Financial Wellbeing Certificate

Register your interest now for our Financial Wellbeing Certificate programme.

Institute for Financial Wellbeing

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A unique 18 hour programme; the first of its kind

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.

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