CV / English / Personal Finance Coach

Personal Information

• Name: Alex Carter
• Address: 145 Wealth Drive, Financia City, Economyland, ECO 56789
• Phone: (123) 456-7890
• Email: [email protected]

Brief

Seasoned Personal Finance Coach with over 7 years of dedicated experience in helping individuals and families achieve their financial goals. Proven track record of assisting clients in budgeting, debt reduction, and wealth building through personalized coaching sessions and strategic financial planning. Passionate about empowering clients to take charge of their financial future through education, support, and actionable strategies.

Core Competencies

• Personalized Financial Planning
• Budgeting and Expense Tracking
• Debt Reduction Strategies
• Investment Advice and Wealth Building
• Financial Goal Setting and Accountability
• Client Education and Empowerment
• Financial Risk Management

Technologies and Certifications

• Proficient in personal finance software: Quicken, Mint, and You Need A Budget (YNAB)
• Certified Financial Planner (CFP)
• Certified Credit Counselor
• Advanced Excel for Financial Modelling

Professional Experience

Senior Personal Finance Coach Moneywise Consulting, Financia City July 2018 - Present - Designed and implemented personalized financial plans for over 150 clients, leading to an average debt reduction of 30% within the first year. - Hosted weekly financial literacy workshops, increasing client financial knowledge and planning skills. - Collaborated with a team of financial professionals to develop comprehensive strategies to increase clients’ wealth.

Junior Financial Advisor Wealth Builders Inc., Economyland May 2015 - June 2018 - Assisted senior advisors in creating financial plans and strategies for clients. - Conducted market research to advise clients on investment opportunities. - Played a key role in developing the company’s financial education program, directly contributing to a 20% increase in client retention.

Education and Training

• Master of Business Administration (MBA), Finance University of Economyland, 2015
• Bachelor of Science in Accounting Financia College, Economyland, 2013
• Continuous Professional Development:
  • Participated in annual financial coaching seminars and workshops.
  • Ongoing webinars on market trends and financial tools.

Referees

James Loren Senior Financial Planner, Moneywise Consulting Email: [email protected] Phone: (234) 567-8901

Sarah Field Director, Wealth Builders Inc. Email: [email protected] Phone: (345) 678-9012