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Academy of FinanceAcademy of Finance
  • Home
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    • Why choose us?
    • What have we achived?
    • What our students says?
  • Programmes
    • CMA Programmes
      • About ICMA
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      • CMA Workshop – Accountancy Qualification
      • CMA Workshop – CGBA
    • Chartered Institute of Securities & Investments
      • About CISI
      • International Introduction to Investment
      • Risk in Financial Services
      • Wealth & Investment Management
      • Global Financial Compliance
    • Corporate Finance Institute
      • About CFI
      • Financial Modeling & Valuation Analyst
      • Certified Credit & Banking Analyst (CCBA)
      • Capital Markets & Securities Analyst (CMSA)
      • International Introduction to Securities & Investment
    • Institute of Internal Auditors (IIA)
      • About IIA
      • Certified internal auditor (CIA)
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  • Personal Financing Coaching Sessions

Personal Financing Coaching Sessions

  • SUMMARY

SUMMARY

️Target Audience
Executive, manager to CEO level in any type of organisation.

Structure & Duration
–

SYNOPSIS

All of us want to be rich and happy. Financial Wellbeing is an important dimension in in this journey.  However, fulfilment in life or the overall wellbeing is associated with physical, psychological and social wellbeing which are equally or of greater importance.

Personal financial mastery sessions are important get the foundation correct. Personal financing coaching sessions focussed individual coaching sessions will help different individuals to explore their personal circumstances further, prepare their plans under the guidance of an experienced coach and follow-up on the execution.

Tools for the coaching Sessions

  • Personal financial management Excel Toolkit
  • Financial Wellbeing Scorecard
  • Physical Wellbeing Scorecard
  • Expense management Toolkit
  • Follow-up action plan

The participants of these coaching sessions will draw from the unique experience of the coach in facilitating similar sessions to more than one thousand corporate executive at all levels in small to very large organisations and small group sessions and discussions conducted to several thousands of participants in areas relating to personal financial management under different circumstances.

Facilitated by
Kapila Dodamgoda
Founder/Managing Director – Academy of Finance
Regional Director – ICMA Australia, Sri Lanka Region
Academic Director – Asia e University MBA Programme
Former Finance Director – MAS Investments
Corporate Trainer, Business Consultant, Educationalist, Senior Lecturer

Contact us to get more details:

    Simply send us your details to receive further details.

    Please let us know your requirement;

    Or just call us, our programme coordinators will guide you through!
    ✔+94 112 59 11 22
    ✔+94 77 284 08 50

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