The Financial Coaching Knowledge Programme

Help your clients develop a healthy relationship with money

less about money, more about people

The real value you can offer is to help the client create their own solutions to complement your advice

I joined the programme to understand my clients better and to learn new ways to help them. My biggest takeaway is the impact of breaking bad money habits, not just for our clients, but how this can feed down through the generations. I would definitely recommend this programme.

Julie Flynn

BA (Hons) DipPFS Director

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 really enabled me to further follow such a fascinating field and I am so glad I joined in on the course.

Danielle Brophy

Financial Planner

The Challenge We're Facing

To expand your clients money picture

To unstick your clients fear of money

To provide meaning and sound advice at times of emotional change for your clients

introducing the 12 week award-winning programme

The programme has been specifically designed to complement your work as a financial adviser or planner or for you to consider as a stand alone business.

Learn our proven framework for changing clients relationship with money

By the end of this programme, you will be ready to further support paying clients, strengthen your brand, and create long term sustainability for your business and your income.

Oh, and be ready to change your own relationship with money!

Open programme booklet & curriculum

PLUS Limited Time VIP Bonuses worth over £800!

View bonuses

The Opportunity

Make money more meaningful for your clients and help them with their emotional decision making

Learn a new way of developing higher value in your business to and create long term sustainability

Understanding clients behaviours and emotions is the key to unlocking deeper trust & meaningful financial advice

Week 1 - Teaching Week Week 2 - Implementation Week Week 3 - Teaching Week Week 4 - Implementation Week Week 5 - Teaching Week Week 6 - Implementation Week Week 7 - Teaching Week Week 8 - Implementation Week Week 9 - Teaching Week Week 10 - Implementation Week Week 11 - Teaching Week Week 12 - Implementation Week

Week 1 - Teaching Week

Learn and practice the core skills of a financial coach

Practice intuitive listening

How the brain processes money beliefs

The 3 stages of how our clients beliefs are formed

Week 2 - Implementation Week

Week 3 - Teaching Week

Week 4 - Implementation Week

Week 5 - Teaching Week

Week 6 - Implementation Week

Week 7 - Teaching Week

Week 8 - Implementation Week

Week 9 - Teaching Week

Week 10 - Implementation Week

Week 11 - Teaching Week

Week 12 - Implementation Week

join the waiting list

Catherine showed me how to use tools and conversation methods that could help the client gainer a deeper understanding about themselves and see the truth around some of their habits & beliefs around money which in essence could be holding them back from the meaningful experiences money can help them achieve for themselves and their loved ones.

I would highly recommend this course if you are looking to create more deep and meaningful conversations with your clients….

Scott Stackhouse

Lifestyle Financial Planer

The programme has enabled me to ask better and deeper questions to clients in meetings and build the confidence to do so. It's super value for money. Catherine is the consummate host and going through it with a group of peers helps to deliver the maximum value.

Rohan Sivajoti

Co-Founder Next Gen Planners

What matters most - The power of emotional connections

Understanding your own relationship with money will also help you bring awareness to how these biases may influence the advice you deliver (oooh interesting!)

This is an opportunity for you to strengthen your brand proposition. That’s a fancy way of saying that you will be building a business that has long term sustainability in financial services.

Now more than ever we are recognising in the financial services profession that our clients are struggling with the emotional relationships they have with money. Let’s be frank. Money can be almost a taboo subject.

That’s why we need more financial professionals like you to learn how to help your clients understand their relationship with money.

This is the of financial advice

Learning Outcomes (720 mins Structured CPD for you)

Understand what financial coaching is and the benefits it brings to planners, advisers and clients

Understand your own beliefs about money and how these influence your interactions with your clients

Examine the interaction between emotions and behaviours and the impact that this can have on client outcomes

Learn the origin of emotions and how this influences our world view

Understand and describe why we favour what is familiar to us and how to help clients break out of their financial comfort zone

Learn the cognitive processes that are at play during discussions about money and how these influence communication between coaches and clients

Look at the benefits and challenges of the development of habits and how clients' behavioural patterns can be interrupted

Practice using the tools that you can use to identify the root of your client's conflicts

Understand our unique 6 Step process to successfully navigate conflict situations.

Understand and explain the drivers of conflict

Practice the qualities, skills and techniques required to be a successful financial coach

Understand and describe how iterative change benefits the formation of lasting habits

Understand the methods available to record the coaching process that complements the regulatory requirements and next steps to use this in practice in your role back in the office

Use and play a recognised model to analyse your client's habits and attitudes to money

join the waiting list for december

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This will change your own relationship with money, not just your clients!

The Work

The 12 week programme includes 6 x LIVE two hour teaching sessions with access to exercises, tools, and templates.

Each module has been specifically designed to complement your work as a financial adviser or planner or for you to consider as a stand alone business.

There will plenty of opportunities to practice in your cohort and in between the sessions in real life.

By the end of this programme, you will be ready to further support paying clients, strengthen your brand, and create long term sustainability for your business and your income.

You will receive a Certificate of completion and can go on to get Certification in our continuation programme.

Clients will remember how you make them as well as what you help them do

When?

This 12 Week LIVE programme will start on Thursday 3rd December 2020 with fortnightly teaching sessions thereafter. Calls will be held from 10am-12pm UK time for each of the coaching calls. There will be a bonus classroom celebration for Week 13. Further details in Q&A section below.

These will be held in a remote classroom so no travel required! Expect lots of laughter, learning and lightbulb moments!

Limited Time VIP Bonuses!

for 48 hours only

Access to our online 'Financial Coaching Marketing Lite' Course.

Understand how to find your ideal client, attract clients and create engaging social media content as a financial coach.

Plus bonus masterclass on how to write highly searchable blogs on wordpress & how to find clients using Linked In

Value: £397

limited availability

Live bonus masterclass with Caroline Strawson

'Understanding the dynamics of financial trauma & how it affects your clients'

Value: £450

About

Catherine Morgan

WIFAA19-HIGHLY COMMENDED_Role Model of the Year

Hi I'm Catherine. Most often found in my fave PJ's, tea lover (builders for the win), and not-so-secret Cath Kidston addict.

I’m on a real mission to help more financial professionals to explore the emotional and practical sides of money because money is both logical and emotional!

Having worked in banks since the age of 18, I became very disillusioned with the focus on complicated financial products. I discovered Financial Coaching and by incorporating this into my work as a Financial Planner I have been able to launch a hugely successful standalone financial coaching business in the UK.

I am a qualified financial planner, certified Financial Coach, Certified Practitioner in NLP (Neuro-linguistic programming) and therefore understand the regulated world and the challenges this can bring. I am also currently studying The Trauma of Money Method ®

Many clients self-sabotage their financial wellbeing and future by not being able to follow your plan and advice because of their feelings, emotions and behaviours.

But I'm here to show you that you can support them more than ever, and in this programme I will be sharing the practical tools and exercises you need to do that.

FAQ

How are the lessons delivered and what are the dates? How can I use this in my business? How will I be billed? What do I need to bring? What if I cannot attend a session? Is this program structured CPD? When will this be running again? I want to send more than one member of my team, do you offer a discount for this? Will I become a certified financial coach on completion of this programme?

How are the lessons delivered and what are the dates?

This 12 Week programme will will be taught LIVE and start on 3rd December 2020 with fortnightly teach sessions thereafter and implementation exercises to do in between. All calls will be 10am-12pm GMT on teach days.

The dates of the training are:

3rd December - 10am-12pm

17th December - 10am-12pm

7th January - 10am-12pm

21st January - 10am-12pm

4th February - 10am-12pm

18th February - 10am-12pm

There will be a bonus classroom celebration on Friday 26th February (Time TBC)

All sessions are recorded if you miss one

How can I use this in my business?

How will I be billed?

What do I need to bring?

What if I cannot attend a session?

Is this program structured CPD?

When will this be running again?

I want to send more than one member of my team, do you offer a discount for this?

Will I become a certified financial coach on completion of this programme?