Financial freedom formula: money meets mind
In this IIL financial planning webinar, Alina Burlacu reveals how financial coaching is transforming the way individuals manage money, make decisions, and maintain wellbeing, unlocking clarity and confidence far beyond traditional advice.
Financial coaching is transforming how people relate to money, focusing not just on income and numbers, but on clarity, behaviour, and confidence. But what exactly is coaching, and why is it gaining traction in both personal and workplace wellbeing strategies? In this session, Alina breaks down the key principles of coaching, shares real-life examples, and explains how it helps individuals navigate financial stress, uncertainty, and life transitions - from divorce to cultural or emotional blocks. You'll gain insight into how coaching empowers people to make aligned, confident decisions and how it complements advice-based approaches.
The speaker also explores how AI tools can supercharge this human connection, providing smart, scalable support while keeping empathy at the centre. Whether you’re a financial adviser, HR leader, or simply interested in modern, accessible wellbeing solutions, this webinar will offer a fresh perspective and practical takeaways.
Learning objectives:
- Discover the core principles of financial coaching and why it’s such a powerful tool for building clarity, confidence, and long-term wellbeing
- Explore how coaching helps shift mindsets, reduce money stress, and improve relationships, performance, and mental health
- Learn how AI and coaching together can make personalised support more scalable, accessible, and compassionate, closing the advice gap for good
Chair: Eddie Grant, Non-Executive Director, PFS
Venue
Booking information:
You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).
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