- Financial Expertise: The candidate should demonstrate significant expertise in financial coaching, evidenced by their knowledge, certifications, and achievements in the field of finance.
- Client Impact: The candidate should be able to demonstrate the positive impact they have had on their clients’ financial well-being. This includes helping clients achieve financial goals, improve financial literacy, and overcome financial challenges.
- Professional Development: The candidate should show evidence of a commitment to ongoing professional development. This includes staying updated with the latest financial trends, regulations, and best practices, as well as a willingness to continually improve their coaching skills.
- Coaching Approach: The candidate should demonstrate a unique and effective financial coaching approach. This includes innovative strategies for financial planning, personalised coaching techniques, and methods that set them apart from other financial coaches.
- Ethical Standards: The candidate should exemplify high ethical standards and integrity in their financial coaching practice. This includes transparent communication, unbiased advice, and a commitment to the best interests of their clients.
