advice businesses.
The Financial Wellbeing Certificate has been constructed by Chris Budd, with expert contributions from Neil Bage, Jan Bowen-Nielsen, Simonne Gnessen, Kim Bendall, Catherine Morgan and Phil Bray.
The course is split into six 90-minute to 2-hour virtual workshops, with online resources, home study and activities between sessions. It is expected to provide a total of 18 hours of study.
The course looks at a range of issues in helping clients to achieve financial wellbeing including:
- A deep look at the IFW’s five pillars of financial wellbeing
- The universal truths; what makes all of us happy
- Know thyself; how to help clients discover their motivations
- The blockages that prevent us from making good financial wellbeing decisions
- Embedding financial wellbeing throughout the financial advisory practice
As well as how to apply the theory with clients face-to-face, the certificate provides guidance on applying financial wellbeing principles into a practice, and is therefore suitable for advisers, paraplanners, and practice managers.
The programme is delivered in cohorts of 12 people, in order to maximise learning opportunities. The cost per participant is £1,150 + VAT for IFW members and £1250 + VAT for non-IFW members and bookings will be made directly through ourselves here at the IFW.
Non-members will receive 30% of their first year of membership with the IFW and all participants will receive a complimentary copy of the “Financial Wellbeing Book” written by Chris Budd.
Cohorts sell out regularly so if this is of interest we recommend booking early.
Cohort 9 will begin on 2nd May 2023 with the dates as follows:
- May 2nd, 15th, 30th
- June 12th, 26th
- July 10th
All take place from 2pm-4pm.
For more information and to sign-up please click on the booking link.
More cohorts will be announced for future dates. If these dates above don’t suit you please register your interest for future programme dates here.
This course is CPD-accredited by the IFW.
For cohort 10 starting on 25th September – Book your space here.