Coaching training for Financial Planners
Unlocking Excellence
Are you a financial planner looking to build deeper connections with clients and help them achieve true breakthroughs?
Are you ready to elevate your client meetings and take your financial planning practice to new heights?
Unlocking Excellence is the Financial Planner’s coaching blueprint. Offered as a one-day primer, four-day course, or full qualification, this adaptable, principles-based approach to coaching will elevate your practice.
It will give you the tools and techniques you need to build trust and rapport, to deepen relationships and deliver greater value, and ultimately convert more of your ideal clients with gentle sales approaches.
Unlocking Excellence
Building skills to become the very best
The skills needed to be successful as a Financial Planner go far beyond technical knowledge and passing exams. The ability to listen really well, build great relationships and rapport are essential. As is the ability to ask great questions, communicate clearly, and engage someone deeply in a conversation about themselves and their future.
When a client feels like we deeply understand them and have something to offer that can help them achieve their dreams – working with us feels like an obvious choice.
It can seem that these human skills can only come with time and experience, but Unlocking Excellence and the Financial Discovery Coaching qualification teaches and nurtures them.
- Based on the established coaching principles of the Thinking Environment, this course teaches skills that are flexible enough to add value to all client conversations
- Designed and delivered by a Certified Coach with 20+ years of experience in the Financial Planning sector
- Learn to listen and communicate effectively
Who is this for?
The next generation
This course is ideal for Financial Planners in the early stages of their career, to develop their client facing skills alongside their technical qualifications.
This training moves the burden of training away from business owners, building skills that may possess themselves, but not always know how to teach.
Experienced professionals
It is also great for experienced Financial Planners, keen to improve their skills with clients, in service of building better relationships and improving their conversion rates for new clients.
For those looking to meet the enhanced requirements of the Consumer Duty, this course and qualification also demonstrate a commitment to delivering exceptional value in an incredibly personalised and individual way.
What you can expect
The course is just the start of your lifelong learning journey. You can find more details in our course brochure, but in summary, this is what you can expect.
The Essentials – a primer
This one-day programme will introduce you to the transformative principles of effective coaching as a Financial Planner. Combining discussions, exercises and case studies, you will leave with skills you can implement immediately to elevate your meetings and a taster of what’s to come in the full programme.
Preparation
Before you embark on the core programme, you will receive a one-to-one coaching session with the course guide to help you prepare. You will also receive your pack in the post, with some pre-reading.
Core Programme
Run over four days, this intensive in person training programme is designed to equip you with flexible coaching skills that will elevate your client meetings to the next level. The programme combines teaching with practical exercises, peer mentorship, and case studies, to embed what you learn and build a strong supportive relationship between delegates.
Qualification
During the six-month qualification period, you will work together with other delegates to practice and embed your learning. You will also attend group mentorship and individual supervision to support you in completing the qualification requirements.
Accreditation
Ongoing CPD and reflection will be required each year to maintain your designation. You will become part of a supportive community of Financial Discovery Coaches and continue learning together year on year.
Upcoming course dates
The Essentials
Forthcoming dates for the introductory one-day programme are:
- 16th or 17th October 2025 (Exeter)
- 30th January 2026 (Bedfordshire)
- 24th April 2026 (Bedfordshire)
- 15th June 2026 (Online)
- 11th September 2026 (Bedfordshire)
- 27th November 2026 (Venue TBC)
The Financial Planner’s Coaching Blueprint
Forthcoming dates for the core programme are:
- 6th & 7th November then 10th & 11th December 2025
- 8th & 9th October then 9th and 10th November 2026
We can add more dates on demand, so please let us know if you are interested, but the dates don’t work for you.
Develop trust and deepen relationships
This course, and subsequent Financial Discovery Coaching qualification equips financial planners with the critical skills needed to build deep, trusting client relationships. The skills learned and practised will enable you to add greater value and so ultimately attract and convert more of your ideal clients.
Through interactive sessions grounded in the Thinking Environment® principles, participants learn to listen deeply and ask powerful questions that reveal client insights and assumptions.
The 6-month programme includes in person training, ongoing group mentoring and individual supervision and lifelong access to an alumni network.
