One of the IFW guiding principles is to provide a meeting place for the sharing of ideas. Our events allow our community to come together, share ideas, develop tools, and have fun! We’d love to welcome you to one of our future events.

Friday 3rd December at 10am

What is Coaching? Free Webinar

The term ‘coaching’ is used in different contexts. Life coach, business coach, financial coach, money coach, coaching skills for advisers…

As a result, there is confusion about what coaching actually is, and how it fits with the financial advice process. Some advisers have been rather dismissive of financial coaching, for example, thinking it’s the same as life coaching. Others think they already do financial coaching (they don’t).

The IFW is a huge supporter of the financial coaching community. Following yet another Twitter discussion about what financial coaching actually is, we’ve decided to put the record straight once and for all.

In this session, Chris Budd will begin by explaining what the different terms mean. What a financial coach is; how it differs from a money coach; and what coaching skills advisers might want to adopt to enhance their process.

Financial coach Lorraine McFall with then provide a more in depth look specifically at financial coaching, and look at why advisers might want to work with a financial coach to help their clients.

Financial coaching is set to be one of the main areas of development in the advice space over the next decade. Whether it is something you decide to deliver yourself, or outsource to a specialist, this session will help you understand how coaching enhances your offering to clients.

This event is free for members of the IFW and the general public. Book your place here.

Attendance of this event contributes to your unstructured Continuing Professional Development (CPD) requirements. 

Next Forum: Thursday 25th November at 9.00am

The Forum for Coaches & Planners

This monthly meeting is for all coaches and planners with an interest in coaching. It is an opportunity to meet new people, understand better how we all serve our clients and identify ways we can work in unison to deliver the message about Financial Wellbeing.

Our intention is to discuss a particular topic each month either on how to develop coaching within your business or on a coaching topic. If you have any suggestions for topics you would like to be covered please let us know.

Upcoming dates for your diary for The Forum are:

  • 16th December 2021
  • 20th January 2022
  • 17th February 2022
  • 17th March 2022
  • 21st April 2022
  • 19th May 2022

Attendance of this event contributes to your unstructured Continuing Professional Development (CPD) requirements.

Free for IFW members to attend. To reserve your place, sign up here.

Next Roundtable event: Thursday 2nd December at 11.00am

The IFW Roundtable

Unlike many IFW events, the Roundtable is not intended to provide practical solutions! It is a debate about some of the theories and research that underpin our approach to financial wellbeing. Join the experts for an informed debate!

It’s free for members to join in and share your knowledge and experiences with fellow members.

Dennis Harhalakis, Money Coach and founder of Cambridge Money Coaching, will introduce this month’s topic:

‘How the language choices we make affect client discussions’

Our host is Funmi Olufunwa, a financial coach helping people to understand their relationship with money and how they can earn, spend and save it and be money confident.

Dennis is a Certified Money Coach (CMC)® and the founder of Cambridge Money Coaching. Money Coaching deals with the subconscious patterns, beliefs and behaviours around money that we all have.

Prior to becoming a money coach, Dennis spent 30 years in Banking and Wealth Managment. He works with individuals, couples and financial professionals such as IFAs and planners.

Dates for your diary for upcoming Roundtable discussions are:

  • 6th January 2022
  • 3rd February 2022
  • 3rd March 2022
  • 7th April 2022
  • 5th May 2022

This is a free event (among many that members can take part in) for IFW members, so if you want to come along and join the discussion, sign up for only £10 per month plus VAT here.

Attendance of this event contributes to your unstructured Continuing Professional Development (CPD) requirements.  

Free for IFW members to attend. To reserve your place, sign up here.

Next Cafe: Tuesday 7th December

Wellbeing Café

The Wellbeing Café is a monthly event designed to discover and deepen your understanding of what Financial Wellbeing is all about. It lasts half an hour and has a new speaker each month covering a wide range of topics all under the banner of Financial Wellbeing.

At 1pm on 7th December, we will welcome  Helena Dolny of

Helena’s topic is Wealth, Wellness and Mortality: 3 conversation starter tools.

Dr Helena Dolny, former CEO of the South Africa Land Bank, has spent the last 15 years as an executive and leadership coach. In parallel she trained as a hospice counsellor and rites of passage guide. In 2017 she published her third book, Before Forever After: When Conversations about Living Meet Questions about Dying.

In 2019, together with Mapi Mhlangu she co-founded LoveLegacyDignity (LLD)  a social enterprise committed to encouraging discussions about the importance of financial planning and having our affairs in order, irrespective of our current circumstance. Helena will present 3 tools used by LLD to initiate conversation. Archbishop Desmond Tutu commented of this work, “This taboo about not talking about dying needs to be challenged.”

We’re now using Kartra to book events. Book your spot for the Wellbeing Café here.

Upcoming dates for your diary for the Wellbeing Cafe at 1pm are:

  • 11th January 2022
  • 8th February 2022
  • 8th March 2022
  • 12th April 2022
  • 10th May 2022

Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.

Next Regional Meetings: January 2022

Regional Events

As a member-focused organisation, we want to create a meeting place for like-minded individuals. Our quarterly regional events are therefore the heartbeat of the IFW, allowing advisers, planners, coaches, paraplanners, indeed anyone with an interest in financial wellbeing to get together and share ideas and good practice.

Topic for January

How do you help clients to establish identifiable objectives and transform these into a clear path/ investment plan?

Dates for your diary

Scotland 10am on Wednesday 12th January 2022

London 2pm on Friday 14th January 2022

North 10am on Monday 17th January 2022

South East, South Coast and Home Counties 4pm on Tuesday 18th January 2022

South West and Wales 10am on Tuesday 25th January 2022

Midlands and East Anglia 10am on Thursday 27th January 2022

Ireland 2pm on Friday 28th January 2022

Booking link coming soon.

Get involved

The initiative will be member-led. We’d love to hear from individuals and organisations who would like to get involved.