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."

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

    Welcome to the Financial Coach Academy!

    • A message from your coaches

    • Getting to know you questionnaire - Please complete!

    • Copyright information - Please read!

    • Housekeeping Items

    • Table of Contents

  • 2

    1.0 Gain clarity on a business you can be proud of

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

    • Lesson 1 Video Recording

    • Lesson 1 Transcription

    • Lesson 1 Streaming Audio

    • Lesson 1 Q & A List of Questions

    • Lesson 1 Q & A Video Recording

    • Lesson 1 Q & A Streaming Audio

  • 3

    Lesson 1 Q&A Videos and Audio files

    • Q & A Saturday, Aug 31 List of Questions

    • Q & A Saturday August 31: Video Recording

    • Q & A Saturday August 31 Streaming Audio

    • Q & A Tuesday, Sept 3 List of Questions

    • Q & A Tuesday September 3: Video Recording

    • Q & A Tuesday Sept 3: Streaming Audio

    • Q & A Saturday Sept 7th: List of Questions

    • Q & A Saturday Sept 7th: Video Recording

    • Q & A Saturday Sept 7th: Streaming audio

    • Q & A Tuesday Sept 10: List of Questions

    • Q & A Tuesday Sept 10: Video Recording

    • Q & A Tuesday Sept 10: Streaming Audio

  • 4

    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?

  • 5

    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

  • 6

    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

  • 7

    1.4 Determine a Business Name

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

  • 8

    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

  • 9

    1.6 Feedback Request

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

  • 10

    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

  • 11

    1.8 Action List

    • Week 1 Action List

  • 12

    Execution Week

    • Execution Week

  • 13

    2.0 First Impressions, Client Journey, Velvet Ropes and Onboarding

    • Introduction to Lesson 2: Watch this first!

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

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

    • Lesson 2: Video Recording

    • Lesson 2 Transcription

    • Lesson 2: Streaming Audio

    • Lesson 2 Q & A: List of questions

    • Lesson 2 Q & A: Video Recording

    • Lesson 2 Q & A: Streaming Audio

  • 14

    Lesson 2 Q & A Video Recordings and Audio Files

    • Q & A Sept 14th: List of Questions

    • Q & A Sept 14th: Video Recording

    • Q & A Sept 14th: Streaming Audio

    • Q & A Sept 17th: List of Questions

    • Q & A Sept 17th: Video Recording

    • Q & A Sept 17th: Streaming Audio

    • Q & A Sept 21: List of Questions

    • Q & A Sept 21: Video Recording

    • Q & A Sept 21: Streaming Audio

    • Step by Step Guide for Lesson 2

  • 15

    2.1 First Impressions

    • Introduction: Making a good first impression

    • Tools for a professional first impression

  • 16

    2.2 The Quick Audit

    • Introduction: The Quick Audit Strategy

    • Quick Audit Framework

    • Quick Audit Script

    • Discovery Session Agreement

  • 17

    2.3 Your Discovery Session Overview

    • Introduction: Why a discovery session?

  • 18

    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

  • 19

    2.5 The Discovery Session

    • Discovery Session Framework

    • HANDOUT: Design Your Discovery Session

  • 20

    2.6 Post Discovery Session Steps

    • Post Session Emails

    • Post Session Feedback form

  • 21

    2.7 Feedback Request

    • First impressions and on-boarding feedback form

  • 22

    2.8 Supplemental Resources

    • Eureka Example: Please read!

    • Eureka Session example

    • Acuity scheduling software tutorial

    • Jotform tutorial

    • Step-by-Step Guide for Lesson 2 Actions (duplicate)

    • Affiliate Links for Our Favorite Resources & Tools

    • Recommended Reading List

  • 23

    2.9 Action List

    • Lesson 2 Action List

  • 24

    Execution Week

    • Execution Week

  • 25

    3.0 Financial Concepts: Creating Client Exercises

    • Introduction: Financial Concepts and Creating Client Exercises

    • Lesson 3: Video recording

    • Lesson 3: Streaming Audio

    • Lesson 3 Q & A: List of questions

    • Lesson 3 Q & A: Video recording

    • Lesson 3 Q & A: Streaming Audio

    • Exercise creation tutorial: Video recording

    • Exercise creation tutorial: Streaming Audio

  • 26

    Lesson 3 Q & A Video Recordings and Audio Files

    • Q & A Sept 28: List of Questions

    • Q & A Sept 28: Video Recording

    • Q & A Sept 28: Streaming Audio

    • Q & A Oct 1: List of Questions

    • Q & A Oct 1: Video Recording

    • Q & A Oct 1: Streaming Audio

    • Q & A Oct 5: List of Questions

    • Q & A Oct 5: Video Recording

    • Q & A Oct 5: Streaming Audio

    • Q & A Oct 8: List of Questions

    • Q & A Oct 8: Video Recording

    • Q & A Oct 8: Streaming Audio

  • 27

    3.1 Your Coaching Role and Effective Questions

    • Coaching Handouts

  • 28

    3.2 Coming up with and Organizing Content Ideas

    • Content Creation Framework

    • Content Library

  • 29

    3.3 Creating Content - In Action

    • 3 Values Exercise - A Demonstration

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

    • Creating Content - Your Perspective

  • 30

    3.4 Planning Ahead Worksheets and Videos

    • Planning Ahead Worksheets

  • 31

    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

    • Adulting 101 Questionnaire

    • Ways to Celebrate Handout

    • New Year New Finances Checklist

    • The Plan Ahead Method™ Spreadsheet

  • 32

    3.6 Coaching Small Business Owners

    • Considerations for coaching small business owners

    • Deep dive into coaching small businesses

  • 33

    3.7 Feedback Form

    • Financial Concepts feedback form

  • 34

    3.8 Supplemental Resources

    • Coaching strategies for various client situations

    • Recommended Reading List

  • 35

    3.9 Action List

    • Action List

  • 36

    Execution Week

    • Execution Week

  • 37

    4.0: Program Development 1

    • Introduction: Program Development

    • Step-by-Step: The Client Journey

    • Worksheets and Downloads

    • Lesson 4: Video Recording

    • Lesson 4: Streaming Audio

    • Lesson 4 Q & A: List of Questions

    • Lesson 4 Q & A: Video Recording

    • Lesson 4 Q & A: Streaming Audio

    • Lesson 4 Transcription

  • 38

    Lesson 4 Q & A Video Recordings and Audio Files

    • Q & A Oct 12: List of Questions

    • Q & A Oct 12: Video Recording

    • Q & A Oct 12: Streaming Audio

    • Q & A Oct 15: List of Questions

    • Q & A Oct 15: Video Recording

    • Q & A Oct 15: Streaming Audio

    • Q & A Oct 19: List of Questions

    • Q & A Oct 19: Video Recording

    • Q & A Oct 19: Streaming Audio

    • Q & A Oct 22: List of Questions

    • Q & A Oct 22: Video Recording

    • Q & A Oct 22: Streaming Audio

  • 39

    4.1 Client Journey Illustration

    • Client Journey Example

    • Client Journey Video Illustration

  • 40

    4.2 Program Skills & Creation

    • Skills Checklist

  • 41

    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

  • 42

    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

  • 43

    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

  • 44

    4.6 Action list

    • Lesson 4 Action List

  • 45

    4.7 Feedback form

    • Program Development 1 Feedback form

  • 46

    Execution Week

    • Execution Week

    • Video Training - Beta Clients

    • Beta Clients "Script"

    • Testimonial Release Form

  • 47

    5.0 Advanced Programming

    • Introduction: Advanced Programming

    • FCA Affiliate links

    • Lesson 5: Video Recording

    • Lesson 5: Streaming Audio

    • Lesson 5 Q & A: List of Questions

    • Lesson 5 Q & A: Video Recording

    • Lesson 5 Q & A: Streaming Audio

  • 48

    Lesson 5 Q & A Video Recordings and Audio Files

    • Q & A Oct 26: List of Questions

    • Q & A Oct 26: Video Recording

    • Q & A Oct 26: Streaming Audio

  • 49

    5.1 Daily Money Management

    • DMM Client Journey Process

    • DMM Handouts and Downloads

    • DMM Action List

    • AADMM - A Resource

  • 50

    5.2 Corporate Wellness

    • Corporate Wellness Flow Chart

    • Corporate Wellness Handouts and Downloads

    • Corporate Wellness Action List

  • 51

    5.3 Group Programming

    • Group Programming Handouts and Downloads

    • Group Programming Checklist

    • 21-day Client Challenge

  • 52

    5.4 Periodic Coaching

    • Where does Periodic Coaching come into play?

    • Periodic Coaching Handouts and Downloads

  • 53

    5.5 Feedback Form

    • Advanced programming feedback form

  • 54

    6.0 Sales Lab

    • Welcome to the Sales Lab

    • Lesson 6: Video Recording

    • Lesson 6: Streaming Audio

    • Lesson 6 Q & A: List of Questions

    • Lesson 6 Q & A: Video Recording

    • Lesson 6 Q & A: Streaming Audio

    • Lesson 6 Transcription

  • 55

    Lesson 6 Q & A Video Recordings and Audio Files

    • Q & A Nov 2: List of questions

    • Q & A Nov 2: Video Recording

    • Q & A Nov 2: Streaming Audio

    • Q & A Nov 5: List of Questions

    • Q & A Nov 5: Streaming Audio

    • Q & A Nov 5: Video Recording

  • 56

    6.1 Sales Mindset

    • Sales Mindset

  • 57

    6.2 Inviting the Sales Conversation

    • Inviting the Sales Conversation

    • Ways to Tee Up Your Value During a Discovery Session

  • 58

    6.3 Overcoming Objections

    • Overcoming Objections Worksheet

    • Overcoming Specific Objections

    • Things We Say and Questions to Ask

    • Our Responses to Specific Comments

  • 59

    6.4 Role Playing

    • Sales Lab Roleplaying Script

  • 60

    6.5 Action List

    • Lesson 6 Action List

  • 61

    6.6 Feedback Form

    • Sales Lab feedback form

  • 62

    7.0 Corporate Wellness

    • Introduction: Workplace Money Coach

    • About Shane & Workplace Money Coach

    • Corporate Wellness: Video Recording

    • Corporate Wellness: Streaming Audio

  • 63

    Lesson 7 Q & A Video Recordings and Streaming Audio

    • Q & A Nov 9: List of Questions

    • Q & A Nov 9: Video Recording

    • Q & A Nov 9: Streaming Audio

    • Q & A Nov 12: List of Questions

    • Q & A Nov 12: Streaming Audio

    • Q & A Nov 12: Video Recording

  • 64

    7.1 Networking with Key Players in Corporate Wellness

    • Key Players handout

  • 65

    7.2 Developing Your Niche In the Workplace

    • Developing your Niche handout

  • 66

    7.3 Characteristics and Pricing your Program

    • Building a Dynamic Workshop handout

  • 67

    7.4 Landing Your First Corporate Gig

    • Landing Your First Corporate Client handout

  • 68

    7.5 Developing Partnerships with Corporate Clients

    • Introduction

  • 69

    7.6 Upleveling your Financial Wellness program

    • How to uplevel your financial wellness program

  • 70

    7.7 Feedback form

    • Feedback form

  • 71

    8.0 Beginner marketing for Financial Coaches

    • Beginner marketing for Financial Coaches

    • Lesson 8: Video Recording

    • Lesson 8: Streaming Audio

    • Lesson 8 Q & A: List of Questions

    • Lesson 8 Q & A: Video Recording

    • Lesson 8 Q & A: Streaming Audio

  • 72

    Lesson 8 Q & A Video Recordings and Streaming Audio

    • Q & A Nov 16: List of Questions

    • Q & A Nov 16: Video Recording

    • Q & A Nov 16: Streaming Audio

    • Q & A Nov 19: List of questions

    • Q & A Nov 19: Video Recording

    • Q & A Nov 19: Streaming Audio

  • 73

    8.1 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

  • 74

    8.2 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

  • 75

    8.3 Networking groups

    • Business networking groups to visit and join

  • 76

    8.4 Social Media

    • Social Media for Financial Coaches

    • Facebook video closed captioning tutorial

    • Kelsa's live video "Rant" example

    • 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

  • 77

    8.5 Newsletters

    • Newsletter example 1.0

    • Newsletter example 2.0

    • Newsletter sign up form

    • Newsletter welcome

  • 78

    8.6 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"

  • 79

    8.7 Feedback form

    • Beginner marketing feedback form

  • 80

    9.0 Advanced Marketing for Financial Coaches

    • Lesson 8: Advanced Marketing for Financial Coaches

    • Lesson 9: Video Recording

    • Lesson 9: Streaming Audio

    • Lesson 9 Q & A: List of Questions

    • Lesson 9 Q & A: Video Recording

    • Lesson 9 Q & A: Streaming Audio

  • 81

    Lesson 9 Q & A Video Recordings and Streaming Audio

    • Q & A Nov 23: Streaming Audio

    • Q & A Nov 23: Video Recording

    • Q & A Nov 23: List of Questions

    • Q & A Nov 26: List of questions

    • Q & A Nov 26: Video Recording

    • Q & A Nov 26: Streaming Audio

  • 82

    9.1 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

    • Sample 5 Steps to a Better Budget workshop

    • 5 Steps to a Better Budget Powerpoint Slide samples

  • 83

    9.2 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

  • 84

    9.3 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

  • 85

    9.4 Client feedback and statistics

    • Eureka feedback form

    • Annual client survey

    • Post Eureka review request

  • 86

    9.5 Starting your own podcast

    • Bonus Advanced Marketing Presentation: Starting your own podcast

    • Start your own podcast resources

  • 87

    9.6 Action lists and resources

    • Advanced marketing resource list

    • Advanced marketing action list - General

    • Advanced marketing action list - Workshops

    • Advanced marketing action list - SEO

  • 88

    9.7 Refining your ideal client's problem

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

  • 89

    9.8 Advanced marketing feedback form

    • Advanced Marketing feedback form

  • 90

    Execution Week

    • Execution Week

  • 91

    10.0 Goal Setting, Planning Ahead and Next Steps

    • Introduction: Goal Setting, Planning Ahead and Next Steps

    • Lesson 10: Video Recording

    • Lesson 10: Streaming Audio

    • Lesson 10 Q & A: List of Questions

    • Lesson 10 Q & A: Video Recording

    • Lesson 10 Q & A: Streaming Audio

  • 92

    Lesson 10 Q & A Video Recordings and Streaming Audio

    • Nov 7 Q & A: List of Questions

    • Nov 7 Q&A: Video Recording

    • Nov 7 Q & A: Streaming Audio

    • Nov 10 Final Q &A: List of Questions

    • Nov 10 Final Q&A: Video Recording

    • Nov 10 Final Q&A: Streaming Audio

  • 93

    10.1 Other Offerings by Michael & Kelsa

    • Continue Learning with these additional options

  • 94

    10.2 Goal Setting for your Business

    • Goal Setting

    • Goal Setting Handout

  • 95

    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)

  • 96

    10.4 Time Management

    • 4 Key Areas of Focus Time

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

  • 97

    10.5 Overcoming Bad Days

    • Bad Day Roadmap

    • Bad day roadmap worksheet

  • 98

    10.6 Budgeting for your Financial Coaching business

    • Startup Business Expenses

    • Phase 2 Business Expenses

  • 99

    10.7 Hiring an Assistant

    • Hiring Handouts

  • 100

    10.8 Feedback Form

    • Lesson 10 Feedback form

  • 101

    FINAL LESSON: Mastermind & Bringing the Academy to a Close

    • Bringing the Academy to a Final Close

    • Final lesson: Video Recording

    • Final lesson: Streaming Audio

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

    • Financial Coach Academy Feedback form

    • All about being an affiliate for FCA

    • Graduation seal

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