This is a 2-days classroom training. This course is suitable for working adult age 30-45 and or individual with high debts (poor budgeting skills), who aim to SHIFT their current financial standing towards Wealth & Joy that they adore with.
This course will be covering the 4 parts of SHIFT your Wealth Blueprint, ie.
- Discovery – help you to discover your unique Numerology’s DNA, your Ultimate Life Purpose and how to leverage your Resources
- Equipped – you will be equipped with in-depth knowledge on 4 key areas of Financial Planning which are Wealth Creation (WC), Wealth Protection (WP), Wealth Accumulation (WA) and Wealth Transfer (WT). You will also be guided on financial planning process and interpretation of financial ratio analysis that impact your overall financial standing.
- Application – know-how to analyses your current financial health using a financial analysis tool (hands-on experiences) and powerful experiential learning through WealthFlow Simulation that simulate a 40-year of life rehearsal journey from graduation at age 20 years old to retirement at age 60.
- Implementation – suggested personalized financial solutions to meet your identified financial gaps, the important of regular reviews and adjustment on life changing events such as marriage, divorce, having children or job relocation which can significantly impact financial priorities and investment strategy. At this stage, behavioral coaching form part of the implementation plan for each learner.
By the end of the course, learners will be able to abstract essential financial data for their financial health check analysis with the help of the financial analysis tool introduced to them. They are able to identify the gaps and interpret few important financial ratios that need their immediate attention and recovery actions. Learners will also learn how to be financially free (secret of financial freedom) with personalized strategies layout to them.
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