Course curriculum

    1. Course Introduction

    2. Introduction to Lesson 1: A Business you can be proud of

    3. Copyright information - Please read!

    4. Lesson 1 video recording

    5. Lesson 1 Q and A video recording

    6. Lesson 1 downloads

    7. Simon Sinek WHY Video

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

    9. Karen Dietz TedTalk: Find the unexpected through story

    10. Legally protecting yourself as a financial coach: part 1 Structuring your business

    11. Legally protecting yourself as a financial coach: part 2 Insurance

    12. Legally protecting yourself as a financial coach: part 3 Contracts and agreements

    13. Small business basics for Financial Coaches - Q and A with CPA Jessica Eichenberg

    14. Mind mapping tutorial to find your ideal client

    15. What is the difference between a coach and a consultant?

    16. Lesson 1 Feedback Form

    1. Lesson 2: Beginner marketing for Financial Coaches

    2. Lesson 2 video recording

    3. Lesson 2 Q and A video recording

    4. Lesson 2 worksheets and downloads

    5. Basic Canva tutorial for free graphic design

    6. Basic Buffer tutorial for social media scheduling

    7. How to generate google review links for your clients

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

    9. Identify your ideal referral partners worksheet instructions

    10. Kelsa's sample Facebook Live "Rant" video

    11. Michael's sample Facebook Live "Rant" video

    12. Facebook video closed captioning tutorial

    13. Lesson 2 feedback form

    1. Lesson 3: Client Conversion

    2. Lesson 3 video recording

    3. Lesson 3 Q and A video recording

    4. Lesson 3 Worksheets and Downloads

    5. Acuity scheduling software tutorial

    6. Jotform tutorial

    7. Lesson 3 feedback form

    1. Lesson 4: Program Development 1

    2. Lesson 4 video recording

    3. Lesson 4 Q and A

    4. Accepting payments using Paya

    5. Lesson 4 Worksheets and Downloads

    6. Lesson 4 feedback form

    1. Lesson 5: Financial Concepts

    2. REMINDER! Copyright Information!

    3. Lesson 5 video recording

    4. Lesson 5 Q and A

    5. Lesson 5 worksheets and downloads

    6. Coaching strategies for various client financial situations

    7. Lesson 5 feedback form

    1. Lesson 6: Program Development 2

    2. Lesson 6 video recording

    3. Lesson 6 Q and A

    4. Lesson 6 worksheets and downloads

    5. The Plan Ahead Method™ Spreadsheet

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

    7. Deep dive into Strategies for coaching small businesses

    8. Lesson 6 feedback form

About this course

  • $899.00
  • 68 lessons
  • 2 hours of video content