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.

Pricing options

We offer two payment options - a pay-in-full and a 3-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

Course curriculum

  • 1

    Lesson 1: Gain clarity on a business you can be proud of

    • Copyright information

    • Gaining clarity on a business you can be proud of

    • Getting to know you :)

    • Lesson 1 video recording

    • Lesson 1 Chat

    • Lesson 1 Q & A

    • Saturday Q & A call 9/8/18

    • Saturday Q & A call chat 9/8/18

    • Tuesday Q & A call 9/11/18

    • Tuesday Q & A call chat 9/11/18

    • Worksheets and downloads

    • Simon Sinek WHY Video

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

    • Karen Dietz TedTalk: Find the unexpected through story

    • Find your purpose by finding your Ikigai

    • 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

    • Identify your ideal clients' SUP2ER problem

    • Lesson 1 feedback form

  • 2

    Lesson 2: Client Conversion

    • Client Conversion

    • Lesson 2 video recording

    • Lesson 2 chat

    • Lesson 2 Q & A

    • Saturday Q & A 9/15/18

    • Saturday Q & A Chat 9/15/18

    • Tuesday Q & A 9/18/18

    • Tuesday Q & A Chat 9/18/18

    • Worksheets and Downloads

    • Acuity scheduling software tutorial

    • Jotform tutorial

    • Eureka Session example

    • Lesson 2 Action List

    • Lesson 2 feedback form

  • 3

    Lesson 3: Program Development 1

    • Program Development

    • Lesson 3 video recording

    • Lesson 3 Q & A

    • Lesson 3 chat

    • Saturday Q & A 9/22/18

    • Saturday Q & A chat 9/22/18

    • Client Journey Example

    • Accepting online payments with Paya: a tutorial

    • Worksheets and Downloads

    • Lesson 3 Feedback form

  • 4

    Execution Week

    • Execution Week

    • Tuesday Q and A 10/2/18

    • Tuesday Q and A chat 10/2/18

  • 5

    Lesson 4: Beginner marketing for Financial Coaches

    • Beginner marketing for Financial Coaches

    • Lesson 4 video recording 10/4/18

    • Lesson 4 Q and A 10/4/18

    • Lesson 4 Chat

    • Tuesday Q and A recording

    • Tuesday Q and A Chat

    • Worksheets and downloads

    • Basic Canva tutorial for free graphic design

    • Basic Buffer tutorial for social media scheduling

    • How to generate google review links for your clients

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

    • Jill's sample Loom power partner follow up video

    • Identify your ideal referral partners worksheet instructions

    • Facebook video closed captioning tutorial

    • Google Analytics Training

    • Sample HARO responses

    • Power point slides

    • Lesson 4 feedback form

  • 6

    Lesson 5: Financial Concepts and Training Part 1

    • Financial Concepts and Training Part 1

    • Lesson 5 video recording

    • Lesson 5 Q and A recording

    • Lesson 5 chat

    • Saturday Q and A video recording

    • Q and A Tuesday 10/16/18

    • Saturday Q and A chat

    • Worksheets and downloads

    • Coaching strategies for various client financial situations

    • Locking in the budget - a client skills item tutorial

    • Deep dive into coaching small businesses

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

    • Lesson 5 feedback form

  • 7

    Execution Week

    • Execution Week

    • Saturday Q and A Call 10/20/18

    • Q and A Call 10/23/18

  • 8

    Lesson 6: Financial Concepts and Training part 2

    • Financial Concepts and Training part 2

    • Lesson 6 Video recording

    • Lesson 6 Q and A

    • Lesson 6 Chat

    • Saturday Q and A 10/27/18

    • Saturday Q and A Chat

    • Tuesday Q and A 10/30/18

    • Tuesday Q and A Chat (10/30/18)

    • Worksheets and downloads

    • Lesson 6 Feedback form

  • 9

    Lesson 7: Sales Lab

    • Welcome to the Sales Lab

    • Lesson 7 (Sales Lab) Video recording

    • Lesson 7 (Sales Lab) Q and A

    • Worksheets and downloads

    • Saturday Q and A 11/3/18

    • Saturday Q and A Chat 11/3/18

    • Tuesday Q and A 11/6/18

    • Tuesday Q and A 11/6/18 chat

    • Lesson 7 feedback form

  • 10

    Lesson 8: Advanced Marketing for Financial Coaches

    • Lesson 8: Advanced Marketing for Financial Coaches

    • Lesson 8 video recording

    • Lesson 8 Q & A

    • Lesson 8: Downloads and worksheets

    • Crafting your ascension pyramid

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

    • Bonus Advanced Marketing Presentation: Expos and Booths

    • Bonus Advanced Marketing Presentation: Starting your own podcast

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

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

    • Saturday Q & A 11/10/18

    • Saturday Q & A 11/10/18 Chat

    • Tuesday Q & A 11/13/18

    • Tuesday Q & A 11/13/18 Chat

    • Lesson 8 feedback form

  • 11

    Lesson 9: Wrap Up Week and Looking Ahead

    • Lesson 9: Wrap Up Week and Looking Ahead

    • Lesson 9 Video Recording

    • Lesson 9 Q & A

    • Lesson 9 Chat

    • How to effectively manage your time and your money

    • Worksheets and Downloads

    • Lesson 9 Feedback form

  • 12

    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

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