The IFW is dedicated to helping advisers to help their clients to be happier, not just wealthier.

We provide a place where members can share ideas. We put on events where members can learn about financial wellbeing research and theory.

Now, we are helping advisers to implement financial wellbeing knowledge into their advice businesses.

The Financial Wellbeing Certificate has been constructed by Chris Budd, with expert contributions from Neil Bage, Jan Bowen-Nielsen, Simonne Gnessen, Kim Bendall, Catherine Morgan and Phil Bray.

The 11-week course is split into six 90-minute to 2-hour virtual workshops, with online resources, home study and activities between sessions. It is expected to provide a total of 18 hours of study.

The course looks at a range of issues in helping clients to achieve financial wellbeing including:

• A deep look at the IFW’s five pillars of financial wellbeing
• The universal truths; what makes all of us happy
• Know thyself; how to help clients discover their motivations
• The blockages that prevent us from making good financial wellbeing decisions
• Embedding financial wellbeing throughout the financial advisory practice

As well as how to apply the theory with clients face-to-face, the certificate provides guidance on applying financial wellbeing principles into a practice, and is therefore suitable for advisers, paraplanners, and practice managers.

The programme is delivered in cohorts of 12 people, in order to maximise learning opportunities. The cost per participant for the first cohort will be £1050 + VAT for IFW members and £1,150 + VAT for non-IFW members. Non-members will receive a 1-year membership of IFW and all participants will receive a complimentary copy of the “Financial Wellbeing Book” written by Chris Budd.

The first course with a cohort of pioneering financial planners sold out with an extensive waiting list.  The next cohort will kick-off on 22nd September 2022 between 09.30 and 11.30 with the following 5 workshops taking place the same day and time every 2 weeks thereafter.   For more information and to sign-up please click on the booking link.

More cohorts will be announced for future dates. If these dates above don’t suit you please register your interest for future programme dates here

This course is CPD accredited by the IFW.

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This popular one-day intensive master class, will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ understanding and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships.

The course is delivered both as virtual courses and in-person events in a number of cities across the UK.

NEWS:
The course is now accredited by The Initiative for Financial Wellbeing.

The next course date will be 14th March 2022.

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Description:

The Protection Insurance in Practice course is a set 13 hours that covers compliance, sales techniques, communications, product knowledge, client recommendations, vulnerable client support and underwriting insights, plus much more! Kathryn takes you through the basics of protection insurance and builds upon this to teach you about the quirks of these policies, within the personal, business and group space.

Outcomes:

You will walk away from this course with a better understanding of protection insurance and how it is an essential part of someone’s financial planning. You will be able to spot opportunities to recommend protection insurance, understand how to frame your advice to your client’s personality and truly explain how this type of insurance can ensure that they and their loved ones do not face financial difficulties, should the worst happen.

This course is CPD accredited by the IFW.

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This interactive half day workshop will give you a unique understanding into how your clients think and behave around money. Using Money Coaching techniques and insights, you will learn how money patterns and beliefs originate and how you can use this knowledge to fully support clients and build strong relationships.

The workshop is delivered online and can also be held in-house for organisations that wish to hold their own event. Online workshops are held monthly.

The workshop is accredited by The Initiative for Financial Wellbeing and participants will receive three hours of CPD.

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This research was commissioned by Aegon to explore whether Nudges can be used for improving Financial Wellbeing.

Read both the full White Paper and/or the Synopsis for more information.

Overview

This research was commissioned by Aegon; the report looks at what clients feel to be the most important competencies of financial advisers.

These contrast significantly with not only how many financial advisers actually deliver financial advice, but also how financial advisers are trained.

Read the full synopsis here.