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.
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.