Our Financial Coach Training Blog
Get inspiration and information here if you're thinking of joining us on a course.
Financial coaching didnāt 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...
Iām 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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A Training for All
Iām excited that weāve got ourĀ Spring 2024Ā Financial Coach Practitioner Certificate TrainingĀ coming up soon: running from 15 April to 19 June 2024.
And in case youāre wondering who that training might be for ā whether, for instance, it might be a fit for you, or you for it ā ...
This spring turned into a season of activity and new beginnings.
Iām excited to announce various developments and new benefits to our Wise Monkey Training. Indeed, weāre positively bursting with news!
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Accreditation
In March 2023,Ā weĀ had our Wise Monkey Financial Coach Practitioner Certificate...
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 ...
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, Iām ...
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...
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 ...
As 2021 starts drawing to a close, Iāve 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.
Itās been a busy year, but also one where I fe...
āThe course is incredibly well-designedā, says Martha Lawton, who trained online with us in October 2020. āIām a trainer myself, so can be hypercritical ā but this course is intense, slick and fun.ā
Since the pandemic, weāve moved our Financial Coach trainings online, and weāve discovered real bene...
We were hugely excited about bringing everybody whoās 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 weād never before organised a big event. But we had one all planned and scheduled for April 2020.
Of cour...
June sunshine is streaming through my new office window as I prepare for events this month where Iāll be sharing the work Iāve 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...
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.
VAT Number: 340 5483 16