Terms & Conditions
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This document sets out the terms and conditions you agree to by registering for the Emotional Finance Programme, delivered by Emotional Finance.
Programme Overview
The Emotional Finance Programme is a training programme designed to build the soft skills, relational intelligence, and trust-building behaviours that underpin excellent client work in financial services.
Booking and Payment
● A non-refundable deposit of £250 is required to secure your place.
● The remaining balance is due at least one month prior to the programme start date, unless an instalment plan has been agreed.
Cancellations and Refunds
● The deposit becomes non-refundable 10 calendar days after registration, except in exceptional circumstances at the Provider's discretion.
● No refunds will be issued for non-attendance.
● If the Provider cancels the programme, you will be offered either a full refund or the option to transfer to a future cohort.
● If minimum participant numbers are not met, the Provider reserves the right to cancel or reschedule the programme.
Attendance and Participation
To ensure a high-quality experience for all, participants agree to:
● Attend all scheduled sessions and participate actively
● Schedule 1:1 sessions in advance. Cancellations with less than 48 hours’ notice will not be rescheduled, except in exceptional circumstances at the Provider’s discretion
● Join sessions from a confidential, distraction-free space
● Arrive punctually, be prepared, and engage respectfully
Conduct and Responsibilities
Participants agree to:
● Contribute professionally and respectfully in all sessions
● Maintain the confidentiality of all group discussions
● Communicate proactively if unable to attend any part of the programme
Confidentiality
● All personal and professional information shared within the programme is treated as confidential.
● The Provider may use anonymised examples for supervision or training purposes, with the participant’s consent.
● Sessions are not recorded. However, with the full agreement of all participants in a given session, a transcript may be generated to support reflection and learning.
● Transcripts are shared only with session attendees, stored securely, and permanently deleted at the end of the programme.
● No transcription will be made unless every participant in the session explicitly agrees.
Data Protection
● Participant data is collected and stored in accordance with the UK General Data Protection Regulation (UK GDPR).
● Data will be used solely for programme delivery, administration, and occasional service updates.
● Participants may request access to, correction of, or deletion of their data at any time by contacting emma@emotionalfinance.co.uk.
Intellectual Property
● All programme content and materials are the intellectual property of Emotional Finance.
● Participants agree not to copy, reproduce, distribute, or share any materials without prior written consent.
Programme Changes
● The Provider reserves the right to make reasonable changes to the content, schedule, or format of the programme.
● Any significant changes will be communicated in advance.
Publicity and Testimonials
● Participants may be invited to provide feedback or testimonials for marketing purposes.
● No feedback or identifying information will be shared publicly without the participant’s explicit consent.
Disclaimers
● This programme is a professional development experience. It is not therapy or a substitute for therapeutic support.
● No guarantees are made regarding specific outcomes or business results.
● Participants are responsible for how they apply the learning in their own context.
Force Majeure
● The Provider is not liable for any delay or failure in programme delivery due to circumstances beyond their reasonable control (e.g. illness, emergencies, or technical disruption).
● In such cases, reasonable efforts will be made to reschedule affected sessions.
Ethical Practice
● The Provider adheres to ethical principles informed by professional codes of conduct, including those of the UK Council for Psychotherapy (UKCP).
● All work is delivered with care, integrity, and a commitment to professional boundaries and confidentiality.
Complaints and Feedback
● Feedback is welcomed and encouraged. If you are dissatisfied with any aspect of the programme, please raise it promptly by emailing emma@emotionalfinance.co.uk.
● All concerns will be handled respectfully and in a spirit of constructive resolution.
Limitation of Liability
● To the fullest extent permitted by law, the Provider is not liable for any loss or damage arising from participation in the programme, including indirect or consequential loss.
● Participants accept full responsibility for their own engagement and application of the programme content.
Entire Agreement
These terms represent the entire agreement between the participant and Emotional Finance and supersede any prior communication. For any questions or clarifications, please contact emma@emotionalfinance.co.uk.
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By joining an Emotional Finance Collective Peer Group you agree to the terms and conditions set out below. If you do not agree, do not proceed with your membership.
About Emotional Finance Collective Peer Groups
The Emotional Finance Collective is a community for financial professionals. Membership includes curated peer groups which are facilitated by Emma Boardwell.
Eligibility and Admission
The Emotional Finance Collective is a selective community. Admission is by application only. By applying, you represent that the information you provide is accurate and complete.
Membership Term, Fees & Payment
Membership requires a 12 month minimum commitment. By joining you agree to remain an active member for at least 12 months from your start date.
Membership fees are invoiced at the time of enrolment and payment is requested for the full year up front unless agreed otherwise in writing.
Satisfaction Guarantee:
If after attending your first three sessions in full, you decide that you are not satisfied. In order to be eligible for a refund you must attend the first three sessions in full and notify emma@emotionalfinance.co.uk within seven calendar days of your third session. If both these conditions are met and you are not satisfied, a full refund of fees will be issued. If you do not attend your first three peer group sessions in full, or if you do not notify us within seven calendar days of your third session, you are not eligible for a refund under this guarantee. This guarantee applies only to your first three peer groups sessions and cannot be applied retroactively or to subsequent membership periods.
Session Access and Participation
Membership includes one 90 minute facilitated session per month at a fixed time agreed mutually.
Attendance is expected. If you attend fewer than 10 of the 12 annual sessions (barring genuine extenuating circumstances) you’ll be asked to leave.
Sessions are:
Confidential
Not recorded
Capped at 6 participants
For the benefit of the Collective, members agree to:
Arrive on time and stay for the full session
Join from a quiet, confidential space
Join the session with their cameras on
Engage with curiosity, respect, and care.
Termination
By Members:
After your initial twelve month commitment, members may cancel membership by providing written notice at least 30 days before your next billing date. Cancellations during the initial twelve month period are subject to the terms of your membership agreement, and remaining fees may still be owed except as provided under the satisfaction guarantee (see above).
By Emotional Finance:
We reserve the right to suspend or terminate your membership at any time if you:
Breach confidentiality (immediate removal)
Violate the code of conduct (see below)
Fail to pay membership fees
Engage in conduct that is disruptive, disrespectful or harmful to the community
In cases of termination by us for breach of these Terms, no refund will be issued.
Conduct
Members agree to:
Maintain the confidentiality of anything shared in sessions. You will be asked to sign a group contract which includes a confidentiality agreement. If broken you’ll be banned from the Collective Peer group community and will not receive a refund.
Contribute professionally, respectfully, and in alignment with the values of the Collective
Refrain from behaviour that may be disruptive, harmful, or disrespectful.
The Provider reserves the right to withdraw membership at any time if a participant’s conduct is deemed inappropriate or damaging to the safety of the space. This decision is at the discretion of the Provider and may be made without refund where we reasonably believe conduct risks harm to the group.
Intellectual Property
All Emotional Finance content, materials, frameworks and community resources are the property of Emotional Finance and are protected by applicable intellectual property laws. Members may not reproduce, distribute or share Emotional Finance materials outside the community without prior written consent.
Privacy and Data Protection
Emotional Finance stores and processes data in accordance with UK GDPR.
Your information will be used only for communication and administration relating to the Collective.
Emotional Finance may take brief, anonymised notes to support session design and facilitation.
Anonymised and non identifiable material may also be discussed in clinical supervision in confidence. This is a professional and ethical obligation which exists to protect the quality and safety of the group. Supervision is bound by professional confidentiality obligations.
Anonymised themes, patterns and illustrative examples drawn from group discussions may occasionally inform Emotional Finance content, writing or marketing - for example in articles, newsletters or talks. No individual, client, firm or specific situations will ever be identifiable in this material.
You may request access to, correction of, or deletion of your data at any time by contacting emma@emotionalfinance.co.uk
Emotional Finance’s privacy policy can be viewed in full here
Programme Changes
The Provider reserves the right to make reasonable adjustments to session content, format, or scheduling in service of the group.
Disclaimers
The Peer Collective is a professional development space. It is not therapy, nor a substitute for therapeutic support.
Membership does not constitute a supervisory or clinical relationship.
Members are responsible for how they apply any insights or learning in their professional context.
Emotional Finance Collective Peer Groups are provided “as is.” We make no warranties, express or implied, regarding the community, sessions, or any outcomes you may experience as a result of your membership. We do not guarantee specific business results, career outcomes, or professional advancement.
Ethical Practice
The Provider adheres to professional and ethical codes of conduct, including those of the UK Council for Psychotherapy (UKCP). All work is delivered with care, integrity, and a commitment to confidentiality and professional boundaries.
Feedback and Complaints
Thoughtful feedback is always welcome. If you are dissatisfied with any aspect of your experience, please raise it promptly by emailing emma@emotionalfinance.co.uk. All concerns will be addressed respectfully and with care.
Limitation of Liability
To the fullest extent permitted by law, the Provider is not liable for any loss or damage arising from participation in the Peer Collective, including indirect or consequential loss. Members accept full responsibility for their own engagement and application of any learning.
Changes to These Terms
We reserve the right to update these Terms at any time. If we make material changes, we will notify you by email or through the community. Continued membership after such notice constitutes acceptance of the updated Terms.
Entire Agreement
These terms represent the entire agreement between the member and Emotional Finance and override any previous communications.
Questions? Email: emma@emotionalfinance.co.uk