'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

The Challenge

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)

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 for long term sustainability.

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

Programme currently full

Copy of Financial Cycle
Scott Stackhouse

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 attended the course from July to November of last year, and have been implementing the teaching and techniques I learned from Catherine since then, which have really helped me to help my clients to gain greater clarity surrounding preferable outcomes for my clients and their families.

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

Scott Stackhouse

Lifestyle Financial Planner

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

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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 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!

cath trans


Catherine Morgan

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


How are the lessons delivered and what are the dates?

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


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?