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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.

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

Course curriculum

    1. Copyright information - Please read

    2. Gaining clarity on a business you can be proud of

    3. Getting to know you :)

    4. Lesson 1 video recording

    5. Lesson 1 Chat

    6. Lesson 1 Q & A

    7. Saturday Q & A call 9/8/18

    8. Saturday Q & A call chat 9/8/18

    9. Tuesday Q & A call 9/11/18

    10. Tuesday Q & A call chat 9/11/18

    11. Worksheets and downloads

    12. Simon Sinek WHY Video

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

    14. Karen Dietz TedTalk: Find the unexpected through story

    15. Find your purpose by finding your Ikigai

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

    17. Legally Protecting Yourself as a Financial Coach Part 2: Insurance

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

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

    20. Identify your ideal clients' SUP2ER problem

    21. Lesson 1 feedback form

    1. Client Conversion

    2. Lesson 2 video recording

    3. Lesson 2 chat

    4. Lesson 2 Q & A

    5. Saturday Q & A 9/15/18

    6. Saturday Q & A Chat 9/15/18

    7. Tuesday Q & A 9/18/18

    8. Tuesday Q & A Chat 9/18/18

    9. Worksheets and Downloads

    10. Acuity scheduling software tutorial

    11. Jotform tutorial

    12. Eureka Example - Please read!

    13. Eureka Session example

    14. Lesson 2 Action List

    15. Lesson 2 feedback form

    1. Program Development

    2. Lesson 3 video recording

    3. Lesson 3 Q & A

    4. Lesson 3 chat

    5. Saturday Q & A 9/22/18

    6. Saturday Q & A chat 9/22/18

    7. Client Journey Example

    8. Accepting online payments with Paya: a tutorial

    9. Worksheets and Downloads

    10. Lesson 3 Feedback form

    1. Execution Week

    2. Tuesday Q and A 10/2/18

    3. Tuesday Q and A chat 10/2/18

    1. Beginner marketing for Financial Coaches

    2. Lesson 4 video recording 10/4/18

    3. Lesson 4 Q and A 10/4/18

    4. Lesson 4 Chat

    5. Tuesday Q and A recording

    6. Tuesday Q and A Chat

    7. Worksheets and downloads

    8. Basic Canva tutorial for free graphic design

    9. Basic Buffer tutorial for social media scheduling

    10. How to generate google review links for your clients

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

    12. Jill's sample Loom power partner follow up video

    13. Identify your ideal referral partners worksheet instructions

    14. Facebook video closed captioning tutorial

    15. Google Analytics Training

    16. Sample HARO responses

    17. Power point slides

    18. Lesson 4 feedback form

    19. Sample 5 Steps to a Better Budget workshop

    20. Sample 5 Steps to a Better Budget Powerpoint slides

    1. Financial Concepts and Training Part 1

    2. Lesson 5 video recording

    3. Lesson 5 Q and A recording

    4. Lesson 5 chat

    5. Saturday Q and A video recording

    6. Q and A Tuesday 10/16/18

    7. Saturday Q and A chat

    8. Worksheets and downloads

    9. The Plan Ahead Method™ Spreadsheet

    10. Coaching strategies for various client financial situations

    11. Deep dive into coaching small businesses

    12. Are you thinking of being a small business financial coach? Here is what you need to consider and my experiences.

    13. Lesson 5 feedback form

About this course

  • $1,297.00
  • 130 lessons
  • 1.5 hours of video content

Find out more

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