Coaching training for Financial Planners

Unlocking Excellence

Unlocking Excellence is the Financial Planner’s coaching blueprint.

Helping financial planners build trust and rapport with clients to deepen relationships, deliver greater value, and convert more of their 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.

Step #1
Step #1


You will experience a one-to-one coaching session with the course guide to prepare you for the course.

Step #2
Step #2

Core Programme

You will attend a four day intensive in person training programme specially designed to equip you with flexible coaching skills to bring to your client meetings.

Step #3
Step #3


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.

Step #4
Step #4


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.

Calendar for course dates

Upcoming course dates

Forthcoming dates for the core programme are:

  • 9th & 10th May then 13th & 14th June 2024
  • 19th & 20th September then 17th & 18th October 2024

Other dates will be added 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.

Success Stories

I honestly don’t have enough superlatives for how great this course was and how natural Becca was at hosting it.

Everyone should go on this course because everyone will benefit from it. It really is as simple as that.

Alfie Mullan, Financial Planning Director

This was a wonderful opportunity to learn valuable skills applicable to both personal and professional life. Truly thinking for yourself and helping others to
do so is incredibly powerful.

Harry Dunkinson, Chartered Financial Planner

Thought provoking, practical and challenging in the very best way!

I would encourage anyone to give it a go, with an open mind, and see for yourself!

Jo Little, CEO and Chartered Financial Planner

The course has had a profound effect on me. I have found courage to dig deep into my thoughts, appreciate my own thinking and find solutions to my own problems. It’s given me a greater degree of confidence in my own thinking and I can’t wait to start using it with clients.

Joel Williams, Associate Financial Planner

Ready to start your journey?