Qualifi accredited Financial Coaching course

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Qualifi accredited Financial Coaching course

Financial Coaching


Empower individuals to take control of their financial lives with our Qualifi accredited course.


Designed for those seeking a career change or looking to enhance their existing skills, this course provides a comprehensive understanding of financial coaching principles and practices.


Learn how to assess clients' financial situations, create personalized plans, and provide guidance on budgeting, saving, and investing.

Our course is ideal for those in the financial services industry, career changers, and individuals seeking a new career path.


Discover the benefits of financial coaching and start your journey today. Explore our course and take the first step towards a fulfilling career in financial coaching.

Financial Coaching

is a highly sought-after profession that offers a fulfilling career path. The Qualifi accredited Financial Coaching course is designed to equip you with the necessary skills and knowledge to succeed in this field. By gaining a deep understanding of financial planning, budgeting, and wealth management, you'll be able to empower individuals and families to take control of their financial futures. With a strong foundation in financial coaching, you'll enjoy excellent career prospects and the opportunity to work with clients from diverse backgrounds. The course also features flexible learning options and industry-recognized certification, making it an ideal choice for those looking to launch a successful career in financial coaching.



Benefits of studying Qualifi accredited Financial Coaching course

Qualifi Accredited Financial Coaching Course holds immense significance in today's market, particularly in the UK. The course is designed to equip individuals with the necessary skills and knowledge to provide expert financial guidance, addressing the growing demand for financial coaching services. According to the UK's Financial Conduct Authority (FCA), the demand for financial coaching services is expected to increase by 20% by 2025, with the number of financial coaches in the UK projected to reach 10,000 by 2023.

Year Number of Financial Coaches
2020 6,000
2023 10,000
2025 12,000
Google Charts 3D Column Chart:

Career path

UK Financial Coaching Job Market Trends

Top 5 Financial Coaching Career Roles in the UK

Career Role Job Description Industry Relevance
Financial Planner Assesses clients' financial situations and creates personalized plans to achieve their financial goals. Relevant industries: Banking, Finance, Insurance.
Investment Analyst Analyzes market trends and makes investment recommendations to clients. Relevant industries: Finance, Banking, Asset Management.
Personal Finance Manager Develops and implements personal finance plans for individuals and families. Relevant industries: Banking, Finance, Insurance.
Wealth Manager Manages clients' wealth and creates investment strategies to achieve their financial goals. Relevant industries: Finance, Banking, Asset Management.
Estate Planner Helps clients plan and manage their estates, including wills, trusts, and probate. Relevant industries: Law, Finance, Insurance.

Learn keyfacts about Qualifi accredited Financial Coaching course

The Qualifi accredited Financial Coaching course is a comprehensive program designed to equip individuals with the necessary skills and knowledge to provide expert financial guidance to clients.

Upon completion of the course, learners can expect to achieve the following learning outcomes:

• Develop a deep understanding of financial planning and management principles

• Acquire skills in budgeting, saving, and investing

• Learn how to assess clients' financial situations and create personalized financial plans

• Understand the importance of financial literacy and how to communicate complex financial concepts to clients

The course duration is typically 12 weeks, with learners required to complete a series of modules and assessments to demonstrate their understanding of the subject matter.

The Qualifi accredited Financial Coaching course is highly relevant to the financial services industry, with many employers seeking professionals who possess this level of expertise.

By completing the course, learners can gain the skills and knowledge required to work as a financial coach, financial advisor, or financial planner, and can pursue a range of career opportunities in the financial services sector.

The course is also relevant to those looking to start their own financial coaching or planning business, as it provides a solid foundation in the principles and practices of financial coaching.

Industry professionals can also benefit from the course, as it provides a comprehensive understanding of financial planning and management principles, and can help them to stay up-to-date with the latest developments in the field.

Who is Qualifi accredited Financial Coaching course for?

Ideal Audience for Qualifi Accredited Financial Coaching Course
Individuals seeking to enhance their financial literacy and coaching skills, particularly those in the UK, where 1 in 5 adults (21%) struggle with managing their finances (Money Advice Service, 2020).
Financial advisors, planners, and wealth managers looking to upskill and stay compliant with industry regulations, such as the UK's Financial Conduct Authority (FCA) requirements for financial advisors.
Entrepreneurs and small business owners seeking to improve their financial management and coaching skills to support their business growth, with 60% of small businesses in the UK citing financial management as a major challenge (Small Business Britain, 2020).
Anyone interested in a career change into financial coaching or a related field, with the UK's financial coaching industry expected to grow by 10% annually from 2020 to 2025 (Financial Conduct Authority, 2020).

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Course content


Understanding the Fundamentals of Financial Coaching: This unit introduces students to the principles of financial coaching, including the importance of financial literacy, goal-setting, and behavior change. It covers the key concepts of financial coaching, including the role of a financial coach, the coaching process, and the benefits of financial coaching. •
Identifying and Assessing Client Needs: In this unit, students learn how to identify and assess the financial needs and goals of clients. This includes understanding the client's financial situation, identifying areas of financial stress, and developing a coaching plan to address these issues. •
Building Trust and Establishing a Coaching Relationship: This unit focuses on the importance of building trust and establishing a coaching relationship with clients. Students learn how to create a safe and supportive environment, establish clear boundaries, and develop effective communication skills. •
Goal-Setting and Planning: In this unit, students learn how to help clients set and achieve their financial goals. This includes understanding the importance of SMART goals, developing a goal-setting plan, and creating an action plan to achieve these goals. •
Budgeting and Financial Management: This unit covers the basics of budgeting and financial management, including creating a budget, tracking expenses, and managing debt. Students learn how to help clients develop a budget that works for them and achieve financial stability. •
Investing and Wealth Creation: In this unit, students learn about investing and wealth creation strategies, including the different types of investments, risk management, and long-term wealth creation. This unit is relevant to secondary keywords such as 'financial planning' and 'wealth management'. •
Managing Debt and Credit: This unit focuses on helping clients manage debt and improve their credit score. Students learn how to identify debt traps, develop a debt repayment plan, and improve credit scores. •
Building Financial Resilience: In this unit, students learn how to help clients build financial resilience, including developing an emergency fund, managing risk, and creating a long-term financial plan. This unit is relevant to secondary keywords such as 'financial planning' and 'resilience'. •
Financial Planning and Goal-Setting for Specific Life Events: This unit covers financial planning and goal-setting for specific life events, including buying a home, starting a business, or retiring. Students learn how to help clients develop a financial plan that addresses these specific needs. •
Maintaining Motivation and Accountability: In this unit, students learn how to help clients maintain motivation and accountability throughout the coaching process. This includes developing strategies for staying motivated, overcoming obstacles, and achieving long-term success.

Assessments

The assessment process primarily relies on the submission of assignments, and it does not involve any written examinations or direct observations.

Entry requirements


Fee and payment plans


Duration


Course fee

The fee for the programme is as follows:

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- * This programme does not have any additional costs.
* The fee is payable in monthly, quarterly, half yearly instalments.
** You can avail 5% discount if you pay the full fee upfront in 1 instalment

Payment plans

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Accreditation

Discover further details about the Qualifi accredited Financial Coaching course

Why choose LSPM ?

  • ✓ Experience online study like never before with our purpose built smart learning tools which gives you advantage of studying anytime and anywhere.
  • ✓ Flexible fee payment plans: Pay fee in affordable monthly, quarterly or yearly instalments plans.
  • ✓ Fast track mode - get your qualification in just 6 months!
  • ✓ Dedicated Tutor Support via live chat and email.

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The programme aims to develop pro-active decision makers, managers and leaders for a variety of careers in business sectors in a global context.

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