Money Talks Development
Professional Financial Coach Training School

Enhance your value in and for your clients lives, enabling them to better manage their money and be financially free.

Waiting List for our next Programme Open Now!

mary jane

Become a world-class Professional Certified Financial Coach.

Learn how to build a sustainable business that you will love and your clients will thank you for!

Join the gold standard of Professional Financial Coach Training and be the go-to professional for all your clients needs.

Your Current

Challenges

Your Programme

Takeaways

Unlock your business potential today!

Our

Professional Affiliations

image003 300x300 1
ICF global
FPI logo website1 300x63 1
iEQ9 AccreditedPrac logo white h 768x144 1 300x56 1
Your

Professional Financial Coach Training Journey includes

International standard content and theory delivery and exploration

Practical exercises including practice coaching sessions with peers

Assessment of understanding and application of content and theory

Teaching you how to practically integrate coaching into the six-step financial planning process

Experience of what coaching is like by being coached by a professional coach

Self-development and personal transformation

Mentor Coaching for your ICF Credentialing Journey

Feedback on coaching skills applied in observed or submitted session recordings

Business Development Mentor Coaching

Programme

Content includes

Be more.

Be internationally certified.

This is a 12 month programme that’s facilitated through four phases:

  • 5 days training // 6hrs each (30 hours)
    • Module 1: Coaching Fundamentals
    • Module 2: Being Human
    • Module 3: Human & Coaching Relationships
    • Module 4: Self as Leader
    • Module 5: Cultivating Growth & Development
  • 5 assignments // 1hr each (5 hours)
  • 4 observed peer coaching sessions & written feedback // 1hr each (4 hours)
  • Personal assessment, professional report & feedback session // 1hr each (1 hour)


Outcomes

  • An understanding of what Coaching & Financial Coaching are
  • Increased self-awareness & understanding of client contexts
  • Equipped and Confident to have more meaningful conversations with clients that support building long-lasting relationship that translates into revenue for coach and successful outcomes for client
  • Empowered with tools and resources to facilitate coached conversations
  • Confident to charge a fee for financial planning & advice related meetings eg. onboarding and review meetings
  • 3 days training // 5hrs each (15 hours)
    • Module 1: Being vs Doing
    • Module 2: Contracting in Relationships
    • Module 3: Communication Fundamentals
  • 1 assignments // 1hr each (1 hour)
  • 2 observed peer coaching sessions & written feedback // 1hr each (2 hours)
  • 2 mentor coaching sessions // 1hrs each (2 hours)
  • 1 written assessment // 1hr each (1 hour)


Outcomes

  • Deeper understanding of the psychological and behavioural aspects of clients and the impact on their relationship to money
  • Competent to hold a coaching conversation at ICF Associate Certified Coach (ACC) level
  • Confident to create a financial planning & advice value proposition that includes financial coaching as a product / service
  • 8 days training // 6hrs each (48 hours)
    • Module 1: Coaching Being
    • Module 2: Relationship Roadblocks
    • Module 3: Back to Basics
    • Module 4: Roadmap to Change
    • Module 5: Business Development Plan
    • Module 6: Business Development Strategy
    • Module 7: Life Truth’s
    • Module 8: Roadmap to my Future
  • 4 observed peer coaching sessions & written feedback // 1hr each (4 hours)
  • Personal assessments, professional report and feedback sessions
  • 8 mentor coaching sessions // 1hrs each (8 hours)
  • 1 written assessment // 1hr each (1 hour)


Outcomes

  • Competent to hold a transformational coaching conversation at ICF Professional Certified Coach (PCC) level
  • Increased opportunity to ring-fence financial planning & advice clients and build longer-lasting and more meaningful relationships with them
  • Confident to charge increased rates at  professional coach level
  • Weekly Friday MasterClasses // 1 hr each (24 hours)
  • 2 case study’s // 7.5hrs each (15 hours)


Outcomes

  • Confident to implement the learning from Phases 1 to 3 in order to build a sustainable and successful business that incorporates financial coaching, planning & advice
  • Qualified to pursue professional membership and PCC credential from ICF through the ACTP pathway

Coach your clients to financial wellbeing

What our students

Say About Us

Get more referrals through meaningful conversations

Pricing &

Payment Options

Get access to everything you need to build a sustainable value proposition to help your clients better manage their money and live financially free.

Monthly Payment

(Total R66,000)

R 5,500
over 12 months
  • Most affordable

Monthly Payment

(Total R60,000)

R 20,000
over 3 months
  • Save 10%

Corporate Groups

(Groups of 10 people +)

R 57,000
once-off
  • Save 13.5%
pngkit_pepehands-png_8318026

100% money back guarantee.
Ts and C's apply.

If you’re not loving it by the end of your 12-month programme and you’ve given it your best then we’ll give you back your money, guaranteed! *Ts & Cs apply. See FAQ.

Book a Free Call to

Connect with Us & Join WaitList

Expand your digital services and business

About Us

Founders & Facilitators

We want to change the world, starting with our corner of it, and  we need help to do so.


We believe South African’s need help to better manage their money and we know you’ve got what it takes to help us, help them.


Become more. Help us do more. You have so much to offer, and together we’ll ensure you can get your true value out into the world.

mary jane

Mary J Fourie ICF PCC | FPI RFP™

Co-founder & Programme Facilitator

Over the past two decades, I have spent time working in the retail (clothing), online gaming, financial services and coaching sectors. In 2017 I founded an FSP, My Journey 2 Freedom, with the goal to prove the concept of Coached Lifestyle Financial Planning through invoiced as a fee-for-service to clients.

I am known for helping others answer the question of "How can I live a purposeful and meaningful life AND be financially free. My approach in helping others is to work with the whole-person incorporating mind, body, and soul. My gift is to inspire change-making; helping these individuals, like you, shift the way you earn and spend your money to align with what feels most purposeful and meaningful to you.

In building my toolbox of experience, qualifications and skills I have completed two NQF5 Higher Certificate’s in Financial Planning (Milpark Business School ) as well as a Leadership & Coach Training qualification from Star Leadership (Pty) Ltd. I am a Registered Financial Practitioner™ with the Financial Planning Institute Southern Africa (FPI), am credentialed with the International Coach Federation (ICF) as a Professional Certified Coach (PCC) and am also an accredited iEQ9 Enneagram Individual & Team Practitioner.

I want to change the world and believe I can do that by helping people get better at earning and spending their money, in line with living a values driven, purposeful and meaningful life. As a result of this passion I have committed myself to growing Professional Financial Coaching in South Africa. In support of this vision I sit as a volunteer co-opted member of the local board of directors of the South African Charter Chapter of the ICF in the role of Ambassador for Coaching in the Financial Services Sector.

I believe in being led by my values of freedom created by connection, contribution and response-ability. I believe that the journey to living a fulfilling and financially free life is accessible to all when approached with mindfulness and intention. It is this philosophy that filters through all my work, whether I am working directly with private clients or training Professional Financial Coaches to do the same.

nabeel khan

Nabeel Khan

Co-founder

In the last decade, I have dedicated over 12 000 professional hours in front of clients, and have built an award winning financial advice business since generating over $40 million in production revenue for insurance companies and asset managers. Life is good when you’re at the top of a sales driven industry and It’s even better when you’re changing lives at the same time.

The funny thing is, I was never paid a cent for any of those life changing hours. I was paid for the sale of a financial product and my earnings was always conditional, my anxiety was through the roof, I always felt like I had to keep sprinting to stay on top, stay relevant, to keep policies active and my health suffered for it.

I really enjoy what I do but the problem for me, was the system. Everything around me was measured incorrectly… How was it so, that I enjoyed many ceremonies and was recognized for my achievements while dining in a 5-star Michelin restaurant on a beach in La Cote D ’Azure for none of the truly meaningful work that I spend hours practicing?

Why was it that my wellbeing and income was affected by a replacement of a life insurance policy? I knew the answer, understood that it wasn’t a quick fix to change the industry but I believed that solving that problem would be worth more to me and other humans than chasing targets and rolling in the commissions.

And that was the beginning of a new chapter in my life within financial services which, so far, brings me comfort, fulfilment, and the odd fire to put out here and there but, this is business right?!

I’ve since launched Africa’s 1st Free Money School and have pioneered a leading financial coaching program with my business partner Mary and we aim to develop and coach financial planners from all over the world to unlock their business’ true potential by evolving themselves and how they add value in and for their clients while getting recognised and paid for their efforts above and beyond the “professionalized salesman”.

Frequently Asked

Questions

12 months which consists of a total of 165 facilitated as follows:

  • 126 hours of virtual Training over the first six month period (Phase 1 - 3)
  • 24 hours of virtual MasterClasses as well as 15 hours of Case Study creation over the second six month period (Phase 4)

Financial Advisors, Brokers, Financial Planners or anyone in the financial services industry who would like to develop their ability to have more meaningful conversations and engagements with as well as be able to coach their clients to better financial and life outcomes AND create a sustainable business at the same time.

Because you get...

  • Both the knowledge as well as the practical skills of how to coach.
  • An international professional certification.
  • Ongoing Business Development support to help you integrate Financial Coaching as a service into your financial advisory practice.
  • Peer support through our network of Professional Financial Coaches who are all practicing Financial Advisors / Planners and Coaches.
Our programme has been designed to satisfy the International Coaching Federation's (ICF)  Portfolio Path (PP) as well as Approved Coach Training Programme (ACTP) requirements for accreditation at Professional Certified Coach (PCC) level .

We're in the process of applying for our ACTP accreditation, however all graduates will be able to apply via the ICF Credential Portfolio Pathway until we're officially accredited.

ICF PP PCC Requirements:

    • 125 hours of Coach Training with 80% synchronous activities focused on the ICF Core Competencies, demonstrated through submission of supporting documentation.
    • 10 hours of Mentor Coaching.
    • 2x Coaching Performance Evaluations with written transcripts.
    • 500 hours of Coaching Experience logged.
    • Completion of the ICF Credentialing Exam.


ICF ACTP PCC Requirements:

    • 125 hours of Coach Training with 80% synchronous activities focused on the ICF Core Competencies.
    • 6 Recorded Observed Coaching Sessions with written feedback.
    • 10 hours of Mentor Coaching.
    • Final Coaching Performance Evaluation.
    • 500 hours of Coaching Experience logged.
    • Completion of the ICF Credentialing Exam.
Everything you need to be able to:

  • Learn how to coach
  • Practice and perfect your coaching ability
  • Qualify on the level of an internationally qualified Professional Financial Coach
  • Support to help you integrate financial coaching into your service offering.

You do not get automatic membership to the International Coaching Federation (ICF) or a professional coaching credential through completion of our programme alone. Upon completion you will be awarded with a certificate of completion which qualifies you to apply to the ICF for membership and a coaching credential, subject to their criteria and relevant fees.

At the end of the 12-month programme where you’ve attended 90% of all Modules & MasterClasses and have completed and submitted 100% of the coursework assignments and recordings and you’re still not loving it, 100% of your fees will be refunded to you in full and you will graduate.  

Ask Us Anything. anytime.

We’re excited that you’re interested in learning more about becoming a Money Talks Professional Certified Financial Coach. 

Please do not hesitate to reach out and connect with us.