Choose your Pathway
($ US DOLLAR)
"Our business has gone from strength to strength this year and I am confident that it has been testament to the tools and experience I have gained throughout the Financial Coaching Certification." — Tracey L Reddings
Both pathways give you the complete Money Narratives Clearing® curriculum. The difference is how you learn and whether you certify.
Pathway 1
The Financial Coaching
Tools Programme
Learn the framework and tools
Full curriculum: 7 modules, 18 classes
Fortnightly Q&A Integration Calls with Catherine during live cohort September 30-January 13, 2027
All tools, worksheets, and resources
Access to Money StoryTypes® Assessment Tool
CISI CPD accreditation
12 months access to all materials
Pay Over 12 Months
Pay In Full
Pathway 2
The Complete Financial
Coach Certification
Learn, practice, and certify
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
Official CeFC Designation (Certified Financial Coach)
Financial Coach's Marketing Toolkit BONUS
Pay Over 12 Months
Pay In Full
Not sure which pathway is right for you? Book a personal mapping call and we will explore which option fits your professional context, your goals, and your pace.
FINANCIAL COACH'S
Marketing Toolkit
Turn your financial coaching expertise into a visible, marketable offer with a 12-week marketing programme designed to help you attract ideal clients, communicate your value clearly, and build a stronger financial coaching business.
Inside, you’ll learn how to:
- tell more compelling stories about your work
- grow your audience with greater clarity and consistency
- create content that builds trust and attracts the right clients
- structure your offers in a way that supports long-term business growth
- increase your visibility through aligned marketing and PR opportunities
This bonus is designed to help you not only become a more skilled financial coach, but also position that expertise in a way that supports sustainable business growth.
Value $2000
You’ll also receive a curated collection of niche add-on resources designed to help you support clients with a wider range of money challenges in a practical, grounded way.
These toolkits are ideal for deepening your client support, expanding the conversations you can confidently hold, and giving you additional resources to draw from when needed.
Money Mindset Meditation Library
A supportive collection of guided audio practices to help deepen reflection, build emotional awareness, and encourage a calmer, more intentional relationship with money.
Personal Finance Money Management Toolkit
A practical set of resources to support clients with everyday money organisation, financial habits, and greater confidence in managing their finances.
Debt Planning and Goal-Setting Toolkit
Additional tools to help clients approach debt reduction, financial planning, and money goals with more clarity, structure, and momentum.
→ Helping Clients With Money Already Spent (Debt) — how to hold debt conversations with confidence, compassion, and clear professional boundaries
→ Financial Goals & Planning Ahead — the Financial Freedom Number, the Financial Vitality Number, values-based goal setting, lifestyle design, and a complete set of printable client worksheets
→ Coaching questions for both topics — ready to use in session
→ Money StoryTypes® connection tables — how each type experiences debt and financial planning differently
Total Value of Specialist Tool kits $2,000