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 here

Julย -ย Sep 2025

Sep 17

COMMUNITY CONVERSATION
The role of Wise Monkey Ambassadors

๐Ÿ•‘ย 09:00 - 10:00

Sep 03

BUSINESS DEVELOPMENT
TBA

๐Ÿ•‘ย 09:00 - 10:00

Augย 20

NO SESSIONS THIS MONTH
ย 

Aug 06

NO SESSIONS THIS MONTH
ย 

Jul 16

PROFESSIONAL DEVELOPMENT
Self employed/business owner: Case study with an overview of Dropboxย resourcesย 

๐Ÿ•‘ย 09:00 - 10:00

Jul 02

BUSINESS DEVELOPMENT
Pricing & Packaging

๐Ÿ•‘ย 09:00 - 10:00

Aprย - Jun 2025

Junย 18

COMMUNITY CONVERSATION
Q&A: Running a Coaching Practice

๐Ÿ•‘ย 09:00 - 10:00

Jun 04

PROFESSIONAL DEVELOPMENT
Emma Beeston:ย Philanthropy and helping clients give with impact and confidence

๐Ÿ•‘ย 09:00 - 10:00

May 21

BUSINESSย DEVELOPMENT
Creating your Ideal Client Avatar

๐Ÿ•‘ย 09:00 - 10:00ย 

May 07

BUSINESSย DEVELOPMENT
Phil Bray: Tips to Solve Our Unique Marketing Challenges

๐Ÿ•‘ย 09:00 - 10:00ย 

Apr 16

PROFESSIONALย DEVELOPMENT
Case study discussion

๐Ÿ•‘ย 09:00 - 10:00

Apr 2

COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Post training experiences, and peer support

๐Ÿ•‘ย 09:00 - 10:00

Video Overviewย of

Upcomingย Q1 2025 Sessions

 

Janย -ย Mar 2025

Mar 19

BUSINESS DEVELOPMENT
Mitxi Wyman:ย Using AI & video to grow your business

๐Ÿ•‘ย 09:00 - 10:00

Mar 5

PROFESSIONALย DEVELOPMENT
Separation and Divorce: A New Model

๐Ÿ•‘ย 09:00 - 10:00ย 

Feb 19

PROFESSIONAL DEVELOPMENT
The Money Guiders Network

๐Ÿ•‘ย 09:00 - 10:00ย 

Feb 5

PROFESSIONALย DEVELOPMENT
Kolb's Learning Cycle

๐Ÿ•‘ย 09:00 - 10:00

Jan 15

COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Goal Setting and Accountability

๐Ÿ•‘ย 09:00 - 10:00

PAST SESSIONS

Octย - Dec 2024

Dec 18

COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Community Conversation:ย Festive Reflections

๐Ÿ•‘ย 09:00 - 10:00

Dec 4

BUSINESSย DEVELOPMENT
Business Development: Your 2025 Business Plan

๐Ÿ•‘ย 09:00 - 10:00ย 

Nov 20

COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Financial Abuse: Our new policy, procedures and toolkit

๐Ÿ•‘ย 09:00 - 10:00ย 

Nov 6

BUSINESS DEVELOPMENT
Katie Watkins:ย Authentic Growthย - building a presence on Instagram (without oversharing)

๐Ÿ•‘ย 09:00 - 10:00

Oct 16

PROFESSIONALย DEVELOPMENT
CPD Masterclass: If Money Came to Tea

๐Ÿ•‘ย 09:00 - 10:00/10:30

Oct 2

PROFESSIONAL DEVELOPMENTย 
Emma Boardwell: Emotional Finance and Authenticity

๐Ÿ•‘ย 09:00 - 10:00

Julย -ย Sep 2024

Sepย 18

BUSINESSย DEVELOPMENT
Pricing & Packaging Part 3: Pricing strategies for corporate work

๐Ÿ•‘ย 09:00 - 10:00

Sepย 4

PROFESSIONAL DEVELOPMENT
Tamsin Roser: The National Numeracy Challenge

๐Ÿ•‘ย 09:00 - 10:00ย 

Augย 21

COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
The psychology behind our financial habits: follow-up

๐Ÿ•‘ย 09:00 - 10:00ย 

Augย 7

COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Charlie Warshawski: ILM Coaching qualification

๐Ÿ•‘ย 09:00 - 10:00

Julย 17

BUSINESS DEVELOPMENT
Pricing and Packaging Part 2: Commercial and group strategies

๐Ÿ•‘ย 09:00 - 10:00

Julย 3

PROFESSIONAL DEVELOPMENTย 
Vicky Reynal: The psychology behind our financial habits

๐Ÿ•‘ย 09:00 - 10:00

Aprย - Jun 2024

Jun 19

COMMUNITY CONVERSATION
Sasha Speed: Celebrating Success

๐Ÿ•‘ย 09:00 - 10:00

Jun 5

PROFESSIONAL DEVELOPMENT
Prof George Callaghan: Transactional Analysis as a tool for Financial Coaches

๐Ÿ•‘ย 09:00 - 10:00ย 

May 15

COMMUNITY CONVERSATION
Steve Conley: Financial Life Planning

๐Ÿ•‘ย 09:00 - 10:00

May 1

PROFESSIONAL DEVELOPMENT
Prof George Callaghan: Coaching supervision

๐Ÿ•‘ย 09:00 - 10:00

Apr 17

PROFESSIONAL DEVELOPMENT
Graham Wells: Lifetime cashflow modelling

๐Ÿ•‘ย 09:00 - 10:00

Apr 3

COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Artificial intelligence:ย Usingย AIย to support your work

๐Ÿ•‘ย 09:00 - 10:00

Janย -ย Mar 2024

Marย 20

BUSINESS DEVELOPMENT
Building a sustainable coaching practice

๐Ÿ•‘ย 09:00 - 10:00

Mar 6

BUSINESSย DEVELOPMENT
Paul Claireaux: The elements of marketing and sales for building client trust

๐Ÿ•‘ย 09:00 - 10:00ย 

Feb 21

PROFESSIONALย DEVELOPMENT
Brevity:ย The power of being succinct when coaching and mentoring

๐Ÿ•‘ย 09:00 - 10:00

Feb 7

PROFESSIONAL DEVELOPMENT
Michelle Hoskin:ย Financial Abuse

๐Ÿ•‘ย 09:00 - 10:00

Janย 17

COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Reframing:ย Challenges for the year ahead

๐Ÿ•‘ย 09:00 - 10:00

Octย - Dec 2023

Dec 20

COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Festive getting-to-know-you social gathering

๐Ÿ•‘ย 09:00 - 10:00ย 

Decย 6

COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Funmi Olufunwa:ย Helping clients navigate the mortgage market

๐Ÿ•‘ย 09:00 - 10:00ย 

Nov 15

PROFESSIONAL DEVELOPMENT
Embedding Behavioural Change

๐Ÿ•‘ย 09:00 - 10:30ย 

Nov 1

PROFESSIONAL DEVELOPMENT
Martin Key: The Changing Regulatory Environment

๐Ÿ•‘ย 09:00 - 10:00

Oct 18

BUSINESS DEVELOPMENT
Sarah Short:ย The Coaching Revolution (part 2)

๐Ÿ•‘ย 09:00 - 10:30

Oct 4

BUSINESS DEVELOPMENTย 
Sarah Short:ย The Coaching Revolution (part1)

๐Ÿ•‘ย 09:00 - 10:30

Julย -ย Sep 2023

Sep 26

PROFESSIONALย DEVELOPMENT (SPECIAL EVENT -ย OPEN TO NON-MEMBERS)
George Kinder:ย A conversation about Life Planning

๐Ÿ•‘ย 19:00 - 20:00

Sep 20

PROFESSIONALย DEVELOPMENT
Gillian McMichael: The Power of Transformational Coaching

๐Ÿ•‘ย 09:00 - 10:00

Sep 6

PROFESSIONAL DEVELOPMENT
Graham Wells: The Chimp Paradox

๐Ÿ•‘ย 09:00 - 10:00ย 

Aug 16

COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Simonne Gnessen: Wise Monkey - Past, Present & Future

๐Ÿ•‘ย 09:00 - 10:00ย 

Aug 2

PROFESSIONAL DEVELOPMENT
Martha Lawton: How to support clients with ADHD

๐Ÿ•‘ย 09:00 - 10:00

Julย 19

COMMUNITY CONVERSATIONย (OPEN TO NON-MEMBERS)
Kim Crewe & Sara Maxwell:ย Financial Coaching for Couples

๐Ÿ•‘ย 09:00 - 10:00

Julย 5

BUSINESS DEVELOPMENT 
Charlie Goodman: Workplace wellbeing and the opportunities for financial coaches

๐Ÿ•‘ 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

๐Ÿ•‘ย 09:00 - 10:00

Jun 7

COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Sara Maxwell: The Wise Money Code of Ethicsย 

๐Ÿ•‘ย 09:00 - 10:00ย 

May 17

PROFESSIONAL DEVELOPMENT
Cara Macksoud: CEO of Money Habitudes (NB: afternoon session as she's based in the US)

๐Ÿ•‘ 14:00 - 15:00 โœจ

May 3

PROFESSIONAL DEVELOPMENT
Phil Bray: How to find your voice on LinkedIn

๐Ÿ•‘ 09:00 - 10:00

Apr 19

PROFESSIONAL DEVELOPMENT
Graham Wells: Differentiating between the skills of coach, mentor, adviser and therapist

๐Ÿ•‘ 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

๐Ÿ•‘ 09:00 - 10:00

Jan - Mar 2023

Mar 15

COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Advice, guidance and the FCA

๐Ÿ•‘ 09:00 - 10:00

Mar 1

PROFESSIONAL DEVELOPMENT
Rob Geraghy: Presenting Virtually

๐Ÿ•‘ 09:30 - 10:30 โœจ

Feb 15

BUSINESS DEVELOPMENT
Shane Hyland: Marketing through social media

๐Ÿ•‘ 09:00 - 10:00

Feb 1

PROFESSIONAL DEVELOPMENT
Will Rainey: How to teach your kids about money (plus the 3 rules of wealth)

๐Ÿ•‘ 09:00 - 10:00

Jan 18

PROFESSIONAL DEVELOPMENT
OSKAR re-visited: The Miracle Question and Scaling

๐Ÿ•‘ 09:00 - 10:00

Jan 4

COMMUNITY CONVERSATION (OPEN TO NON-MEMBERS)
Simonne Gnessen: Unveiling our new membership community

๐Ÿ•‘ 09:00 - 10:00

Oct - Dec 2022

Dec 21

COMMUNITY CONVERSATION
Christmas Get-Together: Review of 2022

๐Ÿ•‘ 12:30 - 13:30 โœจ

Dec 7

BUSINESS DEVELOPMENT
Phil Bray: Marketing

๐Ÿ•‘ 09:00 - 10:00

Nov 16

PROFESSIONAL DEVELOPMENT
Mitzi Wyman: Thinking Partnerships

๐Ÿ•‘ 09:00 - 10:00

Nov 2

COMMUNITY CONVERSATION
Sara Maxwell: How the ethics of Wise Monkey Financial Coaching sets us apart

๐Ÿ•‘ 09:00 - 10:00

Oct 19

PROFESSIONAL DEVELOPMENT
Simonne Gnessen: Horns & Halos (IFW Conference Talk)

๐Ÿ•‘ 09:00 - 10:00

Oct 5

PROFESSIONAL DEVELOPMENT
Dr Tom Mather: Financial Wellbeing in a cost of living crisis

๐Ÿ•‘ 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