Financial coaching training

Financial Coach Academy LIVE Spring 2020

ARCHIVED - Our flagship course for financial coaches! This 10 week program teaches everything I learned in my 10+ years as a financial coach & gives you the tools, basics & advanced strategies to make a living doing this too.

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Financial Coach Training

Have you been wanting to give financial coaching a try but aren’t sure where to start? Or have you already jumped in but find yourself getting lost in the systems, tools, and processes you need to successfully run your business? Do you feel like you need someone to show you the way? Great. You’re in the right place. The Financial Coach Academy™ is a virtual course designed to teach you practical, tried-and-true methods for starting or leveling up your financial coaching business.

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We offer two payment options - a pay-in-full and a 5-pay option

$3,197.00

Regular price

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5 x $697.00

5 payments of $697

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What's included

All content is released weekly, one module at a time, so you cannot rush ahead or will not get overwhelmed if you fall a week or two behind. Missing a week does not mean missing out on the Academy.

10 Weekly modules with dozens of lessons
90 Videos, including lessons, Q&As and ancillary instruction
160 Downloads, templates, contracts and handouts
32 Additional mastermind lessons
Unlimited access to a private, online mastermind group
Realtime one-on-one feedback and coaching with your instructors

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Course curriculum

1. A message from your coaches
2. Pre-work action list
3. Schedule and Agenda - Please read!
4. Getting to know you questionnaire - Please complete!
5. How to use Zoom conferencing
6. Copyright information - Please read!
7. Housekeeping Items
8. Table of Contents
9. Join the private Facebook group!
1. Introduction: Gaining clarity on a business you can be proud of
2. Lesson 1 - video recording
3. Lesson 1 Q & A - video recording
4. Lesson 1 - streaming audio
5. Lesson 1 Q & A - Streaming Audio
1. Q&A 1-25-20 Video Recording
2. Q&A 1-25-20 Streaming Audio
3. Q&A 1-28-20 Video Recording
4. Q&A 1-28-20 Streaming Audio
5. Q&A 2-1-20 Video Recording
6. Q&A 2-1-20 Streaming Audio
7. Q&A 2-4-20 Video Recording
8. Q&A 2-4-20 Streaming Audio
1. Introduction: Defining your WHY vs Crafting your WHY
2. Kelsa's Trifecta
3. Vision for Business Worksheet
4. What Kind of Business Do I Want?
1. Simon Sinek People buy your Why
2. Crafting your signature story with Dr. Karen Dietz and Kelsa Dickey
3. Crafting Your Why Worksheets and Handouts
1. Introduction: Identifying Your Ideal Client
2. Ideal Client Worksheets and Handouts
3. Identifying your ideal client using the SUP2ER problem exercise
1. Choosing your business name Do's and Don'ts
1. Legally Protecting Yourself as a Financial Coach Part 1: Structuring Your Business
2. Legally Protecting Yourself as a Financial Coach Part 2: Insurance
3. Legally Protecting yourself as a Financial Coach Part 3: Contracts and Agreements
4. Small Business Basics for Financial Coaches - Q&A with CPA Jessica Eichenberg
5. Insurance for Financial Coaches
1. "A business you can be proud of" feedback form
1. Find your purpose by finding your Ikigai
2. Find Your Ikigai Handout
3. Recommended Reading List
4. 7 Signature Stories for Your Business
5. Affiliate Links for Our Favorite Resources & Tools
6. Shopping Links
1. Week 1 Action List
1. Execution Week
1. Introduction to Lesson 2 - Watch this first!
2. Introduction: A client's journey with you, their coach
3. A Typical Client Journey with Fiscal Fitness Phoenix, Inc.
4. Lesson 2: Video Recording
5. Lesson 2: Streaming Audio
6. Lesson 2 Q&A: Video Recording
7. Lesson 2 Q&A: Streaming Audio
8. Step-by-Step Guide to Lesson 2
1. Q&A 2-8-20 Video Recording
2. Q&A 2-8-20 Streaming Audio
3. Q&A 2-11-20 Video Recording
4. Q&A 2-11-20 Streaming Audio
5. Q&A 2-15-20 Video Recording
6. Q&A 2-15-20 Streaming Audio
7. Q&A 2-18-20 Video Recording
8. Q&A 2-18-20 Streaming Audio
1. Introduction: Making a good first impression
2. Tools for a professional first impression
1. Introduction: The Quick Audit Strategy
2. Quick Audit Framework
3. Quick Audit Script
4. Discovery Session Agreement
1. Introduction: Why a discovery session?
1. Discovery Session Questionnaire
2. Initial Email Confirmation - Includes all prep work
3. Reminder Email - Automatically sent by Acuity
4. Adding your Excel/Google sheet to Acuity email confirmation
5. Financial Worksheets - Prep Work for Discovery Session
1. Discovery Session Framework
2. HANDOUT: Design Your Discovery Session
1. Post Session Emails
2. Post Session Feedback form
1. First impressions and on-boarding feedback form
1. Eureka Example: Please read!
2. Eureka Session example
3. Acuity scheduling software tutorial
4. Jotform tutorial
5. Affiliate Links for Our Favorite Resources & Tools
6. Recommended Reading List
1. Lesson 2 Action List
1. Execution Week
1. Introduction: Financial Concepts and Creating Client Exercises
2. REMINDER: Copyright Information
3. Exercise creation tutorial: Video recording
4. Exercise creation tutorial: Streaming Audio
5. Lesson 3 and Q&A combined: Video Recording
6. Lesson 3 and Q&A combined: Streaming Audio
7. Lesson 3 and Q&A combined: Group Chat
1. Q&A 2-22-20: Video Recording
2. Q&A 2-22-20: Streaming Audio
3. Q&A 2-25-20: Video Recording
4. Q&A 2-25-20: Streaming Audio
5. Q&A 2-29-20: Video Recording
6. Q&A 2-29-20: Streaming Audio
7. Q&A 3-3-20: Video Recording
8. Q&A 3-3-20: Streaming Audio
1. Handouts
1. Content Creation Framework
2. Content Library
1. 3 Values Exercise - A Demonstration
2. Let's do it together! Problem - Causes - Skills Work
3. Creating Content - Your Perspective
1. Planning Ahead Worksheets
1. Introduction and a warning!
2. Emergency Budget Tutorial Video
3. Emergency Budget Handout
4. Financial Principles Training Video
5. Financial Principles Handout
6. Side Hustle Handouts
7. Savings Rate Tutorial Video
8. Savings Rates Worksheets
9. Debt Payoff Thermometer
10. Family Meeting and Areas of Life Tutorial Video
11. Family Meeting and Areas of Life Planner
12. Legacy Drawer
13. Goal Setting Exercise Tutorial Video
14. Goal Setting Handout
15. Net Worth Worksheet
16. Passive vs Active Learning Tutorial Video
17. Passive vs Active Learning Handout
18. Mindset Exercises
19. Adulting 101 Questionnaire
20. Ways to Celebrate Handout
21. New Year New Finances Checklist
22. The Plan Ahead Method™ Spreadsheet
1. Considerations for coaching small business owners
2. Deep dive into coaching small businesses
1. Financial Concepts feedback form
1. Coaching strategies for various client situations
2. Recommended Reading List
3. Soft Skills Training
4. Improve coaching effectiveness with soft skills training with Adam Kol
1. Action List
1. Execution Week
1. Introduction: Program Development
2. Step-by-Step: The Client Journey
3. Worksheets and Downloads
4. Lesson 4: Video Recording
5. Lesson 4 Q&A: Video Recording
6. Lesson 4 Q&A: Streaming Audio
7. Lesson 4: Streaming Audio
1. Q&A 3-7-20: Video Recording
2. Q&A 3-7-20: Streaming Audio
3. Q&A 3-10-20: Video Recording
4. Q&A 3-10-20: Streaming Audio
5. Q&A 3-17-20: Streaming Audio
6. Q&A 3-17-20: Video Recording
7. Q&A 3-17-20: Video Recording
1. Client Journey Example
2. Client Journey Video Illustration
1. Skills Checklist
1. Setting up Paya Instructions
2. Accepting Payments with Paya: A Video Tutorial
3. Credit and Debit Card/ACH Auth Form
4. Accepting Payments with Paypal and Stripe: A Video Tutorial
1. Streak tutorial part 1
2. Streak tutorial part 2
3. Streak tutorial part 3
4. Streak tutorial part 4
5. Streak tutorial part 5
6. Streak tutorial part 6
1. Client and Income Tracking Spreadsheet
2. Client and Income Tracker - Video Tutorial
3. Session Tracker for Client File
4. 7-month Coaching Agreement
5. Coaching Welcome Email
6. Testimonial Release form
1. Lesson 4 Action List
1. Program Development 1 Feedback form
1. Execution Week
2. Video Training - Beta Clients
3. Beta Clients "Script"
4. Testimonial Release Form
1. Introduction: Advanced Programming
2. FCA Affiliate links
3. Lesson 5: Video Recording
4. Lesson 5: Video Recording
5. Lesson 5 Q&A: Video Recording
6. Lesson 5 Q&A: Streaming audio
7. Lesson 5: Streaming Audio
1. Q&A 3-21-20: Video Recording
2. Q&A 3-21-20: Streaming Audio
3. Q&A 3-24-20: Streaming Audio
4. Q&A 3-24-20: Video Recording
1. DMM Client Journey Process
2. DMM Handouts and Downloads
3. DMM Action List
4. AADMM - A Resource
1. Corporate Wellness Flow Chart
2. Corporate Wellness Handouts and Downloads
3. Corporate Wellness Action List
1. Group Programming Handouts and Downloads
2. Group Programming Checklist
3. 21-day Client Challenge
1. Where does Periodic Coaching come into play?
2. Periodic Coaching Handouts and Downloads
1. Advanced programming feedback form
1. Beginner marketing for Financial Coaches
2. Lesson 6: Video Recording
3. Lesson 6: Streaming Audio
4. Lesson 6 Q&A: Video Recording
5. Lesson 6 Q&A: Streaming Audio
1. Q&A 3-28-20: Video Recording
2. Q&A 3-28-20: Streaming Audio
3. Q&A 3-31-20: Video Recording
4. Q&A 3-31-20: Streaming Audio
1. Kelsa goes in depth about client referrals, referral partners and power partners
2. Identify your ideal referral partners worksheet instructions
3. Identify your ideal referral partner worksheet
4. Jill's sample Loom power partner follow up video
5. Flyer for accountants
6. Script for contacting champions for referrals
7. Email to financial advisors
8. Flyer for financial advisors
9. Sample websites for financial advisors
10. Privacy release
11. Gamify your prospecting (clients and referral partners) - Kelsa interviews Bill Luhrs
12. Gamify your prospecting sample spreadsheet
1. Basic Canva tutorial for free graphic design
2. Basic Buffer tutorial for social media scheduling
3. Sample HARO responses
4. How to generate google review links for your clients
5. Google Analytics tutorial
1. Business networking groups to visit and join
1. Social Media for Financial Coaches
2. Facebook video closed captioning tutorial
3. Live video "Rant" script
4. Linked in Templates
5. Linked in wording when connecting with potential referral partner
6. Building your brand with Youtube
7. Interview with Instagram expert, Jen DuFore
1. Newsletter example 1.0
2. Newsletter example 2.0
3. Newsletter sign up form
4. Newsletter welcome
1. Beginner marketing recommended reading list
2. Beginner marketing action list
3. Beginner marketing resource list
4. 30 minute marketing ideas
5. Craft your "One Liner"
1. Beginner marketing feedback form
1. Welcome to the Sales Lab
2. Lesson 7: Video Recording
3. Lesson 7: Streaming Audio
4. Lesson 7 Q&A: Video Recording
5. Lesson 7 Q&A: Streaming Audio
1. Q&A 4-4-20: Video Recording
2. Q&A 4-4-20: Streaming Audio
3. Q&A 4-7-20: Video Recording
4. Q&A 4-7-20: Streaming Audio
1. Sales Mindset
1. Inviting the Sales Conversation
2. Ways to Tee Up Your Value During a Discovery Session
1. Overcoming Objections Worksheet
2. Overcoming Specific Objections
3. Things We Say and Questions to Ask
4. Our Responses to Specific Comments
1. Sales Lab Roleplaying Script
1. Lesson 6 Action List
1. Sales Lab feedback form
1. Lesson 8: Advanced Marketing for Financial Coaches
2. Lesson 8: Video Recording
3. Lesson 8: Streaming Audio
4. Lesson 8 Q&A: Video Recording
5. Lesson 8 Q&A: Streaming Audio
1. Q&A 4-11-20: Video Recording
2. Q&A 4-11-20: Streaming Audio
3. Q&A 4-14-20: Video Recording
4. Q&A 4-14-20: Streaming Audio
1. Design your signature workshop worksheet
2. Crafting your ascension pyramid
3. Craft your ascension pyramid worksheet
4. Webinar sample - "7 Mistakes to Avoid when Launching your Financial Coaching Career"
5. Event planning checklist
6. Newsletter sign up sheet
1. Bonus advanced marketing presentation: SEO Basics - A tutorial for financial coaches
2. SEO guide
3. Hunter.io tutorial - how to search for direct email addresses
1. Bonus Advanced Marketing Presentation: Expos and Booths
2. Expo/ seminar packing checklist
3. Sample speaker kit
4. Raffle ticket sample
5. Budget brainstorm self assessment
6. Debt payoff sample handout
1. Eureka feedback form
2. Annual client survey
3. Post Eureka review request
1. Bonus Advanced Marketing Presentation: Starting your own podcast
2. Start your own podcast resources
1. Advanced marketing resource list
2. Advanced marketing action list - General
3. Advanced marketing action list - Workshops
4. Advanced marketing action list - SEO
1. Marketing message paradigm shift - refine your ideal client's problem
1. Advanced Marketing feedback form
1. Introduction: Workplace Money Coach
2. About Shane & Workplace Money Coach
3. Lesson 9: Video Recording
4. Lesson 9: Streaming Audio
1. Q&A 4-18-20: Streaming Audio
2. Q&A 4-18-20: Video Recording
1. Key Players handout
1. Developing your Niche handout
1. Building a Dynamic Workshop handout
1. Landing Your First Corporate Client handout
1. Introduction
1. How to uplevel your financial wellness program
1. Feedback form
1. Introduction: Goal Setting, Planning Ahead and Next Steps
2. Lesson 10: Video Recording
3. Lesson 10: Streaming Audio
4. Lesson 10 Q&A: Streaming Audio
5. Lesson 10 Q&A: Video Recording
1. Q&A 4-25-20: Video Recording
2. Q&A 4-25-20: Streaming Audio
1. Continue Learning with these additional options
1. Goal Setting
2. Goal Setting Handout
1. Annual Planning Strategy
2. Business Planning handout
3. 2020 My Future Roadmap Planning Calendar (11x17)
4. 2020 My Future Roadmap Planning Calendar (24x36)
1. 4 Key Areas of Focus Time
2. VIDEO: How to effectively manage your time and your money
1. Bad Day Roadmap
2. Bad day roadmap worksheet
1. Startup Business Expenses
2. Phase 2 Business Expenses
1. Hiring Handouts
1. Lesson 10 Feedback form
1. Bringing the Academy to a Final Close
2. Please help us by doing a video testimonial: release form
3. Financial Coach Academy Feedback form
4. Graduation seal
5. Group Mastermind: 4-28-20 Video Recording
6. Group mastermind: 4-28-20 Streaming Audio

About this course

$3,197.00
343 lessons
2 hours of video content

Join us for the next live Academy

We offer two payment options - a pay-in-full and a 5-pay option

$3,197.00

Regular price

Enroll today
5 x $697.00

5 payments of $697

Enroll today

Find out more

For more details and amazing resources such as a course comparison, curriculum outline, payment options, articles and upcoming events

Click here

$3,197.00

5 x $697.00

Welcome to the Financial Coach Academy!

1.0 Gain clarity on a business you can be proud of

Lesson 1 Q&A Videos and Audio files

1.1 Define Your Vision and Business Success

1.2 Crafting Your Why Story

1.3. Identify Your Ideal Client

1.4 Determine a Business Name

1.5 Legally Protecting Yourself and Your Business

1.6 Feedback Request

1.7 Supplemental Resources

1.8 Action List

Execution Week

2.0 First Impressions, Client Journey, Velvet Ropes and Onboarding

Lesson 2 Q & A Video Recordings and Audio Files

2.1 First Impressions

2.2 The Quick Audit

2.3 Your Discovery Session Overview

2.4 Pre-Discovery Session

2.5 The Discovery Session

2.6 Post Discovery Session Steps

2.7 Feedback Request

2.8 Supplemental Resources

2.9 Action List

Execution Week

3.0 Financial Concepts: Creating Client Exercises

Lesson 3 Q & A Video Recordings and Audio Files

3.1 Your Coaching Role and Effective Questions

3.2 Coming up with and Organizing Content Ideas

3.3 Creating Content - In Action

3.4 Planning Ahead Worksheets and Videos

3.5 Additional Exercises - Handouts & Videos

3.6 Coaching Small Business Owners

3.7 Feedback Form

3.8 Supplemental Resources

3.9 Action List

Execution Week

4.0: Program Development 1

Lesson 4 Q & A Video Recordings and Audio Files

4.1 Client Journey Illustration

4.2 Program Skills & Creation

4.3 Accepting payments with Paya

4.4 Streak Tutorials

4.5 Staying Organized - Tools

4.6 Action list

4.7 Feedback form

Execution Week

5.0 Advanced Programming

Lesson 5 Q & A Video Recordings and Audio Files

5.1 Daily Money Management

5.2 Corporate Wellness

5.3 Group Programming

5.4 Periodic Coaching

5.5 Feedback Form

6.0 Beginner marketing for Financial Coaches

Lesson 6 Q & A Video Recordings and Streaming Audio

6.1 Referral partners

6.2 Online tools tutorials

6.3 Networking groups

6.4 Social Media

6.5 Newsletters

6.6 Beginner marketing action list and resources

6.7 Feedback form

7.0 Sales Lab

Lesson 7 Q & A Video Recordings and Audio Files

7.1 Sales Mindset

7.2 Inviting the Sales Conversation

7.3 Overcoming Objections

7.4 Role Playing

7.5 Action List

7.6 Feedback Form

8.0 Advanced Marketing for Financial Coaches

Lesson 8 Q & A Video Recordings and Streaming Audio

8.1 Workshops

8.2 Online resources

8.3 Speaking, Expos and Booths

8.4 Client feedback and statistics

8.5 Starting your own podcast

8.6 Action lists and resources