Welcome to Tradewinds Financial
Tradewinds Financial is a premier accredited financial counseling business based in Hong Kong that provides one-to-one, group, and fireside educational sessions. Our mission is to empower individuals and corporations with the knowledge and skills to make informed financial decisions, achieve their goals, and secure their financial future. We are an EAP Financial Therapist partnering with MindFi, the best collection of wellness practitioners in APAC.
What is the AFCPE®?
Certification Requirements for AFC® and AFCPE® designation. The gold standard: Comprehensive life-cycle financial education, providing the knowledge and skills to assist clients in complex financial decision-making.
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Master's Degree in Financial Planning, Counselling, and/or Family and Social Sciences
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Pass an examination that covers Counselling Principles, Therapies, Psychology, Behavioural Economics, Time Value of Money equations, and Financial Products, Resources, and Equations
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Acquire over 1000 hours of supervised financial counselling, general counselling or financial services experience
4. Abide by the AFCPE code of ethics and CEU requirements: https://www.afcpe.org/ • No matter where someone is in their financial life, they could benefit from financial education and support.
• An Accredited Financial Counsellor (AFC) is a fiduciary. This means that they are committed to doing what is best for you. When you work with an AFC, you receive financial education and guidance specific to your unique situation, goals, and needs.
• An AFC is the only financial counselling designation that is nationally accredited – showing your commitment to upholding high standards, ethical practice, and continuing education.
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An AFC Professional can: Address your immediate money challenge
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Create a plan to achieve your unique goals and dreams
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Build a sustainable foundation for long-term financial well-being
AFCPE® is a national non-profit organization and the nationally recognized leader in financial counselling, coaching and education. Bringing together research, education, and practice, we support the profession through comprehensive training, professional development, and high-quality resources to help improve the economic well-being of individuals and families worldwide.
Who We Serve
Our services are designed for individuals, businesses, and organizations seeking expert financial guidance and personalized solutions. We are committed to supporting our clients in achieving financial success and stability. We offer financial education to all, fostering a community of responsible and caring individuals.
Our Approach
We take a personalized approach, taking the time to understand the client's specific objectives and challenges. Leveraging our expertise and industry insights, we develop comprehensive financial plans and deliver engaging corporate presentations that drive meaningful results.
Benefits of Partnering with Us
Partnering with Tradewinds Financial means gaining access to invaluable financial expertise and resources. We are dedicated to empowering our clients to make well-informed decisions, optimize their economic strategies, and ultimately enhance their financial well-being.