Financial Coach Training | Enroll in the Financial Coach Academy®2023-12-08T03:55:35-07:00

THE Financial Coach Academy®

Everything you need to build a business that transforms your clients’ lives—and your own. 

(…without spending thousands on fancy software or DIY-ing your way to burnout)

Ready to turn that financial coaching dream into a profitable reality?

We’re not blowing smoke. Take a look at this…

Lauren was already a coach, but she wasn’t fully confident — with FCA, she is closing her knowledge gaps and adding to her toolbox so that she can be a powerful, transformative financial coach.

And she’s not the only one:

“I will sing y’all’s praises from the hilltops! This program is amazing. If FCA had been JUST modules 1 & 2, it would have been worth the price. There is no way I would have launched my business or gotten this far without Financial Coach Academy.

“The fact that I have LIFETIME access was one of the reasons I chose FCA over other options out there.” – Brandy Lively

Both Brandy and Lauren found that the Financial Coach Academy’s comprehensive trainings filled in the gaps (that other programs didn’t), and increased their confidence — all because they followed their dream — their vision — to become excellent financial coaches.

Maybe you have a similar dream or vision. You know the one— you drift into on the way home from the office. That late-night epiphany that won’t let you sleep. The dream of owning your time, being your own boss, and transforming the one aspect of people’s lives that can truly change everything for them.

It’s time you turned your dream into a reality. And the Financial Coach Academy will give you the roadmap to do just that.

Expand your coaching skills beyond financial concepts and education (but we’ll cover those too). Learn how to successfully change your clients’ behavior to get better (and faster) results. 

Stop the neverending quest for the “right” way to launch. Build the systems and master the tech needed to run a business that’s as close to autopilot as can be.

Being good with money is in your DNA. Build upon your natural skills and learn the techniques and tools that you will need as a financial coach. Trust us—they are a game-changer. 

financial coach academy instructors who provide financial coach training to new coaches
Hi there! We are the creators and instructors of the Financial Coach Academy®, but first and foremost…

We are financial coaches.

(check us out here)

Did you know that the average course completion rate in the US is 12%? The Financial Coach Academy’s completion rate is 68%.

The Academy® is so much more than just a course.  What you need to know and do is taught through the digital course section of the Financial Coach Academy®. There are videos, handouts, checklists, and resources galore, all designed to help you launch your financial coaching business successfully and get your clients results.

The course portion is the most robust and thorough offering that exists for financial coaches who want to start and launch their business. No other course offers the same number of tools, downloads, tech tutorials, training videos, and materials (see the full list below).

The caliber of training and resources is unmatched, but I’m a coach first and foremost — which means I know better than anyone that knowing what to do doesn’t mean that doing it is going to be easy.

Here’s a great question to ask other financial coach course creators out there… “Does your course teach me how to coach clients when they’re stuck and not taking action even when they know what to do? And how?” If a coaching program doesn’t show you how to support your clients through change, it’s not a coaching program.

Live coaching with us and your personal cohort (cohort = other coaches who are working their way through the Financial Coach Academy®, too) are the secret sauce to your success.

Every month you can hop on a live coaching call with me to receive coaching and get your questions answered. And every week you can meet with your cohort for accountability, support, feedback and encouragement.

Live, monthly coaching and your cohort help to boost your likelihood of success so you don’t lose momentum. 

Financial Coach Academy® Reviews

Emily Maclin

“Just want to say how grateful I am feeling in this moment to still have access to FCA. I first took FCA in 2018 and four years later, I still use these materials! I would pay 10x what I paid for FCA, it’s that valuable.”

Amber Joy Pietrangelo“FCA gave me everything I needed to start my coaching business and the encouragement to actually do it. Instead of spinning my wheels and never launching because I’m a perfectionist, I was able to take decisive action with what I learned. I had income before I even finished the course.”

AMBER PIETRANGELO, Abundance Financial

Kristina Guardado
“If you are on the fence as to if FCA will benefit you, I am here to say, IT WILL! This is coming from a coach who took another program and was in business for 9 months before I purchased FCA. It was worth the price, plus more!!”

KRISTINA GUARDADO, Elite Empowerment Coaching

A Financial Coaching Program That Covers It All

No more floundering around on the internet, wondering if you’re doing this financial coaching thing “right.” Our curriculum breaks down everything you need to get started on the right foot so you can confidently bring your dream to life—and change your clients’ lives in the process.

Through our experience as both financial coaches and mentors for financial coaches, we’ve identified five core concepts every financial coach should master to build a thriving business:

  • Clarity on who you are—and who you serve

  • Your client’s first impression (and experience) of working with you

  • Building long-term relationships through a curated client experience

  • Selling your services with integrity and excitement

  • Creating a brand that attracts your ideal clients with ease

These core concepts are delivered in a self-paced, expertly curated course that methodically takes you through the process of launching your business. While everybody works at a different speed, most people complete the course between 4-6 months. Don’t worry – you won’t have to wait that long to start coaching. You’ll be taking on clients by Module Two (typically your 2nd month after enrolling).

Financial Coach Academy® Reviews

“After FCA, I am so confident I don’t think anyone can knock me down. I network like a champion. I have content that looks good and provides value. I have goals in my business. I HAVE A PAYING CLIENT.  I just feel like there is nothing stopping me.”

AMANDA JACOB, Life Changes By You

“Before The Academy®, I was stuck in the beginning stages of my business not knowing what steps to take or how building a program worked. Kelsa and the team helped me take my business from beginning stages to up and running. I highly recommend you take FCA if you want to become a financial coach.”

TANYA GEHRES, Table Talk Financial

“The training offered by the FCA was precisely what I needed at the early stage of my financial coaching career. Excellent training, excellent support, and excellent applications to all aspects of financial coaching important to a new financial coach.”

DAVID KNAPP, Smart Cents Personal Financial Coaching

Here’s what’s waiting for you inside The Financial Coach Academy®

From the moment you sign up and commit to making your financial coaching dreams a reality, you’ll get LIFETIME ACCESS to the following 👇


Designed to get you coaching ASAP, these modules will walk you through every aspect of becoming successful so you can confidently take your financial coaching business from dream to reality.


You’ll find no surface-level content here. We’re diving deep into the concepts that will transform your business so you can hit the ground running with a wealth of knowledge and know-how.


We’ll help you troubleshoot any challenges, get unstuck when things get tough, and answer any questions you have along the way—and you can hop on these calls whenever you want for LIFE.


When you enroll in the Academy, you’ll be assigned a small group of fellow coaches to go on this journey with you. These small groups, Cohorts, will be limited to your fellow coaches who have recently enrolled in the Academy and are learning and growing their financial coaching business right alongside you.

When you join us, you’ll join everyone in your cohort for a group welcome call where we’ll help you set up communication channels to stay in touch and keep each other motivated as you progress through the program.


Downloads, templates, contracts…you name it, we’ve got it. Put an end to the constant Googling and have everything you need to run your business.


We’re here for your launch and your evolution. Once you’ve got a solid foundation, level up your business with online courses, masterminds, group programs, and more!

Specialty Toolkits Included!

Your Academy enrollment also includes the following bonuses – making the robust financial coach training program even better.


Module 1: Clarity on who you are—and who you serve

No more floundering around, trying to be everything to everyone. You’ll leave this module with a clear vision of WHY you do what you do—and WHO you’re meant to serve.

In this module, you will:

  • Create a clear vision for what kind of business you’re creating and how that business fits your current lifestyle
  • Identify your niche and zero in on the challenges your ideal clients are experiencing
  • Embrace where your financial coaching dream comes from (and start crafting it into a compelling story)
  • Pick your business name and chosen title
  • Develop a solid understanding of the first administrative and legal steps you need to take to create a real business as a financial coach

Module 2: Your client’s first impression (and experience) of working with you

You’ll learn how to craft an unforgettable client experience that has your clients working with you for the long haul—and singing your praises to everyone they know. 

In this module, you will: 

  • Map out a detailed client journey for your business
  • Create your unique, no-sleazy sales conversation process
  • Design and launch your initial coaching session with clients
  • Activate a simple scheduling software
  • Build an (also simple) tracking system for leads, prospects, and clients
  • Make a PUBLIC announcement that you’re looking for clients

Module 3: Building long-term relationships through a curated client experience

This is where the magic happens. You’ll create a repeatable system for working with clients that produces life-changing results—so you can feel confident and in control every step of the way.  

In this module, you will: 

  • Design a coaching program for your business
  • Create valuable, action-based content that gets your clients real results
  • Develop effective coaching skills 
  • Explore transformative financial concepts from a coaching perspective
  • Adopt the four key roles you’ll play as a coach
  • Master the art of asking effective questions
  • Draft your official Coaching Agreement
  • Design and launch an onboarding sequence to lead clients through
  • Build a tracking system for your clients’ journey through your program
  • Establish important policies to establish boundaries and expectations

Module 4: Selling your services with integrity and excitement

Hate selling? Not anymore. You’ll walk away from this module with a step-by-step process for selling your services that feels natural, authentic, and downright easy.  

In this module, you will: 

  • Identify where your clients are today, where they want to be, and how your services can bridge that gap
  • Brainstorm ways your coaching program helps clients to solve their current challenges
  • Reflect on what you appreciate and dislike about sales conversations you’ve experienced
  • Design a pre-game sales strategy
  • Learn the strategy of “teeing up” your coaching
  • Write pivot statements for your discovery sessions
  • Discover how the energy in your workspace impacts your sales conversations
  • Explore various objections you may hear and how you’ll respond to them
  • Identify the ten major benefits of your coaching
  • Outline how you will wrap up discovery sessions for the three most common scenarios that can occur

Module 5: Creating a brand that attracts your ideal clients with ease 

You’ll build a brand that conveys your message and speaks directly to your people—so you can stop chasing leads and start attracting clients who are ready and willing to invest in your services. 

In this module, you will: 

  • Establish goals for your referral and social media marketing
  • Learn strategies for identifying and establishing referral relationships
  • Identify who’s in front of your ideal clients on a regular basis already
  • Design a reach-out strategy for connecting with referral partners (templates provided!)
  • Design a follow-up strategy after a one-to-one with a referral partner
  • Launch a social media strategy for your financial coaching business
  • Outline a social media content calendar that matches your goals and builds trust with prospects
  • Learn about the key components of your website
  • Write out the copy for your website
  • Explore various commercials and taglines you can use to gain the most from the networking meetings you attend


You get access to all of this content—AND our live monthly coaching calls—for life.

We don’t expect you to get everything right off the bat. The Financial Coach Academy® covers A LOT of material that you can return to again and again whenever you want. You’ll never lose access so long as the course is still live and active.

We know you’re in this for the long haul—and so are we.

Oh…and did we mention the advanced bonuses?

In addition to all the game-changing lessons, valuable content, and ongoing support, we’re also throwing in FOUR bonus modules to support you as you grow and scale your business like you never thought possible.

Once you’ve made your way through the five core modules—congrats! Your Financial Coach Academy® Graduate Seal is on the way!

But that’s just the beginning.

There’s no limit to how you can grow your business and serve your clients. Maybe you want to launch a course, start a group program or facilitate a weekly mastermind in addition to your one-on-one coaching. All of that is possible with the knowledge, tools, and resources you’ll gain from these bonus modules.

That dream you’ve been holding on to for years? It’s just scratching the surface of what’s possible.

Once you’ve gotten cozy in your new role as a financial coach, dive into these modules to expand your horizons.


Thinking Like A CEO

There’s a big difference between being an entrepreneur and being a CEO. Make the transition by learning how to work within your Zone of Genius, manage your time, and set goals that keep your company on track.


Corporate Wellness

Want to work with major corporations? Shane Robson-Smith of Workplace Money Coach joins us in teaching about networking with key players, building your niche, and creating a dynamic workshop.


Advanced Marketing

Marketing is a language all its own, and this module will teach you how to be fluent in getting your message to the masses. You’ll create presentations, write newsletters, and work with PR reps and even GIF-ify your brand.


Advanced Programming

It’s always a good idea to keep fine-tuning your client experience—especially if you want to reach more people. This module will help you design new one-to-many offerings, extend the client-coach relationship and ensure that your client success path is golden.

Plus…you’ll receive access to the recording of each Ask-a-Coach call for a month.

We know that the more you grow your business, the busier you’ll be. And while we highly encourage participants to join our live monthly coaching calls, we get that it’s not always possible. So if you miss a call, you’ll have a month to rewatch it.

And FYI 🗣 You don’t have to have any financial background to become a successful coach.

Just take it from Jessica.

Jessica Kleine“FCA was one of the most intensive and informational courses I have ever taken! Anything and everything you would possibly want to know is in this course. I completed it having no background in finance, and I feel confident in building a successful financial coaching business.”

JESSICA KLEINE, Mindset Financial Coaching

You know the saying knowledge is power? Yeah, we call BS on that. We believe applied knowledge is power.

Our goal is to give you the tools, skills, and strategies that, when applied, can help you create the life and business of your dreams. And we hope that as you’re putting this knowledge into practice, you’re loving every minute of it.

Yes, EVEN MORE Financial Coach Academy® Reviews

Did we mention more than 600 coaches have already completed the Academy?

“I got my first beta client and I’m so darn excited! Thank you Kelsa Dickey and the Financial Coach Academy® for helping me get there. I’ve only just begun Module 3 too, so feeling on track. I was sitting on the sidelines for far too long before taking the plunge and (FCA) has been such a motivator.”


“FCA was the best decision I ever made and has enabled me to evolve to provide a slightly different offering to combine my accounting and financial wellness – I wouldn’t have been able to do this so eloquently these last 2 months had I not already had all the foundations in place from the FCA!”


“I’m lucky to have found out about FCA at the same time I discovered financial coaching as a career. I can’t imagine trying to figure out how to build a business and what coaching looks like on my own. If you’ve been thinking about purchasing FCA, you definitely should!”

Our FAVORITE Financial Coach Academy® Review To Date

Ready to add ‘Financial Coach’ to your resume and build a business you love?


  • 5 core modules that contain 30 lessons that will lay the foundation of a thriving coaching business (a $5,000 value per year)

  • 12 live monthly coaching calls every year for as long as the course is live (PRICELESS!!)

  • Your cohort 6 months of small group support (PRICELESS!!)

  • 165 downloads, templates, contracts and other materials you can use ASAP (a $2,500 value per year)

  • 4 Specialty Toolkits to enhance identity, confidence and skills as a financial coach ($3,988 value)

  • 4 advanced bonus modules to expand your offerings, creating more income and impact (a $4,000 value per year)

That’s a Total Value of $15,488+ per year*







*multiplied by every year you’re a coach!

Don't Miss It!
The Next Academy Cohort Launches December 7

Stuck in information paralysis?


We get it. This is a BIG decision. If you need to bounce ideas off of someone who’s been in your shoes, schedule a FREE Q&A call with The Financial Academy® team. During this 20-minute chat, we’ll give you an honest, no-pressure assessment of whether or not The Academy® will work for you. Either way, you’ll end the call knowing the best next step you can take to making your financial coaching dreams a reality.

This isn’t another course that will sit on your desktop collecting virtual dust.

Online courses are a dime a dozen, especially in the world of financial coaching. We’re not teaching you all the fancy terms and concepts like some of the other money gurus. What we’re offering you is a proven framework that you can customize to fit your clients’ needs and use over and over again to create repeatable success. Because let’s face it: expensive marketing tactics won’t grow your business. But real results will.

The average course completion rate in the US is a mere 12%. The Financial Coach Academy® has a 68% completion rate and countless success stories of people who took what they learned and used it to build their dream businesses.

Will you be next?


✓ Lifetime access at no cost. With FCA, you pay once for the course AND you get all updates. Forever. You’ll always have not only access to the course but THE BEST version of the course.

✓ Monthly live coaching calls. Open coaching calls with the Academy instructors are included for life. Calls are recorded, so you can catch the replay if you miss one.

✓ Your own coaching cohort. Six months (or longer if you choose!) of peer-to-peer support, feedback and accountability to make the journey of launching your business just a little more fun and a little less messy.

✓ Learn how to market and get clients. It’s one thing to design a great program (which we totally help you do), but it’s a whole other to learn how to talk about your value, what you offer, and how to price and market your services.

✓ Get all the materials you need to run your business. The Academy offers not just training resources but all the materials you need to run a business and serve clients (see the link to the full list below). We provide all things we use in our financial coaching business every day.

✓ Know what software and systems you actually need. You don’t need to pay for client-service software. We show you how easy it is to use apps and software that you likely already have – and so do your clients!

✓ Specialty Toolkits that deepen your understanding. You don’t need an accreditation to stand out from the crowd. These Specialty Toolkits help you coach at a higher, more professional level.

✓ Advanced modules that grow with you. We got you with Advanced Programming and Marketing, Corporate Wellness, and Thinking Like a CEO bonus modules—all designed to guide you during the stages of growth we know you’ll face as a successful financial coach.

The Financial Coach Academy® is for you if…

you’re looking for a formal training to help you feel confident in your identity and responsibilities as a coach (whether that’s part-time or full-fledged business empire).

you’re just starting out as a financial coach and you want evidence-based systems to help you launch your business on the right foot.

…you want to feel prepared and able to equip your clients with practical tools to tackle debt, savings and so much more during their sessions.

…you’re excited to differentiate between simply teaching financial concepts and effectively coaching on them.

…you’re struggling to justify the value of your services to clients.

…you care about achieving consistent positive results for your clients.

…you want to attract the right kind of clients and in a way that feels easy and enjoyable to you.

Got Questions? We have your answers!

A. How is your program different from other financial coach training programs?2023-11-01T09:01:47-07:00

Where do we start? Our program sets us apart from other financial coach training in a 10 big ways:

  1. We provide lifetime access to the course materials. So long as the course is around, you never lose access, 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!
  2. Monthly coaching calls! In addition to lifetime access to the course, you get ongoing access to our monthly coaching calls. These calls are open to any and all coaches who have enrolled in The Academy®at any point. You can even submit questions in advance and catch the replay if you can’t join live for any reason.
  3. We cover three main areas – financial concepts, business building strategies, and coaching skills. Our approach to each of these 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 work. We share what didn’t work for us and why. We live and breathe financial coaching every day!
  4. Our approach to financial concepts, for example, is behavioral and we provide skill-based applications and exercises you can do with clients. No other program combines the technical, financial aspects with the coaching elements like we do. We provide enough concepts to last you the first two years of coaching a client.
  5. The course follows the client journey and focuses on what your clients need at each stage so you can provide the most value based on where they’re at and how they’re feeling and thinking. This allows you to deliver amazing results not just through your coaching sessions but through the journey you lead your client through.
  6. We provide the materials and tools we use everyday in our financial coaching business. There is no other program that provides the same level of resources. You can see the entire list of resources here.
  7. 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 learn those topics – you don’t need to pay us, or anyone, for those lessons.
  8. 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. There are even downloadable pep talk audio files for you to listen as needed!
  9. Advanced Bonus Modules! Since you never lose access to the course, we expect your business to grow and be a success. When that happens, we know the challenges you’ll face and they’re different from when you first launch. We’ve been there too. The Advanced Modules in The Academy® grow right along with you covering things like launching a course or group program, thinking like a CEO and advanced marketing strategies.
  10. 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 values. We want you to fall in love with being a financial coach, so our goal is for you to be inspired by us and use what we provide as your foundation, not that you have to do everything exactly how we have.

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.

Before you’ve even completed the course, you will take your knowledge and passion for personal finance and turn it into a successful financial coaching career. 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.

B. I’m feeling overwhelmed. Is The Academy® the next best step for me?2023-11-01T09:03:25-07:00

Let’s cut to the chase. In the Financial Coach Academy®, we provide practical steps to help you become an amazing financial coach, who gets their clients outstanding results and while making a good living doing it. 

You will learn everything from client contracts and pricing to scheduling and marketing and so much more. 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.

We know there’s a lot to consider and it can feel scary and overwhelming. We want you to feel confident in your decision, which is why we offer a call with Lead Instructor and Financial Coach herself, Kelsa Dickey. Schedule here to gain clarity and confidence in your next steps of becoming a financial coach.

C. Do I need a degree in finance, a certification or any other qualifications to enroll in the Financial Coach Academy® or become a financial coach?2023-11-01T09:04:15-07:00

Certainly not. All you need is a desire to help people and a passion for personal finance. In fact, the majority of those who enroll in The Academy® do not have a background in personal finance.

We’re going to provide you with enough financial concepts to coach a client for the first couple of years they work with you. We provide not only the financial knowledge but we add in the behavioral and mindset elements too. After all, that’s financial coaching!

You don’t need a certification, a degree or any more education on personal finance to be an amazing financial coach or to enroll in the Financial Coach Academy®. We got you.


D. How long does it take to complete the course?2023-11-01T09:05:11-07:00
That’s probably the question we are asked MOST often and we really wish we had clear timeline we could give you. 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).
If we had to give you a timeframe to shoot for, the average for coaches completing The Academy® is 4-6 months. However, one thing to know is that we encourage you to go out and get clients after Module 2 (2-3 months after enrolling) because you have enough of your business built and skills gained to help people and that’s the goal right? That you help people! 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.
We know there’s so much to consider when making the decision to invest in yourself as a financial coach. 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.
E. What do FCA graduates receive to show they’ve completed the program?2023-11-01T09:06:34-07:00

We think know that coaches who complete the Financial Coach Academy® stand out. You’re different, in a good way. The approach you take to coaching your clients, the journey your clients experience working with you and the level of results you are able to achieve set you apart. We’re incredibly proud of that and want you to be too. We want you to shout it from the rooftops so we help you to do just that!

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. We also provide you with some sample language to put in your marketing to promote your commitment to your own professional development. We take the guesswork out of this part for you by giving you the exact language for your website.

F. Can you guarantee results? What’s your refund policy?2023-11-01T09:12:21-07:00

As a recovering perfectionist and control freak enthusiast, Kelsa understands the desire for some sort of guarantee of business success when taking this leap of faith. We can guarantee you’ll love The Academy® which is why we have our 60-day Satisfaction Guarantee*, but no one, not even us, can guarantee you success in business. Here’s what we can tell you:

Kelsa and her team are coaches first and foremost. We pride ourselves on getting our clients results and we’ve built The Academy® to be a coaching program, not just a digital course. It’s designed to keep you progressing, even when it gets hard.

We want more financial coaches in our world which is why we’ve poured a decade’s worth of lessons and hard work into this course’s materials, format and design. 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 provide all the materials we use everyday in our own financial coaching business and break down step-by-step how to create each one for yourself. We coach you on your mindset as you’re growing and learning because one thing Kelsa learned early is this:

Your business will only grow to the extent you do.

The Academy® is going to challenge you because we know you are capable of great things and that growth is required for business success. But we’re just your coaches, your guides, you have to commit to doing the work, which is why we can’t guarantee specific results.

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

*The Academy® comes with a 60-day refund policy. We want you to be satisfied with your purchase, but we also want you to give your best effort to apply the strategies in the course. In order to received a refund, you have to request it within 60 days of your purchase and submit completed course work. See here for all the terms and conditions of The Academy® refund policy.

G. Kelsa provides so much free content, is FCA necessary?2023-11-01T09:13:05-07:00

If you’re part of our Facebook group, Financial Coaches Unite, then hopefully you’ve watched and reviewed a good amount of the free resources we offer in the guides section of that group. We offer a lot. There are 11 different guides that include more than 100 posts and 50 videos. That is HOURS UPON HOURS of free financial coach training. There are also free downloads and resources, like our example coaching agreement.

They are great. But they’re not The Academy®.

The Academy® is far more robust because you get everything, and I do mean everything, you could possible need to become a coach and run a coaching business. You get the entire blueprint of how to attract the right clients, how to sell to them without being sales-y, how to design your program, how to coach and move clients through your program, and how to get feedback and reviews so you can get more just like them. In addition, you get all the materials and resources you could possibly need because we give you all the materials we use in our coaching business. And unlike the guides, you don’t have to piece it all together. The Academy® is ordered in a way where all you have to do is follow along.

So yes, the guides are great, but they are truly just the tip of the iceberg. If you are looking for a proven, methodical, step-by-step process for becoming a financial coach that gets your clients amazing results, enroll in the Financial Coach Academy® today.


H. What if I have questions while I’m taking the course? Can I email you?2023-11-01T09:14:21-07:00

You’ll definitely have questions as you are becoming a financial coach and we are here to help you navigate any uncertainty quickly! That’s why we host a monthly coaching call for ALL Academy coaches enrolled which is the best place to get your questions answered. You can even submit questions in advance and the recording of the call is provided in your course dashboard.

In addition, 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 7,000+ 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).

We respond to questions in the group as often as we can, but can’t guarantee that we will answer your question. We’re tagged a lot. Just know we try our best and think we do a pretty good job!

The Academy® is incredibly detailed and thorough; we think you’ll be blown away by just how robust it is. But if you need more guidance and want more access to the FCA instructors, consider joining 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.

I. Does The Academy® teach the basics of personal finance?2023-11-01T09:25:49-07:00
The Academy® covers financial concepts, but we want to stress that those concepts are just a small part of financial coaching. The vast majority of people who enroll in The Academy® do not come from a finance background. You do not need a greater than average understanding of finances to enroll in The Academy® or be a financial coach. There’s a good likelihood that most of the financial concepts you’ll need to know, you already know to some degree. Just by being a consumer and managing your own money, you’ll have a good enough grasp of personal finance to coach someone.
And actually, the financial terms and concepts are some of the easiest parts of being a financial coach. The hardest part of coaching is taking the financial terms and adding the coaching element to them. That’s where The Academy® really shines.
We take major financial topics (shown below) and coach you on the technical aspect of them, AND THEN add in the behavioral and mindset components. You’re coaching the whole person on their money, not just their money, so The Academy® covers both personal financial topics and the coaching around them. 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
But again, let me stress, a financial background isn’t necessary to enroll in The Academy® or become a financial coach, if that’s what you’re really wondering.
J. My business is not located in the U.S. will The Academy® still work for me?2023-11-01T09:27:34-07:00

Yes, absolutely. We’ve had coaches from across the world enroll in and complete The Academy® with huge success.

There is one supplemental video at the end of Module 1 that is all about business structures and options for incorporation that is for U.S. businesses only. We also talk about payment processors like PayPal and Stripe, which are not used in some countries. But often, coaches know which payment processors are commonly used in their country.

But everything else (and it’s a LOT) in the course applies. The fundamentals of The Academy® are all about the client journey, human behavior, and our mindset as coaches, and that applies no matter where you are from.

Questions About The Cohort? Here are some answers!

A. What is the Cohort?2023-11-01T10:00:33-07:00

When you enroll in the Financial Coach Academy® you will have the opportunity to connect with a cohort of peers who are working through The Academy® too. The purpose of the cohort is to give you connection, support and a network of other coaches who are learning and working on the same things as you. Community is an important ingredient in the success of any entrepreneur and having your cohort to tap into will help you make the most of the Academy and get your business off the ground quicker and more successfully than going it on your own. 

Your cohort will consist of other coaches who have started The Academy® around the same time as you, so you will all be progressing together and will be able to help each other brainstorm, problem solve, provide accountability, feedback, support and more. For even more details about the cohort, click here

B. What is the commitment like for the cohort?2023-11-01T09:56:18-07:00

The cohorts are member-run and the meeting frequency is determined by each individual cohort. However, we will help you get things started with a kick-of call to help your cohort through figuring out the following:

  • Who everyone in your cohort is (you’ll finally get to meet each other!)
  • How your cohort will get and stay connected with each other,
  • What different support systems and structures will best support you,
  • How to decide when, where, and how often to meet,
  • The purpose of the meetings you schedule with each other (i.e. accountability, marketing feedback circles, brainstorming sessions, power hours – there are so many awesome options!),
  • Who is in charge of leading the meeting, making sure everyone stays connected

Every cohort is unique. We’ve helped establish enough of them now to know the very best practices and most creative ideas for making your cohort a success. There are some cohorts that meet more often than others and you can join the group that works best for you.

C. Should I wait to purchase FCA closer to the cohort start date?2023-11-01T09:57:56-07:00

There is no need to wait until it is closer to the cohort kickoff date. You can join right now and get started building your business and then connect with your cohort of peers in just a few short weeks. No need to wait on getting your business started!

D. What if I can’t contribute that much? Should I wait to participate?2023-11-01T09:58:20-07:00

There will be busy seasons for any entrepreneur and times we can contribute more than others will be a normal part of the journey. If you can’t contribute much right now, that’s OK. We definitely recommend that you still find a cohort to connect with so you can tap into the group when you are able. Having the cohort as a resource can often help provide the extra motivation or external accountability that can really help you to keep things moving forward even during a busy season of life. 

E. What if I don’t join this next cohort but want to later?2023-11-01T09:58:56-07:00

If you get into it and realize you would like to join a later cohort, you can just shoot us an email and we can help you out!

Enroll in The Financial Coach Academy® today!


  • 5 core modules that contain 30 lessons that will lay the foundation of a thriving coaching business (a $5,000 value per year)

  • 12 live monthly coaching calls every year for as long as the course is live (PRICELESS!!)

  • Your cohort 6 months of small group support (PRICELESS!!)

  • 165 downloads, templates, contracts and other materials you can use ASAP (a $2,500 value per year)

  • 4 Specialty Toolkits to enhance identity, confidence and skills as a financial coach ($3,988 value)

  • 4 advanced bonus modules to expand your offerings, creating more income and impact (a $4,000 value per year)

That’s a Total Value of $15,488+ per year*





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