This course shares in-depth theoretical and practical knowledge about financial wellbeing and how to implement these within your business. A range of issues to help clients achieve financial wellbeing are included:
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.
Register your interest and we'll come back to you!