"This has helped me in every part of my life."
"This is a powerful program which will change people’s lives and I am so pleased that I embarked on this journey"
"It's completely changed my life, and I don't mean just financially. My business coach mentioned to me how different I am now."
Become a Certified Financial Coach
In 90 Days
Confidently transform your clients’ relationship with money using a proven, psychology-based framework.
Why This Matters Now
Whether you're a coach or a financial professional, you're already doing transformational work — but when it comes to money, you're noticing something deeper:
➤ Clients feel undeserving of wealth, no matter how much strategy or support you offer
➤ Mindset tools and money systems only go so far — especially when they don’t translate to every client
➤ Even high-achieving clients get stuck in analysis paralysis when faced with financial decisions
➤ Emotional resistance shows up the moment money enters the conversation
➤ You sense there's more going on beneath the surface — but you're not sure how to help them access it
➤ You’re ready to go deeper, but without overstepping your role or becoming a regulated adviser
Money is never just about the numbers. It's about identity, worth, and deep beliefs formed long before your clients started working with you.
They need someone who can navigate the emotional layers of money with skill, safety, and confidence. This is your opportunity to meet your clients where they truly are — and guide them to where they want to be.
The Money Translation Challenge
“I know something deeper is going on here…
but I’m not sure how to support them”
This disconnect happens because:
- What feels clear and “basic” to you may be completely unfamiliar — or even triggering — to clients with different money stories
- Each client has a unique emotional relationship with money that shapes how they make decisions
- Without a framework to spot these patterns, you’re left guessing why they freeze, procrastinate, or self-sabotage
When you can decode your clients’ unspoken money beliefs and translate your guidance into something that lands, you unlock real momentum and lasting change.
Here's Your Opportunity to Lead with Impact
While others stick to surface-level financial advice, you can:
- Differentiate your practice with a unique, psychology-based approach to money blocks
- Create breakthrough moments when clients finally understand their relationship with money
- Build stronger client relationships that lead to better outcomes and more referrals
- Add a powerful new dimension to your existing client work and processes
- Increase your value and visibility in a marketplace that’s craving support beyond just the numbers
- Open new income streams through specialised coaching services that elevate your brand
Introducing: The Money Narratives Clearing® Method
Learn our proven 6-step method designed to help you:
- Uncover hidden money beliefs holding your clients back
- Transform your client's emotional relationship with money
- Help your client move from procrastination to confidently take consistent action toward financial goals
- Break self-sabotaging patterns around earning, keeping and spending
- Create sustainable financial habits that align with your client's values
Plus, transform your own relationship with money
This Is For You If…
- You’re a coach or financial professional who’s ready to go deeper than surface-level advice with the right tools and coaching framework
- You recognise that money blocks are preventing your clients from reaching their full potential
- You find yourself thinking, “I want to create deeper, more meaningful conversations with my clients.”
- You're ready to help clients create transformational change in both their relationship with money and their results
"What If I'm Not a Financial Expert...?"
You don't have to be! Your journey with money – including your challenges – makes you MORE qualified to help others, not less.
As one of our certified coaches shared:
"I worried I needed to fix my own money mindset before I could help others. What I discovered is that my own money journey gave me the empathy and insight to connect with clients in a way no financial expert could. This framework gave me the structure and confidence to guide those conversations with real impact."
"The Relationship We Have With Money Is Really A Mirror Reflection Of The Relationship We Have With Ourselves"
Now more than ever we are recognising that our clients are struggling with the emotional relationships they have with money. Here lies the opportunity with Financial Coaching.
What Makes This Programme Unique?
1. Built to Integrate Seamlessly Into Your Existing Work
Whether you’re supporting clients through business strategy, life goals, or regulated financial advice, this programme complements and enhances what you already do — no need to start from scratch.
2. Focuses on Psychology, Not Just Numbers
We go beyond budgeting and financial literacy to address the root causes of money blocks – the stories, beliefs, and emotions that drive behaviour.
3. Practical Tools You Can Use Immediately
You'll receive ready-to-use coaching questions, exercises, and frameworks you can implement in your very next session.
4. Transformative For You, Too
Experience your own money narrative transformation as part of the certification process, allowing you to coach from a place of authentic understanding.
5. The Proven Money Narratives Clearing® Framework
Our 6-step method is a repeatable, evidence-based process for helping clients uncover and rewrite their limiting money stories — and it’s designed to create real, lasting behavioural change.
What You Get When You Join Us...
Instant Access To A Self-Paced Financial Coach Learning Hub
- The Money StoryTypes® Tool – Identify client money behaviours and customise your approach (this alone will transform your client's money experience)
- Lifetime access to over 30 self-paced videos with accompanying workbooks and practical implementation steps
- Complete Money Narratives Clearing® Framework – our proven 6-step process for transforming client money relationships
- Weekly implementation guides for integrating these tools into your existing practice
- Personal Money Management Training Bundle – practical tools for clients with different money personalities (£1000 value)
Sarah Roughsedge
“I was already finding myself naturally engaging in conversations in a deeper way with my clients and I felt there was so much more I could learn to better assist clients with their money journey. I started the program clear that this would make a difference to what I was doing. But it has more than exceeded my expectations. The content has been fascinating, educational, engaging and practical. This is a powerful program which will change people’s lives and I am so pleased that I embarked on this journey and can’t wait to play my role in coaching individuals through their transformational change!”
Sara Walker
Money Mentor
"Working on the course and using the Money Narrative Clearing Method® Framework, I identified a major money block for myself. I was not charging enough which made me re-think my entire services and fees."
Danielle Brophy
"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 enabled me to further follow such a fascinating field and I am so glad I joined in on the course."
Tracey L Reddings
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.
The Curriculum
Michael Hawthorne
The course took me down many rabbit holes of self discovery that I wasn't expecting. These centred around the need to compensate for this with knowledge, qualifications, a car that was of a sufficient size, colour and make and all in an attempt to fit in and to be taken seriously by clients and peers alike. These became unconscious truths and choices that I created which compounded over the years.
Today, I feel more able to be myself. This has helped me in every part of my life.
Charlotte Dover
ADHD Coach
I loved this course SO much, and the best thing was you made it accessible to my ADHD brain too so I could complete it. You created such a brilliant opportunity for me (and others) to complete the practical side in a safe, nurturing environment!
And of course, money and ADHD is such a HUGELY important topic as it's challenging for so many ADHDers.
Proud of myself for adding this to my ever-growing toolkit so I can help the people who need it.
Wilma Edwards
“Today I used the Coaching Tools in my client meeting. I told the client to write down on the borrowed beliefs timeline, what are the stories that she is telling herself around money. It was soooooo powerful. I could see the lightbulb moments, her coming up with ideas of how to give less and hold onto more."
BECOME A CERTIFIED FINANCIAL COACH
TYPICAL TIME TO COMPLETE: 90 DAYS
Access the complete Money Narratives Clearing Method® Framework, toolkit and methodology
Self-paced learning to help your client transform their relationship with money with over 30 videos
Fast-Track Certification Assessment Day (One Full Day Online)
Quarterly Live Practice Sessions Online (Repeatable throughout the year to deepen your skills)
Official CeFC Designation (Certified Financial Coach)
£1500 in bonus training content
Pay-In-Full Only
12-Week Online Financial Coaches Marketing Course To Help You Establish A Thriving Coaching Business (valued at £1000)
£ POUND STERLING
One-Time Payment
£3500 + VAT
£ Pound Sterling
BONUS: 12-Week Financial Coach's
Marketing Toolkit Program
(PLUS save £520 by paying in full)
12 Monthly Payments
£335 + VAT
£ Pound Sterling
This is a monthly payment plan
for 12 months.
$ US DOLLAR
One-Time Payment
$4500
$ US Dollar
BONUS: 12-Week Marketing
Program for Coaches
(PLUS save $600 by paying in full)
12 Monthly Payments
$425
$ US Dollar
This is a monthly payment plan
for 12 months.
Plus Receive these BONUSES (Worth £1500)
Bonus 1
‘HOW TO FIND, CONVERT, AND KEEP CLIENTS' TRAINING
In this 30-minute video training, you'll learn my exact strategy I use in all of my successful campaigns to create a consistent flow of clients.
VALUE: £150
Bonus 2
MONEY MINDSET MEDITATION LIBRARY
Fast-track a positive money mindset and reprogram your nervous system to be open and ready to receive money with thesee guided meditation audios.
VALUE: £50
Bonus 3
PERSONAL FINANCE MONEY MANAGEMENT TRAINING BUNDLE
4 Downloadable Planners to use with your clients to help them keep more of their money.
- Mindful Tracking Spending Planner Template - Perfect for those of your clients who need baby steps with money as the thought of even looking at their numbers fills them with dread. Help your client with baby steps to track their income and outgoings for awareness of their spending habits.
- The 50/30/20 Budgeting Method Planner & Video Training - Perfect for the natural planners! Help your clients set up their budget using the 50/30/20 method.
- Money Pots Tracker - Help your client set up and track what money pots they need to keep a healthy flow of money.
- Spending Planner Template - Perfect for those with a more impulsive relationship with money to give every pound a purpose. No more boring budget planners
VALUE: £800
Bonus 4
HOW TO PLAN, PAY DOWN DEBTS AND SET GOALS
Video Trainings on How to Calculate Your Clients Financial Freedom Number, Methods to Pay Down Debts Faster and How to Set a Plan For a Secure Financial Future.
VALUE £500
Pay-In-FUll Bonus Only
Financial Coach's Marketing Toolkit
Turn your financial coaching expertise into a thriving, scalable business with our comprehensive 12-week Marketing program, included in your certification. You'll master the 4-step storytelling framework to attract ideal clients, learn our proven 'build, borrow, and buy' method to grow your audience, and develop your complete product value ladder – from workshops to memberships. Plus, get our time-saving content creation system and the exact strategy to become a regular guest expert on podcasts and publications.
Ruth Gilbey - Business Coach
"Catherine’s financial coaching training has been amazing! The way it weaves psychology and coaching through the lens of money is nothing short of transformational. I’ve found myself constantly nodding along, having ‘aha’ moments where everything just clicks. It’s helped me connect the dots in ways I never expected.
The content is absolutely fascinating, so many different theories and perspectives that bring fresh insights with every lesson. The group implementation calls are incredible to watch, offering a real, practical look at how this work plays out in action. Even as someone who loves psychology and has years of coaching experience, I was convinced I needed more financial education before stepping into financial coaching. But this programme has completely shifted that belief.
Catherine is a great teacher and so helpful her lessons are engaging, practical, and packed with so much wisdom. She has an incredible way of making complex ideas feel clear, actionable, and deeply relevant. This training has given me the clarity, confidence, and excitement to step fully into financial coaching, and I honestly can’t recommend it highly enough."
The Global 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 global community of financial coaches. Coaches in UK, Canada, Australia, Hong Kong, Dubai and Canada.
LAURA ANN-MOORE
"I wouldn't be where I am as a coach without the training sessions. With a non financial background I learnt so much."
KRISTEN CUNLIFFE
"Doing this coaching has literally changed my life and not just financially. I value myself more and I never tied this to money"
Learn Our Unique Money Narratives Clearing® Methodology To Transform Your Clients Relationship With Money
ABOUT CATHERINE MORGAN
HI I'M CATHERINE
You’ll often find me in my most comfy PJ’s, sipping tea (stronger the better) or walking Rosie, my Cocker Spaniel along the beach in Jersey.
I’m also a qualified Financial Adviser, Financial Abuse Specialist ®,Inherited Family Trauma Practitioner, a Trauma of Money Method ® Facilitator and expert in several other money healing modalities. I’m a serial entrepreneur and reached my first million by the age of 31.
I’m here to create safe spaces, financial equality, independence and financial peace for all.
Because when we feel safe, healthy and financially resilient, we we do great things in the world.
Having worked in banks since the age of 18, I became very disillusioned with the focus on complicated financial products.
Many clients self-sabotage their financial wellbeing and future by not being able to follow your 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 creating deep change for your clients and to help to stand out in a crowded market place.
Frequently Asked Questions
When you join the Financial Coach Certification, you get instant access to your student portal which homes all your training with accompanying workbooks and activities. This means that you can get started as soon as you like.
If you choose to pay in installments, we will automatically deduct the payments every calendar month for 12 consecutive months from the time at which you sign up for the programme.
The live practice sessions are held quarterly online via Zoom. They are typically 10-3pm (UK time) Tuesday, Wednesday or Thursdays. We will email you each quarter with the dates to choose from. Once you have certified you are also able to continue to attend as many of these sessions as you like to sharpen your skills and continue to practice the framework so that you can build more confidence as a financial coach.
Most money mindset programs offer general principles without a clear framework for client transformation. Our Money Narratives Clearing® Method gives you a step-by-step process to guide clients through lasting change, backed by psychological research and proven in real coaching scenarios.
In our opinion, it is easier for clients to feel less shame and judgement if they know that you are also human! Every human being on the planet has work to do with their relationship with money! It is a complicated and deep relationship. You will see from our student testimonials that they all experienced huge money breakthroughs for themselves when completing this programme. We are excited for you to do the same.
The self-paced component takes approximately 8 hours total, which most students complete within 1-3 months alongside their existing practice.
Not at all! This programme is specifically designed for both financial professionals AND coaches with no financial background who want to help clients with the emotional and psychological aspects of money. Our Personal Money Management Training Bundle provides all the practical financial tools you'll need if you do not have a financial background.
