Stop making choices based on money alone. Money can be an enabler or a limiting belief in creating your desired life, based on your personal finance ecosystem; not on how much you have or earn. During this course of 4-weeks*, you will get an opportunity to understand this personal finance ecosystem, become aware of your own, put money and financial wellbeing in perspective, explore your relationship with money, and be able to make choices that serve you.

If you wish to take charge of your wellbeing (especially financial wellbeing), or are thinking of effecting a change in your personal or professional life, this course is for you. If you are a Personal Finance professional, financial planner/advisor, coaching mindset will be a key differentiator (and a base expectation, in the future) in your practice. Coaches* will greatly benefit in their practice with a systemic understanding of financial wellbeing from this program. This program is also offered to groups/ organizations; please reach out with your queries/requests.

*Coaches can earn 6 CCEUs in RD(Resource Development) from this course.

What the course is: A hands-on training and practice of coaching mindset** on making choices, with a focus on financial wellbeing. The course is designed based on research in the areas of philosophy of money, behavioral economics, behavioral psychology & sociology, consumer behavior and choice and the trainer’s practice in media and money literacy and in coaching.
**Coaching is a creative, thought provoking process, in a safe, trusting environment to maximize personal and professional potential. Coaching mindset is one that is open, ‘client-centric’, curious, and flexible.

What the course is not: financial advisory or financial planning, financial education/ literacy session.
For basic financial literacy, participants can refer to ‘ICanDo Financial Planning’ authored by the trainer, available online for free download on the Reserve Bank of India website.

About the Trainer:
Swapna is an author, trainer-consultant for over two decades. She is an ICF credentialed Team Coach.

Swapna did pioneering work in the area of financial literacy for children and youth in India in the early 2000s. Author of 4 books and several columns/articles, Swapna advised banks and organizations, developed curriculum, and trained trainers for their financial literacy programs. She was External Advisor on the Reserve Bank of India’s Steering Committee for Financial Literacy in 2007-08. She has spoken extensively, moderated discussions through the public library network in Singapore and published a quarterly targeted at parents, based on her decade-long, international study of urban GenZ kids and their parents as consumers.

Swapna has lived in India, Singapore, Australia and the US and nurtured her wide-ranging interests, alongside work. She works seasonally as a theatre director/ actor and enjoys learning about and guiding contemporary Asian art, as a museum docent in Singapore.