Course curriculum

  • 1

    Lesson 1: A business you can be proud of

    • Course Introduction

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

    • Lesson 1 video recording

    • Lesson 1 Q and A video recording

    • Lesson 1 downloads

    • Simon Sinek WHY Video

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

    • Karen Dietz TedTalk: Find the unexpected through story

    • 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 and A with CPA Jessica Eichenberg

    • Mind mapping tutorial to find your ideal client

    • What is the difference between a coach and a consultant?

    • Lesson 1 Feedback Form

  • 2

    Lesson 2: Beginner marketing for Financial Coaches

    • Lesson 2: Beginner marketing for Financial Coaches

    • Lesson 2 video recording

    • Lesson 2 Q and A video recording

    • Lesson 2 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

    • Identify your ideal referral partners worksheet instructions

    • Kelsa's sample Facebook Live "Rant" video

    • Michael's sample Facebook Live "Rant" video

    • Facebook video closed captioning tutorial

    • Lesson 2 feedback form

  • 3

    Lesson 3: Client Conversion

    • Lesson 3: Client Conversion

    • Lesson 3 video recording

    • Lesson 3 Q and A video recording

    • Lesson 3 Worksheets and Downloads

    • Acuity scheduling software tutorial

    • Jotform tutorial

    • Lesson 3 feedback form

  • 4

    Lesson 4: Program Development 1

    • Lesson 4: Program Development 1

    • Lesson 4 video recording

    • Lesson 4 Q and A

    • Accepting payments using Paya

    • Lesson 4 Worksheets and Downloads

    • Lesson 4 feedback form

  • 5

    Lesson 5: Financial Concepts and Training

    • Lesson 5: Financial Concepts

    • Lesson 5 video recording

    • Lesson 5 Q and A

    • Lesson 5 worksheets and downloads

    • Coaching strategies for various client financial situations

    • Locking in the budget - a client skills item tutorial

    • Lesson 5 feedback form

  • 6

    Lesson 6: Program Development 2

    • Lesson 6: Program Development 2

    • Lesson 6 video recording

    • Lesson 6 Q and A

    • Lesson 6 worksheets and downloads

    • Fiscal Fitness Phoenix Budget Method Tutorial Part 1

    • Fiscal Fitness Phoenix Budget Method Tutorial Part 2

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

    • Deep dive into Strategies for coaching small businesses

    • Lesson 6 feedback form

  • 7

    Lesson 7: Advanced Marketing for Financial Coaches

    • Lesson 7: Advanced Marketing for Financial Coaches

    • Lesson 7 video recording

    • Bonus Advanced Marketing Presentation: Expos and Booths

    • Bonus Advanced Marketing Presentation: Starting your own podcast

    • Crafting your ascension pyramid

    • Lesson 7: downloads and worksheets

    • Lesson 7 feedback form

  • 8

    Lesson 8: Mastermind and Ask the Expert

    • Lesson 8: Master mind and group Q and A video recording

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

    • Financial Coach Academy Feedback form

    • Next steps - Action Required and More Opportunities