Financial coaching training

Financial Coach Academy Self Paced 3.0 (4 Payments)

ARCHIVED - This program teaches everything I learned in my 10+ years as a financial coach & gives you the tools to make a living doing this too. Learn the systems & strategies to run a thriving coaching business!

Interested in this course? Email us at [email protected]

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

Use this option to enroll and make 4 payments. For our pay-in-full option and immediate access, choose "All Courses."

4-Payments of $497

Regular price

Enroll & get started today!

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. A message from your coaches
2. Getting to know you questionnaire - Please complete!
3. Copyright information - Please read!
4. Housekeeping Items
5. Table of Contents
1. Introduction: Gaining clarity on a business you can be proud of
2. Lesson 1 Video Recording
3. Lesson 1 Transcription
4. Lesson 1 Streaming Audio
5. Lesson 1 Q & A List of Questions
6. Lesson 1 Q & A Video Recording
7. Lesson 1 Q & A Streaming Audio
1. Q & A Saturday, Aug 31 List of Questions
2. Q & A Saturday August 31: Video Recording
3. Q & A Saturday August 31 Streaming Audio
4. Q & A Tuesday, Sept 3 List of Questions
5. Q & A Tuesday September 3: Video Recording
6. Q & A Tuesday Sept 3: Streaming Audio
7. Q & A Saturday Sept 7th: List of Questions
8. Q & A Saturday Sept 7th: Video Recording
9. Q & A Saturday Sept 7th: Streaming audio
10. Q & A Tuesday Sept 10: List of Questions
11. Q & A Tuesday Sept 10: Video Recording
12. Q & A Tuesday Sept 10: 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 Transcription
6. Lesson 2: Streaming Audio
7. Lesson 2 Q & A: List of questions
8. Lesson 2 Q & A: Video Recording
9. Lesson 2 Q & A: Streaming Audio
1. Q & A Sept 14th: List of Questions
2. Q & A Sept 14th: Video Recording
3. Q & A Sept 14th: Streaming Audio
4. Q & A Sept 17th: List of Questions
5. Q & A Sept 17th: Video Recording
6. Q & A Sept 17th: Streaming Audio
7. Q & A Sept 21: List of Questions
8. Q & A Sept 21: Video Recording
9. Q & A Sept 21: Streaming Audio
10. Step by Step Guide for Lesson 2
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. Step-by-Step Guide for Lesson 2 Actions (duplicate)
6. Affiliate Links for Our Favorite Resources & Tools
7. Recommended Reading List
1. Lesson 2 Action List
1. Execution Week
1. Introduction: Financial Concepts and Creating Client Exercises
2. Lesson 3: Video recording
3. Lesson 3: Streaming Audio
4. Lesson 3 Q & A: List of questions
5. Lesson 3 Q & A: Video recording
6. Lesson 3 Q & A: Streaming Audio
7. Exercise creation tutorial: Video recording
8. Exercise creation tutorial: Streaming Audio
1. Q & A Sept 28: List of Questions
2. Q & A Sept 28: Video Recording
3. Q & A Sept 28: Streaming Audio
4. Q & A Oct 1: List of Questions
5. Q & A Oct 1: Video Recording
6. Q & A Oct 1: Streaming Audio
7. Q & A Oct 5: List of Questions
8. Q & A Oct 5: Video Recording
9. Q & A Oct 5: Streaming Audio
10. Q & A Oct 8: List of Questions
11. Q & A Oct 8: Video Recording
12. Q & A Oct 8: Streaming Audio
1. Coaching 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
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: Streaming Audio
6. Lesson 4 Q & A: List of Questions
7. Lesson 4 Q & A: Video Recording
8. Lesson 4 Q & A: Streaming Audio
9. Lesson 4 Transcription
1. Q & A Oct 12: List of Questions
2. Q & A Oct 12: Video Recording
3. Q & A Oct 12: Streaming Audio
4. Q & A Oct 15: List of Questions
5. Q & A Oct 15: Video Recording
6. Q & A Oct 15: Streaming Audio
7. Q & A Oct 19: List of Questions
8. Q & A Oct 19: Video Recording
9. Q & A Oct 19: Streaming Audio
10. Q & A Oct 22: List of Questions
11. Q & A Oct 22: Video Recording
12. Q & A Oct 22: Streaming Audio
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: Streaming Audio
5. Lesson 5 Q & A: List of Questions
6. Lesson 5 Q & A: Video Recording
7. Lesson 5 Q & A: Streaming Audio
1. Q & A Oct 26: List of Questions
2. Q & A Oct 26: Video Recording
3. Q & A Oct 26: Streaming Audio
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. Welcome to the Sales Lab
2. Lesson 6: Video Recording
3. Lesson 6: Streaming Audio
4. Lesson 6 Q & A: List of Questions
5. Lesson 6 Q & A: Video Recording
6. Lesson 6 Q & A: Streaming Audio
7. Lesson 6 Transcription
1. Q & A Nov 2: List of questions
2. Q & A Nov 2: Video Recording
3. Q & A Nov 2: Streaming Audio
4. Q & A Nov 5: List of Questions
5. Q & A Nov 5: Streaming Audio
6. Q & A Nov 5: Video Recording
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. Introduction: Workplace Money Coach
2. About Shane & Workplace Money Coach
3. Corporate Wellness: Video Recording
4. Corporate Wellness: Streaming Audio
1. Q & A Nov 9: List of Questions
2. Q & A Nov 9: Video Recording
3. Q & A Nov 9: Streaming Audio
4. Q & A Nov 12: List of Questions
5. Q & A Nov 12: Streaming Audio
6. Q & A Nov 12: 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. Beginner marketing for Financial Coaches
2. Lesson 8: Video Recording
3. Lesson 8: Streaming Audio
4. Lesson 8 Q & A: List of Questions
5. Lesson 8 Q & A: Video Recording
6. Lesson 8 Q & A: Streaming Audio
1. Q & A Nov 16: List of Questions
2. Q & A Nov 16: Video Recording
3. Q & A Nov 16: Streaming Audio
4. Q & A Nov 19: List of questions
5. Q & A Nov 19: Video Recording
6. Q & A Nov 19: 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. Kelsa's live video "Rant" example
4. Live video "Rant" script
5. Linked in Templates
6. Linked in wording when connecting with potential referral partner
7. Building your brand with Youtube
8. 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. Lesson 8: Advanced Marketing for Financial Coaches
2. Lesson 9: Video Recording
3. Lesson 9: Streaming Audio
4. Lesson 9 Q & A: List of Questions
5. Lesson 9 Q & A: Video Recording
6. Lesson 9 Q & A: Streaming Audio
1. Q & A Nov 23: Streaming Audio
2. Q & A Nov 23: Video Recording
3. Q & A Nov 23: List of Questions
4. Q & A Nov 26: List of questions
5. Q & A Nov 26: Video Recording
6. Q & A Nov 26: 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
7. Sample 5 Steps to a Better Budget workshop
8. 5 Steps to a Better Budget Powerpoint Slide samples
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. Execution Week
1. Introduction: Goal Setting, Planning Ahead and Next Steps
2. Lesson 10: Video Recording
3. Lesson 10: Streaming Audio
4. Lesson 10 Q & A: List of Questions
5. Lesson 10 Q & A: Video Recording
6. Lesson 10 Q & A: Streaming Audio
1. Nov 7 Q & A: List of Questions
2. Nov 7 Q&A: Video Recording
3. Nov 7 Q & A: Streaming Audio
4. Nov 10 Final Q &A: List of Questions
5. Nov 10 Final Q&A: Video Recording
6. Nov 10 Final Q&A: 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. Final lesson: Video Recording
3. Final lesson: Streaming Audio
4. Please help us by doing a video testimonial: release form
5. Financial Coach Academy Feedback form
6. All about being an affiliate for FCA
7. Graduation seal

About this course

4-Payments of $497
382 lessons
1 hour of video content

Find out more

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

Click here

4-Payments of $497

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 Sales Lab

Lesson 6 Q & A Video Recordings and Audio Files

6.1 Sales Mindset

6.2 Inviting the Sales Conversation

6.3 Overcoming Objections

6.4 Role Playing

6.5 Action List

6.6 Feedback Form

7.0 Corporate Wellness

Lesson 7 Q & A Video Recordings and Streaming Audio

7.1 Networking with Key Players in Corporate Wellness

7.2 Developing Your Niche In the Workplace

7.3 Characteristics and Pricing your Program

7.4 Landing Your First Corporate Gig

7.5 Developing Partnerships with Corporate Clients

7.6 Upleveling your Financial Wellness program

7.7 Feedback form

8.0 Beginner marketing for Financial Coaches

Lesson 8 Q & A Video Recordings and Streaming Audio

8.1 Referral partners

8.2 Online tools tutorials

8.3 Networking groups

8.4 Social Media

8.5 Newsletters

8.6 Beginner marketing action list and resources

8.7 Feedback form