'The Financial Coaching' Training Online Programme for Financial Advisers and Planners
Help your clients with what really matters. How they feel, behave and act with money to change their financial behaviours and develop a healthy relationship with money
Help your clients have better behaviours with money
Join the waiting list for september 2020
Be part of the uk's first ever online financial coaching programe for financial planners and advisers
You want to explore ways to help the client look at the bigger picture and find ways to add even more value to your service proposition.
Your clients want to take action, but even with the best advice and planning they are fearful, or stuck in a cycle of inaction.
You want your work to feel more meaningful at times of emotional change for your clients (divorce, inheritance, retirement)
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 for long term sustainability.
Understanding the clients behaviours and emotions is the key to unlocking deeper trust and meaningful financial advice
Programme currently full
What matters most - The power of emotional connections
This is an opportunity for you to strengthen your brand proposition for long term sustainability in financial services.
Now more than ever we are recognising in the financial services profession that our clients are facing emotional and behavioural barriers to creating strong financial wellbeing.
We need more financial professionals like you to learn how to help your clients understand their relationship with money and integrate financial coaching into your current role to strengthen your brand proposition for long term sustainability and to help reduce the advice gap.
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 the of financial advice
Learning Outcomes (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
Understand and explain the principles of Prochaska and DiClemente transtheoretical model of change
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
Programme currently full
This will change your own relationship with money, not just your clients!
The 12 week programme includes 6 x LIVE two hour teaching sessions bi-weekly 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.
Clients will remember how you make them as well as what you help them do
This 12 Week LIVE programme will start on 13th May 2020 and has been designed to be as flexible as possible with a choice of two session times (Wednesdays 11-1pm or Thursdays 7-9pm) for each of the coaching calls. You can join both or either! 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!
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 and therefore 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.
programme currently full
This 12 Week programme will will be taught LIVE and start on 13th May 2020 and has been designed to be as flexible as possible with a choice of two session times every other week.
You can choose either the daytime or evening sessions. (You will be put into buddy groups for accountability over the 12 weeks so if you can it would be better to choose daytime or evening but we appreciate that there may be times when this is not possible, so you can dip into the alternative time.)
13th May - 11am-1pm or 14th May - 7-9pm
27th May - 11-1pm or 28th May - 7-9pm
10th June - 11am-1pm or 11th June - 7-9pm
24th June - 11am-1pm or 25th June - 7-9pm
8th July - 11am-1pm or 9th July- 7-9pm
22nd July - 11am-1pm or 23rd July - 7-9pm
There will be a bonus classroom celebration on Friday 31st July at 6pm