Financial Coach Training
Build your financial coaching business on a solid foundation or take it to the next level.
Have you been wanting to give financial coaching a try but aren’t sure where to start?
Or have you already jumped in but find yourself getting lost in the systems, tools, and processes you need to successfully run your business?
Do you feel like you need someone to show you the way?
Great. You’re in the right place.
The Financial Coach Academy™ is a virtual course designed to teach you practical, tried-and-true methods for starting or leveling up your financial coaching business.
Learn how to become a financial coach (or how to become a better financial coach).
The Financial Coach Academy will teach you how to create and efficiently run your financial coaching business all the while learning how to attract clients and become an effective coach. Our instructors aren’t academics or researchers. They are financial coaches who teach while also running and growing their financial coaching business for more than a decade.
It’s a practical, easy-to-follow course that gives you the confidence to start or grow your coaching business, whether it’s a side hustle or your primary source of income.
Create a business that can last a lifetime.
In order to effectively run your financial coaching business, you need to master financial concepts, refine your coaching skills, and gain business acumen. It’s what sets the Financial Coach Academy apart from other financial coach training programs. We don’t just focus on financial theories or coaching skills. We look at your whole business.
Financial Coach Training That Benefits Your Whole Business
Financial Knowledge
Get a solid foundation of financial concepts and best practices
Coaching Skills
Learn the necessary skills to successfully coach your clients
Business Acumen
Create efficient, effective systems to manage your business
Save Time.
Jumpstart Your Business with Financial Coach Training.
We are here to demystify and decrease the amount of time it takes to get your business off the ground or to the next level. By giving you an honest, no-holds-bar look at how we run our business and by providing all of the materials we use and have created over the last decade, you’re building with a blueprint – not trying to draw up the plans. Imagine all the handouts, materials and contracts it will take you hours to create on your own, handed to you on a silver platter instead.
That’s what you get with the Financial Coach Academy.
Financial Coach Training
Lessons and Materials
Create Your Business
Identify your purpose, find your target client, and define what success looks like to you.
Client Conversion
How to make a good first impression, onboard clients, and overcome initial objections.
Program Development
Design your coaching packages, create your ideal schedule, and figure out pricing and collecting payments.
Beginner Marketing
How to start and have conversations that create cash, build a network of referral partners, and create social proof.
Financial Concepts (Pt. 1)
Define your coaching role, learn how to ask effective questions, and go beyond budgeting.
Financial Concepts (Pt. 2)
Offer services beyond one-on-one coaching, provide advanced exercises for long-term clients, and navigate tricky coaching situations.
Sales Lab Training
Have complete confidence during a sales conversation, practice role-playing scripts, and learn how to think in the client’s best interest.
Advanced Marketing
How to host workshops, attend expos, start a podcast, create Facebook ads, and find speaking engagements.
Corporate Wellness Training
How to create and run a successful corporate wellness program designed to help employees achieve financial wellness.
Looking Ahead
Goal planning and budgeting for your business, effective time management and hiring your first employee.
The Financial Coach Academy is currently the only financial coaching training program that meets the education requirements set forth by the Certified Professional Financial Coach program.
Learn about becoming a Certified Financial Coach here.
What’s Included
All content is released weekly, one module at a time, so you cannot rush ahead or will not get overwhelmed if you fall a week or two behind. Missing a week does not mean missing out on the Academy.
Lifetime access to the materials is included in the cost of the Financial Coach Academy.
We don’t expect you to get everything right off the bat. We cover a lot of material, and we want you to have the ability to go back and watch whatever lessons you need as issues and questions pop up in your business. You’ll never lose access to the materials in the course. We’re in this for the long haul.
Which course should I take?
Live vs. Self-Paced
We created the Academy to have live and self-paced versions because we wanted you to have options. We cover the same material in both versions of the course, the only difference is how you want to take it. Both are facilitated online and taken from the comfort of your home.
The Live Course
Financial Coach Academy Live happens twice a year – in the spring and the fall. It’s limited to 20 students per semester to allow for plenty of interaction and real-time feedback with the instructors and your fellow students.
With the live course, you are guaranteed to get the most current version of the Academy which includes up-to-date explanations and demonstrations of the systems and software we are using right now.
The Self-Paced Course
The self-paced version allows you to take the course on your own time and learn at your own pace. Anyone who enrolls in the self-paced course has the option to upgrade to the live course later for a discounted price.
The self-paced course is a recording of the FCA live version which has taken place within the past year, ensuring that the resources and materials are never stale or outdated.
Pricing and Payment Plans
We created the Academy to have live and self-paced versions because we wanted you to have options. We cover the same material in both versions of the course, the only difference is how you want to take it. Both are facilitated online and taken from the comfort of your home. The biggest difference is timing.
The FCA Live course is held twice a year, once in the spring and fall. The self-paced course is taken on your schedule. You can start today! With the live course, you are guaranteed to get the most current version of the Academy which includes up-to-date explanations and demonstrations of the systems and software we are using right now. The self-paced course is a recording of a recent live version of the course, ensuring the materials are never stale or obsolete.
Live Course
- The Course Includes:
- – 10 lessons, released weekly
- – 90 Videos
- – 32 Mastermind Lessons
- – 160 Downloads, Templates & Handouts
- – Unlimited access to a private, online mastermind group
- – Weekly live Q&A calls
- – Real-time one-on-one feedback and coaching with your instructors
Self-Paced Course
- The Course Includes
- – 10 lessons, released weekly
- – 90 Videos
- – 32 Mastermind Lessons
- – 160 Downloads, Templates & Handouts
Not sure which version of the course is right for you? Here are a few things we want you to consider.
We want you to be as confident in your decision to take the course as we are in its ability to help you create a successful business.
Schedule a free, no-pressure call with Kelsa to help you talk through your best option.
Get Inspired to Create the Business You Want to Run
Unlike some financial gurus, we don’t believe there is one right way to be a financial coach or any coaching method out there that works for every single person.
We have put a lot of work into creating the Academy because we wanted to make it the most comprehensive financial coach training course in the industry. And while it comes with a huge library of worksheets, resources, tools, and spreadsheets to help make creating your own coaching business easier, our hope is to inspire you.
We give you everything we have created as a model so you can tweak and recreate versions of these docs for your business. No two coaching businesses are alike, and no two coaches are alike. We’ll show you what’s worked for us, but we don’t believe you need to mirror our exact process to create your own success.
Who Should Join the Financial Coach Academy?
New Financial Coaches – If you are just starting out as a financial coach and want to have evidence-based systems in place, gain mastery of more advanced financial concepts and coaching strategies, and graduate with a proven business model integrated into your financial coaching practice, the Academy is for you.
Established Financial Coaches – If you are an established financial coach who wants to take your business to the next level by gaining mastery of business concepts while getting advanced training in finances and coaching skills, the Academy is for you.
Professionals Looking for a Career Change – If you are good with your money, love helping your friends and family with their budgets as a hobby or side hustle, and want to turn your passion into a career, the Academy is for you. Same goes for financial professionals and entrepreneurs who want to move away from corporate America and start your own business.
Financial Advisors – If you are a financial advisor who wants to add services and value for your clients or are looking to focus on day-to-day finances rather than investments and insurance, the Academy is for you.
Other Professional Coaches – If you are a business coach, personal organizer, life coach or another professional coach who wants to have a proven system that will help your clients manage their personal finances, the Academy is for you.
What Academy Graduates Have Said
Meet Your Instructors
Jill, Kelsa, and Michael
Why We Created the Academy
Financial Coaches have the power to change the world. We truly believe that. In fact, it’s why we created the Financial Coach Academy.
Kelsa had such a passion for what she did that she wanted to help everyone take the stress out of managing their money. Literally everyone. But knowing there was just one Kelsa, she knew it wasn’t possible. Who has that kind of time? She grew her team to include her husband Michael and Fiscal Fitness’ lead coach Jill Emanuel.
But that was just the start. We realized if we created a course that showed everyone what we have learned over 10 years of helping clients and running a successful business, that we could help more coaches coach more people. The Financial Coach Academy is our way to help as many people get financial coaching as possible. So thank you for contributing to our long-term goal. We are so glad you want to become (or already are) a financial coach
Not Sure If You’re Ready to Take the Course?
No worries. We get it. It’s a big commitment. But we still want you to be a part of and learn from a community of coaches. So if you haven’t already, join our free, open Facebook group called Financial Coaches Unite. This is a 3,000+ member group with coaches from all over the world who are posing questions, learning from one another, and figuring out how to become the best coaches they can.
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:
Option #1: Self-Paced
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.
Option #2: Live Course
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.
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.
For more information, read about Financial Coach Academy’s terms and conditions and privacy policy.
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 info@fiscalfitnessphx.com to set up a discovery session to find out if this program is right for you.
Start the Financial Coach Academy Today
Live Course
- The Course Includes:
- – 10 lessons, released weekly
- – 90 Videos
- – 32 Mastermind Lessons
- – 160 Downloads, Templates & Handouts
- – Unlimited access to a private, online mastermind group
- – Weekly live Q&A calls
- – Real-time one-on-one feedback and coaching with your instructors
Self-Paced Course
- The Course Includes
- – 10 lessons, released weekly
- – 90 Videos
- – 32 Mastermind Lessons
- – 160 Downloads, Templates & Handouts
Lifetime access to the materials is included in the cost of the Financial Coach Academy.
Unlike other financial coach training programs, once you commit to taking the Academy, you will always have access to its materials. We don’t expect you to get everything right off the bat. We want you to have the ability to go back and watch whatever lessons you need to as issues and questions pop up in your business.
More Happy Graduates
How Our Financial Coach Training Can Help
Ready to catapult your financial coaching career?
Start Learning Today. Purchase the Financial Coach Academy!Before you go…
Check out our annual event for financial coaches by financial coaches.
The Financial Coaching Symposium is a two-day, business intensive for financial coaches designed to up your game and takes your business to the next level. Come ready to work, learn from your peers, expand your coaching network, and evolve your financial coaching business.
