About Course
Introduction
This is a comprehensive coaching course designed to empower employees with the knowledge and skills necessary for holistic living, prosperous careers, and financial success.
The content focuses on personal development, addressing various aspects of life that contribute to overall well-being and success. It then moves on to a number of sessions focused on upskilling attendees on financial wellness.
Attendees will be equipped with practical examples and mechanisms and leave with course notes and functional tools to apply in their lives. The course is designed to be hands-on and interactive. It is NOT all theory. Attendees must be prepared to engage with the material and apply it in their personal lives.
Attendees are invited to share as much or as little of their personal life as they prefer. It is entirely possible to complete the course without sharing your situation, financially or otherwise.
Purpose
The aim is to leave participants with a starting point in their financial affairs. They should have the ability and confidence to ask questions going forward.
They will be left understanding that this is a lifelong journey, not a quick fix solution, and they will be provided with practical tools to get started on that journey.
The course aims to introduce structure and discipline into their day-to-day lives, whether financial or personal well-being.
Course length
The content will be presented over 9 x 90-minute sessions, allowing ample time for questions and interaction.
6 x monthly follow-up sessions with all the participants to keep them on track with their goals will be offered, at an additional fee.
Meet your facilitators
Dewald du Toit
Dewald has more than 35 years of experience in the financial and investment industry. The experience includes, but is not limited to, Investment Operations and Processes, Finance, Legal and Compliance, Dealing, and IT Platforms and Systems.
Furthermore, the experience spans across many segments within the industry, including institutional and retail investments, hedge funds, private equity, structured solutions, derivatives, and employee benefits.
He has a thorough understanding and working knowledge of financial markets, employee benefits, risk cover, retirement plannin,g and pension fund administration.
Roles and responsibilities include hands-on involvement as well as senior and executive positions held as Chief Operating Officer and Managing Director.
Nicole Durell
Nicole qualified as a CFP in South Africa back in 2002, a number of years after obtaining an Honours degree in Financial Management at UCT in South Africa.
With a latent passion for personal finance and supporting people on their financial journeys, with a particular focus on women, Nicole has also spent many years in financial services, learning different aspects of the financial world. Along the way, she has taught Accounting, Finance, and Economics in both schools and the corporate world.
Nicole and her family currently live in London, but her heart remains in South Africa, where she hopes to return one day.
