Our Financial Coach Training Blog

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

New Chapter for Wise Monkey Jul 20, 2023

This spring turned into a season of activity and new beginnings.

I’m excited to announce various developments and new benefits to our Wise Monkey Training. Indeed, we’re positively bursting with news!

 

Accreditation

In March 2023,  we had our Wise Monkey Financial...

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Financial Coaching using the OSKAR Coaching Model Jan 22, 2023

OSKAR is a popular solutions-focused coaching model, which we teach during our Financial Coach Practitioner Certificate Training.

It was developed by coaches Paul Z. Jackson and Mark McKergow and published in their 2002 book, "The Solutions Focus: Making Coaching and Change SIMPLE." Take a...

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How does financial coaching complement therapy? Sep 22, 2022

It was great to have the opportunity to talk to Nucleus Financial about how Financial Coaching differs from therapy, yet can be deeply therapeutic.

Because of the emphasis on the emotional and behavioural side of money management, as well as the complex relationship with money many of us have,...

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What is Financial Coaching? Jul 11, 2022

It's exciting to see so many more people now talking about Financial Coaching, with many now offering this holistic approach to helping people with the money side of their lives.

But there's lots of different versions of Financial Coaching. In my interview with Nucleus Financial, I explain my...

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Simonne chats about Financial Coaching Jun 29, 2022

Simonne chats with Abraham Okusanya about her role as a Financial Coach, targeting the gap in the market, taking a glimpse into:

  • Her career and how she found herself moving into the financial coaching business
  • How she transitioned from being a financial adviser to starting her own financial...
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Get set for Wise Monkey’s enhanced Financial Coach Practitioner Certificate trainings in 2022... Dec 09, 2021

As 2021 starts drawing to a close, I’ve begun to reflect on the past 12 months from both a personal and professional perspective. With the pandemic bringing so many challenges and changes to our lives, financial coaching is now more relevant than ever.

It’s been a busy year, but also...

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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...

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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...

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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...

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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...

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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...

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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...

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Wise Monkey Financial Coaching Ltd is registered as a company in England and Wales.
Registration number: 06943759. Registered office: Preston Park House, South Road, Brighton, East Sussex, BN1 6SB.
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