Financial Coach Practitioner Certificate Training

An opportunity for people who are interested in establishing their own financial coaching practice, or add financial coaching skills to their existing practice.

Training and support offered by the UK's market leader in financial coaching.

Book here

Here's what past delegates have said

I can honestly say it was the most professionally, smooth running, interactive and engaging course I have been on.
A powerful, professionally delivered, creative and highly enjoyable induction. Your integrity and authenticity shone through.
Loved it! Far exceeded expectations. Hands down the best training I have ever attended.
Wow - the manual is a treasure trove of tools & information. Thanks for sharing your years of experience.

Interested in helping clients kickstart a whole new approach to their finances?

 

A proven approach to help clients take better control of their finances

Communication skills to deliver powerful results

Coaching skills applied to money-related issues

Ways to help clients manage money and debt

Skills and tools to help clients improve their relationship with money

Strategies for facilitating behaviour change

Training Objectives

By the end of the training, you will have had the opportunity to:

  • Learn and practise the skills of effective communication
  • Practise using the Wise Monkey Financial Coaching model
  • Understand and explore the boundaries of generic financial advice
  • Learn and practise different coaching tools and models
  • Experience working through real-life case studies
  • Receive coaching to help perfect your style and delivery
  • Acquire a range of money management, debt tools and processes
  • Understand and practice strategies for facilitating behaviour change
  • Explore how to help clients address their emotional relationship with money
  • Acquire a toolkit of skills and resources
  • Practise applying your knowledge, skills, tools & resources
Book here

We have designed the Financial Coach Practitioner Certificate training with both you and your clients in mind.

Based on our innovative coaching model, the live online training course will help you develop the skills and confidence to provide generic financial advice to a wide range of clients. Our approach will also help you explore ways to address your clients’ relationship with money.

The course integrates the teaching of core communication and coaching skills with extensive feedback on your own delivery. We believe this approach allows you to develop your own coaching style, while ensuring you have the expertise to offer a quality service.

 
The course is focused on experiential learning, so be prepared for lots of participation. Small group sizes are guaranteed, which means you’ll receive ongoing and focused feedback to enable you to build and consolidate your skills throughout the training.

 

On successful completion of the course you’ll have the opportunity to join the Wise Monkey network of coaches. You’ll be part of a fast growing team of dedicated and like-minded professionals, supporting each other to help clients understand and take better control of their financial future.

What if I don't come from a Financial Services background?

Alongside our Financial Coach Practitioner Certificate Training, we also offer a series of three 90-minute online interactive seminars, designed for delegates who do not have any formal training in personal finance. The aim is to prepare trainees for the types of topics that may come up in coaching sessions.

You're more than welcome to attend our Personal Finance Seminars as a stand-alone to the training so you can prepare for attending the training at a later date or to broaden your own personal finance knowledge.

Find out more about the seminars and how to book your place here:

Personal Finance Seminars ➤

Course Outline: 3 Oct - 23 Nov 2022

Book now for our next 2022 course

Mon 3 Oct - 23 Nov 2022

Week 1:  Mon 3 - Wed 5 Oct
09:00-12:30hrs (GMT)
 
Week 2:  Mon 10 - Wed 12 Oct
09:00-12:30hrs (GMT)
 
Week 3:  Mon 17 - Fri 21 Oct
(self-study/practise sessions)
 
Week 4:  Mon 24 Oct - Wed 26 Oct
09:00-12:30hrs (GMT)
 
Week 5: Mon 31 Oct - Wed 2 Nov
09:00-12:30hrs (GMT)
 
Week 6:  Mon 7 - Fri 11 Nov
(self-study/practise sessions)
 
Week 7:  Mon 14 - Wed 16 Nov
09:00-12:30hrs (GMT)
 
Week 8: Mon 21 - Wed 23 Nov
09:00-12:30hrs (GMT)

 

Course details

The training will be held via Zoom.

Course hours are 09:00-12:30hrs (GMT) Mon-Wed during weeks 1, 2, 4, 5, 7 & 8 with a small amount of work suggested outside these core hours.

Weeks 3 and 6 are self-study weeks: 3-5 hours of self-study and practise sessions are expected to support the next part of the training.

Throughout the course, and for at least 6 months after the course is complete, you will have access to the Wise Monkey online Training Platform with recordings of the live sessions and a vast range of videos and resources to support your learning.

Course fee : £3,325 (+ VAT)

(£3,990 inc. VAT)

To reserve your place, we require a non-refundable deposit of £590 (inc. VAT) with the balance of £3,400 (inc. VAT) due by Fri 16 Sept 2022 or via 4 monthly payments of £850 each.

Booking Form

Submit this form to receive an invoice for the course deposit of £590 (inc. VAT) to be paid via bank transfer. Confirmation of your place will be emailed to you after receipt of payment. The balance of £3,400 (inc. VAT) is due by Fri 16 Sept 2022 or via 4 monthly payments of £850 each.

By submitting this form you agree to the terms below:

I agree to pay my deposit for £590 (inc. VAT) via bank transfer to secure a place on the Financial Coach Practitioner Certificate training course Mon 3 Oct - Wed 23 Nov 2022.

I will pay the balance of the fee by Fri 16 Sept 2022, unless a payment plan has been agreed.

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