Financial Coach Practitioner Certificate Training
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 19 years, I've coached getting on for 1,000 people and trained over 130 people to become financial coaches. Read about Simonne's journey from financial adviser to coach and insight from a past trainee. Click here for a sample of Q&As and here for a selection of photos from our recent training courses.
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
Intensive training course
- Throughout the five weeks we will share with you a range of skills, resources and methodologies.
- Using a blended method of teaching - including games, role-plays, coaching simulations, case studies, interactive and experiential learning activities and discussions - we will equip you with everything you need to coach your own clients.
- 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
- You'll be able to access a huge range of resources via an online folder after the training which are ready for you to download and use.
- 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.
- You'll be issued a Financial Coach Practitioner certificate on completion of the course.
The delivery of our courses has now changed from face-to-face to virtual. We now deliver the trainings live - mornings only 8.30am to 12.30pm.
Courses available in 2020:
Monday 27th to Friday 31st January 2020 (in Brighton - 9am to 5pm) Monday 22nd June to Friday 03 July 2020 (mid-week mornings only virtually - 8.30am to 12.30pm) Monday 20th July to Friday 31 July 2020 (mid-week mornings only virtually - 8.30am to 12.30pm) Monday 7th to Friday 18th September 2020 (mid-week mornings only virtually - 8.30am to 12.30pm) Monday 19th to Friday 30th October 2020 (mid-week mornings only virtually - 8.30am to 12.30pm)
Courses available in 2021:
Monday 22nd February to Friday 5th March 2021 (mid-week mornings only virtually - 8.30am to 12.30pm) Monday 26th April to Friday 14th May 2021 (mid-week mornings only virtually - 8.30am to 12.30pm)
- Monday 13th September to Friday 13th October. Click here for further information
All trainings are now being delivered live via Zoom. Small group sizes guaranteed. Please get in touch if you'd like to be added to our waiting list or to arrange a call to find out more.
Like so many other businesses, we had to quickly move our in-person training to an online learning space. The challenge was to make this just as dynamic and engaging for everyone. But what we discovered far exceeded our expectations. Click here to hear from some of our trainees on how they found the experience. And the community that has emerged since lockdown forced us to cancel our first ever event planned for April 2020.
Check out our photo gallery from previous training courses.
Complete the form below for a full information pack and prices.
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 the Wise Monkey Financial Coaching Model, with extensive feedback on your own delivery.
- Work within the boundaries of generic financial advice.
What if you don't come from a Financial Services background?
Alongside our Financial Coach Practitioner Certificate Training, we also offer a series of three 90-minute online interactive seminars 19:00 to 20:30, designed for delegates who do not have any formal training in personal finance. The aim is to prepare trainees for the types of topics that may come up in coaching sessions.
You're more than welcome to attend our Personal Finance Seminars as a stand-alone to the training so you can prepare for attending the training at a later date or to broaden your own personal finance knowledge.
Want to know more?
Complete the form below to register your interest and we'll send you full information, including prices.
Alternatively, if you have specific questions, please send an email to firstname.lastname@example.org.
I could not recommend the course highly enough. I've come away with so much fantastic information, experience of coaching and resources, that I feel a huge difference in my confidence level to get out there and get coaching. This is the best course I've ever been on, hands down, no question! Can't wax lyrical enough about it." Kate, Financial Coach
This Q&A with one of our Financial Coaching trainees will give you real insight into their experience of becoming a Financial Coach
Complete the form below for a full information pack and prices
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