THE COACHING LEADER FOR ORGANISATIONS
Your managers and supervisors can assess competence.
Can they build it?
The Coaching Leader is a twenty hour structured CPD programme in coaching skills, built for managers and T&C supervisors in FCA regulated firms and taught entirely through real workplace examples from financial services.
This course is submitted for CPD accreditation.
WHAT CHANGES WHEN MANAGERS COACH
Advisers who think, not just comply
Compliance follows the script. Judgement handles the customer the script did not anticipate. A team that has been coached reasons about the situation in front of them, which is exactly what good outcomes require when circumstances are unusual, and customers' circumstances are frequently unusual.
Competence that is built, not only measured
Your supervisors already assess well. Coaching skills give them the other half: a repeatable way to move somebody from where they are to where they need to be, and an observation debrief that produces development rather than a signature.
Truth that travels upwards
Firms find out about problems either early and cheaply, or late and expensively. Which one depends on whether people feel able to speak. A full module is spent on why psychological safety is a conduct issue rather than a wellbeing one, and on how a manager builds it deliberately.
Culture you can evidence
Every learner finishes with a portfolio of real, dated, logged developmental conversations in their own words. That is inspectable in a way a policy is not.
A leadership team that sounds the same
Ten managers coaching the same way is an organisational capability. That is what a cohort buys.
WHO BUILT IT
Kaidi Bowen spent over twenty years in UK retail banking with Abbey National, Abbey and Santander, in every role from CeMAP qualified mortgage adviser to multi branch manager, including time as a Training and Competence supervisor and two years as regional training champion rolling out regulatory updates.
She was Bank Manager of the Year. Before banking, two years at Frizzell Financial Services as a limited underwriter for Lloyd's of London.
She is an ICF Professional Certified Coach and Co-Active Certified Professional Coach with over 2,600 documented coaching hours, and mentors coaches working towards their ACC and PCC. S
he holds ILM Level 3 Coaching in the Workplace and a separate ILM Mentor Credential, alongside CeMAP, Cert CII and R05.
She is also the creator of the PATH model.
The relevance is simple. This is not coaching theory adapted for financial services. It was built by somebody who held the supervisory role, sold regulated products, and learned coaching afterwards because the way she was leading had stopped working.
What You Get
Eight modules: a 25 minute video, a working workbook, a real practice task in your actual week, and a short knowledge check, every module.
The four gap diagnostic: know in twelve seconds whether to train it, manage it, coach it or support it.
20 hours of structured, independently verifiable CPD, with a certificate stating your name, the programme and the hours.
A documented portfolio of real coaching practice, ready for your CPD file, your appraisal, or an accredited body audit
The PATH conversation: a complete coaching structure for one to ones, observation debriefs and ten minute conversations on a live floor.
A before and after measure of your own leadership, including the question your firm never asks: how much do you enjoy going to work?
What's included in the programme:
Module 1
The Coaching Leader in a Regulated World
See what telling is really costing you, and set your honest baseline
Module 2
Trust, Contracting and Psychological Safety Under Conduct Rules
Set up conversations people tell the truth in
Module 3
Listening at Depth
Hear what is not being said
Module 4
Questions that Change Thinking
Replace giving answers with generating insight
Module 5
The PATH Conversation
Lead a complete coaching conversation: Purpose, Awareness, Thinking, Habit
Module 6
Feedback, Challenge and Courageous Conversations
Say the hard thing well, and keep the relationship
Module 7
Coaching in the Moment
Coach in ten minutes on a live floor, when it matters most
Module 8
Boundaries, Ethics and Sustaining the Practice
Know when not to coach, and make all of it stick
Who This Is For
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Team leaders and sales managers in banks, building societies, mortgage networks and insurance and investment firms
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T&C supervisors responsible for adviser development and competence records who want to develop coaching skills to manage their teams more effectively.
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Senior advisers preparing for their first leadership role
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L&D leaders building coaching capability across a management population: ask about cohorts, completion reporting and blended delivery as well as the Coaching Hub.
The Coaching Leader
Complete the form below to receive:
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The Coaching Leader programme brochure
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Full pricing information
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A link to book a complimentary 30-minute discovery conversation with Kaidi
There's no obligation to proceed. The discovery conversation is simply an opportunity to discuss your requirements, ask questions and explore whether the programme is the right fit for you or your organisation.