This training is designed to help planners and advisers work with their clients to form a deeper understanding of the patterns and behaviours that often derail the client’s ability to achieve their financial goals. Participants will learn how to identify and understand the origins of money patterns and beliefs. They will learn how to use money coaching questions and other frameworks for enquiry to ascertain underlying client money types and how best to support them.
The Money Coaching Institute provides money coaching, business coaching, training and workshops to individuals, couples, and businesses.
We are also a professional training organization and offer training and certification programs for those who wish to become a Certified Money Coach(CMC)® or a Certified Business Archetype Coach.™ . Although the “executive and personal coaching” field has become quite popular, there are few programs or organizations that train and certify behavioral money and business coaches. The Money Coaching Institute was the first company to train in this field and has an outstanding reputation globally. Our unique coaching programs help clients to solve common problems associated with money choices, patterns, and the day-to-day management of money issues. People often have unconscious patterns, beliefs and behaviors around money that prevent them from fully experiencing their true potential.
