Our Financial Coach Training Blog

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

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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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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