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.

Optional Step #1
Optional Step #1

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.

Step #2
Step #2


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.

Step #3
Step #3

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.

Step #4
Step #4


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 #5
Step #5


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

The Essentials

Forthcoming dates for the introductory one-day programme are:

  • 6th September 2024
  • 22nd November 2024

2025 dates coming soon…

The Financial Planner’s Coaching Blueprint

Forthcoming dates for the core programme are:

  • 19th & 20th September then 17th & 18th October 2024
  • 17th & 18th October 2024
  • 11th & 12th September then 23rd & 24th October 2025
  • 6th & 7th November then 10th & 11th December 2025

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.

Success Stories

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, Emery Little

The course taught me the art of listening more and talking less, allowing clients to express themselves fully and feel truly heard. It equipped me with techniques that prompt clients to delve deeper into their thoughts and feelings, leading to more meaningful outcomes and identifying true objectives.

Charlotte Jamieson, Chartered Financial Planner, Clear Cut Financial Planning

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, Emery Little

This was one of the hardest things I have ever done. Who knew that listening was so hard! I learned that the quality of thinking really is influenced by the thinking partner and was astounded by the gratitude and trust that develops between the thinker and the partner. Imagine having that relationship with all your clients – it would be awesome!

Emily Pool, Financial Planner and Founder, Happy Planet Financial Planning

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, Emery Little