The Financial Coaching Training



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


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

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

FCT mockup #2

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

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: The Value Ladder
Session 5: The Motivation Zone
Session 6: Integration into regulated models
Sessions 7 - 18: Deepening & Implementation

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 (1)

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.

Coaching Questions (1)

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

4 stage

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

Values Matrix

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.

Money Habitudes

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.

Main Dash

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

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

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

Scott Stackhouse

Lifestyle Financial Planer
Rohan Sivajoti Headshot

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 propositionThat’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

enrolment opens 2021

* *

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.

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 your certification upon completion of the full programme.

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


This LIVE programme will start on 29th April 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!

cath trans


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.


How are the lessons delivered and what are the dates?

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.

How can I use this in my business?
What is the investment & 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 a mortgage adviser?