WELCOME TO OUR CORE TRAINING
The Financial Coach Practitioner Certificate Training
Training and support offered by the UK's market leader in financial coaching
UPCOMING DATES:
30 Sep - 11 Dec 2024
15 Apr - 19 Jun 2024: fully booked
Early bird pricing ends 31 Jul 2024!
Register your interest
"It was wonderful! The pace was great and the quality of training and materials was superb. Really lovely experience and brilliant teaching"
"I can honestly say it was the most professionally, smooth running, interactive and engaging course I have been on"
"It far exceeded my expectations. The quality of the trainers and the materials were exceptional"
"It was amazing being able to witness all of us as a group grow and learn together. And the resources made available were so thorough"
An opportunity for people who are interested in establishing their own financial coaching practice, or add financial coaching skills to their existing practice.
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:
✔ Develop and practise high quality coaching and mentoring skills
✔ 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 practise strategies for facilitating behaviour change
✔ Explore how to help clients address their emotional relationship with money
✔ Acquire a comprehensive toolkit of resources
✔ Practise applying your knowledge, skills, tools & resources
After completing the training, you'll benefit from a unique professional opportunity:
Accredited Financial Coach Practitioner Certificate
Receive a Wise Monkey Financial Coach Practitioner Certificate on completion of the course, which is accredited by an independent body, the Institute for Financial Wellbeing (IFW).
Badge and Code of Ethics
Be eligible to display the Wise Monkey electronic badge on your websites and social media profiles.
Displaying the badge will help set you apart and show your professional alignment with the ethos expressed in our unique Code of Ethics.
Fast-track to coaching qualification
Have the opportunity for additional training and support on a Wise Monkey-specific fast-track to earn a nationally recognised coaching and mentoring qualification from the Institute of Leadership & Management (ILM).
Community Membership
Be eligible to join our thriving Membership to receive ongoing support post-training. Live sessions sessions take place twice a month on topics that will support your financial coaching skills and business development, providing the opportunity to learn, reflect and connect with your peers.
During the training, you'll find an immersive experience and top class online learning:
✔ 54 hours of live online training sessions over eleven weeks, plus a blended learning experience involving at least 14 hours of self study & practise coaching sessions.
✔ All sessions recorded and available for replay.
✔ A huge range of skills, resources and methodologies shared throughout the training.
✔ 100% participative - we’re huge advocates of learning that ENGAGES! Lots of games, exercises, Jamboards and energisers. We use a combination of proven training techniques that embed learning and hold participants’ attention.
✔ You'll take away a manual, and have access to an online folder, packed full of invaluable resources specifically designed to set you up with all you need to start coaching clients of your own.
✔ We use an online training platform to run alongside the live training sessions, and available for 12 months after the course has ended. Click here to watch a demo video showing you around the platform.
✔ Small group sizes guaranteed, to ensure a high trainer to participant ratio. This provides plenty of opportunity for you to practise, and perfect, with the help of the team, the skills and tools you learn during the course.
✔ Lots of coaching practise to embed learning, and case studies designed to give you the experience of working with clients.
Any questions?
Curious about becoming a Financial Coach? Simonne would be happy to arrange a call with you to talk you through everything you need to know about our training and answer any questions. Please register your interest and we will be in touch:
Register your interestWe've designed this training with both you and your clients in mind
Based on our innovative coaching framework, the live online training course combined with our online training platform will help you develop the skills and confidence to provide financial coaching to a wide range of clients.
Our approach will also help you explore ways to address your clients' relationship with money.
Our training:
... 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.
...focuses 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.
...fosters collaboration and mutual support. You'll become part of our community of coaches and can join our Membership
You'll be part of a fast growing network of like-minded professionals, with the option for ongoing support including business development and Continuing Professional Development to make a success of your practice.
What if I don't come from a Financial Services background?
Our trainees come from a wide range of backgrounds.
We offer a separate series of 3x 90-minute online interactive Personal Finance Seminars, designed for delegates who do not have any formal training in personal finance and wish to expand their knowledge.
You book it separately as an optional extra.
Topics have been selected to help you prepare for the Practitioner Certificate Training and for future work with clients thereafter. The seminars also serve as a stand alone training for those wanting to learn about finance topics or prepare for a future training.
Our next Personal Finance Seminar Series starts on 10th September 2024.
FAQs
You may have questions ranging from "How big is the market for Financial Coaching?" to "How long do I have access to the course materials?"
READ OUR ANSWERS >
Watch a demo of our Online Training Platform
"Very hands on and practical, full of very high quality content and an opportunity to establish a really great support group with the rest of the cohort"
"The case studies were a real highlight on the course, not only to give us a flavour of what real life client situations might be but also so that we could get really hands on with our practice"
"The course facilitators were really brilliant at ensuring that everyone participated. There was always room to ask questions and air any thoughts that we had"
"Best training ever! I feel empowered and supported in equal measure to get out there and put the skills and knowledge into practice"
View the course outline
Click to view:
Week 1: Three live training sessions
Week 2: Three live training sessions
Weeks 3, 4 & 5: Self-study and practise sessions
Week 6: Three live training sessions
Week 7: Three live training sessions
Weeks 8 & 9: Self-study and practise sessions
Week 10: Three live training sessions
Week 11: Three live training sessions
Course dates
Mon 30 Sep - Wed 11 Dec 2024
Week 1:
Mon 30 Sep - Wed 02 Oct
09:00-12:30hrs (GMT)
Week 2:
Mon 07 Oct - Wed 09 Oct
09:00-12:30hrs (GMT)
Weeks 3, 4 & 5*:
Mon 14 Oct - Fri 01 Nov (*self-study/practise sessions)
Week 6:
Mon 04 Nov - Wed 06 Nov
09:00-12:30hrs (GMT)
Week 7:
Mon 11 Nov - Wed 13 Nov
09:00-12:30hrs (GMT)
Weeks 8 & 9*:
Mon 18 Nov - Fri 29 Nov
(*self-study/practise sessions)
Week 10:
Mon 02 Dec - Wed 04 Dec
09:00-12:30hrs (GMT)
Week 11:
Mon 09 - Wed 11 Dec
09:00-12:30hrs (GMT)
Course delivery
This training is a blended learning experience with live interactive sessions, individual practice, demos, videos and resources for self-study.
We use Zoom for the live trainer and practice sessions.
Time commitment
Live course hours are 09:00-12:30hrs (GMT) Mon-Wed during weeks 1, 2, 6, 7, 10 & 11 with a small amount of work suggested outside these core hours.
We recommend that you attend as many of the live sessions as possible, though recordings of each session will be available to watch on the online platform.
Weeks 3, 4 & 5 and 8 & 9 are self-study weeks: 3-4 hours of self-study and practise sessions are expected each of those weeks to support the next part of the training.
Online training platform
Throughout the course, and for at least 12 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
£3,495 + VAT
Save £200+ inc. VAT with early bird pricing by paying your deposit by 31 Jul 2024:
£3,325 + VAT
(£3,990 inc. VAT)
To reserve your place, we require a non-refundable deposit of £525 plus VAT (£630 inc. VAT). The balance is due by Fri 6 Sep 2024 or via 4 monthly payments of £700 plus VAT (£840 inc. VAT) each.
REGISTER YOUR INTEREST BELOW
REGISTER YOUR INTEREST
Interested in booking onto our training? Please submit this form.
The Financial Coach Practitioner Certificate Training
Next dates: Mon 30 Sep - Wed 11 Dec 2024
Scroll up ^ for full course details, fees and payment plans.
Once we receive your form, we can schedule a free no-obligation call with Wise Monkey founder Simonne Gnessen. She will talk you through everything you need to know about our training and answer your questions. You can then choose whether to book onto the course (or a future one if you wish).
- Completed the form previously? Please email [email protected]
- Ready to pay to secure your place? Go straight to our booking form
Our next Personal Finance Seminar Series starts on Tue 10th Sep 2024
This short live online interactive course has been designed for those who don't come from a financial services background. Topics have been selected to help you prepare for the Practitioner Certificate Training and for future work with clients thereafter. This course also serves as a stand alone training for those wanting to learn about finance topics or prepare for a future training.
Wise Monkey Financial Coaching Ltd is registered as a company in England and Wales.
Registration number: 06943759. Registered office: Preston Park House, South Road, Brighton, East Sussex, BN1 6SB.
VAT Number: 340 5483 16
