Financial Coach Training

The Academy is our signature financial coach training program full of practical, honest advice for becoming a coach and starting a business. We have watched hundreds of coaches go from unsure to on-fire, bonafide financial coach since taking this online course. From coaching techniques to designing your program to running your business, we teach it all in the Academy.

Pricing options

Enroll today - Gain immediate access to the Academy and start your journey of becoming a financial coach!

Is it right for me?

The Financial Coach Academy™ is an online program designed to walk you through every aspect of becoming a financial coach. Coach with confidence and run a legit business that adds to your life. The best part? You can start the Academy today.

  • Do you want to start a financial coaching business but aren’t sure where to start?

  • Have you tried DIY’ing it with free training, podcasts, and blog posts but still feel like you’re spinning your wheels?

  • Do want someone to show you the way AND help you create a business you love?

Save Time!

Jumpstart your business with financial coach training

We are here to demystify financial coaching and decrease the amount of time it takes to get your business off the ground or to the next level. We give you an honest, no-holds-bar look into how we run our financial coaching business and provide all of the materials and scripts we have created since starting our business more than a decade ago. You’re building with a blueprint, not trying to draw up the plans. We’ve been at this for a while and know what it takes to become a success coach. Let us show you how.

A Financial Coaching Program That Covers It All

After more than a decade of running our financial coaching business and years of running this course, we have identified the five core concepts that every financial coach needs to be a successful coach. The Academy has assigned each of these concepts a module, and within each module is a series of lessons, videos, handouts, materials and actions to help you work through mastering this concept.

  • Gain Financial Knowledge

    We teach you all of the same financial concepts we teach our own clients. You will build upon the natural skills you already have with money and get more financial exercises to work through with your clients.

  • Expand Your Coaching Skills

    It’s one thing to teach a client a financial concept. It’s a whole other skillset to coach them to change their behavior. We teach you how to be an effective coach who gets better and quicker results from your clients.

  • Build Business Acumen as a CEO

    Build the systems and master the tech needed to run a business that’s as close to auto pilot that it can be. And no, you don’t need to spend hundreds of dollars every month on fancy software to do it.

What's included in the Academy?

FCA is not a passive course. You're launching a business which takes hard work but thanks to the Academy, eliminate the trial and error! You'll be building aspects of your business as you go but ready to take on clients by the end of Module 2!

  • 5 core modules each with 4 lessons (20 core lessons) designed to get you coaching clients as quickly and confidently as possible

  • 125+ Videos you can watch over and over again as needed

  • 160 Downloads, templates, contracts and handouts for you to use right away in your coaching business

  • 5 Bonus concepts for specialized coaching and expanding your offerings

A Program Designed to Grow With You – The Bonus Modules

Once a coach has worked their way through the five core modules, they have completed the course. Their Academy graduate seal is on the way! But as we said, the first five modules are just the core concepts. There’s more to cover. We have five bonus modules that are designed to help you and support you beyond your initial launch. As you grow your business, we have created bonus modules to guide you there too. Not listed but also included: Advanced Marketing

  • Advanced Programming

    $500 value

    Includes strategies for creating scale and leverage in your financial coaching business. This bonus course includes digital courses, masterminds, group programming, long-term coaching models for clients and other one-to-many offerings!

  • Corporate Wellness

    $500 value

    Dive into two distinct methods for adding Corporate Wellness as an offering to your financial coaching business!

  • CEO Mindset

    $500 value

    In this bonus course, dive into strategies for managing your time, business finances, mindset, and work-life balance as CEO of your financial coaching business! Download pep talk video and audio files to your phone to listen as needed!

One big thing to note: This isn’t a passive course.

You will gain coaching skills, design your business, and even take on clients as you work through it. Anyone can learn how to be a coach. We want you to become a coach.

Who Should Take the Academy?

If you’re not sure which offering is best for your business, schedule a free 20-minute, no pressure call with Kelsa to help you figure it out.

  • New Financial Coaches – If you are just starting out as a financial coach and want to have evidence-based systems in place, gain mastery of more advanced financial concepts and coaching strategies, and graduate with a proven business model integrated into your financial coaching practice, the Academy is for you.

  • Professionals Looking for a Career Change – If you are good with your money, love helping your friends and family with their budgets as a hobby or side hustle, and want to turn your passion into a career, the Academy is for you. Same goes for financial professionals and entrepreneurs who want to move away from corporate America and start your own business.

Course Curriculum

Modules, Lessons, and Financial Coach Training Covered in the Financial Coach Academy

Module 1

Clarity on Who you are and Who You Serve

Module 1 Lessons

LESSON ONE: Your why story

LESSON TWO: Your vision of success and your title

LESSON THREE: Your ideal client

LESSON FOUR: Your business name and legal protections

By the end of this lesson, you will have:

  • Gained clarity on who you are and who you serve.
  • A clear vision for what kind of business you’re creating.
  • Identified your niche.
  • Learned the challenges your ideal clients are experiencing.
  • Embraced where your desire to become a financial coach comes from.
  • Begun crafting that into a compelling Why story.
  • Picked a business name and chosen a title.
  • A good understanding of some administrative and legal steps you can take for your business right now.


Module 1 Feedback:






Module 2 - A Client’s First Experience Working with You

Getting clients booked and coached

Module 2 Lessons

LESSON ONE: Creating first impressions and onboarding

LESSON TWO: Qualifying a client

LESSON THREE: Delivering your first session

LESSON FOUR: Working with beta clients

By the end of this lesson, you will have:

  • Mapped out a client journey for your business.
  • Created your Quick Audit process.
  • Designed and launched your Discovery session.
  • Activated a scheduling software.
  • Built a tracking system for leads, prospects, and clients.
  • Announced you’re looking for clients.
  • And some of you have had a couple practice clients under your belt as well.


Module 2 Feedback:






Module 3 - Building Long-Term Client Relationships

Design a client experience they won’t forget

Module 3 Lessons

LESSON ONE: Program development and design

LESSON TWO: Effective coaching and content creation

LESSON THREE: Boundaries and crucial conversations

LESSON FOUR: Support your business with systems

By the end of this lesson, you will have:

  • Mapped out a coaching program for your business.
  • Created really great content that gets your clients results.
  • Learned effective coaching skills.
  • Identified the four key roles coaches play.
  • Wrapped your brain around asking effective questions.
  • Drafted a Coaching Agreement.
  • Designed and launched an onboarding sequence to lead clients through.
  • Built a tracking system for your clients’ journey through your program.
  • Established important policies to help you establish boundaries and expectations with clients.


Module 3 Feedback:






Module 4 - Selling Your Coaching with Integrity

Sell your discovery session and programs with confidence

Module 4 Lessons

LESSON ONE: Bridging the gap

LESSON TWO: Mindset of sales

LESSON THREE: Energy of sales

LESSON FOUR: Scripts and objections

By the end of this lesson, you will have:

  • Identified where your clients are today, where they want to be and how your services help to bridge that gap.
  • Brainstormed ways your coaching program helps clients to solve their current challenges.
  • Reflected on what you appreciate and dislike about sales conversations you’ve experienced.
  • Designed a pre-game sales strategy.
  • Learned the strategy of “teeing up” your coaching.
  • Wrote out pivot statements for your Discovery session.
  • Learned how the energy in your workspace impacts your sales conversations.
  • Explored various objections you may hear and how you’ll respond to them.
  • Identified 10 benefits of your coaching.
  • Outlined how you will wrap up your Discovery session for three scenarios that could occur.


Module 4 Feedback:






Module 5 - Marketing Your Coaching

Get out there and create a brand and a name for yourself

Module 5 Lessons

LESSON ONE: Developing referral relationships

LESSON TWO: Rocking your social media

LESSON THREE: Creating a killer website

LESSON FOUR: Designing marketing resources

By the end of this lesson, you will have:

  • Learned strategies for making the most of your referral relationships.
  • Identified who’s in front of your ideal clients on a regular basis already.
  • Brainstormed ways your coaching program helps their clients to solve their current challenges.
  • Designed a reach-out strategy for connecting with referral partners.
  • Picked and launched a social media platform for you as a financial coach.
  • Learned about the key components of your website.
  • Wrote out the copy for your website.
  • Explored various commercials you can use to gain the most from the networking meetings you attend.
  • Designed a follow-up strategy after a one-to-one with a referral partner.
  • Established goals for your referral marketing and social media marketing.


Module 5 Feedback:






What’s Included in the Academy?

Here are all the courses that are included in the Academy course.

Pricing options

Enroll today - Gain immediate access to the Academy and start your journey of becoming a financial coach!

Meet the Founder - Kelsa Dickey

After 7 years as a financial advisor and corporate accountant, I realized that I didn’t want to sell investments and insurance or deal with corporate red tape. I wanted to go after my real passion – helping people with their day-to-day finances, something I truly loved. So in 2010, I quit my corporate job so I could start my own business as a financial coach. At the time, there were no people doing what I wanted to do (and there are still very few), so I had to start from scratch. I worked out of my den helping friends and my family and created most of my own systems and processes. These same systems and processes have helped launch me as a nationally recognized financial coach are what I cannot wait to teach you in the Academy and the Financial Coaching Toolkit. I’m also the author of the Financial Coaching Playbook – the definitive guide to starting and running a financial coaching business.

Find out more

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