Masterclass Certificate in Transformative Wealth Coaching
-- ViewingNowThe Masterclass Certificate in Transformative Wealth Coaching is a comprehensive course designed to equip learners with the essential skills needed to excel in the rapidly growing wealth coaching industry. This course emphasizes the importance of a holistic and transformative approach to wealth management, focusing on both the technical and emotional aspects of financial well-being.
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โข Unit 1: Introduction to Transformative Wealth Coaching
โข Unit 2: Foundations of Financial Well-being
โข Unit 3: The Psychology of Money and Wealth
โข Unit 4: Assessing Client's Financial Situation
โข Unit 5: Goal-setting and Action Planning in Wealth Coaching
โข Unit 6: Behavioral Finance and Wealth Management
โข Unit 7: Investment Strategies and Portfolio Management
โข Unit 8: Tax Planning and Estate Management
โข Unit 9: Ethics and Professional Standards in Wealth Coaching
โข Unit 10: Building a Successful Wealth Coaching Practice
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