The Financial Coaching Training
International
Programme
less about money, more about people
Help your clients develop a better relationship with money
Financial planning is about giving people the power of choice and freedom. But all too often what you actually end up doing is providing systems, processes, products, and advice which never see the follow through they deserve.
I know you're here because you want to create impact. It's frustrating knowing the transformation a client could see if they could only follow your advice!
The truth is: getting people to financial transformation is about more than the practical steps.
Financial transformation requires us to start at step one - the step we don't often focus on!

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


Money management occurs in our minds not in our hands
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.
You feel like you're beating your head against a brick wall of inaction!
Clients make over 90% of their financial decisions based on emotions not logic.
They feel great when they leave your meetings, but then other emotions kick in and they don't follow through.
Your clients (and you!) want ways to focus on the person and not solely the product.
Instinctively you know there are underlying reasons for clients' hesitance and inaction.
You know that getting to the root is the path to impact.
you know you have more to offer. you just need the tools to get started.
The Opportunity
Help clients with their emotional decision making through our Money Narratives Clearing ™ 6 Step Process.
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
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, learn my 6 step 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.
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!
Investment: 10 x payments of £280
or choose to invest upfront
PLUS VIP Bonuses worth over £2000!
click on each of the headings to discover the unique 9 month programme pillars of impact
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.
join the waiting list
what is included?
the 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.

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.
join the waiting list


This is the of financial advice
enrolment opens 2021
* *
This will change your own relationship with money, not just your clients!
Clients will remember how you make them as well as what you help them do

About
Catherine Morgan
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. I am also currently studying
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
This programme will be taught LIVE and start 29th April 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-11:30am GMT.
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