Our Financial Coach Training Blog

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

Financial Coaching: Helping clients navigate the world of finance Aug 27, 2024

Financial coaching didnā€™t exist in the UK when I began to consider alternative ways to work with clients on their finances beyond the traditional advice model.Ā After 10 years as an independent financial adviser, I became disillusioned with the industry and how advice mostly focused on clients who ha...

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Our Wise Monkey Love Your Coaching partnership sees its first graduates Apr 17, 2024

Iā€™m delighted to report our partnership with Charlie Warshawski at Love Your Coaching is now bearing its first fruit.

The very first Wise Monkey alumni to sign up for the bespoke ILM L5 coaching and mentoring qualification have now emerged, enthused, and qualified.

Coaching sits at the heart of al...

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Beyond Numbers: What Financial Planners and others are saying about our Financial Coach Training Jan 22, 2024

Ā 

A Training for All

Iā€™m excited that weā€™ve got ourĀ Spring 2024Ā Financial Coach Practitioner Certificate TrainingĀ coming up soon: running from 15 April to 19 June 2024.

And in case youā€™re wondering who that training might be for ā€“ whether, for instance, it might be a fit for you, or you for it ā€“ ...

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New Chapter for Wise Monkey Jul 20, 2023

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

Iā€™m excited to announce various developments and new benefits to our Wise Monkey Training. Indeed, weā€™re positively bursting with news!

Ā 

Accreditation

In March 2023,Ā  weĀ had our Wise Monkey Financial Coach Practitioner Certificate...

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Financial Coaching using the OSKAR Coaching Model Jan 22, 2023

OSKAR isĀ 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 look at ...

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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, Iā€™m ...

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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 withĀ Nucleus Financial, I explain my definit...

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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 ownĀ financial coac
  • ...
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Get set for Wise Monkeyā€™s enhanced Financial Coach Practitioner Certificate trainings in 2022... Dec 09, 2021

As 2021 starts drawing to a close, Iā€™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.

Itā€™s been a busy year, but also one where I fe...

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A smooth transition to online training Dec 17, 2020

ā€˜The course is incredibly well-designedā€™, says Martha Lawton, who trained online with us in October 2020. ā€˜Iā€™m a trainer myself, so can be hypercritical ā€“ but this course is intense, slick and fun.ā€™

Since the pandemic, weā€™ve moved our Financial Coach trainings online, and weā€™ve discovered real bene...

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Growing a Community of Financial Coaches Dec 07, 2020

We were hugely excited about bringing everybody whoā€™s trained with Wise Monkey together for the first time this year ā€“ in spring 2020.Ā 

Our trainings have always been held in small groups, and weā€™d never before organised a big event. But we had one all planned and scheduled for April 2020.

Of cour...

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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 Iā€™ll be sharing the work Iā€™ve created and developed.

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

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