"This has helped me in every part of my life."
"This is a powerful program which will change people’s lives and I am so pleased that I embarked on this journey"
"It's completely changed my life, and I don't mean just financially. My business coach mentioned to me how different I am now."
The
Coaching Tools Programme
Confidently transform your clients’ relationship with money using proven, psychology-based frameworks and tools ...without the formal assessment or certification
"This has helped me in every part of my life."
"This is a powerful program which will change people’s lives and I am so pleased that I embarked on this journey"
"It's completely changed my life, and I don't mean just financially. My business coach mentioned to me how different I am now."
Introducing:
The Coaching Tools Programme
Confidently transform your clients’ relationship with money and enhance client relationships using a proven, psychology-based framework.
This Is For You If…
- You don’t want to call yourself a Certified Financial Coach
- You’re an existing coach or financial professional who’s ready to go deeper than surface-level advice with the right tools and coaching framework
- You find yourself thinking, “I want to create deeper, more meaningful conversations with my clients around money”
- You want to further develop your own skills around money too
What You Get When You Join Us...
Instant Access To A Self-Paced Financial Coach Learning Hub
- 12 months access to over 60+ self-paced videos with accompanying workbooks and practical implementation steps
- Complete Money Narratives Clearing® Framework – our proven 6-step process for transforming client money relationships
- The Money StoryTypes® Tool – Identify client money behaviours and customise your approach (this alone will transform your client's money experience)
- Weekly implementation guides for integrating these tools into your existing practice
- Personal Money Management Training Bundle – practical tools for clients with different money personalities (£1000 value)
Introducing: The Money Narratives Clearing® Method
Learn Our Psychology Backed 6-Step Framework Designed To:
- Uncover the hidden money beliefs holding you (and your clients) back
- Transform your emotional relationship with money
- Move from procrastination to confidently take consistent action toward financial goals
- Break self-sabotaging patterns around earning, keeping and spending
- Create sustainable financial habits that align with your values
Using this framework will transform your own relationship with money first, and then allow you to confidently guide your clients through the same.
The Curriculum
Your journey unfolds in four powerful phases, guiding you from embodied coach to confident practitioner of the Money Narrative Clearing® Method. With every module, you’ll deepen your own relationship with money—while mastering the tools and techniques to help clients create lasting transformation.
PHASE 1
Grounding & Getting Ready
Regulate yourself. Clarify your role. Create a safe space for change.
- Welcome & Learning State – Set your intention and enter a calm, focused learning state with breathwork designed for financial coaching.
- Nervous System Tools – Learn how the body and brain respond to money stress—and how to build safety through emotional regulation tools.
- Preparing For Your Coaching Sessions – Clarify your role, define scope, and integrate trauma-informed practices through somatic heart breathing tools.
- Window of Tolerance + Brain Styles – Understand how client regulation and brain dominance shape coaching impact.
Breathwork and heart led embodied practices, session planning template, money language library, integration guide
PHASE 2
Mapping the Money Mind
Uncover client patterns, triggers, beliefs, and emotional attachments to money.
- The Money Narrative Clearing® Method – Master the proven psychology based 6-step framework to guide deep and lasting client breakthroughs.
- Money StoryTypes® Assessment – Identify and work with client money identities and behaviours.
- Meaning, Identity & Belief – Explore the unconscious stories that shape self-worth, value, and security.
- Intergenerational Beliefs – Break cycles of shame, scarcity, and inherited money patterns.
- Money + Emotion – Decode emotional triggers using somatic, nervous system, and trauma-informed lenses.
PHASE 3
Building Coaching Mastery
Learn, embody, and apply core tools for transformational client conversations.
- Reflective Language & Listening – Help clients hear their own wisdom through deep listening and safe enquiry.
- The Clarity Coaching Technique for Competing Priorities – Cut through overwhelm and help clients focus when everything feels urgent.
- The Enoughness Scale – Use this powerful tool to shift clients from scarcity to enoughness.
- Core Coaching Skills – Strengthen your presence, listening, and non-directive questioning through a 7-day challenge.
- Coaching Through Conflict – Learn the STRONG framework to navigate emotionally charged conversations in relationships using the Couple Coaching Scripts.
- Values-Based Coaching – Uncover client motivations to support aligned, values-driven decisions.
- Habit Change Tools – Apply habit loops, tracking tools, and behaviour-shifting strategies to build consistency.
- Watch Real Coaching in Action – View transformational demo sessions to see the entire method in practice.
PHASE 4
Integration, Ethics & Toolkits
Prepare to work with real-world client dynamics.
- Financial Abuse & Client Safety – Learn to recognise red flags and respond with ethics and care.
- Coaching as a Professional – Seamlessly blend emotional intelligence and coaching.
- Coaching Toolkit Access – Use done-for-you scripts, worksheets, templates, and language libraries in your client sessions.
PHASE 5
Certification & Beyond
Step into your identity as a Certified Financial Coach.
- Live Group Assessment – Join an online certification day (held quarterly) to demonstrate your skill in a supportive setting.
- Continued Practice Sessions – Drop into quarterly practice calls to sharpen your tools and build confidence.
- CeFC Designation – Upon passing, earn the official Certified Financial Coach credential and proudly practice with integrity.
Get started by enrolling below.
Your Investment
(£ POUND STERLING)
One-Time Payment
£2499 + VAT
£ Pound Sterling
BONUS: 12-Week Financial Coach's
Marketing Toolkit Program
(PLUS save £500 by paying in full)
12 Monthly Payments
£250 + VAT
£ Pound Sterling
This is a monthly payment plan
for 12 months.
Your Investment
($ US DOLLAR)
One-Time Payment
$3400
$ US Dollar
BONUS: 12-Week Marketing
Program for Coaches
(PLUS save $500 by paying in full)
12 Monthly Payments
$325
$ US Dollar
This is a monthly payment plan
for 12 months.
Pay-In-FUll Bonus Only
Financial Coach's Marketing Toolkit
Turn your financial coaching expertise into a thriving, scalable business with our comprehensive 12-week Marketing program, included in your certification. You'll master the 4-step storytelling framework to attract ideal clients, learn our proven 'build, borrow, and buy' method to grow your audience, and develop your complete product value ladder – from workshops to memberships. Plus, get our time-saving content creation system and the exact strategy to become a regular guest expert on podcasts and publications.
Plus You'll Also Get Access to £1500 of Bonuses To Accelerate Your Own Money Resources...
Bonus 1
‘HOW TO FIND, CONVERT, AND KEEP CLIENTS' TRAINING
In this 30-minute video training, you'll learn my exact strategy I use in all of my successful campaigns to create a consistent flow of clients.
VALUE: £150
Bonus 2
MONEY MINDSET MEDITATION LIBRARY
Fast-track a positive money mindset and reprogram your nervous system to be open and ready to receive money with thesee guided meditation audios.
VALUE: £50
Bonus 3
PERSONAL FINANCE MONEY MANAGEMENT TRAINING BUNDLE
4 Downloadable Planners to use with your clients to help them keep more of their money.
- Mindful Tracking Spending Planner Template - Perfect for those of your clients who need baby steps with money as the thought of even looking at their numbers fills them with dread. Help your client with baby steps to track their income and outgoings for awareness of their spending habits.
- The 50/30/20 Budgeting Method Planner & Video Training - Perfect for the natural planners! Help your clients set up their budget using the 50/30/20 method.
- Money Pots Tracker - Help your client set up and track what money pots they need to keep a healthy flow of money.
- Spending Planner Template - Perfect for those with a more impulsive relationship with money to give every pound a purpose. No more boring budget planners
VALUE: £800
Bonus 4
HOW TO PLAN, PAY DOWN DEBTS AND SET GOALS
Video Trainings on How to Calculate Your Clients Financial Freedom Number, Methods to Pay Down Debts Faster and How to Set a Plan For a Secure Financial Future.
VALUE £500
Sarah Roughsedge
“I was already finding myself naturally engaging in conversations in a deeper way with my clients and I felt there was so much more I could learn to better assist clients with their money journey. I started the program clear that this would make a difference to what I was doing. But it has more than exceeded my expectations. The content has been fascinating, educational, engaging and practical. This is a powerful program which will change people’s lives and I am so pleased that I embarked on this journey and can’t wait to play my role in coaching individuals through their transformational change!”
Sara Walker
Money Mentor
"Working on the course and using the Money Narrative Clearing Method® Framework, I identified a major money block for myself. I was not charging enough which made me re-think my entire services and fees."
Danielle Brophy
"The programme has given me more confidence to talk about our relationship to money, and a greater comfort in using the right language to articulate the emotional and psychological aspects of money. It has enabled me to further follow such a fascinating field and I am so glad I joined in on the course."
Wilma Edwards
“Today I used the Coaching Tools in my client meeting. I told the client to write down on the borrowed beliefs timeline, what are the stories that she is telling herself around money. It was soooooo powerful. I could see the lightbulb moments, her coming up with ideas of how to give less and hold onto more."