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.

Join us for the next Live Academy

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

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

    Welcome to the Financial Coach Academy!

    • A message from your coaches

    • Pre-work action list

    • Schedule and Agenda - Please read!

    • Getting to know you questionnaire - Please complete!

    • How to use Zoom conferencing

    • Copyright information - Please read!

    • Housekeeping Items

    • Table of Contents

    • Join the private Facebook group!

  • 2

    1.0 Gain clarity on a business you can be proud of

    • Introduction: Gaining clarity on a business you can be proud of

  • 3

    1.1 Define Your Vision and Business Success

    • Introduction: Defining your WHY vs Crafting your WHY

    • Kelsa's Trifecta

    • Vision for Business Worksheet

    • What Kind of Business Do I Want?

  • 4

    1.2 Crafting Your Why Story

    • Simon Sinek People buy your Why

    • Crafting your signature story with Dr. Karen Dietz and Kelsa Dickey

    • Crafting Your Why Worksheets and Handouts

  • 5

    1.3. Identify Your Ideal Client

    • Introduction: Identifying Your Ideal Client

    • Ideal Client Worksheets and Handouts

    • Identifying your ideal client using the SUP2ER problem exercise

  • 6

    1.4 Determine a Business Name

    • Choosing your business name Do's and Don'ts

  • 7

    1.5 Legally Protecting Yourself and Your Business

    • Legally Protecting Yourself as a Financial Coach Part 1: Structuring Your Business

    • Legally Protecting Yourself as a Financial Coach Part 2: Insurance

    • Legally Protecting yourself as a Financial Coach Part 3: Contracts and Agreements

    • Small Business Basics for Financial Coaches - Q&A with CPA Jessica Eichenberg

    • Insurance for Financial Coaches

  • 8

    1.6 Feedback Request

    • "A business you can be proud of" feedback form

  • 9

    1.7 Supplemental Resources

    • Find your purpose by finding your Ikigai

    • Find Your Ikigai Handout

    • Recommended Reading List

    • 7 Signature Stories for Your Business

    • Affiliate Links for Our Favorite Resources & Tools

    • Shopping Links

  • 10

    1.8 Action List

    • Week 1 Action List

  • 11

    Execution Week

    • Execution Week

  • 12

    2.0 First Impressions, Client Journey, Velvet Ropes and Onboarding

    • Introduction: A client's journey with you, their coach

    • A Typical Client Journey with Fiscal Fitness Phoenix, Inc.

  • 13

    2.1 First Impressions

    • Introduction: Making a good first impression

    • Tools for a professional first impression

  • 14

    2.2 The Quick Audit

    • Introduction: The Quick Audit Strategy

    • Quick Audit Framework

    • Quick Audit Script

    • Discovery Session Agreement

  • 15

    2.3 Your Discovery Session Overview

    • Introduction: Why a discovery session?

  • 16

    2.4 Pre-Discovery Session

    • Discovery Session Questionnaire

    • Initial Email Confirmation - Includes all prep work

    • Reminder Email - Automatically sent by Acuity

    • Adding your Excel/Google sheet to Acuity email confirmation

    • Financial Worksheets - Prep Work for Discovery Session

  • 17

    2.5 The Discovery Session

    • Discovery Session Framework

    • HANDOUT: Design Your Discovery Session

  • 18

    2.6 Post Discovery Session Steps

    • Post Session Emails

    • Post Session Feedback form

  • 19

    2.7 Feedback Request

    • First impressions and on-boarding feedback form

  • 20

    2.8 Supplemental Resources

    • Eureka Session example

    • Acuity scheduling software tutorial

    • Jotform tutorial

    • Affiliate Links for Our Favorite Resources & Tools

    • Recommended Reading List

  • 21

    2.9 Action List

    • Lesson 2 Action List

  • 22

    Execution Week

    • Execution Week

  • 23

    3.0 Financial Concepts: Creating Client Exercises

    • Introduction: Financial Concepts and Creating Client Exercises

    • Exercise creation tutorial: Video recording

    • Exercise creation tutorial: Streaming Audio

  • 24

    3.1 Your Coaching Role and Effective Questions

    • Handouts

  • 25

    3.2 Coming up with and Organizing Content Ideas

    • Content Creation Framework

    • Content Library

  • 26

    3.3 Creating Content - In Action

    • 3 Values Exercise - A Demonstration

    • Let's do it together! Problem - Causes - Skills Work

    • Creating Content - Your Perspective

  • 27

    3.4 Planning Ahead Worksheets and Videos

    • Planning Ahead Worksheets

  • 28

    3.5 Additional Exercises - Handouts & Videos

    • Introduction and a warning!

    • Emergency Budget Tutorial Video

    • Emergency Budget Handout

    • Financial Principles Training Video

    • Financial Principles Handout

    • Side Hustle Handouts

    • Savings Rate Tutorial Video

    • Savings Rates Worksheets

    • Debt Payoff Thermometer

    • Family Meeting and Areas of Life Tutorial Video

    • Family Meeting and Areas of Life Planner

    • Legacy Drawer

    • Goal Setting Exercise Tutorial Video

    • Goal Setting Handout

    • Net Worth Worksheet

    • Passive vs Active Learning Tutorial Video

    • Passive vs Active Learning Handout

    • Mindset Exercises

    • FCA FFP Method© Spreadsheet

    • FFP Method© Locking in Budget Tutorial

    • Adulting 101 Questionnaire

    • Ways to Celebrate Handout

    • New Year New Finances Checklist

  • 29

    3.6 Coaching Small Business Owners

    • Considerations for coaching small business owners

    • Deep dive into coaching small businesses

  • 30

    3.7 Feedback Form

    • Financial Concepts feedback form

  • 31

    3.8 Supplemental Resources

    • Coaching strategies for various client situations

    • Recommended Reading List

  • 32

    3.9 Action List

    • Action List

  • 33

    Execution Week

    • Execution Week

  • 34

    4.0: Program Development 1

    • Introduction: Program Development

    • Step-by-Step: The Client Journey

    • Worksheets and Downloads

  • 35

    4.1 Client Journey Illustration

    • Client Journey Example

    • Client Journey Video Illustration

  • 36

    4.2 Program Skills & Creation

    • Skills Checklist

  • 37

    4.3 Accepting payments with Paya

    • Setting up Paya Instructions

    • Accepting Payments with Paya: A Video Tutorial

    • Credit and Debit Card/ACH Auth Form

    • Accepting Payments with Paypal and Stripe: A Video Tutorial

  • 38

    4.4 Streak Tutorials

    • Streak tutorial part 1

    • Streak tutorial part 2

    • Streak tutorial part 3

    • Streak tutorial part 4

    • Streak tutorial part 5

    • Streak tutorial part 6

  • 39

    4.5 Staying Organized - Tools

    • Client and Income Tracking Spreadsheet

    • Client and Income Tracker - Video Tutorial

    • Session Tracker for Client File

    • 7-month Coaching Agreement

    • Coaching Welcome Email

    • Testimonial Release form

  • 40

    4.6 Action list

    • Lesson 4 Action List

  • 41

    4.7 Feedback form

    • Program Development 1 Feedback form

  • 42

    Execution Week

    • Execution Week

    • Video Training - Beta Clients

    • Testimonial Release Form

  • 43

    5.0 Advanced Programming

    • Introduction: Advanced Programming

    • FCA Affiliate links

  • 44

    5.1 Daily Money Management

    • DMM Client Journey Process

    • DMM Handouts and Downloads

    • DMM Action List

    • AADMM - A Resource

  • 45

    5.2 Corporate Wellness

    • Corporate Wellness Flow Chart

    • Corporate Wellness Handouts and Downloads

    • Corporate Wellness Action List

  • 46

    5.3 Group Programming

    • Group Programming Handouts and Downloads

    • Group Programming Checklist

    • 21-day Client Challenge

  • 47

    5.4 Periodic Coaching

    • Where does Periodic Coaching come into play?

    • Periodic Coaching Handouts and Downloads

  • 48

    5.5 Feedback Form

    • Advanced programming feedback form

  • 49

    6.0 Beginner marketing for Financial Coaches

    • Beginner marketing for Financial Coaches

  • 50

    6.1 Referral partners

    • Kelsa goes in depth about client referrals, referral partners and power partners

    • Identify your ideal referral partners worksheet instructions

    • Identify your ideal referral partner worksheet

    • Jill's sample Loom power partner follow up video

    • Flyer for accountants

    • Script for contacting champions for referrals

    • Email to financial advisors

    • Flyer for financial advisors

    • Sample websites for financial advisors

    • Privacy release

    • Gamify your prospecting (clients and referral partners) - Kelsa interviews Bill Luhrs

    • Gamify your prospecting sample spreadsheet

  • 51

    6.2 Online tools tutorials

    • Basic Canva tutorial for free graphic design

    • Basic Buffer tutorial for social media scheduling

    • Sample HARO responses

    • How to generate google review links for your clients

    • Google Analytics tutorial

  • 52

    6.3 Networking groups

    • Business networking groups to visit and join

  • 53

    6.4 Social Media

    • Social Media for Financial Coaches

    • Facebook video closed captioning tutorial

    • Live video "Rant" script

    • Linked in Templates

    • Linked in wording when connecting with potential referral partner

    • Building your brand with Youtube

    • Interview with Instagram expert, Jen DuFore

  • 54

    6.5 Newsletters

    • Newsletter example 1.0

    • Newsletter example 2.0

    • Newsletter sign up form

    • Newsletter welcome

  • 55

    6.6 Beginner marketing action list and resources

    • Beginner marketing recommended reading list

    • Beginner marketing action list

    • Beginner marketing resource list

    • 30 minute marketing ideas

    • Craft your "One Liner"

  • 56

    6.7 Feedback form

    • Beginner marketing feedback form

  • 57

    7.0 Sales Lab

    • Welcome to the Sales Lab

  • 58

    7.1 Sales Mindset

    • Sales Mindset

  • 59

    7.2 Inviting the Sales Conversation

    • Inviting the Sales Conversation

    • Ways to Tee Up Your Value During a Discovery Session

  • 60

    7.3 Overcoming Objections

    • Overcoming Objections Worksheet

    • Overcoming Specific Objections

    • Things We Say and Questions to Ask

    • Our Responses to Specific Comments

  • 61

    7.4 Role Playing

    • Sales Lab Roleplaying Script

  • 62

    7.5 Action List

    • Lesson 6 Action List

  • 63

    7.6 Feedback Form

    • Sales Lab feedback form

  • 64

    8.0 Advanced Marketing for Financial Coaches

    • Lesson 9: Advanced Marketing for Financial Coaches

  • 65

    8.1 Workshops

    • Design your signature workshop worksheet

    • Crafting your ascension pyramid

    • Craft your ascension pyramid worksheet

    • Webinar sample - "7 Mistakes to Avoid when Launching your Financial Coaching Career"

    • Event planning checklist

    • Newsletter sign up sheet

  • 66

    8.2 Online resources

    • Bonus advanced marketing presentation: SEO Basics - A tutorial for financial coaches

    • SEO guide

    • Hunter.io tutorial - how to search for direct email addresses

  • 67

    8.3 Speaking, Expos and Booths

    • Bonus Advanced Marketing Presentation: Expos and Booths

    • Expo/ seminar packing checklist

    • Sample speaker kit

    • Raffle ticket sample

    • Budget brainstorm self assessment

    • Debt payoff sample handout

  • 68

    8.4 Client feedback and statistics

    • Eureka feedback form

    • Annual client survey

    • Post Eureka review request

  • 69

    8.5 Starting your own podcast

    • Bonus Advanced Marketing Presentation: Starting your own podcast

    • Start your own podcast resources

  • 70

    8.6 Action lists and resources

    • Advanced marketing resource list

    • Advanced marketing action list - General

    • Advanced marketing action list - Workshops

    • Advanced marketing action list - SEO

  • 71

    8.7 Refining your ideal client's problem

    • Marketing message paradigm shift - refine your ideal client's problem

  • 72

    8.8 Advanced marketing feedback form

    • Advanced Marketing feedback form

  • 73

    9.0 Corporate Wellness

    • Introduction: Workplace Money Coach

    • About Shane & Workplace Money Coach

  • 74

    9.1 Networking with Key Players in Corporate Wellness

    • Key Players handout

  • 75

    9.2 Developing Your Niche In the Workplace

    • Developing your Niche handout

  • 76

    9.3 Characteristics and Pricing your Program

    • Building a Dynamic Workshop handout

  • 77

    9.4 Landing Your First Corporate Gig

    • Landing Your First Corporate Client handout

  • 78

    9.5 Developing Partnerships with Corporate Clients

    • Introduction

  • 79

    9.6 Upleveling your Financial Wellness program

    • How to uplevel your financial wellness program

  • 80

    9.7 Feedback form

    • Feedback form

  • 81

    10.0 Goal Setting, Planning Ahead and Next Steps

    • Introduction: Goal Setting, Planning Ahead and Next Steps

  • 82

    10.1 Other Offerings by Michael & Kelsa

    • Continue Learning with these additional options

  • 83

    10.2 Goal Setting for your Business

    • Goal Setting

    • Goal Setting Handout

  • 84

    10.3 Annual Focus & Planning

    • Annual Planning Strategy

    • Business Planning handout

    • 2020 My Future Roadmap Planning Calendar (11x17)

    • 2020 My Future Roadmap Planning Calendar (24x36)

  • 85

    10.4 Time Management

    • 4 Key Areas of Focus Time

    • VIDEO: How to effectively manage your time and your money

  • 86

    10.5 Overcoming Bad Days

    • Bad Day Roadmap

    • Bad day roadmap worksheet

  • 87

    10.6 Budgeting for your Financial Coaching business

    • Startup Business Expenses

    • Phase 2 Business Expenses

  • 88

    10.7 Hiring an Assistant

    • Hiring Handouts

  • 89

    10.8 Feedback Form

    • Lesson 10 Feedback form

  • 90

    Bring the Academy to a Final Close

    • Bringing the Academy to a Final Close

    • Please help us by doing a video testimonial: release form

    • Financial Coach Academy Feedback form

    • Graduation seal

Join us for the next live Academy

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

Find out more

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