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 16 years, I've coached getting on for 1,000 people and trained over 40 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.
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.
Our next 5 day intensive training course
Monday 23rd to Friday 27th April 2018, 9am-5pm each day
Monday 4th to Friday 8th June 2018, 9am-5pm each day
Monday 22nd to Friday 26th October 2018, 9am-5pm each day
The April and June trainings are now full. Our next training with available places is in October 2018
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 firstname.lastname@example.org
This Q&A with one of my Financial Coaching trainees will give you real insight into their experience of becoming a Financial Coach
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.