Transform Your Practice with Money Psychology
Train your team to deliver The Conscious Currency™ methodology — the missing piece between financial planning and genuine client transformation. Limited to 20 firms in 2025.
Bridging The Advice Gap The Smart Way
Your clients come to you with numbers. But behind every portfolio, pension, and protection policy sits something you cannot see on a fact-find: their relationship with money itself. Money coaching doesn't just work for your existing clients—it connects you to their extended families, adult children, and the people who've never sought financial advice but need this conversation.
The Uncomfortable Truth
Financial literacy doesn't equal financial wellbeing.
A client can understand compound interest, diversification, and tax efficiency whilst simultaneously lying awake at 3am paralysed by money anxiety. They can have a robust financial plan whilst making impulsive decisions that undermine it.
Traditional financial advice addresses the mechanics. The Conscious Currency addresses the meaning. And at some level, this work is for everyone—your wealthiest clients, your newest prospects, their adult children, extended families. Anyone with money has psychology around it.
The Numbers Tell The Story
- 24.3 million UK adults show signs of financial vulnerability (FCA, 2024)
- Nearly 50% of people in debt also have a mental health diagnosis
- 46% of UK adults feel anxious about their financial situation despite adequate income
Your clients aren't just seeking better returns. They're seeking relief from persistent anxiety that logic cannot touch.
Why Your Practice Needs This Now
The Conscious Currency™ Methodology
A comprehensive framework developed over 25 years in financial services. Deep psychological and emotional work that addresses the foundation beneath all financial decisions.
Phase One: Awareness
Making the invisible visible. Clients explore how historical events, family dynamics, and cultural programming shaped their relationship with money before they could consciously choose it.
Understanding unconscious beliefs, inherited scripts, archetypal patterns, and the stories that drive automatic financial behaviour. The goal is awareness—seeing the hidden forces so they lose their automatic power.
Phase Two: Release
Addressing emotional wounds and poor habits. Money trauma—whether from poverty, sudden loss, financial abuse, or inherited shame—creates patterns that persist long after circumstances improve.
Nervous system regulation, forgiveness work, releasing old patterns. Plus groundbreaking techniques for addressing destructive financial habits like leaky spending, impulsive decisions, and unconscious money behaviours.
Phase Three: Integration
Aligning life with authentic values. Rather than being driven by inherited fears or cultural expectations, clients learn to direct money as conscious energy flowing in service of what matters most.
Defining enough. Reclaiming time. Creating meaning. Building legacy. Bringing the financial life into alignment with who they actually are, not who they inherited or who culture says they should be.
Personal Transformation First: Everyone trained in this methodology undergoes the complete process themselves. You cannot guide others through work you have not done. The certification includes your own exploration of your relationship with money, ensuring you bring genuine understanding rather than theoretical knowledge.
The transformation: From unconscious reaction to conscious response. From automation to awareness. From being driven by money to directing it with intention.
What Certification Includes
The Revenue Opportunity
If an IFA charges clients £150 per Conscious Currency session, and delivers even 50 sessions annually, that's £7,500 in additional revenue. The certification investment pays for itself within months, then becomes pure profit margin.
Beyond direct revenue: reduced client churn, increased referrals, enhanced retention, new client attraction, and team differentiation. Clients who resolve their money psychology stay longer and refer more.
Conservative Scenario
- 20% of clients engage over 12 months = 40 clients (200 client base)
- Average 3 sessions per client = 120 sessions
- £150 per session = £18,000 additional revenue
Active Implementation
- 40% of clients engage over 12 months = 80 clients
- Average 4 sessions per client = 320 sessions
- £200 per session = £64,000 additional revenue
No product providers. No platform fees. No regulatory capital. Just your time and expertise applying The Conscious Currency methodology.
Certification Programme Tiers
Pricing is tiered to reflect practice size and value received. All tiers include complete methodology, materials, and ongoing support.
- Three-day intensive training
- Complete methodology & materials
- All frameworks and assessment tools
- Session structures & facilitator guides
- Client resource package
- Certification designation & first year licensing
- Three-day intensive training
- Complete methodology & materials
- All frameworks and assessment tools
- Session structures & facilitator guides
- Client resource package
- Certification designation & first year licensing
- Three-day intensive training
- Complete methodology & materials
- All frameworks and assessment tools
- Session structures & facilitator guides
- Client resource package
- Certification designation & first year licensing
Additional personnel: £2,500 per person beyond tier maximum
Annual licensing (from year 2): £1,000 per year
What's included in annual licensing:
Ongoing trademark usage • Updated materials & methodology developments • Quarterly consultation calls • Private practitioner community • Recertification every 3 years • Official website listing
Note: Certification fee includes first year licensing. Annual fee of £1,000 applies from year two onwards.
Sam Tate — Creator of The Conscious Currency™
25 Years in Financial Services
- Built and managed award-winning financial planning firms
- Co-founder of New World Financial Group (successfully exited)
- Recognised industry speaker and thought leader
- Deep expertise in money psychology and client behaviour
Professional Credentials
- Advanced Diploma in Financial Planning
- Qualified Life Coach (ICF accredited)
- Meditation & Movement Coach
- Neuroinclusive practice specialist
The Transition
After two decades building traditional financial planning practices, Sam recognised that technical advice alone was failing clients whose real challenges were psychological rather than financial.
The Conscious Currency methodology emerged from this realisation—integrating financial services expertise with coaching, psychology, and genuine human transformation.
Author
"The Conscious Currency: Money, Meaning & The Art of Enough" (Published 2026)
"Notes on Becoming a Man" (Published 2026)
"Everything is connected. Money psychology influences all decisions. The work starts with stripping back complexity, clearing the noise, and reconnecting with what truly matters beyond economic success."
— Sam Tate
Limited to 20 Firms
Quality matters more than scale. Sam personally trains every cohort and maintains ongoing relationships with certified practitioners.
6 places remaining
Full (waitlist available)
Applications opening February
Applications opening May
Limiting numbers ensures individual attention during training, meaningful community of practice, genuine support rather than mass production, protection of methodology integrity, and sustainable programme development.
How Certification Works
Certification is not automatic. Sam personally approves every candidate to ensure genuine commitment to client wellbeing, appropriate professional foundation, and cultural fit with The Conscious Currency philosophy.
Expression of Interest
Submit the form below with your firm details and interest in certification. This initial submission helps us understand your practice and motivations.
Application Review
Sam reviews your submission within 48 hours. If there's potential fit, you'll receive a full application form to complete (more detailed assessment of your practice, team, and readiness).
Exploratory Call
30-minute conversation with Sam to discuss your vision for money coaching, address questions, explore programme fit, and determine if this is the right partnership.
Formal Acceptance
If mutual fit confirmed: receive formal acceptance and cohort assignment • 50% deposit due within 7 days • Licensing agreement provided for review • Pre-training materials sent
Certification Training
Three-day intensive with assessment and certification • Remaining 50% balance due 30 days before training • Upon successful completion, receive official certification and begin delivering The Conscious Currency to your clients
Submit Your Expression of Interest
Not a transaction—the beginning of a professional relationship built on shared commitment to genuine client transformation. Applications are reviewed personally by Sam Tate.
Prefer to speak first?
If you'd like to discuss the programme before applying, get in touch directly.