"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 wide ex...

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 ideas, best practice and dev...

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 courses and have a read through our FAQs....