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Emotional Finance Training

Emotional Finance Trainings and Workshops equip financial professionals and firms with a systematic framework, fresh insight and the necessary skills to build meaningful, trusted and boundaried professional relationships with clients.

Whether you’re looking for an introductory workshop, a webinar, a bespoke away-day or an accredited and comprehensive training programme, we help you excel at the human dimension of financial services.

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The Emotional Finance Programme:

The Emotional Finance Programme is our flagship training where participants learn how to apply Emotional Finance’s systematic framework to building trusted, connected and collaborative 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.

Financial Professionals can join open cohorts which run throughout the year, or the programme can be run in-house for firms, with bespoke optionality.

Find out more

Testimonials:

“Emma is a pioneer in helping advisers and planners understand the human dimensions of advice. Through her work at Emotional Finance, she brings insight, clarity and a refreshing depth to the financial advice profession… Working with Emma is like putting on a new lens. She challenges assumptions, fosters empathy and equips advisers with the tools to have more meaningful conversations that lead to better outcomes and stronger client relationships”

Dan Haylett, Co-Director, TFP Financial Planning
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A man with glasses, a beard, and a bald head wearing a black zip-up jacket with arms crossed against a solid blue background.

“Emma brings such a gentle and empathetic approach to her teaching that she makes you feel instantly safe. I felt comfortable in the room exploring topics that are not often spoken about”

Sophie Smith, Joyful Wealth
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A woman with red hair, wearing a black blazer over a light blue blouse, sitting at a wooden table with a pen in her hand, smiling, with pink flowers in the foreground on the right.

“The impact has been immediate - I’ve already noticed a significant improvement in the strength and depth of my client relationships. Emma’s guidance has not only refined my professional skills but has also made me a more empathetic and adaptable adviser.”

Lauren Turner, Head of Financial Planning, TFP Financial Planning

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A young woman with blonde hair in a black dress with white polka dots, standing indoors near a concrete pillar and smiling at the camera.