Use the MSI to quickly identify your client's financial psychology archetype and tailor your coaching approach to their specific pattern.
Understand the emotional and psychological drivers behind your client's financial behaviour before making investment recommendations.
Run team-based financial wellbeing sessions that help employees understand their relationship with money and build healthier financial habits.
Integrate the MSI into your organisation's financial wellbeing programme to provide personalised support at scale.
For independent coaches, therapists, and financial advisers working with individual clients.
For organisations running team-based financial wellbeing programmes and workshops.
For universities, training providers, and educational institutions teaching financial psychology.