Join our Team of Spending Planners & Make a Difference
Are you a financial services professional looking for a new challenge?
Or maybe you're looking to expand your current services while making a difference in people's lives?
If so, have you considered adding Spending Planning to your services? It's a way for financial service providers to help ordinary people manage their finances and be more successful with money in their day-to-day lives.
You'll be working closely with real people, helping them overcome their financial challenges and become better at managing their money.
Your advice and guidance will help them improve their own situation and start achieving things they never thought possible. Good Spending Planners can transform their customer's lives.
And there's never been a better time to expand your services. The financial services industry is changing fast and doing things the old way just isn't working out for many of us.
Here's the thing — being a financial professional these days is very different from how it was in the past.
Nowadays, red tape abounds. Things that were easy to get done ten years ago now require a huge amount more effort and hoop-jumping.
Here are a few problems you might recognise:
It's a challenging time for the people working in this space, forced to deal with a changing landscape and a host of annoying new obstacles.
But the financial industry is changing in some positive ways, and maybe you've noticed some of these, too. These include:
These are perfect conditions for expanding your business and offering new services to a customer base that's eager to take a more proactive role in their financial health.
In other words — it's the perfect time to train as a Spending Planner.
Financial service providers who become Spending Planners:
Meet David Wright
To understand what's involved in being a Spending Planner and why it's so rewarding, we'll need to backtrack a little and introduce our founder, David Wright.
David first started helping people with their personal finance and budget plans way back in the 90s.
He didn't intend to make a lot of money doing this — his main motivation was a passion for helping people improve their lives by sharing the tips he'd learned about spending planning.
It wasn't always easy, and in the early days, he faced a lot of opposition from people in the industry who didn't think his ideas would work.
They were wrong.
Since then, David has helped more than 30,000 customers take control of their finances. Along the way, he's developed his own unique and tested system, which has had enormous success.
David can teach you all the skills and knowledge required to become a spending planner.
If you're still unsure if it's for you, consider these rewards:
How to Join
Getting set up as a Spending Planner is easy. In fact, we'll teach you everything you need to know in just three days (usually over a weekend).
In addition to teaching you the skills involved and our unique system, we'll also show you how to use our software, allowing you to provide Spending Planning services as easily as possible.
By the end of the course, you'll have everything you need to add this service to your business.
As the financial services industry continues to rapidly change and increasing bureaucracy gets in the way of business, many professionals are looking for new ways to make money and provide their services. Adding spending planning to your services can be the perfect way to do that, and is a great way to make a positive difference in the lives of real people.
To get started, get in touch with one of our Certified Spending Planners today. We’ll help you take control of your finances, bid farewell to your money stress, and start living the life you desire.
Creating your own personal Spending Plan will be one of the best things you ever did.