Professional Certificate in Certified Financial Coach
Professional Certificate in Certified Financial Coach
Course Overview
This programme aims to provide the Financial Entrepreneurs the opportunity to learn and have the understanding of the importance and essential aspects of Financial Products and Financial Entrepreneurship.
This specialization aims to provide the comprehensive knowledge on the Product Marketing, Sales, Digital Media Management and Business Management. Adding on with estate planning legacy and retirement planning into our course.
Course Module
- Module 1: Fundamental of Financing Coaching
- Module 2: Financial Coaching Relationship with Client and Financial Coaching and Strategies
- Module 3: Overall Financial Planning and Various Products & Tools for Wealth Accumulation & Growth
- Module 4: Application in Financial Map
- Module 5: Risk Management/ Insurance/ Takaful
- Module 6: Estate & Legacy Planning, Wealth Protection and Retirement Planning
- Module 7: Unit Trust, Investment Planning and Other Scheme Investment
- Module 8: Real Estate/ Property Investment & Marketing
Our graduate will receive 3 (three) certificates
1) UTMSPACE Professional Certificate in Certified Financial Coach
2) Certified Financial Coach by Asian Institute of Certified Professional Coaches
3) Associate Certified Financial Coach by Asian Institute of Certified Professional Coaches
Course Duration
Professional Certificate in Certified Financial Coach (Stage 1): 34 Lecture Hours
Programme Location
Asian Institute of Certified Professional Coaches, 69, Jalan Kampung Pandan, 55100, Kuala Lumpur
Module One: Fundamental of Finance Coaching
1
1.1 The Economic Environment and Government Influences
2
1.2 Coaching Vision & Objectives
3
1.3 Course Preview & Visual Education
4
1.4 Financial Coaching Overview
5
1.5 Content Knowledge
6
Lesson 1 – Quiz
Module 2: Financial Coach Relationship with Client and Financial Coaching Strategies & Skills
1
2.1 Code of Ethics and Practice Standards
2
2.2 Know Your Client (KYC)- Building Trust
3
2.3 Effective Communication in Client Counselling
4
2.4 Understanding Common Financial Influencers
5
2.5 New Client Onboarding & Environment & Marketing Strategy-
6
2.6 Customizing the Coaching Program & Process for Clients
7
2.7 Selling Skills –Handling Rejection / Objections
8
Lesson 2 – Quiz
Module 3: Overall Financial Planning and Various Products & Tools for Wealth Accumulation & Growth
1
3.1 Knowledge on Financial Statement & Financial Planning
2
3.2 Various Asset Class & Investment Tools
3
3.3 Equities, Pre-IPO, Preference Shares & Ordinary Shares
4
3.4 Financial Planning Objectives & Risk Tolerance
5
Lesson 3 – Quiz
Module 4: Application in Financial Map
1
4.1 Overview of Financial Map
2
4.2 Financial Map Process
3
4.3 Build Professional relationship with clients, identify client’s “Why”/ Values
4
4.4 Create S.M.A.R.T goals (Specific, Measurable, Achievable, Relevant, Time-bound)
5
4.5 Evaluation client Information
6
4.6 Develop/ Structuring Financial Map
7
4.7 Monitoring & Review of the Financial Map
8
Lesson 4 – Quiz
Module 5: Risk Management/ Insurance/ Takaful
1
5.1 Basic Knowledge about Risk Management
2
5.2 Insurance-Evaluate Risk, Various Types of Insurance & Its Benefits
3
5.3 Risk Management Strategies and Wealth Protection with Insurance/ Takaful
4
5.4 Medical Insurance, Health Care, Investment Liked Insurance & Offshore Overseas Insurance
5
Lesson 5 – Quiz
Module 6: Estate & Legacy Planning
1
6.1 Estate Planning and Probate Process & Overview of Basic Estate Planning Documents
2
6.2 Shariah Faraid
3
6.3 Duties and Power of the Personal Representative
4
6.4 Wealth Protection & Insurance Needs for Retirement
5
6.5 The underlying principles of retirement planning
6
6.6 Use of Life Insurance Takaful in Estate Planning
7
Lesson 6 – Quiz
Module 7: Unit Trust
Investment Planning and Other Scheme Investment
1
7.1 Concepts of investment Return and Performance Measures
2
7.2 Collective Investment Scheme and Unit Trusts
3
7.3 The Economic Environment and Its Effects on Tax Planning
4
7.4 Overseas Unit Trust, Offshore Insurance
5
7.5 Alternative Investment
6
Lesson 7 – Quiz
Module 8: Real Estate/ Property Investment & Marketing
1
8.1 10 Key Considerations for Property Investment
2
8.2 Shariah Property Investment
3
8.3 Property Marketing/ Sales
4
8.4 Real Estate Investment Selection & Property Sales (Project & Subsales) Key Considerations
5
8.5 Few Strategies of Project Sales, Subsales and Team building for Real Estate Agency business
6
8.6 Property Investment
2021 New Intake
—1st June 2021
- Our New Enrolment is ready, come and join the class now
Add to Wishlist
Enrolled:
51 students
Duration:
34 Lecture Hours
Lectures:
44
Video:
9 hours
Level:
Beginner
