Dive into the replay below!
Now that you have watched the training, I invite you to enroll in our Financial Coaching Tools Programme below
END-OF-SUMMER SPECIAL OFFER
Save £500 off your enrollment fee if you sign up by 8pm GMT on Thursday 25th September 2025.
"This has helped me in every part of my life."
"This is a powerful program which will change people’s lives and I am so pleased that I embarked on this journey"
"It's completely changed my life, and I don't mean just financially. My business coach mentioned to me how different I am now."
The Financial Coaching
Tools Programme
Confidently transform your clients’ (and your own)
relationship with money using a proven,
psychology-based framework.
"This has helped me in every part of my life."
"This is a powerful program which will change people’s lives and I am so pleased that I embarked on this journey"
"It's completely changed my life, and I don't mean just financially. My business coach mentioned to me how different I am now."
The Financial Coaching
Tools Programme
Confidently transform your clients’ (and your own)
relationship with money using a proven,
psychology-based framework.
Why This Matters Now
Money is the number one source of stress for many our clients (and for us personally too), impacting decisions, relationships, and sense of worth—even when it’s not “about money” on the surface. In your client sessions, you may be noticing:
► Clients feel undeserving of wealth, no matter how much strategy or support you offer
► Clients feel undeserving of wealth, no matter how much strategy or support you offer
► Clients feel undeserving of wealth, no matter how much strategy or support you offer
► Clients feel undeserving of wealth, no matter how much strategy or support you offer
► Clients feel undeserving of wealth, no matter how much strategy or support you offer
► Clients feel undeserving of wealth, no matter how much strategy or support you offer
Your clients need someone who can navigate the emotional layers of money with skill, safety, and confidence. This is your opportunity to do the work personally AND master a proven, structured framework so you can meet your clients where they truly are — and guide them to where they want to be.
This is how you set yourself apart in your field and deliver results that feel truly meaningful and rewarding.
Money is never just about the numbers
“I know something deeper is going on here…but I’m not sure how to support them.”
This disconnect happens because each client has a unique emotional relationship with money that shapes how they make decisions.
And without a framework to spot their hidden money beliefs and patterns, you’re left guessing why they freeze, procrastinate, or self-sabotage.
When you can decode your clients’ unspoken money beliefs and translate your guidance into something that lands, you unlock real momentum and lasting change.
In this programme, you’ll master a psychology-based framework to explore these hidden money beliefs, clear emotional blocks, and facilitate lasting change. For your clients. And for yourself.
Introducing:
The Money Narratives Clearing® Method
Learn Our Psychology Backed 6-Step Framework Designed To:
- Uncover the hidden money beliefs holding you (and your clients) back
- Transform your emotional relationship with money
- Move from procrastination to confidently take consistent action toward financial goals
- Break self-sabotaging patterns around earning, keeping and spending
- Create sustainable financial habits that align with your values
Using this framework will transform
your own relationship with money first, and then allow you to confidently guide your clients through the same.
This Is For You If…
- You’re ready to go deeper than surface-level advice with the right tools and coaching framework
- You recognise that money blocks are preventing your clients from reaching their full potential
- You want to further develop your own skills around receiving and holding onto money too
- You find yourself thinking, “I want to create deeper, more meaningful conversations with my clients.”
- You're ready to help clients create transformational change in both their relationship with money and their results
Here's Your Opportunity to Lead with Impact
While others stick to surface-level financial advice, you can:
- Differentiate your practice with a unique, psychology-based approach to money resistance and blocks
- Create breakthrough moments when clients finally understand their relationship with money
- Build stronger client relationships that lead to better outcomes and more referrals
- Add a powerful new dimension to your existing client work and processes
- Increase your value and visibility in a marketplace that’s craving support beyond just the numbers
- Invest in your own growth and skills to create more impact, fulfillment, and sustainable success in your business
"Do I need to have my own money stuff sorted first..?"
Not at all! Your journey with money – including your challenges – makes you MORE qualified to help others, not less.
As one of our graduates shared:
"I worried I needed to fix my own money mindset before I could help others. What I discovered is that my own money journey gave me the empathy and insight to connect with clients in a way no financial expert could. This framework gave me the structure and confidence to guide those conversations with real impact."
The Relationship we have with money
is really a mirror reflection of the relationship we have with ourselves
Now more than ever we are recognising that our clients are struggling with the emotional relationships they have with money. Here lies the opportunity with incorporating our proven Financial Coaching Tools into your sessions.
What Makes This Programme Unique?
1. Built to Integrate Seamlessly Into Your Existing Work
Whether you’re supporting clients through business strategy, life goals, or regulated financial advice, this programme complements and enhances what you already do — no need to start from scratch.
2. Focuses on Psychology, Not Just Numbers
We go beyond budgeting and financial literacy to address the root causes of money blocks – the stories, beliefs, and emotions that drive behaviour.
3. Practical Tools You Can Use Immediately
You'll receive ready-to-use coaching questions, exercises, and frameworks you can implement in your very next session.
4. Transformative For You, Too
Experience your own money narrative transformation as part of the process, allowing you to coach from a place of authentic understanding.
5. The Proven Money Narratives Clearing® Framework
Our 6-step method is a repeatable, evidence-based process for helping clients uncover and rewrite their limiting money stories — and it’s designed to create real, lasting behavioural change.
What you get when you join us...
Instant Access To A Self-Paced Financial Coach Learning Hub
► 12 months access to over 60+ self-paced videos with accompanying workbooks and practical implementation steps
► Complete Money Narratives Clearing® Framework – our proven 6-step process for transforming client money relationships
► The Money StoryTypes® Tool –– Identify client money behaviours and customise your approach (this alone will transform your client's money experience)
► Weekly implementation guides –for integrating these tools into your existing practice
► Personal Money Management Training Bundle – practical tools for clients with different money personalities (£1000 value)
Sarah Roughsedge
“I was already finding myself naturally engaging in conversations in a deeper way with my clients and I felt there was so much more I could learn to better assist clients with their money journey. I started the program clear that this would make a difference to what I was doing. But it has more than exceeded my expectations. The content has been fascinating, educational, engaging and practical. This is a powerful program which will change people’s lives and I am so pleased that I embarked on this journey and can’t wait to play my role in coaching individuals through their transformational change!”
Sara Walker
Money Mentor
"Working on the course and using the Money Narrative Clearing Method® Framework, I identified a major money block for myself. I was not charging enough which made me re-think my entire services and fees."
Danielle Brophy
"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 enabled me to further follow such a fascinating field and I am so glad I joined in on the course."
Tracey L Reddings
Catherine’s program has taken me on a personal and professional journey of discovery and enlightenment. Personally, my purpose is about “equality of advice for women” and I wanted this program to help me to deepen the quality of advice and decision-making for my clients; but it has been so much more than that. Our business has gone from strength to strength this year and I am confident that has been testament to the tools and experience I have gained throughout the Financial Coaching Certification.
The Curriculum
Your journey unfolds in four powerful phases, guiding you to become a confident practitioner of the Money Narrative Clearing® Method. With every module, you’ll deepen your own relationship with money—while mastering the tools and techniques to help clients create lasting transformation.
PHASE 1
Grounding & Getting Ready
Regulate yourself. Clarify your role. Create a safe space for change.
- Welcome & Learning State – Set your intention and enter a calm, focused learning state with breathwork designed for financial coaching.
- Nervous System Tools – Learn how the body and brain respond to money stress—and how to build safety through emotional regulation tools.
- Preparing For Your Coaching Sessions – Clarify your role, define scope, and integrate trauma-informed practices through somatic heart breathing tools.
- Window of Tolerance + Brain Styles – Understand how client regulation and brain dominance shape coaching impact.
Breathwork and heart led embodied practices, session planning template, money language library, integration guide
PHASE 2
Mapping the Money Mind
Uncover client patterns, triggers, beliefs, and emotional attachments to money.
- The Money Narrative Clearing® Method – Master the proven psychology based 6-step framework to guide deep and lasting client breakthroughs.
- Money StoryTypes® Assessment – Identify and work with client money identities and behaviours.
- Meaning, Identity & Belief – Explore the unconscious stories that shape self-worth, value, and security.
- Intergenerational Beliefs – Break cycles of shame, scarcity, and inherited money patterns.
- Money + Emotion – Decode emotional triggers using somatic, nervous system, and trauma-informed lenses.
PHASE 3
Building Coaching Mastery
Learn, embody, and apply core tools for transformational client conversations.
- Reflective Language & Listening – Help clients hear their own wisdom through deep listening and safe enquiry.
- The Clarity Coaching Technique for Competing Priorities – Cut through overwhelm and help clients focus when everything feels urgent.
- The Enoughness Scale – Use this powerful tool to shift clients from scarcity to enoughness.
- Core Coaching Skills – Strengthen your presence, listening, and non-directive questioning through a 7-day challenge.
- Coaching Through Conflict – Learn the STRONG framework to navigate emotionally charged conversations in relationships using the Couple Coaching Scripts.
- Values-Based Coaching – Uncover client motivations to support aligned, values-driven decisions.
- Habit Change Tools – Apply habit loops, tracking tools, and behaviour-shifting strategies to build consistency.
- Watch Real Coaching in Action – View transformational demo sessions to see the entire method in practice.
PHASE 4
Integration, Ethics & Toolkits
Prepare to work with real-world client dynamics.
- Financial Abuse & Client Safety – Learn to recognise red flags and respond with ethics and care.
- Coaching as a Professional – Seamlessly blend emotional intelligence and coaching.
- Coaching Toolkit Access – Use done-for-you scripts, worksheets, templates, and language libraries in your client sessions.
PHASE 5 (OPTIONAL Pathway 2 Only)
Certification & Beyond
Become an official 'Certified Financial Coach'.
- Live Group Assessment – Join an online certification day (held quarterly) to demonstrate your skill and practice the tools you have learnt from the programme in a supportive setting alongside other financial coaches.
- Continued Practice Sessions for 12 months – Access to drop into quarterly practice calls to sharpen your tools and build confidence.
- CeFC Designation – Upon passing, earn the official Certified Financial Coach credential and proudly practice with integrity.
Ready to begin your journey with these
Coaching Tools?
FINANCIAL COACH'S
Marketing Toolkit
Turn your financial coaching expertise into a thriving, scalable business with our comprehensive 12-week Marketing program, included in your certification. You'll master the 4-step storytelling framework to attract ideal clients, learn our proven 'build, borrow, and buy' method to grow your audience, and develop your complete product value ladder – from workshops to memberships. Plus, get our time-saving content creation system and the exact strategy to become a regular guest expert on podcasts and publications.
Bonus 1
‘HOW TO FIND, CONVERT, AND KEEP CLIENTS' TRAINING
In this 30-minute video training, you'll learn my exact strategy I use in all of my successful campaigns to create a consistent flow of clients.
VALUE: £150
Bonus 2
MONEY MINDSET MEDITATION LIBRARY
Fast-track a positive money mindset and reprogram your nervous system to be open and ready to receive money with thesee guided meditation audios.
VALUE: £50
Bonus 3
PERSONAL FINANCE MONEY MANAGEMENT TRAINING BUNDLE
4 Downloadable Planners to use with your clients to help them keep more of their money.
- Mindful Tracking Spending Planner Template - Perfect for those of your clients who need baby steps with money as the thought of even looking at their numbers fills them with dread. Help your client with baby steps to track their income and outgoings for awareness of their spending habits.
- The 50/30/20 Budgeting Method Planner & Video Training - Perfect for the natural planners! Help your clients set up their budget using the 50/30/20 method.
- Money Pots Tracker - Help your client set up and track what money pots they need to keep a healthy flow of money.
- Spending Planner Template - Perfect for those with a more impulsive relationship with money to give every pound a purpose. No more boring budget planners
VALUE: £800
Bonus 4
HOW TO PLAN, PAY DOWN DEBTS AND SET GOALS
Video Trainings on How to Calculate Your Clients Financial Freedom Number, Methods to Pay Down Debts Faster and How to Set a Plan For a Secure Financial Future.
VALUE: £500
Be Part Of The Global Financial Coach Community
In addition to all of the course resources, tools, and personal learning portal, you will also be welcomed into a vibrant global community of financial coaches. Financial professionals, accountants, coaches and life coaches across the UK, Canada, Australia, Hong Kong, Dubai and Canada.
Ruth Gilbey
"Catherine’s financial coaching training has been amazing! The way it weaves psychology and coaching through the lens of money is nothing short of transformational. I’ve found myself constantly nodding along, having ‘aha’ moments where everything just clicks. It’s helped me connect the dots in ways I never expected.
The content is absolutely fascinating, so many different theories and perspectives that bring fresh insights with every lesson. The group implementation calls are incredible to watch, offering a real, practical look at how this work plays out in action. Even as someone who loves psychology and has years of coaching experience, I was convinced I needed more financial education before stepping into financial coaching. But this programme has completely shifted that belief.
Catherine is a great teacher and so helpful her lessons are engaging, practical, and packed with so much wisdom. She has an incredible way of making complex ideas feel clear, actionable, and deeply relevant. This training has given me the clarity, confidence, and excitement to step fully into financial coaching, and I honestly can’t recommend it highly enough."
"I wouldn't be where I am as a coach without the training sessions. With a non financial background I learnt so much."
"Doing this coaching has literally changed my life and not just financially. I value myself more and I never tied this to money"
Learn Our Unique Money Narratives Clearing® Methodology To Transform Your Clients Relationship With Money
ABOUT CATHERINE MORGAN
HI I'M CATHERINE
You’ll often find me in my most comfy PJ’s, sipping tea (stronger the better) or walking Rosie, my Cocker Spaniel along the beach in Jersey.
I’m also a qualified Financial Adviser, Financial Abuse Specialist ®,Inherited Family Trauma Practitioner, a Trauma of Money Method ® Facilitator and expert in several other money healing modalities. I’m a serial entrepreneur and reached my first million by the age of 31.
I’m here to create safe spaces, financial equality, independence and financial peace for all.
Because when we feel safe, healthy and financially resilient, we we do great things in the world.
Having worked in banks since the age of 18, I became very disillusioned with the focus on complicated financial products.
Many clients self-sabotage their financial wellbeing and future by not being able to follow your 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 my exact framework to creating deep change for your clients and to help to stand out in a crowded market place.
Frequently Asked Questions
