Schedule A Free Strategy Call To Discover How Financial Coaching Could 
Dramatically Increase Your Value Proposition, Deepen Your Relationship With Your Clients, 
Increase Your Revenue And Future-Proof Your Business!

Get the proven framework to transform your clients' limiting beliefs and emotional relationship with money...

...THE AWARD WINNING FINANCIAL COACHING PROGRAMME THAT HELPS YOU BECOME A CERTIFIED FINANCIAL COACH AND ALSO HELPS YOU GROW A STANDALONE PROFITABLE COACHING BUSINESS.

The Financial Coaching Training
Programme

IT’S TIME TO CREATE TIDAL WAVES OF CHANGE FOR OUR CLIENTS BEHAVIOURS WITH MONEY

...THE AWARD WINNING FINANCIAL COACHING PROGRAMME THAT HELPS YOU BECOME A CERTIFIED FINANCIAL COACH AND ALSO HELPS YOU GROW A STANDALONE PROFITABLE COACHING BUSINESS.

I know you're here because you want to have deeper and more meaningful conversations with clients and to create greater focus on a client’s relationship with money

The truth is: getting people to financial transformation is about more than the practical steps and advice. 
 
As somebody who has been a financial adviser and worked with hundreds of clients, I have seen first hand that more clients need more support with how they FEEL about money, not just what they DO with money. 
 
What happens when they have not explored their relationship with money?
- They don’t follow your advice
- They fear risk
- They overspend or oversave, constantly living in fear of not having enough
- They overgive to the needs of others or people please, living a life unfilled. 
- They self sabotage and every single future generation goes on to have similar limiting beliefs and fears with money 

"IF THE CLIENT DOESN'T FEEL LIKE THEY'RE GOOD ENOUGH, THEY'LL FEAR THEY WON'T HAVE ENOUGH"

JOIN US ON THIS INCREDIBLE JOURNEY TO LEARN OUR UNIQUE MONEY NARRATIVE CLEARING METHODOLOGY TO TRANSFORM YOUR CLIENTS RELATIONSHIP WITH MONEY, DIFFERENTIATE YOURSELF AND INCREASE YOUR INCOME AND IMPACT IN THE WORLD 

THE UNIQUE PROGRAMME IS DELIVERED IN 2 DISTINCT STEPS

Self paced Financial Coach Learning Hub (Downloadable on an app for on the go learning)

Lifetime access to self paced videos with accompanying workbooks and small steps of action to implement the learning. 
 
Learn our proven signature Money Narrative Clearing® Framework to transform a clients’ limiting beliefs and emotional relationship with money.
 
Access tools to embed financial coaching into your work as an adviser or stand alone financial coach 

FINANCIAL COACH PRACTICE

We believe that it takes practice and implementation of the lessons you learn in this programme to confidently practice as a Certified Financial Coach. 

As such, after completing Stage 1, we support you with LIVE practice group sessions to develop your confidence and provide feedback on your skills as you grow. 

You will be assigned into a group of 3 to practice all the tools you have learnt from stage 1 with people learning and some of our graduate coaches who have completed their certification.

After 10 completed practice sessions you will then complete our graduation process to gain your certification! 
I can't wait to share the skills I am learning with my clients BOTH my expert knowledge in financial but also helping clients to discover their limiting beliefs.

Emma Louise Wright

Chartered Financial Planner

Working on the FCT course identified a major money block for me, I was not charging enough which made me re-think my services and fees.

Sara Walker

Financial Planner & Money Mentor

The Challenges We Face In Financial Services

Clients don't stick 
to your advice
Intentions and plans are great, but often the required action doesn't follow as they are operating from fear and scarcity with money.
Clients make 90%+ of their financial decisions based on emotions
Instead of doing based on logic. They feel great when they leave your meetings, but then they don't follow through.
You want ways to focus on deepening the meaning for your clients'. 
You know that getting to the clients' emotional and behavioural roots is the path to greater impact but you are unsure how.

ENHANCE YOUR RELATIONSHIPS, DEEPEN YOUR SKILLS & BECOME A CERTIFIED FINANCIAL COACH

A unique programme where you learn, practice, then learn how to market yourself
The Opportunity
  • Help clients make better financial decisions that stick by learning our Money Narratives Clearing™ 6 Step Process.
  • Transform your own relationship with money and learn how to leave your biases at the door
  • Integrate financial coaching into your work (or as a separate proposition) to unlock deeper and more meaningful conversations

Let's go:

  • You're ready to diversify in order to create the impact you and your clients need and want.
  • You're ready to understand the root of clients' behaviours (and your own) around money, get proven strategies to help them uncover and overcome those limiting beliefs and behaviours
  • You're ready to learn my 6 step Money Narrative Clearing™ signature framework, and position your offering uniquely in order to grow your business.
  • You're ready to STOP focusing on products and practical solutions that don't always seem to work and START focusing on the individual.
  • You're ready to have deeper, more meaningful conversations.

Ready? Let's dive in...

INTRODUCING THE AWARD WINNING AND CPD ACCREDITED FINANCIAL COACHING PROGRAMME

The programme has been specifically designed to complement your work as a financial professional or for you to consider as a stand alone business (we will help you with this!)
Learn our proven framework for changing a clients relationship with money
By the end of this programme, you will be ready to further support paying clients, strengthen your brand, and create long term sustainability for your business and your income.

Oh, and be ready to change your own relationship with money as you will experience what using our tools and framework has for yourself! 

Self-Paced Learning

Over 30 pre-recorded (easily digestible videos) to watch with small action steps to implement the tools around the 6 step Money Narrative Clearing® Methodology, including workbooks. 

All trainings can be accessed via an app so you can learn on the go!

It includes the following outcomes:
👉  Define what Financial Coaching is and what benefits it will bring to you, your clients and the process.
👉  Understand, describe and bring awareness to your own core beliefs about money & how this influences your interactions with others.
👉  Understand and explain the cognitive processes that are at play during the discussions about money and how these influence communication between coaches and clients.
👉  Identify a client's borrowed beliefs and carried emotions and how intergenerational wealth patterns can affect a clients relationship with money.
👉  Understand what financial trauma is and how you can recognise the signs to know how to support your client.
👉  Understand and observe how to use reflective language to uncover a clients’ limiting beliefs.
Identify and implement the 6 core skills of a coach. Understand the theory and application of the 5 levels of listening.
👉  Understand and apply the willingness and confidence scale to help your clients make and track their financial wellbeing progress.
👉  Learn how to integrate your knowledge commercially and price sustainably using the one to one and one to many strategies.
👉  Be confident with how to frame the start of your coaching meetings to help prioritise multiple challenges that your client shares.
👉  Understand and describe the importance of setting goals that are rooted in financial wellbeing outcomes rather than limited by pre-set beliefs around money.
👉  Understand how to elicit a client's financial values to move towards greater financial wellbeing.
👉  Appreciate why our clients money habits, beliefs and behaviours are often on autopilot and how to stretch their financial comfort zones to create greater financial wellbeing.
👉  Understand why financial conflict happens, and help clients to navigate financial conflict to create positive conversations with money using the STRONG model.
👉  Identify if a client is motivated and ready to navigate conflict using the DARN model.
👉  Understand how our language around money can influence our preferred conversations about money.
👉  Understand how to identify a client's financial values in alignment with their spending habits.
👉  Open up a conversation about money beliefs at the start of your coaching session.
👉  Understand how to utilise a borrowed beliefs checklist and a borrowed beliefs timeline.
👉  Understand the enoughness scale and the source of emotions.
👉  Understand the biology around emotions, how this plays a part in conversations we have with clients and how to identify a client's physiological response to money.
👉  Understand how to regulate the client’s nervous system when emotion comes up (for example divorce/inheritance scenarios).

Role Play Deepening & Implementation

We believe that it takes practice and implementation of the lessons you learn in this programme to confidently practice as a Certified Financial Coach. 

As such, after completing Stage 1, we support you with LIVE practice group sessions to develop your confidence and provide feedback on your skills as you grow. 

You will be assigned into a group of 3 to practice all the tools you have learnt from stage 1 with people learning and some of our graduate coaches who have completed their certification.

After 10 completed practice sessions you will then complete our graduation process to gain your certification! 
FUTURE PROOF YOUR BUSINESS AND CREATE DEEPER, MORE MEANINGFUL ADVICE
PLUS BONUSES WORTH OVER £7000!
Self limiting beliefs exercise will help you to expertly uncover limiting beliefs in your own clients
Our unique 6 step Money Narratives Clearing ® method will allow you to help your clients to overcome their limiting beliefs.
You'll have a unique set of powerful coaching question scripts at your disposal for use in your own meetings.
Self limiting beliefs exercise will help you to expertly uncover limiting beliefs in your own clients
Use our values, energy, and time matrix to dive deep into your clients' values and motivations to help them stick to their plans and goals.

The Financial Coach Community

In addition to all of the course resources, tools, and personal learning portal, you will also be welcomed into a vibrant and engaging community of like-minded financial professionals and coaches.

We have seen some incredible partnerships arise through connections formed in the community.

The Coaching Toolkit

By the end of the programme you will have a fully formed toolkit at your disposal to use with your clients and within your business.

You will learn how to use each of the tools effectively and proactively within your own client meetings, and practice deepening your use of the toolkit.
WHAT IS INCLUDED?

The Programme

Students gain personalised access to our learning portal, complete with tools and resources to use. 

Your unique learning dashboard is accessible wherever you use the internet and via an app on your phone , meaning your toolkit is never more than a click away.
Catherine showed me how to use tools and conversation methods that could help the client gainer a deeper understanding about themselves and see the truth around some of their habits & beliefs around money which in essence could be holding them back.

Scott Stackhouse

Lifestyle Financial Planer

The programme has enabled me to ask better and deeper questions to clients in meetings and build the confidence to do so. It's super value for money. Catherine is the consummate host and going through it with a group of peers helps to deliver the maximum value.

Rohan Sivajoti

Co-Founder Next Gen Planners

WHAT IS INCLUDED?
Value £2,000

Marketing: Profit & Impact 

You will get access to a comprehensive Marketing Course to teach you how to grow your business as a financial coach. 
In addition, you will also get access to live group marketing mentorship calls with Catherine and her team. We will cover topics such as:

👉  How to attract clients using social media

👉  How to create an easy social media content plan

👉  How to price your offerings 1:1 and groups

👉  How to generate high quality leads

👉 How to run profitable webinars

What matters most - The power of emotional connections

Understanding your own relationship with money will also help you bring awareness to how these biases may influence the advice you deliver (oooh interesting!)
 
This is an opportunity for you to strengthen your brand proposition. That’s a fancy way of saying that you will be building a business that has long term sustainability in financial services. 
 
Now more than ever we are recognising in the financial services profession that our clients are struggling with the emotional relationships they have with money. Let’s be frank. Money can be almost a taboo subject.  
 
That’s why we need more financial professionals like you to learn how to help your clients understand their relationship with money.

This is the future of financial advice

EARLY ENROLMENT

⚠️ WARNING: This will change your own relationship with money, not just your clients!

By the end of this programme, you will be ready to further support paying clients, strengthen your brand, and create long term sustainability for your business and your income.
Click the play icon below to listen to Rachel's testimonial:
CUSTOM JAVASCRIPT / HTML

Kristen Cunliffe Red Star Wealth

I was fortunate to be introduced to Catherine earlier this year and made the decision to embark on the Financial Coaching Program and graduated in October 2021 as a Certified Financial Coach. Catherine is such a force for good in our industry; in an industry that encourages competitiveness she has been a
remarkable drive for collaboration and financial education; not the jargon but the deeply held beliefs that potentially hold us all back from making positive change.

Catherine’s program has taken me on a personal and professional journey of discovery and enlightenment. Personally, my purpose is about “equality of advice for women” and I wanted this program to help me to deepen
the quality of advice and decision making for my clients; but it has been so much more than that. Our business has gone from strength to strength this year and I am confident that has been testament to the tools and experience I have gained throughout the Financial Coaching Certification. Why not join the Tribe of new generation advisors that passionately believe “Its Not About the Money!

Tracey L Reddings

Reddings Wealth Management Ltd.

The programme has given me more confidence to talk about our relationship to money, and a greater comfort in using the right language to articulate the emotional and psychological aspects of money. It has really enabled me to further follow such a fascinating field and I am so glad I joined in on the course.

Danielle Brophy

Financial Planner

WHAT MAKES THIS PROGRAMME UNIQUE?

Discover what makes this programme so unique! 
  • Unlock unique content not available anywhere else!
  • Discover Catherine's marketing and Money Narrative Clearing Methodology for building one of the most successful financial coaching businesses in the UK
  • Access Marketing mentoring with Catherine, recently awarded Marketing Influencer of the year 2021
  • Learn how to grow a profitable 6 figure coaching business
  • Uncover how to position yourself in the market and lead generating create content
  • Learn from someone who has been a Financial Planner who understands the challenges of regulated integration 

LIMITED TIME LAUNCH BONUSES!

LAUNCH BONUS #1 - Our Signature Programme - Value £1997 

Financial Coach Marketing Programme

👉   Nail your Vision, Mission, Purpose and Niche - Know who you want to serve and where to find your ideal client
👉  Perfecting your message and story - Learn the 4 steps to sharing your message & story to grow your audience and trust factor
👉  Learn how to position financial coaching- Craft your elevator pitch and build your credibility & authority
👉  How to attract clients with powerful content
👉  Understand the build, borrow, buy method to grow your audience
👉  The simple way to create content in less time
👉  The one simple method to expand your audience - Develop your strategy to confidently be featured on podcasts, in publications, & in the media regularly
👉  How to use partnerships to grow your audience 
👉  A step by step business plan to grow your income and impact - An overview of different online strategies to create products (memberships, courses, masterminds, evergreen, live, corporate, workshops, programmes) and services  
👉  How to design your first workshop - Develop, create and design your first online programme, workshop, or product ready to sell with ease.
👉  The key steps to creating your product value ladder to guarantee scalability and long term growth
👉  Launching your offering - How to launch using the four p's framework - positioning, purpose, passion and profit

VALUE: £1997

LAUNCH BONUS #2 - Group Mentoring Sessions - Value £3000

Marketing Mentorship sessions with Catherine

3 x 60 min Group Marketing Mentorship sessions with Catherine. Live personalised feedback on marketing and strategy

VALUE: £3000

LAUNCH BONUS #3 - CPD Community - Value £497

CPD COMMUNITY

12 months of CPD community - To continue your learning and networking beyond the certification

VALUE: £497

LAUNCH BONUS #4 - Pricing Strategy Bundle - £1447

PRICING STRATEGY COURSE BUNDLE

Bonus masterclass with Lisa Johnson, global multi 7 figure passive income strategist. 'Business Models for More Money in Less Time', plus Catherine Morgan's Pricing Masterclass:

You will discover:
👉  The 1:1 and 1:Many pricing models that we have tried and tested
👉  The 2 different pricing modules that can help you to incorporate coaching into your work to scale the impact or serve your clients with a highly valuable and highly engaged service.   
👉  How to position financial coaching into your discovery calls with new clients
👉  How to position this with your existing clients
👉  How to work with a financial coach if you decide to outsource this to a member of your team or an external financial coach.

VALUE: £1447

LAUNCH BONUS #5 - Compliance Masterclass - Value £397 

COMPLIANCE MASTERCLASS

White labelled coaching client agreement (To help you with the regulated integration)- To answer all your questions about integrating into a regulated financial planning business.

VALUE: £397

Total Value: £7338

Invest in full for just £4997

  • 30 online trainings, accessible on-the go
  • ​10 x LIVE practice sessions
  • ​Financial Coaching Marketing Mentorship
  • ​Live Marketing Mentorship Calls
  • ​CPD Community
  • ​Pricing Strategy Course Bundle
  • ​Get Clear on Compliance
  • ​The Coaching Toolkit

Pay In Instalments From Just £458

  • 30 online trainings, accessible on-the go
  • ​10 x LIVE practice sessions
  • ​Financial Coaching Marketing Mentorship
  • ​Live Marketing Mentorship Calls
  • ​CPD Community
  • ​Pricing Strategy Course Bundle
  • ​Get Clear on Compliance
  • ​The Coaching Toolkit

About Catherine Morgan

Hi I'm Catherine.
Most often found in my fave PJ's, tea lover (builders for the win), and not-so-secret Cath Kidston addict.

I’m on a real mission to help more financial professionals to explore the emotional and practical sides of money because money is both logical and emotional! 

Having worked in banks since the age of 18, I became very disillusioned with the focus on complicated financial products. I discovered Financial Coaching and by incorporating this into my work as a Financial Planner I have been able to launch a hugely successful standalone financial coaching business in the UK.

I am a qualified Financial Planner, Certified Financial Coach, Certified Practitioner in NLP (Neuro-linguistic programming), Certified Law of Attraction Life Coach, Certified Hypnotherapy Practitioner, Financial Abuse Specialist ®, Emotional Freedom Technique (EFT) Practitioner and a Trauma of Money Method ® Facilitator.

Winner of the Financial Marketing Influencer of the year award 2021 and Financial Wellbeing Champion of the year 2021. 

I understand the regulated world and the challenges this can bring.

Many clients self-sabotage their financial wellbeing and future by not being able to follow your plan and advice because of their feelings, emotions and behaviours.

But I'm here to show you that you can support them more than ever, and in this programme I will be sharing my exact framework to deep change. 

FAQ

  • How are the lessons delivered and what are the dates?
This programme is split into SELF-PACED and LIVE practice.

We have created 3 potential pathways (7, 9 and 12 months) for you inside the programme to fit within a busy professionals existing business 
 
Once you have graduated, you will unlock complimentary access to our Graduate community for 12 months which consists of a monthly financial coaching leadership call to continue your personal development. 

Stage 2 of the programme is on alternative Wednesdays (bi-monthly) from 10am-12:00pm UK time. You are required to attend a minimum of 10 sessions to get to certification.. 
  • How can I use this in my business?
We will cover full integration of these tools during the programme. We will also provide you with additional bonus masterclasses and marketing mentorship so that you can understand what will work best for your business. You will also have access to Catherine's expertise on the LIVE group marketing calls. 
  • How will I be billed?
We offer an additional incentive for paying upfront as this makes our administration easier.
 
If you choose to pay in instalments, we will automatically deduct the payments every calendar month from the month in which you sign up to the programme.r training begins.
  • What if I cannot attend a session?
The only sessions that you need to show up for LIVE, are your practice & implementation sessions in stage 2. You have access to 2 x per month. You must attend a minimum of 10 sessions to complete your certification.
  • Is this program structured CPD?
This course is accredited by the UK CISI for 20 hours of structured CPD. The programme has defined learning outcomes which we will send to you for your CPD records.
 
You will also receive a CPD certificate (Also a CISI one if you are a CISI member) at the end of the programme for your implementation, practice, and deepening time.
  • I want to send more than one member of my team, do you offer a discount for this?
Yes. For every 3 members of staff that want to join, we offer 1 free place. Please email us at support@themoneypanel.co.uk for more information. 
  • Will I become a Certified Financial Coach on completion of this programme?
You first complete all training, submit your activities, followed by your 10 required triad practice sessions to develop your confidence before becoming a Certified Financial Coach.
 
Completion of this programme gives the candidate the opportunity to apply for the designation of CeFC 'Certified Financial Coach', awarded by The Money Coaching Panel. This certificate is awarded to those coaches who can demonstrate that they have attained the knowledge and skills required by The Money Coaching Panel is an independent organisation to ensure an element of independence and standards to the training programme as detailed in their terms and conditions.
 
The programme is also CPD Certified by the CISI as 20 hours of structured CPD. 
  • Is this programme suitable if I am an accountant, mortgage adviser, or other financial professional?
Absolutely yes. We welcome many accountants, mortgage advisers and other financial professionals to our programme. 
 
Integrating financial coaching into your business will strengthen your value proposition and help you navigate your clients relationship with money.

  • Is this programme suitable if I am not a financial professional?
This depends on your reasons for wanting to join. We want to safeguard the ethics of who certifies as a Financial Coach. If you are interested but not a financial professional, please email us to arrange an complimentary call with our team on suppot@themoneypanel.co.uk
  • Is there a recertification process to maintain the standard??
As part of the Programme you will be offered the opportunity to be certified as a Certified Financial Coach ® (“CeFC”). In order to become a CeFC you will be required to undertake certain activities and assessments to demonstrate your competency. The cost is £375 per year. This is optional if you'd like to maintain use of using the designation CeFC.
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Disclosure: Catherine Morgan is a trading name of The Money Panel Ltd. The Money Panel may receive financial compensation from a merchant if a reader chooses to purchase goods/services via links on this website. You are in no way obligated to make any purchases and there is no additional cost to the reader by using these links. I am always honest in my opinions and will only recommend products or services that I have either used myself, or that I believe could be of benefit to readers. Any information given on this site is not to be taken as Financial advice and is therefore not regulated by The Financial Conduct Authority (FCA).