Octopus MoneyCoach Training

Transform lives by becoming an accredited money coach! Are you looking for ways to make a positive impact on UK society? Imagine if you could use your experience to help others improve their own financial future…

Hi, we’re Octopus MoneyCoach and we’re on a mission to transform 1 million lives by making it easy and affordable to get help with your money. Our accredited money coaches work with clients all over the UK to explore their life goals and show how they can make those goals achievable. 

Every month, we train people from a wide range of backgrounds to become self-employed money coaches. Once accredited, we’ll introduce you to potential clients from UK workplaces, who will pay you an annual fee for your service. This training programme is free for successful applicants.

It has been accredited by the London Institute of Banking and Finance as well as the Initiative for Financial Wellbeing.

Who this is for

If you’re open to an exciting new self-employed career helping people with their money, this might be for you.

Our coaches are former teachers, team leaders, former business owners, retired financial professionals, ex-accountants, ex-Army officers and parents who have taken a career break and want work that fits around childcare. 

So if you’re excited by the idea of more flexible work, being your own boss and transforming lives, you’re in the right place!

There are no special qualifications needed and the training programme is free – but there are a few requirements. You’ll need to:

• Have an interest in personal finance
• Have at least 5 years work experience
• Be a UK resident
• Be open to working on a self-employed basis (and excited about being your own boss)
• Be able to dedicate the time to the training programme, which requires availability during working hours (it’s usually tough to do alongside a full time job)
• Demonstrate a commitment to becoming a self-employed financial coach – including at least 20 (daytime) hours across a typical week

Why apply for this training

We aren’t exaggerating when we say money coaching can transform lives.

Whether it’s supporting a client’s journey to become debt free. Or helping them achieve a financial goal they never thought was possible. Even completely changing their relationship with money, for good.

If this inspires you, you should apply for our free training program that will accredit you to start supporting clients within 8 weeks.

How training works

Our training programme will cover everything you need to know to become a financial coach using a combination of written guides, videos and webinars.

There are modules on everything from the financial fundamentals you’ll need, to guides on delivering the Octopus MoneyCoach service and using our software.

You’ll also get the support of a coach mentor and our entire coach community.

We have two programmes available:

1. Fast Track Training (In Person): This is a 2-week intensive course that will be held in person in London.
2. Standard Training (Remote): This is our standard 6-week course that is done remotely, with a mix of self-guided learning and live daytime masterclasses (which you’ll need to dial in for).

What the training covers

Part 1: Delivering the financial coaching service

• Module 1: Client discovery sessions
• Module 2: Building financial plans
• Module 3: Presenting plans and actions to clients

Part 2: Financials

• Fundamentals: Budgeting, Saving, Mortgages, Investing, Pensions
• Advanced Finances

Hear from our coaches

Hear stories about our clients

Meet Our Coaches

Meet Ali

Meet Claire

Meet Jeremy

Meet Priya

Find out more and apply