Wealth Manager & Strategic Financial Coach Training Course

Our Service - FWP

Transitioning from the world of numbers to the world of people

Over fifteen years of extensive experience have led us to realize that a life of prosperity does not depend solely on the amount of money in the bank. Rather, it depends on the synchronization between individual family members’ desires, preservation of the family’s values and unity, and its quality of life – along with optimal management of its capital in the short, medium, and long-term ranges. 

According to the ‘Philosof Method’, a life of prosperity is 80% based on financial conduct (our relationship with money and our management skills), and only 20% on financial proficiency. With these insights in mind, we have built the professional training and content on this course: 20% of our course curriculum is based on financial consulting, and 80% focuses on acquisition of practical coaching tools.

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The training course's advantages include

Our Method
  • Exposure to behavioral as well as financial methods
  • Professional advantage compared to colleagues in your field
  • Use of existing financial knowledge and learning interpersonal coaching tools and skills
  • Practical knowledge to help you execute financial decisions
  • Internship with two families, and subsequent analysis of tapes to draw conclusions
  • Within 10 concentrated and concise months, you will come out with a sought-after profession and a practical toolbox for immediate application for you and your clients
  • Transition from the world of numbers to the world of people
  • A broader understanding of the people whose assets you manage
  • Guidance for building a sustainable business in the filed and employment opportunities
  • Certification from BDO's Finance Academy – Israel's leading school of finance studies
  • All sessions are recorded, to refresh your knowledge at any time
  • Opportunity to join highly proficient peer group and network with professionals in the field

Participants who complete the course are certified as Wealth Managers and Strategic Financial Coaches by the BDO Finance Academy. This certificate offers immediate access to the job market.

Enrollment Terms

Professional Training
At least 10 years' professional experience in a financial field
(Family Economy Coach, CFP, insurance, investment advisement, banking, Tax Advisor, accountant, economist and more)
or
BA and 4 years of relevant financial experience
CV and
screening committee

Next training course: 15.03.2021

Days
Hours
Minutes
Seconds

For enrollment and further details,
please fill in the form below

For enrollment and further details, please fill in the form below

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  • Zmora St 3b, Shoham 6081694, Israel