Initiative for Financial Wellbeing adds financial coaching stream to its brand

Five launched last year

Sophie King
clock • 1 min read

The Initiative for Financial Wellbeing (IFW) has added a sixth stream to its brand following the launch of the first five back in December last year.

The new financial coaching stream, a training course to help advisers and paraplanners learn the principles of financial coaching, will be led by The Money Panel founder and IFW executive member Catherine Morgan (pictured). She will also be joined by a team of coaches, the first of which includes Wise Monkey Financial Coaching money coach and financial life planner Simonne Gnessen.  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 chairm...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Chancellor in 'straitjacket' with low-key Budget anticipated

Chancellor in 'straitjacket' with low-key Budget anticipated

Analysts expect event focused on fiscal prudence

Jack Roach
clock 27 October 2026 • 5 min read
FOS received 3,600 pension complaints between April and September

FOS received 3,600 pension complaints between April and September

110,500 complaints in total

Sophia Panayi
clock 26 October 2026 • 2 min read
Editor's View: Bring on the Budget

Editor's View: Bring on the Budget

The editor's Friday Night Takeaway from 23 October

Jen Frost
clock 23 October 2026 • 1 min read