Coach to professionally qualified Financial Planner in 2 years.

Coach to professionally qualified Financial Planner in 2 years. Learn how to transition your coaching clients into long-term financial planning relationships. Extend Your Current Offering Womens Wealth wants to encourage more financial planners, and is keen to hear from coaches who want to develop their coaching business to offer regulated financial advice services to their clients. With expert guidance, you’ll reshape conversations, set new expectations, and offer deeper support, turning short-term coaching into lasting financial partnerships. Locations Nationwide Remote status Fully Remote Benefits to your coaching business. Enjoy lifelong relationships Turn a 3 month coaching project into a 30 year relationship, supporting your client all the way up to retirement and beyond. Lift your earnings Financial planners charge out rates are naturally higher than that of a coach, & clients retain planners for a longer period of time. Add credibility Being professionally qualified and regulated adds credibility in an increasingly crowded financial coaching arena. The Ideal candidate will have good... Personal finance Candidates should be personal finance literate to a greater degree than your average person. Client relationships They will have some experience of client relationship management, and be skilled coaches with an existing community of potential clients. Presentation skills They are likely to know how to present to audiences & have some experience of marketing. What will my first 2 years look like? Diploma studies Passing the technical qualifications that make up the Diploma in Regulated Financial Planning. Social media & marketing Managing your social media, advertising your new offerings. Client meetings Learn how to take your clients through our 5 meeting financial planning process. You would be supervised through your first 10-20 cases by Sam Secomb herself, award winning financial planner. Extending your current offering Learn how to transition your coaching clients into long-term financial planning relationships. With expert guidance, you’ll reshape conversations, set new expectations, and offer deeper support, turning short-term coaching into lasting financial partnerships. Predicted earnings in your first 5 years End of year 1 £8,500 18 clients End of year 2 £38,000 66 clients End of year 3 £86,500 102 clients End of year 4 £112,500 138 clients End of year 5 £138,500 174 clients Start up costs - what will I need to get started? Equipment You will need a laptop with a working camera & microphone, as well as a printer, and a scanner. You will also need a working internet connection, but that goes without saying! Back office systems There will be some ongoing costs and licenses that you will need to pay for, such as cashflow modelling systems and some back office stuff. You should allow around £150 a month for these. Exams You will also need to pay for the exams that make up the Diploma in Regulated Financial Planning, as well as the study guides to accompany these. This will be an investment of around £1200, but spread across the 2 years. Download our guide to find out more. Hear how Selina transformed her coaching business. Still feeling unsure? Join a webinar with Sam!