Earn your Professional Financial Coach Certification

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.

Course curriculum
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1
Getting Started Guide
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Welcome letter from the Director of Certification - Please read first
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Application - please complete before moving forward
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Frequently Asked Questions
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Certified Professional Financial Coach Candidate Application Handbook
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Code of Ethics
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Contact Us
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2
Module 1: Short Essay
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Make sure your answers don't get lost - Read this first
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Certified Professional Financial Coach Short Essay Introduction
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Certified Professional Financial Coach Short Essay Submission Instructions
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Certified Professional Financial Coach Short Essay Grading Criteria
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Certified Professional Financial Coach Short Essay Submission Form
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3
Module 2: Case studies
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Certified Professional Financial Coach Case study Introduction
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Certified Professional Financial Coach Case Studies Submission Instructions
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Certified Professional Financial Coach case studies grading criteria
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4
Module 3: Supplemental Materials
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Certified Professional Financial Coach Supplemental Material Introduction
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Certified Professional Financial Coach Supplemental Materials Submission Instructions
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Certified Professional Financial Coach Supplemental Materials Grading Criteria
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5
Module 4: Client testimonials
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Certified Professional Financial Coach client testimonial Introduction
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Certified Professional Financial Coach Client testimonial Submission Instructions
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Certified Professional Financial Coach Client Testimonial Grading Criteria
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Certified Professional Financial Coach Candidate Client Testimonial Form
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Certified Professional Financial Coach proof of 10 clients submission form
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6
Module 5: Why Video
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Certified Professional Financial Coach Why Video Introduction
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Certified Professional Financial Coach Why Video Submission Instructions
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Certified Professional Financial Coach Why Video Grading Criteria
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7
Module 6: Multiple Choice Examination
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Certified Professional Financial Coach Multiple Choice Introduction
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Certified Professional Financial Coach Multiple Choice Submission Instructions
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Certified Professional Financial Coach Multiple Choice Examination
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8
Next steps
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Next steps
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About the Program Director
