Emotional Finance Programme
Frequently Asked Questions
Below you can find a whole host of FAQ’s
If you can’t find an answer to your question, please contact us here:
FAQs
Who is the Emotional Finance Programme for?
The programme is designed for financial professionals who want to deepen the human side of their practice. Whether you're just starting out or have years of experience, it will help you build the relational confidence, emotional intelligence, and trust-building skills that underpin great client work.
Is this therapy or coaching?
It’s not therapy — although it’s informed by psychotherapeutic insight. And while there are coaching elements, it’s more than that too. It’s not surface-level skills training — it’s transformational. You’ll build the emotional and relational intelligence needed to thrive in the human side of financial services, with practical tools you can apply immediately in client work.
How is the programme structured?
Participants join a shared core curriculum with two learning streams:
Client Ready: for early-career professionals or those seeking more confidence
Client Alchemy: for seasoned professionals who want to stretch relationally
Everyone benefits from group sessions, 1:1s with Emma and, and a tailored client session review.
Do I need to choose a stream upfront?
No. You’ll have a discovery call with Emma before the programme begins, where you’ll explore what you need most and which stream will serve you best.. If, after your first session, you feel you’re in the wrong place, you’re welcome to switch streams — it’s important you get what you need from the experience.
How much time will I need to commit?
The programme includes four half-day group sessions (1pm-5pm GMT), four 90-minute group review calls, and two 1:1 sessions with Emma. You can also join optional peer study groups.
Can I join as an individual or do I need to come through a firm?
Both are welcome. If you're self-funded, we offer flexible payment options. If you're a firm sending multiple participants, we offer volume discounts.
Do you provide any reporting or feedback?
Yes. Each participant receives an individual formative feedback report, offering reflections on their strengths, areas for growth, and progress throughout the programme. This is designed to support meaningful professional development and can also be shared with managers or supervisors if helpful. For firms sending multiple participants, we’re happy to discuss tailored reporting options
Is this CPD accredited?
The programme is eligible for 22 hours structured CPD. We can provide confirmation of hours and learning outcomes for your records.
Do you record the sessions?
If everyone in the group explicitly agrees then sessions can be recorded and transcripts can be shared.
What’s the Emotional Finance model?
It’s a proprietary framework developed by Emma Boardwell, blending financial coaching with psychotherapeutic insight. It includes three layers of conceptual thinking, insight and practice: Trust, Connection and Collaboration — all designed to strengthen how you work with clients.
What will I leave with?
You’ll leave with enhanced relational skills, greater self-awareness and practical tools for client work. And you’ll receive a digital badge that signals your commitment to relational, client-centred practice.
How do I apply or register?
You can either pay a deposit here.
Or register your interest to hold your spot. Emma will then be in touch to arrange a short call to explore whether the programme — and the chosen stream — is the right fit for you.
*You can join the Emotional Finance Programme as an individual through an open cohort; or bring it in-house to support your team