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How to Become a Certified Financial Coach in the UK in 2025

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Manage episode 462045105 series 2621861
Content provided by Catherine Morgan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Catherine Morgan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode of the It's Not About the Money podcast, I explore the evolving field of financial coaching.

I discuss the differences between financial coaching and advising, the essential skills required for effective coaching, and the importance of empathy and deep listening.

I emphasise that one does not need to be perfect with money to become a financial coach and highlight the significance of understanding psychology and behavioral change in the coaching process.

The episode also covers how to identify the right financial coach and the role of trauma-informed coaching in addressing emotional blocks.

Finally, I provide insights on how to get started as a financial coach, including the importance of certification and defining the specific problems you want to solve for clients.

Chapters

00:00 Introduction to Financial Coaching

02:53 Understanding Financial Coaching vs. Financial Advising

05:45 Essential Skills for Financial Coaches

09:09 The Importance of Deep Listening and Empathy

11:59 Psychology and Behavioral Change in Financial Coaching

14:49 Communication Skills for Effective Coaching

17:53 Identifying the Right Financial Coach

20:49 Navigating Emotional Blocks and Accountability

24:08 The Role of Trauma-Informed Coaching

26:58 Getting Started as a Financial Coach

Resources:

Get my FREE book 'It's Not About The Money'

Take the Money StoryTypes® Quiz

Sign up to my FREE Newsletter

  continue reading

323 episoade

Artwork
iconDistribuie
 
Manage episode 462045105 series 2621861
Content provided by Catherine Morgan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Catherine Morgan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode of the It's Not About the Money podcast, I explore the evolving field of financial coaching.

I discuss the differences between financial coaching and advising, the essential skills required for effective coaching, and the importance of empathy and deep listening.

I emphasise that one does not need to be perfect with money to become a financial coach and highlight the significance of understanding psychology and behavioral change in the coaching process.

The episode also covers how to identify the right financial coach and the role of trauma-informed coaching in addressing emotional blocks.

Finally, I provide insights on how to get started as a financial coach, including the importance of certification and defining the specific problems you want to solve for clients.

Chapters

00:00 Introduction to Financial Coaching

02:53 Understanding Financial Coaching vs. Financial Advising

05:45 Essential Skills for Financial Coaches

09:09 The Importance of Deep Listening and Empathy

11:59 Psychology and Behavioral Change in Financial Coaching

14:49 Communication Skills for Effective Coaching

17:53 Identifying the Right Financial Coach

20:49 Navigating Emotional Blocks and Accountability

24:08 The Role of Trauma-Informed Coaching

26:58 Getting Started as a Financial Coach

Resources:

Get my FREE book 'It's Not About The Money'

Take the Money StoryTypes® Quiz

Sign up to my FREE Newsletter

  continue reading

323 episoade

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