This course is a 9–month MENTORSHIP programme with international certification from the International Professional Managers Association and Institute of Business Coaches (IBC).

It consists of 8 phases:

All applicants will go through an interview before confirmation. Please note that the Certified Financial Coach in this programme is not considered qualified under the local country Financial Planner/ Financial Adviser Act where the student may still need to sit for the necessary examinations and qualifications required by the local regulator.

It is compulsory to complete all the above 8 phases before being certified.

WHO SHOULD BE CERTIFIED

Financial advisers, insurance advisers, accountants, investment advisers and anybody currently employed in the financial services sector and who is looking to developing a platform and competency to educate others financially.

Programme Structure Process Flow

Programme Details

Phase 1

Financial Coaching Part 1:Positioning & Marketing Financial Advice

This 2–day workshop is led by one of the most successful coach/trainer in Asia. This is a highly practical and hands–on intensive programme that will impart essential skills and knowledge that will help position yourself as CERTIFIED FINANCIAL COACH. You will also learn how to build and market your financial coaching business successfully.

Unit 1: Introduction to the CFC Programme

• Background
• Positioning yourself as the Financial Coach to your Client
• Financial Mapping
• Ethics
• Competencies
• Fee Structure
• Preferred Client Profile
• The CFC Client Proposition
• Conclusion

Unit 2: Financial Coaching –Profiling

Unit 3: Marketing Coaching Services

• Developing the YOU
• The Financial Coach
• Personal Branding and USP

Unit 4: Maintaining the Financial Coaching Business

• The Leveraged Marketing model
• Referral – the Key

Phase 2

The Financial Mapping Process

This 2–day course will include 4 sessions, based on a case study of a real client, designed to cover:

• the process of financial planning
• the process of analysis of client information and
• designing a document to deliver financial advice

Session 1: Profiling

• Personal Profiling
• Personality Profiling
• Money Personality Profiling
• Risk Profiling

Session 2: Financial Gap Analysis

• Analysis and identifying financial gaps

Session 3: Discussion Leading to Financial Strategy

• A logical process to develop financial strategy
• Mapping the Strategy – A new way to communicate

Session 4: Making it Happen

• Making it happen – more than a simple administrative task

Session 5: Continuing Influence

• Making an impact
• Continually developing the interest
• Providing ongoing inputs

Phase 3

Financial Coaching Part 2: Building Influential Relationships

This is a powerful 2–day workshop led by one of the most successful coach/trainer in Asia. This is a highly practical and hands–on intensive programme that will impart essential skills to enhance your position as the Financial Coach to your client.

Objectives:

• Utilise the CFC coaching process to build an influential relationship with client
• Use your understanding of the client’s styles to respond accordingly in order to influence and to coach
• Select what approach the client would respond to in order to build trust and be willing to communicate his financial data and requirements to you
• Use a variety of questioning techniques to enable you to discover needs so that both you and your client can construct mutually agreed financial solutions and strategies
• Learn the principles of building influential relationship

Programme outline:

• Module one – trust and empathy
  • Four elements of trust and how to use them to foster a long–term bond with the client
  • How to project empathy and gain endorsement


• Module two – CFC coaching – the 6–step influencing process
  • Establishing the coaching platform
  • Understand the needs – the SEDISC process
  • Educating the client – developing the solution
  • Supporting the client and overcoming concerns
  • Coaching to acceptance and action
• Module three – handling resistance
  • How to identify resistance
  • Why clients resist change and the cause of resistance
  • Methods of handling resistance

Phase 4

Financial Optimisation Strategies Part 1 – Income Planning

This is a powerful 2–day workshop on how you can discover financial strategies that you can use with your client and learn how to design customised strategies for them. You will also learn about your money personality.

Objectives:

• Help clients develop their income optimization strategic plan
• Educate the client on the concept of multiple source of income and chart out actions to take to achieve multiple incomes
• Inculcate the good money habits using the six biscuit box concept
• Help client work out what they need to do to search for income opportunities using the opportunity search matrix
• Understand money personality and how to profit from it

Programme contents:

• Part 1
  • Income optimization strategic plan
  • The income strategy road map
  • The biscuit boxes
  • The time leverage matrix
  • The different kind of income
  • The R.I.C.E concept
  • The cash flow statement
  • The cash flow quadrants
  • The opportunity search process
• Part 2
  • What is money personality and how you can profit from it
  • Dealing with different money personalities
  • How to help them make changes and their money habits

Phase 5

Financial Optimisation Strategies Part 2 –Efficient Use of Financial Resources

This is a 2–day course that is focussed on real case studies.

You will learn how complex and innovative strategies can be developed in the four key areas of:

• Tax and estate planning
• Insurance planning
• Investment planning
• Retirement planning

Learn how to think outside the box!

Phase 6

Assignments

There are a total of 3 work–based and experiential practical assignments where you have to practise "live” what you have learned.

Assignment A: You will be provided with a potential client and will be required to take the client through the financial coaching process.

Assignment B: You will be required to secure a potential client who is not a relative or close associate and will be required to take the client through the financial coaching process.

For both the above assignments, the client will be required to undertake an exit interview following the presentation of the financial plan. You will be assessed on your performance on the basis of this exit interview. Your presentation plan will also be assessed for this purpose and you will have to submit a written report on the assignments.

Assignment C: You will be required to carry out a group briefing and coaching session with a group of not less than 10 participants. The topic will be "From Sales Based Advice to Advice Based Sales – A Paradigm Shift”. You will be evaluated based on the responses of the group being coached. You will also be tested based on your evaluation skills and your ability to influence people. This session may be video–taped by the organiser for the purpose of evaluation and certification.

Phase 7

Group Coaching Sessions

There will be separate group coaching sessions in between the assignments, in groups of 6–7 participants and you will have to attend 3 group coaching sessions (with one assigned Group Coach).

Phase 8

Mentoring

You can also get individual coaching and mentoring through email or telephone. You can access to the Mentors and Coaches in the respective specialised areas through any of the modes mentioned throughout the 9–month mentorship programme.

Administrative Information

1. Programme requisites:
   • Qualifying criteria – CFP, FCHFP. CHFC, BBFP, BBEF, BDEFT (must cover FP course) and/or BBACC (must cover FP course).
   • All applicants will be required to go for an interview prior to acceptance.
   
   
2. Course duration:
   • This is a 9–month mentorship programme and participants will be required to complete all 8 phases within the 9–month programme in order to be certified. Participants will also be required to attend a total of 10 days, face–to–face workshops, 3 group coaching sessions and complete all the assignments and coaching practice.
   
   
3. Panel of Speakers and Coaches includes:
   • Adj. Prof. Wes McMaster, CFP, McMaster & Tin Pte Ltd
   • Christina Tin, CFP^CM , McMaster & Tin Pte Ltd
   • KC See, Quest Group & MasteryAsia and Founder of the "Money Mastery Mentorship Programme"
   
   

   (Please refer appendix for their biodata)

   
   
4. Programme Fee:
   Please contact the office for details.


5. How to apply: For consultation and application, please contact:
   
   

Tel : +65–62252968 (Singapore) or +603–90596218 (Kuala Lumpur)
Email:cfc@qscasia.com⁄customercare@institutebusinescoaches.com
Or enquiry@mcmastertin.com

For more information on the programme, please log on to institutebusinesscoaches.com Or www.mcmastertin.com
For online application, please log on to www.masteryasia.com/ibc/cfc

Appendix: Biodata of panel of speakers and coaches

Adj. Prof. Wes McMaster

CFP

Wes built his own financial planning business and ran it for 16 years. He has been the CEO of a number of large national financial planning businesses and he was Chairman of the Financial Planning Association of Australia for two years. During his period as a director of the FPA, he contributed to much of the thinking that has now emerged in the Financial Services Reform Act governing financial advice in Australia.

Prof. McMaster’s present role is that he is a Director of his own consulting business, McMaster Securities Pty Ltd. He is providing business planning and strategic advice on distribution as well as the establishment and positioning of financial services businesses. He is also advising institutions and individual businesses on acquisitions and mergers. His principal clients are financial institutions, accounting groups and financial planning businesses.

He is also providing consulting and training services in South East Asia through his company, McMaster & Tin Pte Ltd based in Singapore. He and his partner have been recently engaged in writing and delivering training courses in financial planning to private bankers in financial institutions. He is also sought after as a speaker on directions in financial planning in the region.

Wes is consulted on business issues in financial advice businesses ranging from brand name institutions to financial planning practices. He has also developed a reputation among the leading law firms as an expert in rules governing financial advice.

Wes is also a Director of The Money Managers Ltd in Melbourne as well as Adjunct Professor of Financial Planning at RMIT University.

Christina Tin

CFPCM, M.Bus (Finance), B.Bus (Financial Planning)

Christina has built an outstanding career in financial services. Her in-depth knowledge in financial planning enables her to successfully advise and help clients preserve and grow their wealth.

Christina is involved in consulting and development of financial planning business and organising and conducting financial planning training. She also holds the responsibility to promote professionalism in the financial services industry in her capacity as Co-Founder of the Financial Practitioners Association for Graduates Singapore (FPAGS).

Christina actively shares her wealth of practical financial experience with working professionals in the banking and insurance industry as well as undergraduates where she lectures regularly at Singapore Institute of Management (SIM). The courses that Christina conducts include Bachelor of Business in Accountancy, Bachelor of Business in Financial Planning and Bachelor of Business in Economics and Finance and the Certified Financial Planner Programme.

Christina is a Certified Financial Planner. She also has a Master of Business degree in Finance from the University of Technology Sydney in Australia and a Bachelor of Business degree in Financial Planning from RMIT University in Australia.

KC See

International Trainer, Speaker, Author and Coach

Mr. KC See founded MasteryAsia, a global mentoring organisation that is dedicated to helping individuals achieve financial independence through education and mentorship. With over 5000 graduates throughout Malaysia, Singapore, Australia, Indonesia and other countries, the Money Mastery Mentorship programme has inspired and helped thousands to create wealth and multiple sources of income using coaching, training and a e-support system. Every three months up to 200 people from 6 different countries would travel to where he lives to spend three days with him at his renowned Money Mastery Bootcamp.

K.C. See is also the Founder of the Quest Group, a group of companies involved in HRD training and OD consulting, publishing, elearning and information technology with offices in Kuala Lumpur, Singapore, Jakarta, Shanghai and Bangkok.

KC is a Public Accountant and Chartered Secretary, and he also holds a Marketing qualification from Australia. He wrote four books, including the bestseller "Leveraging Time to create Wealth" and his latest is "Quest for Excellence: An Asian Executive guide to personal performance, productivity and profits". He has worked with Robert Kiyosaki and is acknowledged in two of Robert’s book including, "Rich Dad, Poor Dad".

K.C. is a powerful speaker and trainer, having trained & mentored over 50,000 people over the last 18 years. He has been invited to many countries to speak at various conferences including Korea where he spoke at the International Internet Marketing Conference, Hong Kong where he was the keynote speaker for the Asian IT Venture Capital Forum and Australia where he addressed the National CPA conference. He is a regular contributor to business magazines and has been interviewed on radios and televisions in the region including Channel News Asia. He did a series of Positive Business Minutes for Singapore’s News Radio 93.8FM and the Money Wise series for the Money Tree Programme, TV Malaysia.