Financial Coach Academy
Our signature training program for financial coaches
Enroll today - Gain immediate access to the Academy and start your journey of becoming a financial coach!
$2,997.00
Regular price
6x $597
Six Payments of $597.00
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?
Jumpstart your business with financial coach training
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
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
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!
Dive into two distinct methods for adding Corporate Wellness as an offering to your financial coaching business!
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!
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.
Modules, Lessons, and Financial Coach Training Covered in the Financial Coach Academy
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:
Module 1 Feedback:
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:
Module 2 Feedback:
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:
Module 3 Feedback:
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:
Module 4 Feedback:
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:
Module 5 Feedback:
Here are all the courses that are included in the Academy course.
The Financial Coach Academy doesn't just teach you what it takes to launch a thriving financial coaching business, it provides you with the materials, action steps and step-by-step guidance to create every aspect of your business from the ground up!
Recordings of 35 group coaching calls with Kelsa and approximately 20 other financial coaches as they work through the material in the Academy.
Are you interested in providing paid workshops to an organization and its employees? In this BONUS course, you will find training videos and materials to help you add Corporate Wellness to your business model!
In this BONUS course, you will find training videos and strategies to help you expand the basic marketing methods you built previously so you can repurpose your content and reach a wider audience of potential clients!
Managing yourself and your business can present a unique set of challenges and opportunities! In this BONUS course, you will find training videos and strategies to help you conquer the entrepreneurial mindset, time management, goal setting plus more!
Creating scale and leverage in your business can present a unique set of challenges and opportunities! In this BONUS course, you will find training videos and strategies to help you conquer various expansion offerings to do just that!
Enroll today - Gain immediate access to the Academy and start your journey of becoming a financial coach!
$2,997.00
Regular price
6x $597
Six Payments of $597.00