Initiative for Financial Wellbeing launches coaching stream

The Initiative for Financial Wellbeing (IFW) has announced a new financial coaching stream.

The Initiative  launched in December 2019 already offers research, tools (turning the research into practical application for financial advisers to help clients be happier), events, connections (connecting with other organisations) and a regional network

The IFW was formed to provide a meeting place for like-minded people and to bring together advisers who want to learn and share. By creating a specific Stream for financial coaches, we hope to further both those objectives.

Led by Catherine Morgan with a team of trained coaches such as Simonne Gnessen, the Financial Coaching Stream plans to bring together financial and money coaches under the IFW banner.

Its planned activities include a training course to help financial advisers and planners to learn the principles of financial coaching – helping clients better understand their relationship with money.  In light of the current environment, the first priority for the Financial Coaching Stream will be to coordinate the IFW’s Covid-19 response.  Details of this response will be announced in the coming days.

IFW Executive Member, Catherine Morgan, said “I’m delighted that the IFW is going to provide a space where we can support more financial services experts and financial planners to navigate this landscape, develop and grow.”

IFW Chairman, Chris Budd, said “Financial wellbeing – how to use money to maintain and increase happiness – has surely never been more important than right now, during the Covid-19 pandemic.”