Frequently Asked Questions
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.
For the live version of The Financial Coach Academy, the meetings are held online, meaning you can attend them in the comfort of your own home. Classes are held on Thursdays. On those days, you will join Kelsa and Michael in a private 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 them anywhere, at any time.
We expect as you take the course that you’ll have questions. We handle questions about the materials differently for both versions of the course, but it’s important to note that email support is not provided for the live or self-paced course.
The Live Course
There are weekly calls scheduled throughout the live course. We ask that all questions are asked publically in the group (not via email) during these calls because we want everyone to benefit from shared knowledge. It’s likely that if one person has a question, someone else was wondering the same thing. That’s why we don’t answer questions about financial coaching, our business, or course lessons via email.
The Self-Paced Course
All attendees of the self-paced course are invited to join a Facebook group just for FCA graduates and our free Financial Coaches Unite FB page. Financial Coaches Unite is a 3,000+ 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:
- You will get feedback from other financial coaches on what has specifically worked for them, not just us.
- 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. If you don’t have a Facebook account or are looking for more one-on-one feedback and mentorship, consider upgrading to the Live session.
There are 2 options available for Financial Coach Academy:
The Self-Paced version of Financial Coach Academy gives you all of the recorded lessons, downloads, templates and videos that you would get in the Live Course but at a pace that works best for your life. If you are working a full-time job and/or have a busy family life, this might be the best option for you. The only thing that you don’t get is the 24/7 guidance and feedback from Kelsa, Michael, their team, and other students concurrently taking the live course. If you are self-motivated, a self-starter and/or are extremely limited on time, the self-paced course may be the best option for you. Anyone taking the self-paced course can take the live course at a later date for a reduced price.
The biggest bang for your buck is the live course. It is only available twice per year (Spring and Fall), so timing is the main reason people choose the self-paced over the live course. This course offers weekly, live, online lessons followed with Q and A and mastermind sessions and also access to the recordings of those sessions for future reference or if you missed the live lesson.
It also offers access to a very active private Facebook group, giving you the option for 24/7 online feedback, mentorship, mastermind, and accountability with your classmates and instructors. While you get the same lessons and information as the self-paced course, we find people in the live course tend to have their financial coaching business up and running more quickly and completely due to the level of support and accountability participants get from their fellow classmates and with Kelsa, Michael and their team.
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.
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 4,000 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.
The materials we provide in the Toolkit will not be white label. Meaning, they are PDF’s that you will be able to use as inspiration to create your own handouts and materials, but not copy verbatim.
The Academy – our 16-week online course for training financial coaches – was created to help coaches who are looking to start their coaching career or need help systematizing policies processes as well as to develop strategies for marketing and building their business. While it includes some of the same handouts and exercises as the Toolkit, it’s only a small fraction. The Toolkit was designed to help people who want to get better at the coaching part of their business. It was made to be far more robust with specific client exercises that a coach could use to have client content for years and years to come.
Both the self-paced and live versions of the course are released week-by-week. We designed the course to have learning and working periods, so we’ve spaced the course to allow time for learning and doing. It also means you can never rush too far ahead or fall too far behind the course materials.
We do not cover specific 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 topics we cover include in the FCA include, but are not limited to:
- Creating exercises to best help your clients
- Identifying key skills your clients need help learning
- Designing programs to help clients get results and solve specific financial challenges
- Step into coaching conversations humbly and confidently
- Effective skills for listening and inquiring – how to help clients open up
- Designing programs that encourage long-term relationships with clients
- 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
You will be able to take your knowledge and passion for personal finance and turn it into a successful financial coaching business. It’s that simple. 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.
Our program sets us apart in a few big ways. Financial Coach Academy covers 3 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 also provide lifetime access to the course materials, so 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, but 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 and guided by us, not that you feel you need to do everything exactly how we have. I can say without any hesitation that the Financial Coach Academy is the most comprehensive, thorough, specific and valuable training for financial coaches there is. We may be biased, but we also have plenty of people who have given our course great reviews.
No problem. All of the live workshops are recorded and posted in the online training database, along with power points for each presentation, worksheets, templates, and other forms and files. We upload lessons within 24 hours so you can catch it quickly. In other words, you won’t actually miss a thing.
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.
Certainly not. All you need is a desire to help people and a passion for personal finance.
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.
Live Course: 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.
Self-Paced Course: Purchase the course and begin learning immediately!
Or if you have questions, you can set up 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 firstname.lastname@example.org to set up a discovery session to find out if this program is right for you.