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  3rd Age Coaching Academy(3aca)

3aca is 3ao’s Training Division. It is the only Australian owned training organisation offering training in Lifestyle Retirement Planning. Inquirers should ask any person offering Third Age Coaching in Australia and New Zealand to produce a certificate from 3ACA certifying that they have the appropriate qualifications to provide 3rd Age coaching.

3aca provides training in Retirement Issues to:
Coaches
- who wish to “add value” to their current coaching skills.

Professionals - in the behavioural sciences in lifestyle retirement issues;

Accountants - wishing to include ‘lifestyle retirement planning skills’ as ‘added value’ for their clients; and

Financial Planners and Financial Advisers who would like to add value in the skills offered to clients and in addition those who want to become certified as “holistic’ financial planners.

Human Resource (HR) Professionals –
in commerce wishing to bring new skills to their practice, and in corporations where HR management wishes to be more knowledgeable in retirement issues.

Training is available via: Attendance classes (subject to numbers);
teleClass (telephone instruction); and in the future
(self paced) eCourse (Email);

3rd Age Training Programs
Are offered to the following professionals

Subject Coaches Financial
Planners
Accountants Human
Resource
Practitioners
Behavioural
Sciences
Professionals
Introduction to
3rd Age Planning
x
x
x
x
x
Why Plan
x
x
x
x
x
Prime Issues
x
x
x
x
x
Sub-issues
x
x
x
After the honeymoon What next?
x
x
x
x
x
Financial advice vs
Fin. discussions
x
x
x
Coaching & Fin.
Planning
x
x
x
x
x
Marketing to the
3rd Age
x
x
The ‘What ifs’?
x
x
x
x
x
The Essentials –
Tool Kit
x
x
x
x
x
Applied Coaching
Fundamentals
x
x
x
The Inventory
Wheel
x
1 on 1 Coaching
x
x
Developing the 3rd Age Plan
x
x
x
x
Plan
implementation
x
x
x
x
Coaching
Assessment
x
x
Documentation
x
Partnering concepts
x
x
x
Knowledge Assessment Test
x
x
x
x
x
Communication
Skills
x
x
x
Pre session preparation
x
x
x
x
x
Post Session analysis
x
x
x
x
x

NOTE: For financial planners the subjects depend upon the level taken. This curriculum shows the advanced level

 
     
     
 

Financial Advisers and Planners Professional Development Programs

Basic ½ day program for planners wanting to know the basics of lifestyle retirement planning but wish to outsource the service.
Intermediate full day program for  planners wishing to conduct the initial consultation to determine the need and outsource the service.
Advanced 3 day program for planners wishing to be certified in lifestyle retirement planning with view to advertising complete retirement planning or holistic financial planning.

Graduate comments:
“Great information and good interaction with participants. Well done”
“Congratulations for getting started. You have an excellent product”
“Appreciated the genuineness of presenters.”

 
     
     
 

UpComing Events

Professional development Program for Financial planners and Advisers

Basic and Intermediate program
Brisbane - 19 April 2010 Sydney - 2 August 2010 Melbourne - 4 October 2010

Advanced Program
Brisbane - 19-21 April 2010 Sydney - 2-4 August 2010 Melbourne - 4-6 October 2020

Coaches (Life, Career and Executive coaches)  
Brisbane - 12-14 April 2010 Sydney - 1 May  2-3 June

Retirement Industry Professionals
Lawyers, Accountants, Psychologists & HR professionals     Brisbane      12-14 July 2010

Please email inquiries to:  alan_greig@bigpond.com