Our Financial Coach Training Blog

Get inspiration and information here if you're thinking of joining us on a course.

A smooth transition to online training Dec 17, 2020

‘The course is incredibly well-designed’, says Martha Lawton, who trained online with us in October 2020. ‘I’m a trainer myself, so can be hypercritical – but this course is intense, slick and fun.’

Since the pandemic, we’ve moved our Financial Coach...

Continue Reading...
Growing a Community of Financial Coaches Dec 07, 2020

We were hugely excited about bringing everybody who’s trained with Wise Monkey together for the first time this year – in spring 2020. 

Our trainings have always been held in small groups, and we’d never before organised a big event. But we had one all planned and scheduled...

Continue Reading...
A day in the life of a financial coach Jun 08, 2019

June sunshine is streaming through my new office window as I prepare for events this month where I’ll be sharing the work I’ve created and developed.

I'm excited about the opportunity to inspire client-centred financial advisers about the emotional wow factor of integrating coaching...

Continue Reading...
Julia’s training experience Apr 30, 2019

"I was hoping we would be taught approaches and tools to help with coaching, guidance on structuring sessions and the cycle of helping a client.  The coaching course has far exceeded my expectations. We were in a small group of six students plus Simonne, Jo a psychotherapist and Anne who has...

Continue Reading...
My journey from financial adviser to coach Mar 28, 2017

I recently had the pleasure of being interviewed for one of the NextGen Planners Podcasts. 

If you haven’t heard of NextGen Planners, check it out here. It’s a community founded by young financial planners, focused on creating an informal way for young advisers to share...

Continue Reading...
Training as a Financial Coach – what’s it like? Jan 21, 2017

While we can tell you what our Financial Coaching Training course is like from our point of view, what better way to gain insight but from someone who's done it. We asked one of our trainees to tell her story. 

Also, check out some photos from past training...

Continue Reading...