FINANCIAL COACHING SUPPORT
Upcoming Sessions
Join us live on Zoom for our Wise Monkey Community Membership sessions - our schedule and topics are listed below. You'll be emailed a Zoom link ahead of each call.
Not a member yet? Join hereJul - Sep 2025
Dec 17
Dec 03
Nov 19
PROFESSIONAL DEVELOPMENT
Working with self employed clients (Part 3): Accountancy topics
🕑 09:00 - 10:00
Nov 05
Oct 15
PROFESSIONAL DEVELOPMENT
Working with self employed clients (Part 2): Case study analysis - helping with cashflow and tax planning - with an overview of Dropbox resources
🕑 09:00 - 10:00
Oct 01
Jul - Sep 2025
Sep 17
Sep 03
BUSINESS DEVELOPMENT
Systems & Processes: What our financial coaching practices can't do without
🕑 09:00 - 10:00
Aug 20
NO SESSIONS THIS MONTH
Aug 06
NO SESSIONS THIS MONTH
Jul 16
PROFESSIONAL DEVELOPMENT
Working with self employed clients (Part 1): Q&A with contributions from members
🕑 09:00 - 10:00
Jul 02
Video Overview of
Upcoming Q1 2025 Sessions
Jan - Mar 2025
Mar 19
Mar 5
Feb 19
Feb 5
Jan 15
PAST SESSIONS
Oct - Dec 2024
Dec 18
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Community Conversation: Festive Reflections
🕑 09:00 - 10:00
Dec 4
Nov 20
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Financial Abuse: Our new policy, procedures and toolkit
🕑 09:00 - 10:00
Nov 6
BUSINESS DEVELOPMENT
Katie Watkins: Authentic Growth - building a presence on Instagram (without oversharing)
🕑 09:00 - 10:00
Oct 16
Oct 2
Jul - Sep 2024
Sep 18
BUSINESS DEVELOPMENT
Pricing & Packaging Part 3: Pricing strategies for corporate work
🕑 09:00 - 10:00
Sep 4
Aug 21
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
The psychology behind our financial habits: follow-up
🕑 09:00 - 10:00
Aug 7
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Charlie Warshawski: ILM Coaching qualification
🕑 09:00 - 10:00
Jul 17
Jul 3
Jan - Mar 2024
Mar 20
Mar 6
BUSINESS DEVELOPMENT
Paul Claireaux: The elements of marketing and sales for building client trust
🕑 09:00 - 10:00
Feb 21
PROFESSIONAL DEVELOPMENT
Brevity: The power of being succinct when coaching and mentoring
🕑 09:00 - 10:00
Feb 7
Jan 17
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Reframing: Challenges for the year ahead
🕑 09:00 - 10:00
Jul - Sep 2023
Sep 26
PROFESSIONAL DEVELOPMENT (SPECIAL EVENT - OPEN TO NON-MEMBERS)
George Kinder: A conversation about Life Planning
🕑 19:00 - 20:00
Sep 20
Sep 6
Aug 16
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Simonne Gnessen: Wise Monkey - Past, Present & Future
🕑 09:00 - 10:00
Aug 2
Jul 19
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Kim Crewe & Sara Maxwell: Financial Coaching for Couples
🕑 09:00 - 10:00
Jul 5
BUSINESS DEVELOPMENT
Charlie Goodman: Workplace wellbeing and the opportunities for financial coaches
🕑 09:00 - 10:00
Apr - Jun 2023
Jun 21
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Claire Saunders and Funmi Olufunwa: The challenges, and opportunities, of starting a 1:1 coaching business
🕑 09:00 - 10:00
Jun 7
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Sara Maxwell: The Wise Money Code of Ethics
🕑 09:00 - 10:00
May 17
PROFESSIONAL DEVELOPMENT
Cara Macksoud: CEO of Money Habitudes (NB: afternoon session as she's based in the US)
🕑 14:00 - 15:00 ✨
May 3
Apr 19
PROFESSIONAL DEVELOPMENT
Graham Wells: Differentiating between the skills of coach, mentor, adviser and therapist
🕑 09:00 - 10:00
Apr 5
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Simonne Gnessen: Case study discussion. Plus a brief update on the new pathway to a coaching qualification
🕑 09:00 - 10:00
Any questions?
Please contact us at [email protected] if you have any questions or feedback about the live sessions.
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
