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

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

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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

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

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