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

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

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It’s not about the money is for women in business who know they want to make more money whilst holding onto more money and growing an abundance of wealth. You're tired of overgiving, undercharging and being stuck in a scarcity money mindset. You know you have it in you, you just need financial confidence and an abundant mindset. You're excited and ready to learn what it takes to make more money, invest and step into wealth. Hosted by Catherine Morgan, Author, Award-winning Financial Wellbeing Speaker, Financial Coach and Trauma-informed coach. You'll learn the steps to create more wealth, grow your business, and have a better relationship with money. This is the show for you to feel good with money and to explore the meaning beyond wealth. This podcast is the one to listen to if you're a female entrepreneur. ‘Formerly the In Her Financial Shoes Podcast.’