The Emotional Finance Programme is our flagship training where participants learn how to apply Emotional Finance’s systematic framework to client relationships.
For too long, emotional literacy and relational intelligence in financial advice have been treated as an afterthought.
The Emotional Finance programme focuses on rigour, intentionality and tangible value - ensuring that participants understand, cultivate and demonstrate the skills and practices that matter the most when building meaningful and resilient client-adviser relationships.
Completion of the Programme leads to Emotional Finance certification.
The Emotional Finance Programme
The Impact:
Participants in the Emotional Finance Programme reference significant, measurable shifts in their confidence and competence.
They report transformation and lasting impact.
When asked:
‘How confident are you that you’ll continue applying what you’ve learned and practiced’ Participants responded with 9.5/10.
“To what extent has the programme enhanced your relational skills?”Participants responded with 9.3/10
“Do you feel more confident in your ability to build trust and connection?” Participants responded with 8.8/10
*Average Scores. Data from the September 2025 open cohort.
What participants say…
“I can honestly say it has been one of the most beneficial learning experiences of my training so far.”
James Smith, Verso Wealth Management.
“The impact has been nothing short of profound.”
Dan Haylett, TFP Planning.
“We’ve seen a meaningful uplift in the quality of client interactions, with a more collaborative and thoughtful approach that builds trust and understanding.”
Lee Waters, Barwells Wealth
“The course has had a much bigger impact on me than I expected going into it, and I’m really pleased with what I’ve taken away from it.”
Luke Budd, Scion Financial
Who It’s For:
The Emotional Finance Programme is for advisers and firms who care.
It’s for those who find job satisfaction - less in the technical dimensions of their role - and more in the outcomes they help their clients to achieve and the relationships they build with them.
It’s for advisers and firms who recognise that the conversations that are matter most are less about tax strategies and portfolio performances and more about the meaning and choicefulness that sits behind these decisions.
Participants include:
Financial Advisers, Financial Planners, Wealth Managers, Client Facing Paraplanners, Financial Coaches and Client Relationship Managers
Early career, emerging and seasoned professionals
Professionals and firms looking to build trusted, ongoing and valued relationships with the spouses and beneficiaries of their principal clients
Professionals and firms looking to move beyond technical expertise and ensure their value as trusted counsel is both visible and tangible to their clients
Growing and acquiring firms looking to address the common perils of succession and client handovers through cultivating emotional literacy and relational intelligence consistency across their team.
How to Join:
There are two ways to join the Emotional Finance Programme:
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Open cohort’s gather advisers from different firms to learn and practice together.
The cross-pollination of perspectives, the safety and novelty of learning alongside people who aren't your colleagues- and the connections that develop - create something quite unique and special.
Open cohorts usually run 2x times per year - subject to demand.
Register your interest and make sure you’re first in line for the next cohort here
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The Emotional Finance Programme can be run in-house for your firm allowing you flexibility on delivery format (live, virtual, hybrid), scheduling and cadence.
If you’d like to run a programme in-house, book a call to find out more here.
Programme Structure and Pricing:
The Emotional Finance Programme is currently being updated.
Full details will be announced soon - but if you'd like to be kept in the loop, join the waiting list to be first in line.
