The course
Enhance your financial advisory skills with emotional intelligence
Are you ready to advance your financial planning career? Applied Emotional Intelligence for Financial Planners (AEIFP) is a four-session interactive programme designed to help finance professionals develop the emotional intelligence (EI) skills needed to build strong client relationships, make better decisions, and achieve superior client outcomes.
Why emotional intelligence matters in financial planning
Research shows that EI is a key driver of job performance, particularly in high-stakes professions like financial planning. Emotional intelligence enhances decision-making, builds trust, and strengthens relationships—critical elements in guiding clients through financial complexities.
By mastering EI, you can regulate emotions, read client behavioural cues more effectively, and communicate with clarity and empathy. This will ultimately lead to better financial outcomes for you and your clients.
What you will learn
Through this live, online program, you will develop the ability to:
✅ Recognise and manage emotional triggers
Learn how to identify and control emotional responses under pressure, ensuring you remain composed and professional in all client interactions.
✅ Interpret clients’ emotions accurately
Develop the skills to read verbal and non-verbal cues, allowing you to understand client needs beyond what they explicitly express.
✅ Enhance trust and client relationships
Master the art of rapport-building by using emotional intelligence to create deeper, long-lasting client relationships.
✅ Make more informed, emotionally intelligent decisions
Reduce bias and impulsive decision-making by applying emotional intelligence frameworks to financial planning.
✅ Handle difficult client conversations with confidence
Navigate sensitive discussions -such as market downturns or difficult financial decisions - while maintaining client trust and credibility.
✅ Improve your leadership and team communication
Whether leading a team or collaborating with colleagues, emotional intelligence will help you create a positive, high-performance environment.
✅ Gain a competitive edge in the finance profession
In a market where technical skills are a given, EI will differentiate you as a financial professional who understands both numbers and people.
Hear what previous participants are saying
Discover how our course is transforming the work you do. In this video, real students share their honest experiences.
Course schedule & structure
This course is delivered over four live Zoom sessions, held bi-weekly. Each session runs from 13:30 - 17:30 GMT (08:30 AM - 12:30 PM Eastern Time) and provides a mix of self-assessment, interactive discussions, and practical exercises.
📅 Session dates:
✔ Session 1: May 7 2025 – Foundations of Emotions and Emotional Intelligence
✔ Session 2: May 21 2025 – Individual Differences, Self-Awareness and Self-Management
✔ Session 3: June 4 2025 – Social Awareness, Social Interaction and Client Journey
✔ Session 4: June 18 2025 – Putting It into Practice, Difficult Conversations and Conclusion
After the conclusion of session 4, you will have two 1:1 sessions with James. These sessions allow you to reflect on your learning and plan for further development.
Who is this course for?
This course is ideal for financial planners, wealth advisers, and other professionals who want to master emotional intelligence and enhance interpersonal skills. It will also improve client interactions, increase sales, and increase client retention and referrals.
Ready to elevate your performance?
Join us and gain the tools, techniques, and insights to harness the power of emotional intelligence in financial planning. Transform the way you engage with clients, make decisions, and achieve success in your career.
Your presenter
I'm James Woodfall, your guide to mastering emotional intelligence in financial planning. My journey blends 15 years in financial services with an understanding of behaviour analysis and emotional intelligence. Driven by a passion for applying psychological insights, I created Raise Your EI to transform the professional skills of those in finance and leadership. As a Chartered Wealth Manager and the former owner of a successful financial planning business, I have firsthand knowledge of how understanding emotions can fuel business growth and client relationships.
As an educator and practitioner, I am deeply invested in imparting actionable, science-backed techniques that combine emotional intelligence with financial expertise. By revealing the subtleties of nonverbal cues, I aim to unravel the complexities of behaviour. I will elevate your professional toolkit, empowering you to connect, lead, and succeed with emotional intelligence at the forefront.
Your co-presenter
Dr Cliff Lansley is an entrepreneur and expert in emotional intelligence and behaviour analysis. He has worked with clients across the globe and in many sectors - including the military, intelligence, law enforcement and business - helping them to read, understand and influence others when it matters.
Frequently Asked Questions (FAQs)
Q1: What is Emotional Intelligence (EI), and why is it important in financial planning?
A: Emotional Intelligence refers to the ability to recognise, understand, and manage our own emotions and the emotions of others. In financial planning, high EI enables professionals to build trust, navigate complex client emotions, and make informed decisions, leading to stronger client relationships and better outcomes.
Q2: Can Emotional Intelligence be developed, or is it an innate trait?
A: Emotional Intelligence can be developed through targeted learning and practice. This course offers tools and techniques to enhance your EI, regardless of your starting point.
Q3: How is this course structured?
A: The program consists of four bi-weekly live, online sessions, each lasting four hours. Sessions include self-assessments, interactive discussions, and practical exercises. Additionally, two one-on-one coaching sessions are provided post-course to reinforce learning and address individual challenges.
Q4: What if I can't attend a live session?
A: While live participation is encouraged for optimal interaction, all sessions will be recorded. Participants will have access to these recordings to review or catch up on missed content.
Q5: Is this course suitable for someone new to financial planning?
A: Absolutely. The course is designed for both newcomers and seasoned professionals. It provides foundational knowledge of Emotional Intelligence and its application in financial planning, benefiting individuals at any career stage.
Q6: How will this course impact my client relationships?
A: By enhancing your Emotional Intelligence, you'll be better equipped to understand and manage client emotions, leading to improved communication, trust, and client satisfaction.
Q7: What technology do I need to participate in this course?
A: A reliable internet connection and a device capable of running Zoom are essential. A webcam and microphone are recommended for full participation in interactive components.
Q8: Are there any prerequisites for this course?
A: No formal prerequisites are required. An interest in personal development and a commitment to applying Emotional Intelligence (EI) in financial planning are all you need. The course is designed for professionals at all levels, from beginners to experienced financial planners looking to enhance client relationships and communication skills.
Q9: How long will I have access to the training materials?
Once the course has concluded, you will have access to the learning platform and training materials for 6 months.