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 hereOct-Dec 2026
Dec 16
NO SESSION PLANNED
Dec 08
COMMUNITY NETWORKING SESSION
Monthly Peer-To-Peer Networking Session (second Tue of each month)
๐ย 14:00 - 15:00ย
Dec 02
Nov 18
BUSINESSย DEVELOPMENT
Caroline Boardman:ย Helping self employed clients and business owners
๐ย 09:00 - 10:00
Nov 10
COMMUNITY NETWORKING SESSION
Monthly Peer-To-Peer Networking Session (second Tue of each month)
๐ย 14:00 - 15:00ย
Nov 04
Oct 21
PROFESSIONAL DEVELOPMENT
Will Rainey:ย Teaching kids about money
๐ย 09:00 - 10:00 (optional 10:30)
Oct 13
COMMUNITY NETWORKING SESSION
Monthly Peer-To-Peer Networking Session (second Tue of each month)
๐ย 09:30 - 10:30ย
Oct 07
Jul-Sepย 2026
Sep 16
Sep 08
COMMUNITY NETWORKING SESSION
Monthly Peer-To-Peer Networking Session (second Tue of each month)
๐ย 14:00 - 15:00ย
Sep 02
Aug 19
NO SESSIONS THIS MONTH
ย
Aug 05
NO SESSIONS THIS MONTH
ย
Jul 15
COMMUNITY CONVERSATION
George Callaghan: An introduction to coaching supervision
๐ย 09:00 - 10:00
Jul 14
COMMUNITY NETWORKING SESSION
Monthly Peer-To-Peer Networking Session (second Tue of each month)
๐ย 14:00 - 15:00ย
Jul 01
Aprย -ย Jun 2026
Jun 17
Jun 09
COMMUNITY NETWORKING SESSION
Monthly Peer-To-Peer Networking Session (second Tue of each month)
๐ย 14:00 - 15:00ย
Jun 06
RELAXED SOCIAL EVENT
Rooftop at Big Chill Bar, Kingโs Cross, London, N1 9NL
๐ย 14:00 - 18:00 and beyond...
Jun 03
May 20
Mayย 12
COMMUNITY NETWORKING SESSION
Monthly Peer-To-Peer Networking Session (second Tue of each month)
๐ย 14:00 - 15:00ย
May 06
BUSINESSย DEVELOPMENT
Richard Squire (MyFinanceFuture): Cashflow modelling software for Financial Coaches
๐ย 09:00 - 10:00 (optional to stay until 10:30)
Apr 15
PROFESSIONALย DEVELOPMENT
Ben Getley: Unlocking Client Resistance -ย a practical introduction to Parts Work for Financial Coaches
๐ย 09:00 - 10:00
Apr 01
Octย -ย Dec 2025
Decย 17
CHRISTMAS SPECIAL SESSION POSTPONED
ย
Dec 04
BONUS SESSIONย (OPEN TO NON-MEMBERS)
A Conversation with George Kinder: Inspiring a New Vision for Our World
๐ย 17:00 - 18:15
Dec 03
Nov 19
PROFESSIONAL DEVELOPMENT
Working with self employed clients (Part 3): Accountancy topics
๐ย 09:00 - 10:00
Nov 05
Oct 15
PROFESSIONAL DEVELOPMENT
Working with self employed clients (Part 2):ย Case study analysis -ย helping with cashflow and tax planning -ย with an overview of Dropboxย resourcesย
๐ย 09:00 - 10:00
Oct 01
Julย -ย Sep 2025
Sep 17
COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
The role of Wise Monkey Ambassadors
๐ย 09:00 - 10:00
Sep 03
BUSINESS DEVELOPMENT
Systems & Processes: What our financial coaching practices can't do without
๐ย 09:00 - 10:00
Augย 20
NO SESSIONS THIS MONTH
ย
Aug 06
NO SESSIONS THIS MONTH
ย
Jul 16
PROFESSIONAL DEVELOPMENT
Working with self employed clients (Part 1): Q&A with contributions from members
๐ย 09:00 - 10:00
Jul 02
Video Overviewย of
Upcomingย Q1 2025 Sessions
Janย -ย Mar 2025
Mar 19
Mar 5
Feb 19
Feb 5
Jan 15
Octย - Dec 2024
Dec 18
COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Community Conversation:ย Festive Reflections
๐ย 09:00 - 10:00
Dec 4
Nov 20
COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Financial Abuse: Our new policy, procedures and toolkit
๐ย 09:00 - 10:00ย
Nov 6
BUSINESS DEVELOPMENT
Katie Watkins:ย Authentic Growthย - building a presence on Instagram (without oversharing)
๐ย 09:00 - 10:00
Oct 16
Oct 2
Julย -ย Sep 2024
Sepย 18
BUSINESSย DEVELOPMENT
Pricing & Packaging Part 3: Pricing strategies for corporate work
๐ย 09:00 - 10:00
Sepย 4
Augย 21
COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
The psychology behind our financial habits: follow-up
๐ย 09:00 - 10:00ย
Augย 7
COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Charlie Warshawski: ILM Coaching qualification
๐ย 09:00 - 10:00
Julย 17
BUSINESS DEVELOPMENT
Pricing and Packaging Part 2: Commercial and group strategies
๐ย 09:00 - 10:00
Julย 3
PROFESSIONAL DEVELOPMENTย
Vicky Reynal: The psychology behind our financial habits
๐ย 09:00 - 10:00
Aprย - Jun 2024
Jun 19
Jun 5
PROFESSIONAL DEVELOPMENT
Prof George Callaghan: Transactional Analysis as a tool for Financial Coaches
๐ย 09:00 - 10:00ย
May 15
May 1
Apr 17
Apr 3
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Artificial intelligence:ย Usingย AIย to support your work
๐ย 09:00 - 10:00
Janย -ย Mar 2024
Marย 20
Mar 6
BUSINESSย DEVELOPMENT
Paul Claireaux: The elements of marketing and sales for building client trust
๐ย 09:00 - 10:00ย
Feb 21
PROFESSIONALย DEVELOPMENT
Brevity:ย The power of being succinct when coaching and mentoring
๐ย 09:00 - 10:00
Feb 7
Janย 17
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Reframing:ย Challenges for the year ahead
๐ย 09:00 - 10:00
Julย -ย Sep 2023
Sep 26
PROFESSIONALย DEVELOPMENT (SPECIAL EVENT -ย OPEN TO NON-MEMBERS)
George Kinder:ย A conversation about Life Planning
๐ย 19:00 - 20:00
Sep 20
PROFESSIONALย DEVELOPMENT
Gillian McMichael: The Power of Transformational Coaching
๐ย 09:00 - 10:00
Sep 6
Aug 16
COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Simonne Gnessen: Wise Monkey - Past, Present & Future
๐ย 09:00 - 10:00ย
Aug 2
Julย 19
COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Kim Crewe & Sara Maxwell:ย Financial Coaching for Couples
๐ย 09:00 - 10:00
Julย 5
BUSINESS DEVELOPMENT
Charlie Goodman: Workplace wellbeing and the opportunities for financial coaches
๐ 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
๐ย 09:00 - 10:00
Jun 7
COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Sara Maxwell: The Wise Money Code of Ethicsย
๐ย 09:00 - 10:00ย
May 17
PROFESSIONAL DEVELOPMENT
Cara Macksoud: CEO of Money Habitudes (NB: afternoon session as she's based in the US)
๐ 14:00 - 15:00 โจ
May 3
Apr 19
PROFESSIONAL DEVELOPMENT
Graham Wells: Differentiating between the skills of coach, mentor, adviser and therapist
๐ 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
๐ 09:00 - 10:00
Any questions?
Please contact us at info@financial-coaching.co.uk 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
