Our Financial Coach Training Blog

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

Pausing to acknowledge what unfolded in our latest training cohort Jul 06, 2026

Another cohort of our Financial Coach Practitioner Certificate training has just come to an end, and I've been taking some time to reflect on what we've all been part of over the last few months.

When you're in the middle of delivering a training programme, there's always a next thing to think abou...

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Our first ever in-person gathering Jun 15, 2026

On Saturday 6th June, we held our first ever Wise Monkey social.

That might not sound particularly remarkable, but for me it felt like the culmination of something that had been building for years.

When I started Wise Monkey nearly 25 years ago, I simply wanted to create a different way of working...

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

Financial coaching didn’t exist in the UK when I began to consider alternative ways to work with clients on their finances beyond the traditional advice model. 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

I’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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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 trainings online, and we’ve discovered real bene...

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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 for April 2020.

Of cour...

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