Financial Coach Training FAQs2019-10-08T02:33:08+00:00

Frequently Asked Questions

What do FCA graduates receive to show they’ve completed the program?2021-07-16T20:48:47+00:00

All graduates of the Financial Coach Academy receive a Certificate of Completion as well as a Financial Coach Academy Graduate Seal to place on their website and in their marketing materials. Being a graduate of the Financial Coach Academy sets you apart from other financial coaches in skill and service so we want your clients to know about it! We also provide you with some sample language to put in your marketing to promote your commitment to your own professional development.

Where are classes held?2020-05-26T21:27:56+00:00

The lessons are all previously recorded and available immediately, so you can watch them anywhere, at any time.

What if I have questions while I’m taking the course? Can I email you?2021-09-07T20:20:09+00:00

All attendees of the Academy are invited to join a Facebook group just for FCA graduates and our free Financial Coaches Unite Facebook group. Financial Coaches Unite is a 6,000+ member group made up of FCA graduates, veteran financial coaches, and newer coaches, so all experiences and skill levels are represented. It’s the best place to ask questions for two reasons:

  1. You will get feedback from other financial coaches on what has specifically worked for them, not just us.
  2. It will help other coaches who have the same question (and may not even know they have that question).

Currently, the best place to get our feedback and answer questions is via the Facebook group.  We respond to questions in the Unite group as often as we can, but can’t guarantee that we will answer your question.

But if you need more guidance and want more access to the instructors, you should join the Financial Coach Academy Mastermind. We open registration to this group twice a year, so be on the lookout for emails from us about open registration.

What will I learn in the Financial Coach Academy?2020-03-27T19:47:02+00:00

Practical steps to take your knowledge of personal finance and craft a business model around it. You will learn everything from client contracts and pricing to scheduling and marketing. We want you to learn from our mistakes and successes and use them to create a successful financial coaching business that’s all your own. You will also learn tried and true methods from exercises, discussion topics, handouts, and real-time questions that get results with clients.

How long does it take to complete the course?2021-06-28T19:06:21+00:00
That’s probably the question we are asked MOST often and we really wish we had a better answer. Because the answer is “It depends.”
Most people who enroll in FCA are working full-time or are a full-time parent and are looking to start and grow their coaching business on the side until they can leave a full-time job. So a big part of how long it will take you is connected to your other obligations and you know LIFE.
But the Academy is also not a passive course. You will build your business as you go! So some lessons you’ll fly through and others might take a bit longer, simply depending on your natural skillset. For example – some lessons are more tech-heavy and others are more creative in nature. We make everything as step-by-step as possible, but even then you’ll find some lessons easier than others (and another coach will be the opposite).
One thing to know is that we encourage you to go out and get clients after Module 2. So while there are 5 modules total, the idea is that you are completing Modules 3, 4, and 5 while meeting with clients. You will have enough of your business and coaching skills built just in the first 2 modules.
If you want to talk through it more to make sure it’s the right fit for you before you dive in, you can schedule a Q&A call with Kelsa, the Academy’s co-creator and lead instructor, here.
What if I have questions about the Toolkit’s materials?2021-08-02T03:34:32+00:00

As you work through the course, we realize you might have questions about how to implement the materials or work them into your coaching programs. If you have questions, we encourage you to ask them in the Financial Coaches Unite Facebook group. This 6,000 member group is active and full of helpful coaches who can give you their advice and insights. We’re in that group daily as well, so we chime in as often as we can.


Can I copy and paste the materials I get from the Toolkit?2021-05-28T15:01:41+00:00

The materials we provide in the Toolkit will not be white labeled. If they’re in Excel, you can absolutely edit them and reuse them by putting your logo on them, etc. For some of the handouts, we had them designed by a graphic designer, so they’re PDFs and that’s all we have. You can (it’s encouraged) create them on your end with your branding but you don’t need to recreate the wheel. They’re meant to be used by you. You don’t have to change anything if you don’t want to, except make it look like yours!

How is the Toolkit different from the Financial Coach Academy?2021-08-02T03:36:50+00:00

The Academy – our online training course for financial coaches – was created to help people who want to become financial coaches do so quickly and without a lot of trial and error. It helps you launch a client-focused financial coaching business, learn effective coaching skills and covers the financial concepts we consider to be foundational in nature. They’re the ones every financial coach will likely discuss with their clients.

The Toolkit assumes you’ve already built a successful client experience, so much so that now your clients want to continue working with you long past your initial coaching program. It provides you with more advanced financial coaching concepts, the guidance on exactly how to coach on those concepts, and the skills to take every conversation you’re having with clients to a deeper and more impactful level.

Will I get access to the entire course once I purchase it?2021-02-26T17:58:43+00:00

Yes, once you purchase the course all videos, workbooks, materials, and exercise will be available to you immediately. However, the course is designed so the first five modules should be completed in order. Start with the core concepts and off you go!

Can I get a refund after I purchase the Financial Coach Academy?2020-03-27T19:47:14+00:00
No, we don’t offer refunds. We put a lot of work into the course and think it’s the best financial coach training course there is. But we acknowledge it’s not for everyone, and it’s a big financial and time commitment. We want you to be 100% confident in your purchase before you hit the buy button. That’s why we offer a free 20-minute Q&A call to anyone considering purchasing the course. (Schedule it here.) We encourage you to take advantage of this so you can click purchase knowing FCA is exactly what you need to catapult your financial coaching career.
Will I get access to Toolkit updates?2021-05-28T17:42:10+00:00

Yes! We’re not done adding to the Toolkit. As our library of resources grows, you’ll get access to it all. We plan to keep adding to the Toolkit as we develop more training for our clients, so it’s only going to get better over time. By purchasing the Toolkit, you get everything that’s in it today AND all of the great training and resources we’ll add to it in the months and years to come.

Does FCA teach the basics of personal finance?2021-07-28T19:42:55+00:00

We do not cover basic financial topics (i.e. what is a mortgage or what is interest) because there is already a wealth of great information and training on these topics (and we’ll share the ones we like best throughout the course). We assume that by having an interest in the FCA, you know a lot of this already, so we don’t want to waste anyone’s time.

Some of the major financial topics we cover in the FCA include, but are not limited to:

  • Budgeting
  • Debt payoff strategies
  • Specific scenarios and how to coach around them
  • Net Worth
  • Savings Rates
  • Emergency Budgets and Goals
  • Goal-Setting Strategies (did you know there are a bunch?)
  • Value-based spending
  • Financial principles
  • Money Mindset
  • Dream Budgets
  • Planning Ahead Financially
  • Business Budgeting & Coaching

We don’t just give you the definitions of these concepts, we walk you through exactly how to coach the client on them. Remember, coaching someone and teaching someone are not the same thing. We give you the tools and confidence to coach the client on these concepts.

What can I do with the information I learn from the Financial Coach Academy?2021-07-16T20:52:12+00:00

You will be able to take your knowledge and passion for personal finance and become a successful financial coach. It’s that simple. Most importantly, you will feel confident and be able to serve people well and get them great results. The course was designed to help you do that, so that’s what we want you to be able to do, regardless of where you are in your coaching career.

How is your program different from other financial coach training programs?2021-07-16T20:55:35+00:00

Our program sets us apart from other financial coaching training in a few big ways:

  • Financial Coach Academy covers three main pillars – financial concepts, business building strategies, and coaching skills. Our approach to these topics is thorough and based on experience. We do not provide theories. We provide practical, hands-on, step-by-step instruction on tried-and-true methods that have worked for us. We share what didn’t work for us and why. We live and breathe financial coaching every day! Our approach to financial concepts, for example, is behavioral and we provide skill-based applications and exercises you can do with clients.
  • We don’t spend time talking about mortgages, bankruptcy, estate planning, insurance or other topics that you are probably familiar with already. And if you’re not, we show you how easy it is to discover those topics – you don’t need to pay us for those lessons.
  • We provide lifetime access to the course materials. So long as the course is around, you never lose access to them, nor do we ask you to pay more to keep them. That means as your business grows and you face new obstacles, you can revisit the materials and tackle those challenges with confidence!
  • Finally, not only do we share exactly how we do everything, we also give you the framework so you can create your own strategies that are unique to your personality and business. Our goal is for you to be inspired by us, not that you have to do everything exactly how we have.
  • As a financial coach first and foremost, Kelsa knows what it feels like to coach clients on their finances. She knows what you’ll go through, the things you are likely telling yourself, the worries you feel and hope you have for others. Throughout the Academy, these gems are sprinkled throughout so you feel understood and supported not just as a financial coach, but as a whole person.

We can say without any hesitation that the Financial Coach Academy is the most comprehensive, thorough, specific and valuable training for financial coaches there is.

Do I get everything in the Toolkit once I purchase it?2021-02-26T16:50:32+00:00

Yes, once you purchase the Toolkit all lessons, downloads, materials and exercises are available to you immediately. Dive into which ever portions you want to first! They’re all there.

What qualifications or certifications are required to enroll in the Financial Coach Academy?2020-03-27T19:46:25+00:00

None! Just a passion for helping people with their personal finances. It’s possible other people view you as a certified budget geek. Don’t worry. We love budget geeks. We are budget geeks. You will be in good company.

Do I need a degree in finance to join the Financial Coach Academy?2020-03-27T19:46:17+00:00

Certainly not. All you need is a desire to help people and a passion for personal finance.

What’s my ROI? Can you guarantee results?2020-03-27T19:46:10+00:00

We have poured a decade’s worth of lessons and hard work into this course’s materials. The Financial Coach Academy 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 provide ample execution time so you can apply everything that we teach to your business, and we are confident that work, plus accountability to keep you motivated and on track, will set you up for success.  Unfortunately, we can’t guarantee any level of results.

For more information, read about Financial Coach Academy’s terms and conditions and privacy policy.

I think I’m ready to enroll. What are my next steps?2021-02-26T19:20:42+00:00

Purchase the course and begin learning immediately! Or if you have questions, you can set up a time to talk with Kelsa, the founder and creator of the Financial Coach Academy, by clicking here. You can call us at (480) 788-4588 or email to set up a discovery session to find out if this program is right for you.

Should I go to the Symposium if I’m a newer coach or I haven’t taken the Academy?2021-09-16T14:52:56+00:00

Yes! The Symposium is a total mix of brand new coaches, veteran coaches and everyone in between! We do breakout sessions, so you’ll have content designed specifically for you based on where you’re at in your coaching journey.

Will the virtual Symposium be recorded or only available live?2021-09-16T14:56:47+00:00
Your virtual or in-person ticket to the Symposium  INCLUDES the recordings from the event. We call this the Virtual Pass.
We provide the Virtual Pass by itself only for purchase after the event. You can buy previous year’s virtual passes as well.
Each year’s virtual pass costs $149, whereas the virtual live option is $397. With the virtual pass, there’s no live interaction, breakout rooms, asking questions, getting to know other coaches in meet-n-greet rooms, etc. It’s just the recordings of the content delivered. And the recordings don’t include breakout sessions b/c those aren’t so much “presentations” but hands-on activities, interacting, etc. If you purchase the virtual ticket and attend the Symposium via the live simulcast, you get it all.
Does the price of the Symposium include lodging?2021-09-16T15:00:48+00:00

No. In-person attendees will need to pay for lodging separately. We always offer a room block at a local hotel, and we’ve seen coaches int he past share rooms or rent AirBNB’s to cut down on costs.

If I purchase an in-person ticket can I change it to virtual or vice versa?2021-09-16T15:12:01+00:00

We do not issue refunds or exchanges for Symposium tickets. In-person seats are limited, so if you sign up for the in-person ticket, we expect you in attendance. If something comes up and you can no longer attend or need to switch your option, we’ll do our best to help you find another coach who can take your place, but you’ll be responsible for payments and reimbursements with that person. We do not facilitate those transactions and you are ultimately responsible for finding your replacement.

If you purchase a virtual ticket and would like to upgrade to an in-person ticket, you can ONLY if there are spots available. The in-person spots go fast, so we cannot guarantee that will be an option.

Have More Questions? Shoot us an email or give us a call.
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