Learn how to coach the beliefs, emotions and patterns behind your clients’ financial decisions.
Become A Certified Financial Coach (CeFC).
Gain a practical, evidence-informed framework for helping clients move through the human side of money — and turn deeper insight into meaningful change.
CISI CPD Accredited · Live Integration Support · Optional CeFC Certification
THE LIVE COHORT RUNS 30 SEPTEMBER 2026 - 13 JANUARY 2027
Your clients do not need more information.
Money is rarely just about money.
They may already know they need to charge more, spend differently, save consistently, open the bank statement, make the investment, retire, have the difficult conversation or follow the financial plan.
They may understand exactly what needs to change. And still find themselves unable to do it.
That’s because money decisions are rarely shaped by logic alone. They’re influenced by inherited beliefs, emotional triggers, protective behaviours, identity and the nervous system’s perception of what feels safe.
When those deeper patterns remain unaddressed, even the best strategy can be ignored, delayed or abandoned.
But do you have a framework for helping them understand why?
Most professionals don’t — because they were never taught how to work with the human side of money in a structured, ethical way.
The Financial Coach Programme gives you that structure.
the foundation
What is financial coaching?
Financial coaching works in the space between knowing what to do — and being able to do it.
Financial advice and financial coaching are not the same thing. And one does not replace the other.
Financial advice helps a client understand what to do with their money.
Financial coaching helps them explore what may be getting in the way of doing it.
Most financial decisions are shaped by more than logic or information. They can be influenced by inherited beliefs, emotional triggers and protective patterns formed through a person’s experiences and conditioning.
That’s why a client can understand exactly what they need to do — and still struggle to do it.
financial advice
Helps a client understand what to do with their money.
financial coaching
Helps them explore what may be getting in the way of doing it.
So when a client says:
“I know I can afford to retire, but I still don’t feel safe spending.”
“I know I should be charging more, but every time I try, I pull back.”
“I know the plan makes sense. I just can’t seem to follow it.”
—you have somewhere to go with the conversation.
A financial coach does not give regulated advice, recommend products or manage investments.
They coach the human relationship with money: the story beneath the number, the feeling that arrives when a decision becomes real and the pattern that keeps repeating.
That means knowing what to ask, what to listen for and how to help someone explore what’s underneath the behaviour.
For coaches, this can deepen the work you already do.
For financial professionals, it can help address the implementation gap between a sound financial plan and a client who acts on it.
It’s about working skilfully with the person making the financial decisions — so insight has a better chance of becoming meaningful, lasting change.
At The Money Panel®, financial coaching is taught through the Money Narratives Clearing® Framework, a six-step methodology drawing on trauma-informed nervous-system awareness, behavioural science and practical financial coaching tools.
WHY A METHODOLOGY MATTERS
Insight is not the same as transformation.
Recognising that a client’s financial behaviour has deeper roots is one thing.
Knowing what to do next in the conversation is another.
A client might say, “I know I need to charge more, but I just can’t.” You may recognise the fear, belief or pattern underneath it, but where do you go from there?
Do you explore where it came from? Stay with the emotion? Help them regulate? Move towards action?
Without a clear process, even experienced professionals can find themselves relying on instinct.
That’s why the Financial Coach Programme teaches the Money Narratives Clearing® Framework — a structured six-step methodology for knowing what to explore when a money conversation goes beneath the surface.
You learn how to explore:
Where it came from
The experiences, messages and conditioning that may have shaped the client’s beliefs about money.
What sits underneath it
The emotion, need or nervous-system response influencing what feels possible or safe.
What the pattern may be protecting
Why a behaviour that looks unhelpful may actually be serving an emotional purpose.
WHAT IT IS COSTING THEM NOW
How an old belief or protective behaviour may be affecting their current choices, opportunities or financial wellbeing.
WHAT COULD BECOME POSSIBLE INSTEAD
How to help the client explore a different belief, response or behaviour without forcing change before they’re ready.
HOW INSIGHT BECOMES ACTION
Turning what emerges in the conversation into practical next steps the client can actually take.
The result is not a script you rigidly follow.
It’s a framework that helps you understand where you are in the conversation, what you’re listening for and where you might go next.
So instead of simply noticing the pattern, you have a structured way to help your client work through it.
Insight can help someone recognise a pattern. A skilled coaching process helps them move through it.
THE PROGRAMME
A methodology for the conversation most professionals are not trained to hold.
The Financial Coach Programme teaches you how to recognise what may be happening beneath a client’s financial behaviour and gives you a structured way to work with what emerges.
Through the Money Narratives Clearing® Framework, practical coaching tools, demonstrations and live integration support, you’ll learn how to hold deeper money conversations with greater confidence, structure and professional awareness.
You'll learn how to:
Hear the belief beneath the sentence
Notice when emotion or the nervous system enters the conversation
Explore resistance without pushing past it
Ask questions that take the conversation deeper
Know when to stay with what’s emerging and when to move towards action
Turn insight into practical next steps
Hold clear professional boundaries
The aim isn’t to give you a script for every possible money conversation.
It’s to give you enough structure to know where you are, enough skill to know where you might go next, and enough confidence to stay present when the conversation gets deeper.
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.
This may not be right for you if:
- you want a purely passive course with no personal reflection;
- you are looking for regulated financial-advice training;
- you do not want to explore your own relationship with money;
- you are looking for a coaching framework that is not specific to coaching on money
You do not need to have your own relationship with money perfectly “sorted.” Your lived experience can deepen your empathy and awareness. What matters is your willingness to examine your own patterns so they do not unconsciously shape the way you coach someone else.
"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 - paraplanner
The Transformation
What changes through the programme?
This programme is designed to create change on two connected levels: how you understand yourself around money, and how confidently you support others.
Personally
You experience the methodology before you use it with someone else.
You’ll explore your own relationship with money and begin to recognise the beliefs, emotional responses and patterns that may be influencing the way you earn, spend, hold, receive or think about money.
This isn’t about having your own money story perfectly “sorted.”
It’s about developing the self-awareness to recognise your own assumptions, triggers and blind spots — so they’re less likely to shape the way you coach someone else.
The deeper your awareness of your own patterns, the more present you can be with someone else’s.
Emma Sanderson
"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"
Professionally
You move from relying on instinct to having a methodology you can trust.
As you learn and practise the framework, you’ll develop greater confidence in recognising what may be happening beneath a client’s financial behaviour and deciding where the conversation needs to go next.
You leave with more than knowledge.
You leave with a clearer method, stronger practitioner confidence and a more distinctive way of supporting client change.
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.”
"This 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
THE PROGRAMME AT A GLANCE
From understanding the money story to creating change that lasts.
The programme takes you through five connected phases of financial coaching, beginning with the roots of a client’s relationship with money and progressing towards the practical application of the methodology in real conversations. Each phase builds on the one before it, so you’re not simply collecting tools.
You’re learning when, why and how to use them.
ROOTS → RELEASE → REFRAME → REWIRE → REAL-WORLD
The five-part learning journey:
Ground yourself and uncover the patterns
Understand how money beliefs are formed through personal experience, family inheritance and cultural conditioning and how the nervous system can influence financial decisions before logic catches up.
You’ll begin with your own relationship with money, then learn to recognise the beliefs and patterns showing up in your clients’ language and behaviour.
You’ll learn to:
- recognise the deeper beliefs shaping financial behaviour
- understand how stress and emotional activation can affect money decisions
- listen to client language as valuable coaching information
- use the Money StoryTypes® to understand and support different client patterns
- create a coaching environment grounded in safety and trust
Key tools include: Money StoryTypes® Assessment & Quick Reference Cards, Borrowed Beliefs Timeline, Emotional Regulation tools, Money Phrases Cheat Sheet and coaching demonstrations.
Understand what’s keeping the pattern in place
Learn to work with the emotional responses, resistance and protective behaviours that can keep a client stuck, even when they consciously want something to change.
Rather than treating resistance as a problem to overcome, you’ll learn to explore what it may be protecting and help clients develop greater awareness of what’s happening beneath the surface.
You’ll learn to:
- recognise resistance and ambivalence without pushing for change
- explore the emotional drivers beneath financial behaviour
- understand what an apparently unhelpful pattern may be protecting
- work with emotional activation while maintaining safety and appropriate boundaries
- help clients create enough awareness and space for a different response to become possible
Key tools include: practical coaching questions and exercises for exploring resistance, emotional responses and the protective function of money behaviours.
Help clients see the story differently
Once a client can recognise the belief or narrative influencing their financial behaviour, the next step isn’t simply to replace it with a more “positive” thought.
You’ll learn how to help clients examine the meaning they’ve attached to money, question beliefs that may no longer serve them and develop perspectives that feel both more supportive and believable.
You’ll learn to:
- identify the beliefs and narratives influencing a client’s financial choices
- explore where those beliefs came from and whether they still fit
- help clients question assumptions without imposing your own perspective
- support clients to develop alternative beliefs that feel credible and personally meaningful
- connect a new perspective with different choices and possibilities
Key tools include: practical coaching questions and exercises for exploring, challenging and reframing money beliefs and narratives.
Turn new insight into new responses
Understanding a money pattern is important. But lasting change also requires opportunities to respond differently when the old pattern is activated.
You’ll learn how to help clients move from insight towards new emotional and behavioural responses, creating practical ways to reinforce change beyond the coaching conversation.
You’ll learn to:
- recognise when an old money pattern is being activated
- help clients create space between the trigger and their habitual response
- support new responses that feel realistic and achievable
- connect emotional insight with practical financial behaviour
- help clients reinforce change through repetition, reflection and action
Key tools include: practical exercises and coaching techniques for supporting new responses, reinforcing change and translating insight into everyday financial behaviour.
Integration, application, and client practice
Knowing the framework is one thing. Using it confidently when a real client is sitting in front of you is another.
This phase brings the methodology together so you can practise applying what you’ve learned to the complexity of real money conversations, while maintaining clear professional and ethical boundaries.
You’ll learn to:
- bring the different stages of the methodology together within a coaching conversation
- recognise where a client may be within the process and decide where to go next
- adapt your approach to the person in front of you rather than rigidly following a script
- integrate financial coaching appropriately into your existing professional role
- recognise the limits of your scope and when referral or another form of support may be appropriate
- build greater confidence through practice, reflection and integration
The outcome: a methodology you understand not just in theory, but can begin applying with greater structure, confidence and professional awareness in real client conversations.
Wilma Edwards
Financial Adviser
“Since using financial coaching with my client I made £9,000. Today I used the Coaching Tools in my regular 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. Thank you once again for creating this course!!”
Want the full module-by-module breakdown with every tool, worksheet, and resource listed?
Learn the methodology — with somewhere to bring your questions.
The core learning is released across three months, so you have time to absorb, practice and integrate what you’re learning around your existing commitments.
Alongside the curriculum, you’ll join Catherine for seven 90-minute live Q&A and integration calls.
These sessions give you space to move beyond “I understand the concept” towards “I know how I might use this in practice.”
Bring your questions, reflections and real-world scenarios.
During the calls, you can:
- ask questions about the curriculum and methodology
- explore how the framework could apply in different client situations
- reflect on scenarios and coaching challenges
- deepen your understanding of the tools
- build confidence as you begin integrating what you’re learning
Can’t attend live? Every session is recorded, and the live calls are included in both pathways.
The Live Q&A Dates For Your Calendar
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
All calls are recorded (for flexibility)
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
Suzanne Alexander
Certified Financial Coach, Australia
In an industry where the vast majority of financial coaches have their own business, it can be challenging to get feedback or evaluate your own sessions, especially when they aren't recorded. Watching how Catherine holds herself, how she holds the client, the space, the questions, and being able to practise and receive feedback, has been exactly what I've needed.
Early Access
Join Before the September Cohort Begins, and Start with Foundations
When you enrol ahead of the live cohort starting at the end of September, you step straight into Foundations: your pre-cohort space designed to prime, ground, and welcome you before the practice begins.
Today
Enrol Now
Your place is secured.
Straightaway
Foundations Opens
From the moment you join, you have access to the first module of the curriculum to begin working on your own relationship with money. You are also invited to the monthly live Welcome Calls, where you meet Catherine and your fellow students in your cohort before day one, alongside the Foundations community space inside our learning platform.
end of september
Cohort Begins Live
By the time we begin together, you will already feel well prepared.
Hear From Our Students
Sarah Roughsedge
Financial Coach
“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.”
Michael hawthorne
The course took me down many rabbit holes of self discovery that I wasn't expecting. These centred around the need to compensate for this with knowledge and qualifications and make an all-in attempt to fit in and to be taken seriously by clients and peers alike. These became unconscious truths and choices that I created, which compounded over the years. Today, I feel more able to be myself. This has helped me in every part of my life.
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.”
PATHWAY 2: CERTIFICATION
THE PATHWAY to becoming a certified financial coach (CefC)
A clear, supported path from learning to certification
If you choose Pathway 2, you’ll move from learning the methodology to practising it, receiving feedback and demonstrating your ability to use it in a real coaching conversation.
You have a full 12-month completion window, so you can build your confidence and complete the certification requirements at a pace that works around your existing professional commitments.
01 - Complete All Core Learning Modules
Work through the full Financial Coach Programme curriculum and learn the Money Narratives Clearing® Framework, tools and coaching process.
02 — PRACTICE YOUR COACHING
Attend a minimum of three 90-minute peer practice sessions to practice applying the methodology in coaching conversations.
These sessions give you space to build fluency, learn through practice and develop confidence before your final submission.
03 — SUBMIT A RECORDED COACHING SESSION
Submit one recorded coaching session demonstrating your use of the Money Narratives Clearing® Framework.
This is your opportunity to show how you bring the methodology together in practice.
04 — COMPLETE YOUR REFLECTION & ETHICS REQUIREMENTS
Reflect on your coaching practice and confirm your commitment to the professional and ethical standards expected of a Certified Financial Coach.
05 — REVIEW & CERTIFICATION
Your submission is reviewed against the certification criteria.
Once you have successfully completed the requirements, you’ll become a Certified Financial Coach (CeFC) and can use the CeFC credential and certification logo.
The goal isn’t to rush through an assessment.
It’s to give you time to practise the methodology until you can use it with greater confidence, competence and professional awareness.
What's Included:
You won’t just learn financial coaching. You’ll learn how to do it.
This programme is designed to close the gap between understanding a coaching methodology and feeling confident enough to use it in a real conversation.
That’s why you won’t just learn the Money Narratives Clearing® Framework. You’ll watch it being used in coaching demonstrations, practice it yourself and have practical tools to support you as you begin using it with clients.
From 300+ coaching questions and session-planning tools to Money StoryTypes® reference guides, worksheets and coaching demonstrations, you’ll have something to come back to when you find yourself thinking:
“What do I ask next?”
The goal isn’t for you to finish the programme knowing more about financial coaching.
It’s for you to know how to coach someone through a conversation about money.
THE COMPLETE FINANCIAL COACH PROGRAMME
The full Money Narratives Clearing® curriculum, taking you through the five-part learning journey from Roots to Real-World application.
PRACTICAL COACHING TOOLS & RESOURCES
A library of coaching questions, worksheets, reference guides and session-planning tools to help you prepare for and navigate real client conversations.
COACHING DEMONSTRATIONS
See the methodology being applied in practice so you can understand not just what the framework is, but what it can look and sound like in a coaching conversation.
LIVE Q&A & INTEGRATION SUPPORT
Seven 90-minute live sessions with Catherine to ask questions, explore scenarios and deepen your understanding as you work through the programme. Recordings are provided if you can’t attend live.
12 MONTHS’ PROGRAMME ACCESS
Revisit the curriculum, demonstrations and resources throughout your 12-month access period as you practise and integrate what you’ve learned.
WHICH PATHWAY IS RIGHT FOR YOU?
Both pathways include the complete Money Narratives Clearing® curriculum, tools and live integration support.
PATHWAY 1
Learn the methodology + integrate it into your existing work
PATHWAY 2
Learn the methodology + practice it + work towards CeFC certification
Not sure yet? Start with Pathway 1 and upgrade later.
The Guide
Meet Penny, your AI curriculum guide.
Find the right tool or framework
Get help navigating the curriculum when you’re not sure where to look.
Think through a scenario
Explore which parts of the methodology may be relevant to a situation you’re reflecting on.
Revisit what you’ve learned
Ask questions about programme concepts and return to relevant material without having to search through every module.
Keep your learning moving
Get curriculum-based support between the live integration calls, when a question is fresh in your mind.
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."
Choose your Pathway
Both pathways give you the complete Money Narratives Clearing® curriculum. The difference is how you learn and whether you certify.
Which pathway is right for you?
- Pathway 1
Best for bringing money psychology into work you already do
Choose Pathway 1 if you want to learn the Money Narratives Clearing® methodology and use the tools within the work you already do.
- Pathway 2
Best for structured practice and formal certification
Choose Pathway 2 if you want structured practice, feedback and assessment, and to work towards becoming a Certified Financial Coach (CeFC).
Pathway 1
The Financial Coaching
Tools Programme
Learn the methodology and integrate it into the work you already do. Pathway 1 includes:
Complete Financial Coach Programme curriculum
Money Narratives Clearing® Framework
Practical coaching tools, worksheets and 300+ coaching questions
Coaching demonstrations
Money StoryTypes® tools and resources
Seven live Q&A & integration calls, with recordings
Penny, your AI curriculum guide
12 months’ programme access
Best for you if: you want to strengthen the way you work with money conversations and integrate financial coaching tools into your existing professional role, without pursuing CeFC certification.
Pay Over 12 Months
Pay In Full
For USD pricing, click here.
Pathway 2
Certified Financial
Coach (CeFC)
Learn it. Practice it. Demonstrate it. Become certified. Everything in Pathway 1, plus:
Structured peer coaching practice
Feedback and opportunities to build confidence using the methodology
Certification assessment and review
Certified Financial Coach (CeFC) credential on successful completion
CeFC certification logo for professional use
Continued practice opportunities during your 12-month access period
Best for you if: you want to develop your financial coaching skills through supported practice and assessment and work towards professional certification as a Certified Financial Coach (CeFC).
Pay Over 12 Months
Pay In Full
For USD pricing, click here.
Not sure which pathway fits?
Book a personal mapping call to discuss your professional context, goals and preferred level of support.
Your Time Commitment
Designed to fit around the work you're already doing
Most of our students are already running businesses, seeing clients or working in demanding professional roles. So you can move through the programme at a pace that works around your existing commitments.
Choose the pace that works for you:
- 3 months~2 hours per week
- 6 months~1 hour per week
- 12 months~30 minutes per week
Approximate weekly commitment for the core programme, including the live Q&A integration calls.
If you choose Pathway 2 and want to certify
You'll also need to complete a minimum of 4.5 hours of peer coaching practice (three 90 minute practice sessions), plus approximately 2 to 3 hours for your final certification requirements.
You have a full 12 month completion window, so there's no need to complete your certification at the same pace as the live cohort.
You can go deep without having to go fast.
Charlotte Dover
ADHD Coach
“I loved this programme SO much. The best thing was that you made it accessible to my ADHD brain too, so I could complete it. You created such a brilliant opportunity to complete the practical side in a safe, nurturing environment.”
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.
THE FINANCIAL COACH'S
Marketing Toolkit
12-module bonus programme · Included with Pathway 2
Becoming a skilled financial coach is one part of the journey. Being able to communicate what you do — and why it matters — is another.
Pathway 2 includes the Financial Coach’s Marketing Toolkit, a 12-module bonus programme designed to help you communicate and position your financial coaching work with greater clarity.
Inside, you’ll explore how to:
- explain the value of financial coaching in language potential clients understand
- tell more compelling stories about your work
- create trust-building content
- communicate your services with greater clarity and consistency
- explore aligned opportunities to increase your visibility
Extra tools for the conversations that happen around the coaching.
Alongside the core Financial Coach Programme, you’ll also receive three specialist resource libraries to support some of the practical money conversations that may arise in your work.
Money Mindset Meditation Library
Guided resources to support reflection, emotional awareness and a different relationship with money.
Personal Finance Money Management Toolkit
Practical resources for exploring everyday money management and helping clients build greater financial awareness.
Debt Planning and Goal-Setting Toolkit
Tools to support structured conversations around debt, financial goals and practical next steps.
3 specialist resource libraries · Included with the programme · Combined value £1,400
The Difference In Practice
What changes when you have a framework to work with.
Tanya Ibberson
Accountant
“I would spend a lot of time talking to my client about their goals but as an accountant we are not trained in helping clients with the feelings around money. I had no tools to understand feelings around money. I also wanted to add another string to my bow. I also recognised that I had my own limitations, so I knew it would help me too. There is lots of stigma in the financial space that we have to be good with money! It has given me such confidence in my work.
Isha Bhatt
Operations Director
Before joining the course, my biggest hesitation was whether it would be too ‘fluffy’ and not give me practical tools I could actually use with clients.
What surprised me was how quickly that concern disappeared. As I moved through the modules and reflected on my own behaviours around money, I had a real breakthrough — I could clearly see how powerful this work would be to facilitate with clients.
This training has genuinely shifted how I work. Instead of jumping into solution mode, I now feel confident staying in coaching mode, asking better questions, and getting to the true root of what’s really going on for clients. It’s added depth, confidence, and real impact to my client conversations.
What Our Graduates Say
Ruth Gilbey
Ruth Gilbey
“Catherine’s financial coaching training has been amazing… This training has given me the clarity, confidence, and excitement to step fully into financial coaching, and I honestly can’t recommend it highly enough.”
Sarah Roughsedge
Financial Coach
“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… This programme 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!"
Tracey L Reddings
Financial Adviser
“Catherine’s program has taken me on a personal and professional journey of discovery and enlightenment… Our business has gone from strength to strength this year and I am confident that has been testament to the tools and experience I have gained throughout the Financial Coaching Certification.”
“Thank you so much. The whole program has been really the best training and personal development experience I have had and already seeing the impact on clients from applying the skills that have been learned.”
SaM HARLEY
Meet Catherine
(Your Trainer)
I’ve dedicated my entire career to understanding money, both the numbers and the human experience behind them.
I’m a qualified Financial Adviser, Certified Financial Coach, Financial Abuse Specialist®, Inherited Family Trauma Practitioner, EFT Practitioner and Trauma of Money Method® Facilitator, alongside training in several other money-healing modalities.
But across all of that training and experience, one question has continued to shape my work:
Why can someone know exactly what to do with money and still find it incredibly difficult to do it?
I’ve seen the gap from both sides.
The financial world can give people excellent information, recommendations and strategy. Coaching can create powerful insight and awareness.
But when fear, shame, identity, inherited beliefs or protective patterns enter a money conversation, professionals need more than good intentions or another set of questions.
They need a structured way to know what to listen for, what to explore and where to go next.
That gap is what led me to develop the Money Narratives Clearing® Framework and the Financial Coach Programme.
My aim isn’t to teach you to coach exactly like me.
It’s to bring together what I’ve learned across financial services, financial coaching and deeper money work — and give you a practical methodology you can learn, practise and make your own.
Because when money becomes emotional, the answer isn’t always more information. Sometimes the most useful thing you can offer is a better conversation.
What changes when you have a framework to work with
Frequently Asked Questions
READY TO TAKE THE NEXT STEP?
Become the professional who knows what to do when money gets emotional.
Your clients don’t need you to have all the answers.
But when fear, avoidance, inherited beliefs or old patterns are getting in the way of what they know they want to do, it helps to have a framework for knowing what to ask, what to listen for and where to go next.
The Financial Coach Programme gives you that framework — alongside the practical tools, practice and support to use it with greater confidence in real client conversations.
Choose the pathway that fits where you want to take this work.
PATHWAY 1 — FINANCIAL COACHING TOOLS PROGRAMME
Learn the framework and integrate the tools into the work you already do.
PATHWAY 2 — CERTIFIED FINANCIAL COACH (CeFC)
Learn, practice, receive feedback and work towards becoming a Certified Financial Coach.
Not sure which pathway is right for you?
Book a Personal Mapping Call and we’ll explore which option best fits your professional context, goals and pace.
“It’s completely changed my life, and I don’t mean just financially.”
Kristen Cunliffe
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