The Emotional Finance Programme.

A transformative training experience for financial professionals - designed to fill the gap technical qualifications leave behind. 

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.

Because today’s clients expect more than technical expertise - and financial professionals need the support, training, and space to grow the relational capabilities they were never taught, but are now expected to deliver.

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.

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    Financial planners, advisers, paraplanners, and client relationship managers

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    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’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

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 (Full Cohort)

Live training sessions bring everyone together to build shared language, exchange insights, and connect across experience levels.
Everyone begins as one cohort, then branches into the stream that best suits their experience and goals — enabling focused reflection, scenario-based work, and skills development tailored to their current stage in the journey..

TARGETED SUPPORT

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 in building trust, developing core relational skills, emotional presence, and a clear sense of professional identity - all within a supportive and practical learning environment.

CLIENT ALCHEMY STREAM

For experienced advisers ready
to deepen and stretch.

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

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

  • A structured, evidence-informed methodology that makes the invisible side of advice tangible, teachable, and impactful

The Emotional Finance Programme Testimonials:

  • Lauren Turner, TFP Financial Planning

    If you are curious about joining The Emotional Finance Programme, ‘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.

  • Simon Gladding, Financial Planner at Women's Wealth

    I found being part of Emma’s Emotional Finance Programme incredibly valuable. Emma brings her experience from working as a psychotherapist and her expertise in relationships to the world of financial planning.

    Working with her has increased my understanding of the emotional side of working with clients. It wasn't as if I hadn't thought about this before, but working with Emma and our group has made me more aware of and better prepared for the emotional moments that are part of our work.

    This practice and awareness makes it easier to respond effectively, with empathy and in a way that will help me to build even better relationships with clients.

  • Connor Griffiths, TFP Financial Planning

    Taking part in The Emotional Finance Programme has been a really valuable and insightful experience. It’s encouraged me to think more deeply about how I show up in client conversations and given me practical tools to build stronger, more trusting relationships.

    What stood out most for me was the space it gave to slow down and reflect, something we rarely get the chance to do in our day-to-day. The sessions were honest, thought-provoking, and practical, with a great mix of theory, lived experience, and real-world application. I’ve come away feeling more confident and I am holding a dedicated space for clients which focuses on building a relationship intentionally, instead of just being a byproduct of working with someone.

    Emma has a brilliant way of making the complex feel accessible and creating an environment where you can learn without pressure. I’d recommend this programme to anyone in financial planning, whether you're at the start of your journey or looking to reconnect with the human side of what we do. It’s helped me grow, and I think it will shape the way I work with clients for years to come.

Your Investment.

The full cost of the Emotional Finance Programme, 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 want a chat before booking, if you would like to pay your deposit via BACS, would like an invoice or would like to discuss payment in installments.

Discounts Available for Self Funding participants. Please get in touch to discuss.

September Cohort

Training Sessions on Thursdays 1-5pm GMT 

September 11th 

October 16th

November 6th

December 4th

AND

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

September 25th 

October 22nd* (Wednesday)

November 20th

December 18th

Plus 2 individual calls and a client session review by arrangement

OR

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

Book a discovery call to find out more

Join September’s cohort and pay in full

Join September’s cohort and pay a deposit

FAQs.