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We transcend the conventional definition of an academy, evolving into a hub of excellence for financial planning and advisory. Our genesis was sparked by a profound realization that our ever-changing world, both locally and globally, has ushered in remarkable diversity among financial professionals and the recipients of financial planning services. However, the methods employed for professional training have remained static, serving a narrow demographic.
Consequently, a significant portion of the population remains underserved, as our professionals are ill-equipped to address their specific financial challenges and guide them through the complexities of personal finance.
Our educational paradigm goes beyond conventional training, encompassing a comprehensive, holistic approach. This approach prioritizes not only the acquisition of technical skills but also the cultivation of essential soft skills crucial for professional growth. By doing so, we empower our professionals to provide substantial value in their interactions within the financial planning and advisory field.
To provide integrative and holistic training, coaching, and mentoring solutions to professionals working in the financial planning and advisory ecosystem to equip them with the necessary skills to help improve the lives of all people.
Enabling financial planning and advisory to steer people to their best selves by achieving their financial and life goals.
Values are Pragmatic’s source of guidance and what it stands for. The premise is that our values are fundamentally based on are Respect, Honesty, and Integrity. They are timeless and never change. However, the values that set us apart are:
Our approach to training, coaching, and mentoring these professionals in this ecosystem is an integrative and holistic approach to the person which focuses not only on the technical skills, but the soft skills which are equally important in professional development.
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