Financial Coaching Module 1

COACHING PRACTISE

What makes a good successful financial coach?

·A coach will help you understand and navigate all the options so that you can make the best-informed decision possible for your finances. ·A coach will help you understand and navigate all the options so that you can ·make the best-informed decision possible for your finances ·Empowering clients using coaching strategies Difference between financial coaching and financial advice?

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Financial coaches focus more on the basics of personal money management, behavioural change, and accountability to

Financial advisors tend to focus on implementing financial products and strategies.

a client-driven spending plan.