The Emotional Finance Programme

A transformative training programme for financial professionals — designed to fill the gap technical qualifications leave behind.And for the firms who want confident, client-ready people on the front line. 

Whether you're investing in your team or your own development, the Emotional Finance Programme builds the relational confidence, emotional intelligence, and trust-building skills that underpin strong client relationships, meaningful work, and lasting success.

What is the Emotional Finance Programme?

The Emotional Finance Programme is a practical, human-centred soft skills and relational intelligence training, designed specifically for financial services. 

Built around the Emotional Finance Model — a proprietary methodology developed by psychotherapist and DipFA qualified financial coach Emma Boardwell — it brings psychotherapeutic principles and practice into the heart of the advice process, driving conversion, engagement, loyalty and recommendations.

Who It’s For.

If you’re in the business of helping people make good decisions with their money — and want to do that in a more connected, effective, and human way — this programme is for you.

  • Emotional Finance mark design

    Financial planners, advisers, paraplanners, and client relationship managers

  • Emotional Finance mark design

    Financial coaches and hybrid professionals working at the intersection of money and emotion

  • Emotional Finance mark design

    Professionals preparing to step into client-facing roles or seeking more confidence in them

  • Emotional Finance mark design

    Firms that want to develop a more relational, client-centric culture and strengthen their teams from the inside out

What You’ll Gain.

The Emotional Finance Programme delivers meaningful, measurable benefits, not just for individual participants, but for the teams and businesses they’re part of.

Firms and individuals investing in this training can expect:

Stronger client relationships, built on trust, connection and collaboration - leading to greater engagement, loyalty, retention, and referrals.

  • Improved communication across the board, especially in unpredictable, emotionally complex or high-stakes situations where clarity and empathy matter most

  • Greater confidence and consistency in how professionals show up — with presence, groundedness, and a clearer sense of their role and value

  • A practical language for soft skills, enabling relational excellence to be named, coached, and measured - not left to chance

  • More resilient, prepared and self-aware professionals, with tools to navigate difficult conversations and build sustainable working relationships

  • Renewed energy and meaning in client-facing roles — supporting wellbeing, motivation, and long-term performance

All underpinned by a structured, evidence-informed methodology that makes the invisible side of advice tangible, teachable, and impactful.

Expert-led.
Highly personalised.
 Practically transformative.

In-house programmes can be flexed to suit your needs—timing, format, and participant numbers are all customisable.

Build the Human Foundations of Great Advice.

How it Works.

Shared Learning, Targeted Support

Live training sessions are delivered to all participants encouraging rich peer insight and shared language across experience levels. For integration and practice, participants move into their designated stream (see below), enabling focused reflection, scenario work, and skills development shaped around their current needs and experience.

Client Ready Stream.

For early-career professionals or those wanting to  build extra confidence in client work.

This stream supports newer advisers, paraplanners, and client- facing professionals to build trust, develop core relational skills, emotional presence, and a clear sense of professional identity — all in a supportive and practical learning environment.

Client Alchemy Stream.

For experienced advisers ready to deepen. and stretch.

This stream is designed for those looking to refine their relational intelligence, challenge ingrained habits, and bring more authenticity and emotional clarity into complex client relationships — especially where stakes are high or dynamics are emotionally charged.

What’s Included?

The Emotional Finance Programme combines expert-led training, tailored feedback, and ongoing support to ensure each participant gets the most from their learning; and brings it back into their client work.

  • 1:1 Pre-Programme Call with Emma

    To understand each participant’s role, experience, and current challenges — and ensure the programme is shaped to support their learning needs and professional goals.

  • 4 x Live Half-Day Training Sessions

    Attended by the full cohort, these sessions teach the Emotional Finance Model through a blend of concept, reflection, and experiential exercises.

  • 4 x Stream-Specific Integration & Practice Calls


    Smaller group sessions with peers, offering tailored support through reflective discussion, live demos, role play, and real-world application.

  • Ongoing Support and Learning Nudges


    Regular prompts to help embed learning between sessions, plus access to Emma for troubleshooting, reflection, and deeper support where needed.

  • 1:1 Client Meeting Review


    Participants can either submit a recorded client meeting or have a live debrief with Emma to receive focused, personalised feedback on their strengths, blind spots, and development priorities.

  • 1:1 Post-Programme Integration Call


    A dedicated session to reflect on progress, integrate learning, and map out what’s next in the participant’s relational development.

  • Emotional Finance Certification Badge


    A mark of commitment to relational excellence, awarded upon full completion of the programme. Includes a formative progress report outlining strengths, areas for growth, and tailored recommendations — ideal for CPD records, performance reviews, or internal development planning.

  • 22 Hours of Structured CPD


    All training and development activity in the programme contributes to structured CPD, supporting both professional development goals and regulatory requirements

  • Preferential Access to the Emotional Finance Collective


    Ongoing access to a professional community committed to relational development in financial services 

  • "Client Ready with Emma is a great way to bring the relational side of our work, an often overlooked aspect of financial planning, into an environment which promotes deeper thinking and discussion. This will strengthen the way I connect with clients, build trust, and help me to have more meaningful conversations. "

    - Connor Griffiths, TFP Financial Planning

  • "If you are curious about joining Client Ready, ‘Go for it’. The programme really explores the soft skills which I haven’t seen done before. Being able to bounce off different people’s experiences and Emma’s expertise in a safe place means you can learn and embed so much.'

    - Lauren Turner, TFP Financial Planning

  • "Emma’s Client Ready programme offers an important way to check and reflect on how, as financial planners, we work to create great relationships with our clients. Being reminded of the need to create the conditions of trust with others and taking time to really reflect on how we build trust is a really powerful exercise."

    - Simon Gladding, Women’s Wealth

Investment

The full cost of the Emotional Finance Programme, is the same regardless of which stream you join, is £1475. A deposit of £250 is required to secure your place. All terms and conditions can be found here.

Please get in touch if you have any questions before booking, if you would like to pay your deposit via BACS, would like an invoice or would like to discuss payment in installments.

September Cohort

Training Sessions on Thursdays 1-5pm GMT 

September 11th 

October 16th

November 6th

December 4th

Client Ready Integration and Practice Calls on Thursdays 3.30-5pm GMT

September 25th 

October 23rd

November 20th

December 18th

Plus 2 individual calls and a client session review by arrangement

Client Alchemy Integration and Practice Calls on Tuesdays  3.30-5pm GMT

September 30th

October 28th

November 25th

December 9th  

Plus 2 individual calls and a client session review by arrangement

Join September’s cohort.

FAQs.