Learn how to coach the beliefs, emotions and patterns behind your clients’ financial decisions.
Gain a practical, evidence-informed framework for helping clients move through the human side of money — and turn deeper insight into meaningful change.
Our next live cohort begins February 2027
CISI CPD Accredited · Live Integration Support · Optional CeFC Certification
BE THE FIRST TO KNOW
Join the February 2027 cohort waitlist.
If you support people with money, change or financial decisions — and want a more structured way to work with the beliefs, emotions and patterns that can sit beneath financial behaviour — join the waitlist for the next Financial Coach Programme cohort.
You’ll be the first to hear when enrolment opens, with details of the programme, pathway options and early enrolment opportunities.
The next live cohort begins February 2027, with enrolment opening in November 2026.
Is this programme for you?
The Financial Coach Programme is designed for professionals who already support people with change, money or financial decisions — and want a more structured way to work with the human side of those conversations.
Benjamin Fabi - paraplanner
Suzanne Alexander, Certified Financial Coach, Australia
If you are weighing this up, I'd say this is the one-stop shop. I've done other programmes I loved, but the depth of tools to actually deliver the coaching, not just understand the concepts, is next level.