financial coaching…

empowering people in money matters

Email:
info@financial-coaching.co.uk

Tel: 01273 691223

Financial Coach Practitioner Certificate Training

There are big changes afoot in the financial services industry and it won't be long before good quality advice will only be accessible to a small proportion of consumers who can afford to pay significant fees or who have large sums of money to invest. There's some great support geared to disadvantaged communities or those in significant debt, but not for everybody else.

Financial coaching is a relatively new concept, particularly in the UK, and it’s extremely satisfying and rewarding work. As financial coaches we help clients challenge their attitude to money and feel inspired and motivated to take more responsibility for their financial future. We work collaboratively with clients to help them use their money effectively, and take the appropriate steps, so that they can ultimately reach their highest aspirations in life. We tackle the psychology behind why and how clients spend their money, challenging unwanted behaviour and helping them find strategies and solutions to money management problems. The service is purely fee-based – at a rate that’s more far affordable than traditional financial advice – and clients love the fact that it’s distinct from any sales process.

Simonne has teamed up with training consultant, Jude Kutner, to lead the way by providing a unique five-day training programme. We teach the skills, tools and techniques to help people set up their own financial coaching practice or integrate financial coaching into their existing practice.

We're working in partnership with Grant Thornton to ensure that our generic advice model complies with FSA guidelines for non-regulated activity. And Grant Thornton have been involved in delivering one of the modules of our training programme: ‘the rules and role of generic advice’.

We're training people with knowledge and experience to work with clients on practical personal finance issues and have a strong interest in helping clients change, not only their financial behaviour, but also how they think and feel about money.

If you're interested in attending our Financial Coach Practitioner Certificate training programme, we'd love to hear from you.

To find out more, complete the form below and we'll get back to you as soon as we can, or send us an email.

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Why are you interested in becoming a financial coach?*
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What personal finance experience/qualifications/skills do you have?*
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