Understanding couples & money – a guide for planners & advisers

Using Money Coaching skills to understand the dynamics of couples money behaviour and learning how you can support them fully.

This workshop is suitable for anyone who handles client finances or helps couples with their financial matters. Money Coaching is a framework for understanding how people think and behave around money. With this framework, you can help your clients to make better decisions, reduce anxiety and communicate in healthy ways.

We all want to help our clients to understand and manage the money in their lives – this workshop will show you how you can do this.

What will you learn?

  • How Unconscious Money Patterns and Behaviours are formed and how they create disharmony in relationships
  • Family Money Patterns and Origins
  • Common money themes, issues and conflicts with couples
  • Strategies for helping couples resolve money issues and conflict
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What Participants are Saying

We have found Dennis’s approach to money coaching and helping financial planners make clients feel safe during meetings invaluable, and highly recommend his coaching for all financial planners.

Tony Duckworth, Managing Director at R.A. Cowen & Partners
Dennis provided a ‘whole team’ training session for us and, from this, the feedback has been excellent. Those who are client facing were able to link behaviours that have been seen in clients, and those that are quite new to our profession could begin to understand why clients need to have experts and professionals working with them to manage their emotions, behaviours and their expectations.
Colin Low, Managing Director and Chartered Financial Planner, Kingsfleet Wealth

Interesting, informative and practical session which really helped me think more deeply about what clients need to feel comfortable, safe and trusting of financial planners and, most importantly, take action.

Ruth Sturkey, Chartered and Certified Financial Planner, Chair – Institute for Financial Wellbeing

  • Live interactive workshop

    Online and in-house options available

  • Active participation and an open Q&A

    With a limited number of places for maximum learning and interaction

  • Real-life examples

    Incorporation of real-life examples and client success stories

  • Complimentary 1-hour follow up session

    Explore any aspect of the workshop and how Money Coaching can help you and your clients.

  • Cost

    £69 per participant. Discounts are available for block bookings of 5 or more people. IFW members and Next Gen Planners are eligible for a 15% discount.

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CPD for Financial Professionals

The workshop is accredited by the CPD Certification Service and participants will receive a certificate for 2 hours of Structured CPD.

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FAQs

The workshop starts at 3.00pm and finishes at 5.00pm. There is a short break in the middle.

Full payment is required when booking the workshop.

The workshop is subject to a minimum number of 5 participants. In the event of insufficient numbers, Cambridge Money Coaching reserves the right to cancel the workshop. In the event of cancellation by Cambridge Money Coaching, participants will be offered a place at a future scheduled date or a full refund of the workshop fees.

If you wish to cancel or amend your booking, please contact Cambridge Money Coaching. You may transfer your place to someone else free of charge. Cambridge Money Coaching will endeavour to support all requests in a reasonable and timely manner.

Discounts are available for block bookings of 5 or more participants.

IFW members and Next Gen Planners are eligible for a 15% discount.

Customised workshops are available for organisations that wish to have their own event. Please contact Cambridge Money Coaching to discuss your requirements.