Financial Wellbeing Certificate
Book your place on our Financial Wellbeing Certificate.
Secure your place now!
Click on the Book Now button below to book your place on the September 2023 Financial Wellbeing Certificate cohort.
Cost is £1150.00 + vat for IFW members and £1250.00 + vat for non-members.
Zoom links will be sent to you approximately two weeks before the cohort starts.
Financial Wellbeing Certificate - September 2023 cohort
This 11-week programme is the very first of its kind and will give financial advisers the knowledge and tools to help their clients to be happier, not just wealthier.
The course will share in-depth theoretical and practical knowledge about financial wellbeing and how to implement these in financial advice businesses.
“This is the first course in years I've completed that has fundamentally changed the way I approach conversations with clients. It is early days in delivering it to my clients but already it has been well received and led to far more in-depth and meaningful conversations and outcomes for clients.” Paul Vavangas, Director, Futura Investments.
The Institute for Financial Wellbeing (IFW), the membership organisation dedicated to helping clients of financial advisers be happier, not wealthier, has accredited this certificate programme.
The Financial Wellbeing Certificate has been designed by Chris Budd, The Chair of IFW, with expert contributions from Neil Bage, Jan Bowen-Nielsen, Simonne Gnessen, Catherine Morgan, Kim Bendall, Phil Bray and Dr Elizabeth Dunn.
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.
How to have financial wellbeing conversations with clients.
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 advisors, paraplanners, and practice managers.
“Really well-thought out and put-together to help advisers understand what really matters to clients and how to improve wellbeing in all aspects of their lives.” Ian Kemp, Serenity Financial Planning.
Dates for the September cohort are shown below:
Cohort 10 - 9.30am-11.30am
Module 1 - Monday 25th September
Module 2 - Monday 9th October
Module 3 - Monday 23rd October
Module 4 - Monday 6th November
Module 5 - Monday 20th November
Module 6 - Monday 4th December
Bookings are now available for this cohort starting on 25th September. Places will be provided on a first come first served basis.
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