Self-Paced Course - Financial Coach Academy
Self-Paced Course 2018-04-15T02:13:42+00:00

Financial Coach Academy Self-Paced Course

The Financial Coach Academy is an intense, online program where you will learn practical, tried-and-true methods for starting and operating your very own financial coaching business.

Admission into the Academy gets you:

  • Eight online workshops, ranging from 90 to 120 minutes in length.
  • Dozens of recorded ancillary videos by trusted professionals on topics like legal issues for financial coaches, insights from CPAs, software and solutions from IT, best practices from other referral partners, and more.
  • A private Facebook community to connect and collaborate with past, current and future classmates.  (Available in the live course only! Learn more here.)
  • Introduction to every contract, handout, checklist, software, or tool I use everyday to run a quarter million dollar financial coaching practice.
  • Mentoring and continuous feedback from Kelsa and Michael throughout the course. (Available in the live course only! Learn more here.)

All content is released immediately, but it’s broken down into weekly assignments and actions lists so you can work on it as quickly or slowly as you need. Each week builds on the week prior using simple tutorials and worksheets to help you design a successful financial coaching practice you can be incredibly proud of!

Videos and downloads are available so you can watch them as often as needed. You will also get access to an online suite of files, downloads, contracts, powerpoint slides, and other content, pre-made for you so you don’t have to reinvent the wheel. In addition, you will gain free access to Fiscal Fitness Phoenix’s online workshops.

Buy the course

What Participants Are Saying

The Academy: 8 Intense Modules to Launch Your Financial Coaching Career

Create a business you will be proud of:

  • Identify your “Why”
  • Separate yourself from the pack
  • The power of telling your story
  • Find your target client
  • Make an impact in the world

Basic marketing for financial coaches:

  • Conversations create cash
  • The importance of referral partners, networking, and referral groups
  • Social proof
  • Blogging and social media

Client Conversion:

  • Make a good first impression
  • Wow your clients
  • Phone scripts and onboarding best practices
  • Overcoming objections
  • Creating contracts and questionnaires

Develop Your Coaching Program – Part 1:

  • Designing packages
  • The importance of client experience
  • Pricing and payments
  • Sales conversations that work
  • Group programming

Financial Concepts and Training:

  • Budgeting programs and scenarios
  • Communication for couples
  • Debt payoff strategies
  • Identifying value systems spending
  • Defining financial principles
  • Credit score and report strategies

Develop Your Coaching Program – Part 2:

  • Streamline your technology
  • Policies and Procedures
  • Contracts
  • Scheduling and client contact

Advanced Marketing for Your Coaching Business:

  • Hosting workshops
  • Attending expos
  • Starting and running a podcast
  • Creating Facebook ads
  • Finding and nailing speaking engagements
  • Using surveys and client result statistics to improve your business

Putting It All Together:

  • Mastermind program
  • Ask the experts

Investment in the Financial Coach Academy:

$899   >Pay only $799 until June 15, 2018!
Payment options are available

Buy the course

When priced out individually, this program is valued at over $10,000:

  • Online modules and coaching video conferences that teach you how to master power partners, client on-boarding, systematize coaching sessions with clients, marketing, overcoming objections, identifying your niche and much more. All recorded so you can watch anytime. Clear out all the clutter and advice you read and get real, down to the details, experienced coaching from a financial coach who puts it to practice everyday!
    • Value: $8,000

  • Access to the online resource library released with each training call. It includes downloads, contracts, worksheets and other material it took me nearly 10 years to perfect. Imagine all the handouts and contracts it will take you hours upon hours to create on your own handed to you on a silver platter!
    • Value: $2,000

  • Access to an exclusive mastermind group of other like-minded financially, savvy professionals who are on the same journey as you.
    • Value: $1,800 (Available in the LIVE course only – find out more here!)

  • One-on-one feedback from Kelsa and her team.
    • VALUE: Exponential (Available in the LIVE course only – find out more here!)

Total Value: $10,000

Frequently Asked Questions

Where are classes held? 2018-04-15T02:05:14+00:00

For the live version of The Financial Coach Academy, the meetings are held online (virtual), meaning you can attend in the comfort of your own home, wherever your home may be.  Classes are held on Thursdays where you will join Kelsa and Michael in a private online web conference room using Zoom. For the self-paced version of The Financial Coach Academy, the meetings are all recorded and available immediately so you can watch any where at any time.

What’s my ROI? Can you guarantee results? 2018-02-20T03:46:31+00:00

We have put nearly 10 years of hard work into this course.  It will show you everything that has brought us success and every mistake that we have made so you don’t repeat them. We truly believe that everything you get out of this course is directly related to the effort you put into it.  We will provide ample execution time to be able to apply everything that we teach and are confident that works, plus accountability to keep you motivated and on track.  Unfortunately, we can’t guarantee any level of results.

Please read about Financial Coach Academy’s terms and conditions and privacy policy.

What will I learn in the Financial Coach Academy? 2018-02-20T03:39:42+00:00

Practical steps to taking your personal finance advice and knowledge and crafting a business model around it- everything from contracts and pricing to scheduling and marketing). We want you to learn from our mistakes and successes and implement them to create a successful Financial Coaching business.

What will I be able to to do with the information I learn from during the Financial Coach Academy? 2018-02-20T03:42:20+00:00

You will be able to take your knowledge and passion for personal finance and turn it into a successful Financial Coaching business that you can build from the ground up.

What qualifications or certifications are required to take the Financial Coach Academy? 2018-02-20T03:44:48+00:00

None! Just a passion for helping people with their personal finances!  Some people may classify you as a certified budget geek. Don’t worry. We love budget geeks. You will be in good company.

What if I can’t join live or I have to miss a class? 2018-02-20T03:44:01+00:00

No problem.  All of the live online workshops are recorded and posted in the online training database along with powerpoints for each presentation, worksheets, templates and other forms and files.

What are my next steps? 2018-03-22T04:28:56+00:00

Register for the next live session now! Space is limited to 20 people and every round of the Academy thus far has sold out! If your preference is to join the live conversation, do not delay. If you’re interested in taking the self-paced course, you can purchase the course and begin learning immediately! Or if you have questions you can call us at (480) 788-4588 or email info@fiscalfitnessphx.com to set up a discovery session to find out why this program may be right for you.

How is your program different from Dave Ramsey’s financial coaching program? 2018-04-15T02:01:41+00:00

In every way. Financial Coach Academy is an online course about the actual nuts and bolts of building a successful Financial Coaching business from the ground up. Dave Ramsey’s program is primarily about financial literacy. We don’t spend time talking about mortgages, bankruptcy, estate planning, insurance or other topics that you are probably familiar with already. We teach you how to build a business, not manage your money. We do that over at Fiscal Fitness Phoenix. In the spring of 2018 I enrolled and completed Dave Ramsey’s Master Financial Coach Training and I can say truthfully and without any hesitation that the Financial Coach Academy is more thorough, specific and valuable.

Do you teach the basics of personal finance? 2018-02-20T03:41:08+00:00

We do not cover specific financial topics (i.e. what is a mortgage or what is interest) because we feel there is already a wealth of great information and training out there on these topics (and we’ll share the ones we like best),. But we assume that by having an interest in the FCA, you know a lot of this already.

Some of the major topics we cover include but are not limited to:

  • How to gain and utilize power partners
  • What technology to use and how to implement them
  • Marketing techniques that work (and what techniques don’t work)
  • Client strategy session formatting
  • Our signature budgeting system
  • Back and front office optimization
  • How to find your ideal clients (and avoid clients that are not a good fit)
  • On-boarding clients from discovery session to graduation
  • And much more!
Do I need a degree in finance to join the Financial Coach Academy? 2018-02-20T03:45:42+00:00

Nope, all you need is a desire to help people with their finances and a passion for personal finance.

Ready to Start Your Coaching Career?

Roll up your sleeves and get ready to help people!
Buy the course

Financial Coaches Unite

A supportive Facebook community for aspiring and trained financial coaches!
Join now for free!
Roll up your sleeves, ask questions, share ideas and learn from one another on best practices for running your financial coaching business! The more successful we are, the more people we can help and the better our world can become!
close-link

Financial Coaches Unite

A supportive Facebook community for aspiring and trained financial coaches!

Roll up your sleeves, ask questions, share ideas and learn from one another on best practices for running your financial coaching business! The more successful we are, the more people we can help and the better our world can become!