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Upgrade to Pathway 2 and become a Certified Financial Coach (CeFC)

CISI CPD accredited · Live cohort, 30 September 2026 to 13 January 2027

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You already have the framework. This is where you put it into practice

Your upgrade invitation

For coaches and financial professionals who already hold the Money Narratives Clearing® Framework and want to put it into practice properly, with a live cohort experience alongside them and the CeFC designation at the end of it.

Some of you completed Pathway 1 and want professional standing to sit alongside the qualifications you already hold. Some completed the modules and have not yet used the framework with a client, where what is missing is rarely knowledge and almost always repetition. Some started, and work got busy, and it has been sitting there since.

Every one of those is a good reason to be in this cohort.

  • Access to Fortnightly live Q&A and Integration Calls with Catherine and the whole cohort.
  • Twelve monthly Peer Practice Pods, rotating between coaching, being coached, and observing, with feedback in real time.
  • Penny, your AI curriculum guide, in the spaces between.
  • The Financial Coach's Marketing Toolkit for the business-building side of the work.
  • A further twelve months of access to the 2026 curriculum
  • A route through the certification requirements to the CeFC designation.

Why Become Fully Certified?

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We believe that it takes practice and implementation of the Framework you learnt throughout this programme to confidently practice as a Certified Financial Coach (CeFC).

Now you have successfully completed Pathway 1 of The Coaching Tools Programme, we would love to invite you to join us inside the Certified Financial Coach Programme. This will enable you to practice using The Money Narratives Clearing Method® Framework so that you can now confidently implement this into your work.

In order to reach full Certification, we ask that you attend at least three LIVE Peer Practice Sessions on Zoom. We host these days once per month (you get 12 months access).

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The format of the sessions are relaxed and supportive, you will be led by Catherine, who will walk you through each step of the framework. You will be assigned to a group of 3 to practice all the tools you have learnt from stage 1 with other coaches, with Catherine on hand to assist and provide positive feedback.

On successful completion of attending at least three peer practice sessions, submitting a recorded session demonstrating the framework, and providing a short reflection statement, you will be ready to graduate as a Certified Financial Coach and be entitled to use the designation (CeFC).

I'm Ready to be a certified financial coach

What You Receive When You Upgrade

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The Complete Financial Coach Certification Journey

  • Everything in The Financial Coaching Tools Programme

  • Monthly peer practice sessions (for 12 months) designed for continued learning, coaching practice and skill development

  • To graduate you must attend at least 3 practice sessions, submit a recorded coaching session and provide a short reflection demonstrating your skills and journey 

  • MARKETING SUPPORT: 12-Week Online Financial Coach's Marketing Toolkit To Help You Establish A Thriving Coaching Business - Valued at £1000 (See Below)

  • Official CeFC Designation (Certified Financial Coach)

The Guide

Meet Penny, your AI curriculum guide.

Penny is your personal AI curriculum guide, trained on the methodology and tools that sit behind the programme. She is there to support your learning between live sessions, help you integrate what you are learning, ask her to explain a step of the framework, suggest which tool fits a client situation, or help you reflect on your own practice.

  • Bring a real client scenario and get pointed to the right framework step, tool and question.

  • Move from understanding the knowledge inside the curriculum to knowing how to apply this with a real-life client you are supporting.

  • Stay supported as a student, so momentum does not stall when life gets busy.

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Cath Hanna

"I was really excited when Catherine introduced Penny.

Whenever I got stuck or wanted to understand something more deeply, I could ask Penny rather than searching through the training. It genuinely felt like having Catherine there with me, helping me work things through.

Being able to ask questions and get guidance based on the curriculum has really helped build my confidence. Penny also makes valuable suggestions for questions I might not have thought to ask my clients.

Thank you, Catherine, for creating such a rich course, and for introducing Penny. She's been an invaluable part of my learning."

Learn With Live Support

During the live cohort, we will be focusing on each module within the curriculum step by step. You will join fortnightly online Q&A and integration calls with Catherine.

These 90-minute sessions are designed to help you:

  • ask questions about the curriculum;
  • explore how the framework applies in practice;
  • reflect on client scenarios;
  • integrate the tools more confidently;
  • stay connected and maintain momentum.

All calls are recorded and given to you inside your student portal area.

  • Call #1

    Wed Sept 30th at 10am UK

  • Call #2

    Wed October 14 at 10am UK

  • Call #3

    Wed October 28 at 10am UK

  • Call #4

    Wed November 11 at 10am UK

  • Call #5

    Mon November 30 at 10am UK

  • Call #6

    Thurs December 10 at 10am UK

  • Call #7

    Wrap up call: January 13 at 10am UK

next live cohort runs from SEPT 30, 2026 - JAN 13, 2027

You'll Also Get:

FINANCIAL COACH'S

Marketing Toolkit

Developing your skill as a financial coach is one part of the journey. The next challenge is communicating that value clearly enough for the right clients to understand why it matters.

The Financial Coach’s Marketing Toolkit is a twelve-module programme designed to help you position and communicate your financial coaching work.

Inside, you will explore how to:

  • tell more compelling stories about your work;
  • communicate the value of financial coaching;
  • create trust-building content;
  • grow your visibility with greater clarity and consistency;
  • structure your services in support of sustainable growth;
  • explore aligned marketing and PR opportunities.

This bonus is included with Pathway 2.

Copy of CM_COACH’S MARKETING TOOLKIT (2)
Value £1500
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Pay over 3 months

£550 x 3

£550 x 3

For USD pricing,  click here.

pay in full

£1497

£1497

For USD pricing,  click here.

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Where the Money Narratives Clearing® Framework becomes practice

Frequently Asked Questions

Upgrade to pathway two
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More voices from our community

"Thanks so much Catherine. I've loved every minute of this programme. It's changed my relationship with money and I know this will make a difference for my clients too <3"

Emma Sanderson

"Thanks Catherine Morgan for having me on the course. It was incredibly valuable, insightful, fun, surprising and enjoyable!! I am already using these skills to deliver more engaging conversations and even better outcomes for my clients! I can highly recommend the Financial Coach Training Programme :)"

Sarah Roughsedge

"Your coaching program is life changing for me Catherine! I enjoyed every training session. I'm so glad to have found and completed this program."

Maggie Laister

"I love this course SO much, and the best thing was you made it accessible to my ADHD brain too so I could complete it. Yes it still took me years - BUT you created such a brilliant opportunity for me (and others) to complete the practical side in a safe, nurturing environment!

And of course, money and ADHD is such a HUGELY important topic as it's challenging for so many ADHDers.

Proud of myself for adding this to my ever growing toolkit so I can help the people who need it <3

Thanks Catherine xx"

Charlotte Dover

★★★★★

An excellent course, and a journey of self-discovery too.

"I wanted financial coaching to becoming part of my financial planning process, and so needed to find a route to learn about this new skill.

After going through the excellent course, with Catherine's help and the support of my fellow students, I have not only learned the skills to become a financial coach - I have learned a lot about myself and my limiting beliefs."

alfred wray

"I approached Catherine about the financial coaching course because I wanted to improve my questioning and listening skills in client meetings.

The most valuable lesson for me has been about asking good questions, and holding the space for the full answer.

I think this will give my financial planning a much deeper resonance with my clients. I hope it will help them improve their relationship with money, and see more value is the plan and their part in it."

Benjamin Fabi

★★★★★

"Catherine's coaching programme completely changed my personal outlook on money, causing me to question many of the beliefs I have about money that drive my money choice. As well as this wonderful personal change it has opened up a wonderful new professional avenue. I've been able to transform my clients' relationships with money, helping them feel empowered to make the right financial choices for themselves and their families. Catherine and the Money Panel team are amazing to work and train with and attract and amazing group of individuals who are passionate about changing the way we talk, learn and behave with money."

Cat