Our Financial Coach Training Blog

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

Simonne chats about Financial Coaching Jun 28, 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 own financial...
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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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Julia’s training experience Apr 30, 2019

"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...

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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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Training as a Financial Coach – what’s it like? Jan 21, 2017

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...

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