The Financial Capability team is hosting an online Money Coach session, aimed at professionals who undertake financial capability work with their clients on a one-to-one basis. The training will help advisers develop new skills to help improve their clients' financial wellbeing and resilience.

Please note that this training does not cover debt or benefits training.


This session will take place on Zoom. Details on how to access the session will follow once registered. 

After attending a Money Coach session, attendees will:

  • Be able to deliver tailored financial capability support on a one-to-one basis
  • Understand how to use a variety of resources and methods to promote financial resilience and wellbeing in clients
  • Understand how to facilitate learning experiences to enable clients to develop knowledge and skills to deal with financial situations
  • Work in partnership with the Money Advice Scotland Financial Capability team to share resources

Please complete this form to book.

A member of the Financial Capability team will be in touch closer to the training to confirm and provide any additional details.