• Home
  • About Us
    • Who we are?
    • Why choose us?
    • What have we achived?
    • What our students says?
    • Alumni Members
  • Programmes
    • CMA Programmes
      • About ICMA
      • Graduate Conversion Program
      • 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
    • Institute of Internal Auditors (IIA)
      • About IIA
      • Certified internal auditor (CIA)
  • Training
    • Quantum Leap
      • Finance and Accounting
      • Personal Wealth Management
      • Sales and Marketing Skills
      • Customer Care Training
  • Resources
    • The Climate Reality Project
    • Blog Feed – Academy of Finance
    • Webinars – Academy of Finance
    • Inductions – Academy of Finance
    • General Videos & Announcements
    • CMA – On Target Issues
    • Digital News Feed
  • Gallery
  • Contact
    • Student Portal
Academy of Finance
  • Home
  • About Us
    • Who we are?
    • Why choose us?
    • What have we achived?
    • What our students says?
    • Alumni Members
  • Programmes
    • CMA Programmes
      • About ICMA
      • Graduate Conversion Program
      • 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
    • Institute of Internal Auditors (IIA)
      • About IIA
      • Certified internal auditor (CIA)
  • Training
    • Quantum Leap
      • Finance and Accounting
      • Personal Wealth Management
      • Sales and Marketing Skills
      • Customer Care Training
  • Resources
    • The Climate Reality Project
    • Blog Feed – Academy of Finance
    • Webinars – Academy of Finance
    • Inductions – Academy of Finance
    • General Videos & Announcements
    • CMA – On Target Issues
    • Digital News Feed
  • Gallery
  • Contact
  • Student Portal
  • Home
  • Blog
  • Personal Wealth Management
  • 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




    • Share:
    author avatar
    academy_36a4wv

    Previous post

    Finance Mastery for Non-finance Professionals
    April 1, 2021

    Next post

    Financial Literacy for start-ups and entrepreneurs
    April 5, 2021

    Leave A Reply Cancel reply

    Your email address will not be published. Required fields are marked *

    Upcoming Classes

    ICMA - Graduate Conversion Programme
    CISI - Global Financial Compliance
    ACADEMY - BLOG FEED

    stay tuned with us

    CMA Workshop 2022
    11Jan2023
    CMA Graduation 2022 – Graduates’ Celebration
    13Dec2022
    CMA Graduation 2022 – The Welcome
    13Dec2022
    CMA Graduation 2022 – Inauguration
    13Dec2022
    View all Articles
    ACADEMY - INDUCTIONS

    stay tuned with us

    ICMA Graduate Conversion Programme: Batch 33
    ICMA Graduate Conversion Programme: Batch 33
    31Jan2023
    CISI Risk in Financial Services: Batch 13
    CISI Risk in Financial Services: Batch 13
    25Nov2022
    CISI International Wealth & Investment Management: Batch 5
    CISI International Wealth & Investment Management: Batch 5
    05Oct2022
    IIA Certified Internal Auditor
    IIA Certified Internal Auditor
    09Sep2022
    View Inductions
    ACADEMY - WEBINAR FEED

    stay tuned with us

    What’s New in Sustainability Reporting Standards
    What’s New in Sustainability Reporting Standards
    12Jul2022
    Circular economy – The role of management accountants
    Circular economy – The role of management accountants
    24Mar2022
    Leveraging LinkedIn as a Professional
    Leveraging LinkedIn as a Professional
    13Jan2022
    Developing a Fraud Risk Management Program during a Prolonged Crisis
    Developing a Fraud Risk Management Program during a Prolonged Crisis
    25Oct2021
    View Webinars/Buzz Talks
    quantumleap-programmes (6)

    Finance and Accounting

    .
    VIEW PROGRAMMES
    quantumleap-programmes (3)

    Personal Wealth Management

    .
    VIEW PROGRAMMES
    quantumleap-programmes (2)

    Sales and Marketing Skills

    .
    VIEW PROGRAMMES
    quantumleap-programmes (8)

    Customer Care Training

    .
    VIEW PROGRAMMES
    +94 11 259 1122 +94 772 840 850
    5th Floor, No.403-5/1, Galle Road, Colombo 03.
    info@academy.lkcma@academy.lk
    Daily: 9:00 AM – 6:00 PMSunday & Holidays: Closed

    All Rights Reserved by Academy. Designed by Pawara Concepst.