Become a Financial Coach

 

A financial coach empowers others to develop their practical and emotional relationship with money without advising them on products.

In March 2002, having taken a career break after becoming disillusioned with the traditional model of financial advice, I created a different type of service. One that creates a non-judgemental space to support people to learn more about their relationship with money and empower them to take better control of, and responsibility for, their financial lives. 

Over the past 15 years, I've coached getting on for 1,000 people and trained over 30 people to become financial coaches. Read about Simonne's journey from financial adviser to coach and insight from a past trainee.

There is a real, and growing, need for financial coaches. I would love for you to join us in pioneering a new holistic approach to helping people with the money side of their lives.

"Simonne's enthusiasm, passion and experience of helping her clients become financially empowered is clear. Her training has given me a whole new perspective on how I can do this too, and I'd recommend this to anyone wishing to help others achieve financial freedom." Graham, Financial Planner


5 day Intensive training course

Throughout the five days I will share with you my skills, resources and stories.

Using a blended method of teaching - including games, role-plays, coaching simulations, case studies, interactive and experiential learning activities and discussions - I will equip you with everything you need to coach your clients.

Plus you'll take away a manual packed full of invaluable resources specifically designed to set you up with all you need to start coaching clients of your own AND a Financial Coach Practitioner certificate.

Small group sizes are guaranteed to provide plenty of opportunity for you to practice, and receive coaching on, the skills and tools you learn during the week.

“Three years on, and I still often refer to all the resources you gave us in the training. Your course gave me the confidence to set myself up as money coach and provided the beginnings of a skillset and tools to use with clients. I especially loved the role plays, which gave invaluable real world experience to what we were learning.” Julie, The Money Coach (juliethemoneycoach.com)

 

Our next 5 day intensive training course

When: Monday 23rd to Friday 27th April 2018, 9am-5pm each day

Where: Lighthouse, 28 Kensington Street, Brighton BN1 4AJ

 


 

On this course you will learn how to:

►  Apply coaching skills to help people build a better relationship with money and feel calmer, more in control and confident about their finances.

  Help people find practical solutions to their money challenges. 

►  Use a wide range of practical tools and resources to help people change their financial behaviour and the way they think and feel about money. 

►  Apply my Wise Monkey Financial Coaching Model, with extensive feedback on your own delivery.

►  Work within the boundaries of generic financial advice.

 

Complete the form below for a full information pack and prices


 

Can't make it to Brighton?

I usually run two training courses a year and, although I would love to meet you in person, if you're unable to get to Brighton there are other options too. 

To enquire about Skype training, additional courses for smaller groups or one-to-one training, please give me a call or send me an email.

 


 

Want to know more?

Complete the form below to register your interest and I'll send you full information, including prices. 

Alternatively, if you have specific questions, please call me on 01273 691223 or send an email to simonne@financial-coaching.co.uk

"The course was delivered in a relaxed, welcoming manner with loads of examples, scenarios and case studies. It really pushed me to dig deep into what I had learnt. Thoroughly recommended." Anwin, Financial Coach and mentor

 

This Q&A with one of my Financial Coaching trainees will give you real insight into their experience of becoming a Financial Coach

Read more about previous delegates' experiences

 

 

Please send me more information about the training event:



 

My Financial Coaching course is equally suited to individuals currently working in financial services or someone with knowledge of personal finance and the desire to start an exciting new career.