Introducing purpose-driven financial coaching: embrace a human approach to financial planning

Are you ready to revolutionise your approach to financial planning? The world of finance has evolved, and it’s time to shift from a numbers-focused and legal-centric mindset to a more comprehensive and sustainable approach.

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portrait young woman with laptop hands outside school scaled
portrait of young woman with laptop in hands outside a school

nt the UFS School of Financial Planning Law, we’ve developed the Purpose-driven Financial Coaching and Planning model, which integrates proven principles from ontological coaching, the psychology of financial planning and financial planning.

Our financial coaching and planning model considers the unique individuals behind the numbers. We believe that to truly support our clients, we need to first understand their personal psychology – their values, fears, strengths and struggles. By delving into the depths of who they are, we can create financial plans that align with their aspirations, allowing them to live meaningful lives throughout their journey.

Financial planning shouldn’t be a one-time event. It’s an ongoing process that requires continuous support and guidance. With our integrated approach, we help clients navigate life’s challenges, make wise financial decisions and adapt to unexpected life transitions. By treating financial planning as a holistic journey, we ensure sustainable outcomes for our clients and their loved ones, spanning multiple generations.

When you join our Purpose-driven Financial Coaching and Planning programme, you’ll gain access to a comprehensive framework that encompasses understanding clients, their culture and the impact of their plans on others. We believe in effective client engagement, considering their communication preferences, knowledge, biases and tendencies towards specific products and solutions. We aim to empower you as a financial planner to become a thinking partner, guiding your clients towards developing life plans that align with their financial resources and personal values.

We go beyond compliance requirements to integrate the psychology of financial planning into practice. The “know your client” principle becomes a journey of exploration, understanding who your clients are as human beings. By delving into these details, you will be equipped to create tailored financial plans that genuinely resonate with your clients’ unique needs. You will learn how to take your discovery meeting to the next level of client experience. Financial planning will become a co-planning process that excites and engages your clients and review meetings will become engaging future planning sessions that excite both you and your clients, exploring and achieving the aspirations they care about while providing peace of mind.

At the School of Financial Planning Law, we believe that the quality of financial planning conversations is critical. As a financial planner, you will be trained to become aware of the psychological factors at play, supporting your clients in exploring possibilities, prioritising goals and taking meaningful action. By understanding their money persona, narrative and values, you will be able to provide a holistic and tailored approach beyond mere numbers.

Join us on this transformative journey towards Purpose-driven Financial Coaching and Planning. We offer a 12-week online programme for an introduction to Financial Coaching and an 11-month Advanced Financial Coaching short learning programme. Our programmes are designed to equip you with the skills and knowledge to adopt a human approach to financial planning. In addition, they are credentialed as learning programmes with Coaching and Mentors of South Africa (COMENSA), ensuring the highest standard of education and professional development.

It is time to embrace a more holistic and sustainable approach to financial planning. Join us at the School of Financial Planning Law and become a Purpose-driven Financial Coach. Together, let’s empower individuals to live their best possible lives, supported by a solid financial foundation.