There is no hiding from it. Change is happening in our financial world and we can choose to be part of it or we can be left behind.

Recent events powerfully remind us that life is a quest for meaning. Our aim is to help you create the most meaningful context from which to live your life, run your business and make a difference to your clients.

This training course is unique. It’s about so much more than the money.

It starts with you. Are you ready?

Certified Relational Financial Planner Training Programme

Why

The financial planning landscape is evolving. Increasingly, advisers want their clients to be at the centre of what they do instead of the products, whilst running a successful and profitable business.

The relationship based approach is a way of achieving this shift in emphasis.

This course will specifically meet the need of those financial planners and other professional advisers who are looking to integrate the relationship based approach into their work. The programme will cover all the coaching and life planning skills necessary to work in this way.

More importantly……

We believe that before you acquire the skills necessary to implement and integrate the relational approach into what you do, you must look at yourself first. We believe this for one simple reason:

It’s not the tools, it’s the hands they are in.

This programme will give you everything you need to move to a relationship based approach in your business. It will also provide you with the personal development needed to ensure that this programme is transformational, both for you and your business.

We also know precisely what it takes to implement this approach into a regulated practice because we are pioneers in this approach. We are thrilled to share our experiences and learnings with you.

Finally, this course is structured to allow us to deliver training to you in a personalised way that best meets your individual needs, rather than generic learning. No other training course does this to this extent.

Certified Relational Financial Planner Training Programme

WHO

This training programme is for those who:

  • Are looking for a new way
  • Understand that change starts with them
  • Believe that financial planning can change lives
  • Are able to commit the time, money and effort required to complete this training Are ready to learn more about themselves
  • Know that they change the world of financial advice by being that change themselves
  • Want to make a difference
  • Want to explore how relationships can be the delivery system for change in the lives of their clients
  • Want to help their clients to see what is truly possible for them in their lives and take the steps to make that possibility a reality
  • Are open to learning about themselves
  • Are curious

Certified Relational Financial Planner Training Programme

HOW

 

We will adopt an iterative learning process that teaches coaching by doing and focuses on evidence based outcomes as the measure of progress.

Group Sessions

We will use live group sessions where there is a high level of interaction and participation, accelerating the learning process. We will go through our coaching methodology providing you with a step by step approach.

Peer group learning

Your group and your shared experiences will be a key part of your learning.

Accreditation

If you complete the full course and meet the learning requirements you will be awarded the Certificate in Relational Financial Planning. This will require ongoing assessment to be maintained.

Structure

10 week program

6 live sessions (2hrs)

6 one to one sessions

12 Peer to Peer coaching sessions

Your investment

£3,000 + VAT. Payment terms available. This fee will be higher for future groups.

Ongoing coaching

Once you have completed the course you will be invited to join the ongoing supervision program where you can continue to learn and improve.

Frequently asked questions

 

I have done a lot of coaching courses already, what will your course add to my learning?

This course will align and add value to any training you have already done by facilitating a new level of deep inquiry into yourself. This new awareness will enable you to more effectively implement what you have already learned.

I have not done any coaching training so far. Is this course suitable?

We have designed the programme to provide you with everything you will need to adopt the relationship based approach into what you do.

What if I miss a session?

We understand that you may not be able to make a session. All sessions will be recorded and available to you so that you can catch up in your own time.

How do I become a Certified Relational Financial Planner?

To become a Certified Relational Financial Planner you need to complete and pass this 12 week programme. Your accreditation will last for one year at which point you will need to be reassessed. If you join our ongoing programme, your training, development and assessment will happen as part of your membership.

Can I pay in instalments?

The course is currently £3,000 plus VAT. It will be higher for future groups. If you want to pay in 3 instalments you can pay £1,000 upfront and then the same payment each month for the next two months.

What is the course structure?

The course is delivered over 12 weeks. You will have a total of 6 2 hour live group coaching sessions, delivered weekly for the first 3 weeks, and thereafter fortnightly until the end of the programme. You will also have a total of 6 one to one coaching sessions at times to suit your needs.Additionally you will have a total of 12 peer to peer coaching sessions that will be key to your development.

What will be required of me?

To get the most out of this course you will need to be coachable and willing to participate actively in the sessions. You will also need to commit to all the sessions and be supportive and constructive in order to create the best learning environment for group.

What ongoing support will be available?

We believe that the programme is just the beginning of your journey. To ensure your ongoing learning and development we will be offering an ongoing coaching program where you can get the support you need.

How much will the ongoing coaching program cost and what will I get for it?

The ongoing membership programme will be £297 + VAT per month

  • Further personal and professional development;
  • Private Facebook group membership;
  • Access to peer learning;
  • Managed access to your cohort;
  • Group coaching sessions;
  • Preferential rates for one to one coaching;
  • Preferential rates for events (when we can have them);
  • The opportunity to practice coaching with new Know Thyself programme members;
  • The opportunity to train to be a Know Thyself coach helping others;
  • Free annual certification renewal.

Will I be able to get CPD for the course?

Yes you will get around 30 hrs structured CPD with specific learning outcomes.

What gives you the authority to offer the CRFP accreditation?

The benchmark for coach training and development in the UK is set by the University system. We have engaged an external examiner to validate and provide quality assurance in the same way as they do for currently recognised University courses. The founders of Know Thyself have over 30 years of combined experience coaching clients and professional advisers.

How is this course different from other coaching courses?

This course has been designed specifically for both regulated and non-regulated financial planners. It is also suitable for those that want to run a separate coaching business. Fundamentally however it is different because it starts with you.

I really want to do this course but can’t afford it right now, can you help?

Yes, we are currently offering one one scholarship per group for someone who falls into one of the following two groups.

Rising star

Someone who is new to the profession or new to the relationship-based approach or just setting up in business.

Bridging the gap

Someone who is from a currently underrepresented group in our profession.

For an application pack please email tina@knowthyselfcc.com or complete the form below.

 

 

 

Application form for the Certificate in Relational Financial Planning

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