Pathway to Becoming a Financial Coach

Administrator · 20 July 2021

Financial Coaching  – The Next BIG Professional Opportunity

Course Information


In today’s environment, the emphasis is not just on academic intelligence in order to be successful but also emotional intelligence. But to be financially successful; people need to have Financial Intelligence.

Financial success is a direct function of financial intelligence. And this is not just about knowing how to make the money but how to Manage, Multiply and Leverage our Money. One of the most- in-demand areas in education today is financial education.

This does not relate to traditional academic pursuits but rather to an understanding and specific application of appropriate financial strategies for every person.

The demand for this area is huge and remains unfulfilled in the market place in Asia today. 

There is an area which financial advisors and financial service providers are most well-placed to fulfill BUT may not be fulfilling yet. This is primarily because professionals in this field, whilst having all the knowledge and expertise to help potential clients may however, lack coaching skills.

What they need is a roadmap towards becoming a professional coach. The future lies in the development of highly trained and knowledgeable financial coach. 

The opportunity is tremendous….

So be in front of the pack. Be a Financial Coach.

What will you gain?

​1. Manage:  Educate Clients to Manage their Wealth

2. Multiply: Enable Clients to Multiply and protect their Wealth effectively

3. Mindset:   Coach Clients to review and realise  an appropriate Money Mindset

4. Money Leveraged :   Provide insights to Clients to harness the power of Money Leveraged

There are many who has never learnt how to handle money properly or do a personal financial budget and with little ideas how to manage their expenses. They have bad money habits, overspend, save too little or nothing and make poor money choices.

The Financial Coach’s role is to educate; they provide insights is to help their clients to discover and understand how much money is coming in, how much is going out, and where it is going.

They also help clients to explore and define the lifestyle they want to be. They help them be financially accountable and hence realise that having unpredictable incomes and expensive lifestyles can put them at greater risk for potential financial downfall. They learn how to protect themselves from financial risks and to save without sacrificing the current lifestyle.

Who will benefit?

It is specially designed for:

  • Financial Planners
  • Insurance Agents
  • Unit Trust Agents 
  • Bankers
  • Accountants
  • Property Agents
  • And all other professionals in the financial services sector and anyone interested to help others as  a financial coach

Course Facilitator

Annie Wong

She has more than 9 years’ experience in the field of training and SME business consulting.

Internationally recognized Certified Financial Planner (CFP) cum Certified Professional Trainer (CPT) who constantly believe knowledge is useful only when it applies to real life. Currently a Capital Markets Services Representative’s Licence (CMSRL) holder, regulated by Securities Commission Malaysia. Impacting people by enhancing their accounting and financial literacy.

Involved in 70+ various scale of training. Her core value is to provide honest and professional financial management training and workshops. 

She is the 1st and only Certified Colour Accounting Trainer in Malaysia who can conduct Colour Accounting in both English and Mandarin sessions. A powerful accounting crash course which specially designed for non-finance people.

A passionate investor with experience in various investment with successful track record of double fold net worth in every 2 years. She is passionate to elevate financial literacy among the community.

CASEA Business Learning Bazaar™


Pathway to Becoming a Financial Coach 

Pathway to Becoming a Financial coach

+3 enrolled

Course Information