Earn your Professional Financial Coach Certification

The Certified Professional Financial Coach™ program is the industry-leading designation for financial coaches. This certification is earned by an elite group of coaches who are committed to their clients, their business, and the financial coaching industry. Certified Professional Financial Coaches have completed extensive training through the Financial Coach Academy and are held to rigorous ethical standards. They are not hobbyists. They are certified professional financial coaches. We recommend coaches are at least half way through the Financial Coach Academy before they apply to become Certified Professional Financial Coaches. Certified Professional Financial Coaches have completed extensive training and are held to rigorous ethical standards. They are not hobbyists. They are certified professional financial coaches.
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Distinguish Yourself

Certification demonstrates your credibility as a top tier financial coach in this expanding and evolving coaching industry.

Build Your Future

Join an elite group of financial coaches who uphold themselves as leaders in the industry and are striving to elevate their skills and the industry as a whole

Make an impact

Financial coaches have the ability to effect positive change in people’s lives. Certified Professional Financial Coaches have demonstrated their ability to help their clients in life-changing ways.

The Financial Coach Academy is the educational prerequisite to the Certified Professional Financial Coach designation. You can find out more or register for FCA here.

Find out more here

Find out more

For the full details on certification requirements, pricing, application process, testing modules, check out the website.

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Course curriculum

  • 1

    Getting Started Guide

    • Welcome letter from the Director of Certification - Please read first

    • Application - please complete before moving forward

    • Frequently Asked Questions

    • Certified Professional Financial Coach Candidate Application Handbook

    • Code of Ethics

    • Contact Us
  • 2

    Module 1: Short Essay

    • Make sure your answers don't get lost - Read this first

    • Certified Professional Financial Coach Short Essay Introduction

    • Certified Professional Financial Coach Short Essay Submission Instructions

    • Certified Professional Financial Coach Short Essay Grading Criteria

    • Certified Professional Financial Coach Short Essay Submission Form
  • 3

    Module 2: Case studies

    • Certified Professional Financial Coach Case study Introduction

    • Certified Professional Financial Coach Case Studies Submission Instructions

    • Certified Professional Financial Coach case studies grading criteria
  • 4

    Module 3: Supplemental Materials

    • Certified Professional Financial Coach Supplemental Material Introduction

    • Certified Professional Financial Coach Supplemental Materials Submission Instructions

    • Certified Professional Financial Coach Supplemental Materials Grading Criteria
  • 5

    Module 4: Client testimonials

    • Certified Professional Financial Coach client testimonial Introduction

    • Certified Professional Financial Coach Client testimonial Submission Instructions

    • Certified Professional Financial Coach Client Testimonial Grading Criteria

    • Certified Professional Financial Coach Candidate Client Testimonial Form

    • Certified Professional Financial Coach proof of 10 clients submission form
  • 6

    Module 5: Why Video

    • Certified Professional Financial Coach Why Video Introduction

    • Certified Professional Financial Coach Why Video Submission Instructions

    • Certified Professional Financial Coach Why Video Grading Criteria
  • 7

    Module 6: Multiple Choice Examination

    • Certified Professional Financial Coach Multiple Choice Introduction

    • Certified Professional Financial Coach Multiple Choice Submission Instructions

    • Certified Professional Financial Coach Multiple Choice Examination
  • 8

    Next steps

    • Next steps

About the Program Director

Michael Dickey

COO and Head of Training

Michael is a self-proclaimed “spender” but experienced first hand the profound impact budgeting, goal-setting, and financial organization can have on our lives. After getting trained and practicing for 15 years as a Certified Athletic Trainer, he began to immerse himself in financial knowledge - both technical expertise and behavioral insights. Michael is VP of marketing and has implemented social media, marketing and web management systems from the ground up.  Michael understands the intricacies of marketing for Financial Coaching better than anyone and loves to share his insights and strategies with others.  He is the co-host and executive producer of the “The Saver and the Spender” Podcast. Michael also leads our Corporate division - teaching small and large groups of employees “how to do all this money stuff”. His passion is in showing employers just how easy and beneficial it can be for them to truly support their employees in financial education and empowerment.

Have questions?

We look forward to connecting with you!

  • Email us

    info@cpfcoach.com

  • Call us

    (480) 788-4588

  • Send mail

    333 E. Cullumber Ave., Gilbert, AZ 85234