Passionate About Helping Others
NICHOLAS J DEAN (CertFa)
(Financial Coach, Trainer & Advisor)
In June 2003 Nicholas established a financial coaching and training company free from the biases of product commissions and sales targets. His background includes 10 years banking (lending and debt recovery), 3 years in insurance sales and over 10 years independent financial advisory services. He received his professional training from the following programs:
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The Certified Financial Planning Programme (CFP)
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The Insurance and Financial Advisors Training Course (IFATC)
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The Certificate for Financial Advisors (CertFa)
​Initially counseling and advising for free, he realized the extensive knowledge gap in the financial education of the public and has committed his life to raising the level of financial literacy in the country. This focus lead him to work directly with The Central Bank of Trinidad and Tobago in developing financial training materials and conducted many seminars and workshops throughout the nation.
Some of his corporate clients include: TSTT, Digicel, Trinidad Cement Limited, Powergen and FedEx. His financial coaching clientele includes individuals at every organizational level and he is also known as one of the leading financial advisors for VSEP employees in the country.
One of Nick’s hallmarks is breaking down the complex world of personal finance into simple, digestible money management principles. He shares his wisdom freely through his columns in the Business Guardian and The Catholic News.
He has also written many other pieces in publications such as: Newsday, Trinidad Express, Caribbean Parenting magazine and his very own “Pay Day” newsletter. Nicholas is also no stranger to other media including radio and television (Gayelle, SynergyTV and ieTV) discussion on: debt management, budgeting, retirement, insurance and investing.
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When he is not on the job helping people with money - he devotes much of his time to studying his faith, the outdoors, cooking, daily exercise and time with family.
Certifications
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The Certified Financial Planning Programme (CFP)
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The Insurance and Financial Advisors Training Course (IFATC)
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The Certificate for Financial Advisors (CertFa)
Qualifications
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10 years banking (lending and debt recovery)
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3 years in insurance sales
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Over 10 years independent financial advisory services
Mission
"To Help People Feel Better About Money!"
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We improve the quality of life of our clients and stakeholders, by solving their financial problems, with our educational, advisory and coaching services. Always striving for an exceptional customer service experience.
We help those we serve:
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Acquire their own homes
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Engage in work that they enjoy
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Earn good incomes and
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Have adequate financial resources for their immediate and long-terms needs.