I attended a refresher workshop for CFP® Professionals hosted by the Centre for Financial Planning Law (UOFS) on Friday. This is part of the continuing education that Certified Financial Planners are required to do in order to maintain their CFP® status. One of the interesting things from the workshop was to learn that Financial Planning only started as a career in 1969 when 12 people got together to establish the profession in the USA....
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What I’m Reading?
‘The Heart of Success’ is a vital resource for those who are concerned about the balance in their work and family life. Rob Parsons writes from his own experiences and also shares the experiences of others, relating both successes and failures, laughter and tears.
This book is a ‘must read’ for those who want to be the best in their chosen career without sacrificing the relationships they value the most.
The Financial Coach™?
Money - how much is enough? For some R5000 is a large investment, for others, R500000 is just a "small change".
We all have different experiences and thoughts about what constitutes wealth and how much is enough but one thing that is common to all is that money stirs emotion - it affects every aspect of our lives and even affects the way we sleep at night...
We are passionate about helping people and are exploring what it means to "manage people and their emotions around money".
Give us a call if you want to find out more too.
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If you're looking for a Financial Coach; if you're needing someone to work with you to help you better understand your emotions around money, please contact us.
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Fact-a-Day
- Hot? It could be worseThe highest recorded temperature in South Africa is 50°C, in Dunbrody in the Eastern Cape, on the 3rd of November 1918 (http://bit.ly/xQuLMY) […]
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