The Financial Coaching Training

Programme

including 3 months of marketing mentoring

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the only UK programme that Helps your clients develop a better relationship with money as a certified financial coach and helps you grow a profitable coaching business

I know you're here because you want to have deeper and more meaningful conversations with clients and build a financial coaching business.

The truth is: getting people to financial transformation is about more than the practical steps.

"If the client doesn't feel like they're good enough, they'll fear they won't have enough"

I can't wait to share the skills I am learning with my clients BOTH my expert knowledge in financial but also helping clients to discover their limiting beliefs.

Emma Louise Wright

Chartered Financial Planner

Working on the FCT course identified a major money block for me, I was not charging enough which made me re-think my services and fees. I have for a long while passionately believed in fee for service so when clients work with me they know there is no incentive for me to ‘sell’ them a financial product or to get funds under management. I have put my fees up now.

Sara Walker

Financial Planner & Money Mentor

enhance your relationships, deepen your skills & master your marketing

The Challenge We're Facing

Clients don't stick to your advice.

Intentions and plans are great, but often the required action doesn't follow as they are operating from fear and scarcity with money.

Clients make over 90% of their financial decisions based on emotions not logic.

They feel great when they leave your meetings, but then they don't follow through.

You want ways to focus on deepening the meaning for your clients'.

You know that getting to the clients' emotional and behavioural roots is the path to greater impact but you are unsure how.

3 steps - A unique programme where you learn, deepen then learn how to market yourself

The Opportunity

Help clients make better financial decisions that stick by learning our Money Narratives Clearing ™ 6 Step Process.

Transform your own relationship with money and learn how to leave your biases at the door

Integrate financial coaching into your work (or as a separate proposition) to unlock deeper and more meaningful conversations

let's go

You're ready to diversify in order to create the impact you and your clients need and want.

You're ready to understand the root of clients' behaviours (and your own) around money, get proven strategies to help them uncover and overcome those limiting beliefs and behaviours

You're ready to learn my 6 step Money Narrative Clearing ™ signature framework, and position your offering uniquely in order to grow your business.

You're ready to STOP focusing on products and practical solutions that don't always seem to work and START focusing on the individual.

You're ready to have deeper, more meaningful conversations.

Ready? Let's dive in...

introducing the award winning financial coaching 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!

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the unique 12 month programme is delivered in 3 distinct steps

3 MONTHS OF LIVE TEACH SESSIONS (FORTNIGHTLY)

6 MONTHS DEEPENING & IMPLEMENTATION (FORTNIGHTLY)

3 months financial coaching marketing mentoring

Step 1: learning and live teach Step 2: Deepening & Implementation

Step 1: learning and live teach

Step 1 of the training programme takes place over 12 weeks, forming months 1-3 of the programme.

During this stage, we explore in depth what financial coaching is, teach you our signature Money Narratives™ clearing process, and learn how to integrate coaching into regulated models as well stand alone.

You will learn everything you need to move forwards into step 2 where we will strengthen, deepen, and practice the core skills and framework you have learnt.

Click the headings above for a break down of the 12 week teaching segment.

Step 2: Deepening & Implementation

We believe that it takes practice and implementation of the lessons you learn in this programme to confidently practice as a Certified Financial Coach.

As such, during the final 6 months of the programme we support you with live practice to develop your confidence before becoming a Certified Financial Coach.

We require you to attend a minimum of 10 practice sessions during the final 6 months of the programme (12 available) in order to gain your certification.

Step 1 Curriculum

Session 1: Core Skills Session 2: Money Narratives™ Session 3: Application Session 4: Financial Values Session 5: The Comfort Zone Session 6: Integration into regulated models

Session 1: Core Skills

What is financial coaching (and what is financial coaching NOT).

Learn how money beliefs work and how the brain processes them.

Understand and recognise behaviours and self limiting beliefs.

Uncover your own beliefs around money.

Session 2: Money Narratives™

Session 3: Application

Session 4: Financial Values

Session 5: The Comfort Zone

Session 6: Integration into regulated models

PLUS Bonuses worth over £2000!

View bonuses

PLUS! discover unique content

what is included?

1. the coaching toolkit

By the end of the programme you will have a fully formed toolkit at your disposal to use with your clients and within your business.

You will learn how to use each of the tools effectively and proactively within your own client meetings, and practice deepening your use of the toolkit.

PLUS! discover unique content

Self limiting beliefs exercise will help you to expertly uncover limiting beliefs in your own clients.

Our unique 6 step Money Narratives Clearing process will allow you to help your clients to overcome their limiting beliefs.

You'll have a unique set of powerful coaching question scripts at your disposal for use in your own meetings.

The 4 stage listening and reflecting technique will revolutionise your coaching skills for maximum impact.

Use our values, energy, and time matrix to dive deep into your clients' values and motivations to help the stick to their plans and goals.

Learn and use the money habitudes assessment tool within your unique coaching offering.

what is included?

the programme

Students gain personalised access to our learning portal, complete with tools and resources to use. Your unique learning dashboard is accessible wherever you use the internet, meaning your toolkit is never more than a click away.

Unique learners dashboard at your fingertips.

Easily access live teach sessions and practice sessions, wherever you are.

Access workbooks, homework, tools, and resources all in one place.

Additional resources, bonus trainings, and personalised content just for you.

Handy integratable calendar means you never forget a session.

Always accessible replays in case you can't attend live or want to refresh and deepen your learning during the practice phase.

tell me more!

what is included?

2. the community

In addition to all of the course resources, tools, and personal learning portal, you will also be welcomed into a vibrant and engaging community of like-minded financial professionals and coaches.

We have seen some incredible partnerships arise through connections formed in the community.

PLUS! discover unique content

marketing

3. profit and impact

You will learn how to grow your business as a financial coach. 3 months of deep dive trainings with Catherine and her team.

How to attract clients using social media

How to create an easy content plan

How to price your offerings 1:1 and groups

How to generate high quality leads

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

early enrolment open for september

is this for me?

* *

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

The Work

The programme includes 6 x LIVE two hour teaching sessions with access to exercises, tools, and templates. This is followed by 6 months deepening of your learning through live practice triad sessions and 3 months of marketing content.

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.

i want to further support clients

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

When?

This LIVE programme will start in September 2021 with fortnightly teaching and practice sessions thereafter. Calls will be held from 10am-12pm GMT for each of the coaching calls. 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!

i want in

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

what makes this programme

unique

Discover what makes this programme so unique! All students will unlock 3 months financial coaching marketing training.

Unlock unique content not available anywhere else!

Discover Catherine's blueprint for building a successful financial coaching business

Access 3 months financial coaching marketing mentoring

Learn how to grow a 6 figure profitable coaching business

Uncover how to position yourself in the market and lead generating create content

Limited Time VIP Bonuses!

compliance masterclass

Bonus masterclass with Karen Malin, Financial services compliance director.

Compliance masterclass covering all your questions about FCA compliance, including client agreement templates for you to use.

Value: £397

how can I secure coaching clients?

vip bonus

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

how can i make this work for my business?

vip bonus

Bonus masterclass with Lisa Johnson, global multi 7 figure passive income strategist.

'Business Models for More Money in Less Time'

Value: £997

what is financial trauma & how will i know how to recognise it?

vip bonus

Bonus masterclass with Caroline Strawson, Multi award winning ICF Accredited Trauma Informed Certified Coach

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

Value: £450

How will i know what to charge?

secure bonus today

Pricing masterclass with Catherine

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_{How to position financial coaching into your discovery calls with new clients}

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_{How to work with a financial coach if you decide to outsource this to a member of your team or an external financial coach.}

Value: £250

find out more & secure bonuses!

About

Catherine Morgan

WIFAA19-HIGHLY COMMENDED_Role Model of the Year

Financial-Abuse-Specialist-Certified-teal

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), Certified Law of Attraction Life Coach, Certified Hypnotherapy Practitioner, Financial Abuse Specialist ® and a Trauma of Money Method ® Facilitator.

I understand the regulated world and the challenges this can bring.

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.

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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? Is this programme suitable if I am an accountant, mortgage adviser, or other financial professional?

How are the lessons delivered and what are the dates?

This programme will be taught LIVE for the entire 12 months and starts in September 2021 with fortnightly teach sessions thereafter and short implementation exercises to do in between. All calls will be 10am-12pm GMT on alternative Thursdays during the first 12 weeks.

Thereafter, all practice sessions are held on alternative Wednesdays from 10am-12:00pm GMT.

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?

We believe that it takes practice and implementation of the lessons you learn in this programme to confidently practice as a Certified Financial Coach.

You first complete the 3 months of live training, followed by triad practice sessions (you need to do 10 which we anticipate will take you 6 months) practice to develop your confidence before becoming a Certified Financial Coach.

So you could be certified in 9 months.

Completion of this programme gives the candidate the opportunity to apply for the designation of CeFC 'Certified Financial Coach', awarded by The Financial Coaching Panel. This certificate is awarded to those coaches who can demonstrate that they have attained the knowledge and skills required by The Money Coaching Panel is an independent organisation to ensure an element of independence and standards to the training programme as detailed in their terms and conditions.

You must attend a minimum of 10 practice sessions during the final 6 months of the programme in order to gain your certification.

Is this programme suitable if I am an accountant, mortgage adviser, or other financial professional?