Increase your influence, income, and impact
helping others change their lives through holistic life planning.
IWA offers the Holistic Life Planner Certification Course for those who want to begin a life planning coaching business or expand their current practice to include life planning. Our
Our Holistic Life Planner Certification Course provides the training, tools, techniques, and resources for you to become a successful Holistic Life Planner and build a thriving practice.
Holistic Life Planner Certification Course
Enrollment opens November 1, 2018 for our February 25th course release!
Do you have a passion for helping people to live their best life? Do you want to begin or expand a coaching career in the career and finance arena? Do you want to help clients to not just attempt to survive financially with the hopes of amassing wealth for retirement but to also THRIVE in their finances and life planning?
Our Holistic Life Planner Certification Course will equip you to help your clients to achieve a balanced and successful life plan when it comes to career & finances, family & relationships, health & wellness, self-development & spirituality.
Life planning from a truly holistic and innovative approach! Become a leader in the life planning field today!
- Holistic Life Planner Introduction Course
What’s your definition of financial planning? Ask any group of people this question and you will likely end up with as many answers. This is because financial planning is very personal, and it can be quite complex, as well as overwhelming. One thing is for sure, financial planning is a journey, not an event. Financial planning is also much more than simply choosing which assets are appropriate for your 401(k).
The secret to success in financial planning is determining what you want to achieve and why! The next step is to figure out how to navigate the potentially overwhelming landscape of terminology, products, and choices. Then you must develop a plan of action, take the appropriate steps to implement the plan, and finally have a means to monitor your progress.
Whether you choose to go at it alone, be the coordinator of all the professionals and their respective pieces, or delegate it fully to a professional – the Head Coach of your team, you are going to need a framework.
In this course, you will learn about The 6 Big Risks® that are the critical part of any successful comprehensive financial plan. Understanding these risks, what their impact are, and who can help you with each will allow you to plan ahead and create the foundation for Living Your Ideal Life and helping clients to do the same!
- Holistic Life Planner Certification Course
Life is about determining what you really want and figuring out how to make it happen. Each of us needs to strike a balance – all it takes is understanding what is truly important to you, and why! Discover a personal approach to financial planning that goes beyond investment options, performance, and avoiding risk to help you identify your dreams and to start planning to make that happen.
In the course we will do a deep dive into :
- The Pursuit of Values
- A Framework for Success
- Overrated Rate of Return
- Pay Yourself First
- Time, Not Timing
- Destination: “Retirement”
The 6 Big Risks®
- Dying Too Soon
- Living Too Long
- Becoming Sick or Injured
- Improper Tax Planning
- Legal Entanglements
- The Biggest Risk of All
Anatomy of a Financial Planning
- Managing the Risks
- Investing for Your Future
- Retirement Income Planning
- Dealing with Uncle Sam
- Estate of Affairs
Upon successful completion of the course, you will be able to coach your clients to:
- Align their financial choices with their most important goals and most deeply held values
- Put in place a process to get your clients entire financial plan balanced and a process to keep it that way
- Have confidence that no matter what happens in the markets, the economy, or the world, that yuou can help your clients to stay on track to achieve your goals
- Help your clients to free up physical and mental space, and time, so that they can focus on things in their lives that are more important than money
Enroll today and increase your income and impact!