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 an online course designed to walk you through every aspect of how to start or level 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 walk you through step-by-step how to create and efficiently run your financial coaching business.
This isn’t a passive course. You’ll build your business (and even take on clients!) as you go. 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.
The Academy is 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 learn and implement best practices for your business. That’s why we don’t just focus on financial theories or coaching skills in the Academy. We have you do the work and examine your whole business, all while give you a behind-the-scenes, all-access pass into how we run our own six-figure coaching 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.
Financial Coach Training: Get Your Business Running Like a Well-Oiled Machine
Core Concepts and Materials
We have identified five core concepts that every financial coach needs to get their business up and running. The Academy has assigned each of these concepts a module, and within each module is a series of videos, handouts, materials and actions to complete. Because the course is designed to have you build your business as you work through it, by Module 2, you’ll be taking on Beta clients. And by the time you finish all five modules, you’ll have your business 100% up and running.
MODULE 1
Clarity on Who You Are and Who You Serve
Understand your purpose and your Why behind your business
MODULE 2
A Client’s First Experience Working with You
Getting clients booked and coached
MODULE 3
Building Long-Term Client Relationships
Design a client experience they won’t forget
MODULE 4
Selling Your Coaching with Integrity
Sell your discovery session or programs with confidence
MODULE 5
Marketing Your Financial Coaching
Get out there and create a brand and a name for yourself
The question we get asked most often about the Academy is how long it takes to complete the course. Our answer is that’s really difficult to say because it’s self-paced. You can go at your own pace and because some lessons will be harder than others based on your own skillset, how long the course takes is up to you. Because there are so many lessons and exercises, this is not a course you will finish in a day or a week. In fact, we recommend you don’t try to rush through it in less than a month’s time.
But by the end of Module 2, we encourage you to go out and start getting clients while you finish the Academy. The goal is that you start to meet with clients relatively quickly while you continue learning and launching the rest of your business.
But wait! There’s more!
Once a coach has worked their way through the five core modules, they have completed the course. Their Academy graduate seal is on the way! But we have five bonus modules for anyone looking to specialize or dive deeper into aspects of their coaching business.
The Five Bonus Concepts are:
Bonus Module 1
Thinking Like a CEO
Mindset work, pep talk videos, time management, and business goal setting
Bonus Module 2
Advanced Programming
Creating scale and leverage in your business using group programs or alternative coaching models
Bonus Module 3
Corporate Wellness
Design and run a financial wellness program for corporate clients.
Bonus Module 4
Advanced Marketing
Podcasting, creating and giving signature presentations, design and hosting workshops and events
Bonus Module 5
Q&A Recordings
Q&A sessions with the Academy instructors and coaches who went through the live version of the Academy
We teach every concept in all modules the same way.
Our method is to:
TEACH – We first teach you the concept.
SHOW – We demonstrate how we have applied the concept to our business and how it works for us.
GUIDE – We walk you through how to apply the concept to your business.
To illustrate this, let’s take the program design portion of the Academy included in Module 3.
FIRST – We teach you the ins and outs of a coaching program, why it’s the best fit, other options to a program model, why we don’t recommend certain models, characteristics of a program, etc.
SECOND – You see our program. We show you what we put our clients through every day, our pricing flyer, our skills checklist, etc.
FINALLY – We guide you through creating your own coaching program based on your ideal client.
What’s Included in the Academy?
All content is released as soon as you purchase the course, and 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 so long as the course is around.
We’re in this for the long haul.
Pricing
Enroll in the Academy Today
- The Course Includes
- – 10 modules, released immediately
- – 125 Videos
- – 165 Downloads, Templates & Handouts
We do not issue refunds for the Financial Coach Academy, so schedule a free 20-minute Q&A call if you want to make certain the course is right for you, right now.
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, Michael, and Jaclyn
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.
Our coaching business began with Kelsa. She had passion for what she did and 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 they created the Academy in 2016 to start training more coaches.
But that was just the start. Two of the coaches who’ve gone through the course, Jill Emanuel and Jaclyn Wise, joined Kelsa’s team and are now Academy instructors too.m We launched a completely revamped and redesigned Academy in 2021 that features everyone on this expanded team.
By creating a course that is accessible to anyone and shows everyone what we have learned over 10 years of financial coaching, we can 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 mission. 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 5,000+ 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.
The lessons are all previously recorded and available immediately, so you can watch them anywhere, at any time.
All attendees of the Academy are invited to join a Facebook group just for FCA graduates and our free Financial Coaches Unite FB page. Financial Coaches Unite is a 5,000+ 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.
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.
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.
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!
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 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 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.
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.
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 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
Enroll in the Academy
- The Course Includes
- – 5 Modules
- – 125 Videos
- – 165 Downloads, Templates & Handouts
- – 5 Bonus Modules
We do not issue refunds for the Financial Coach Academy, so schedule a free 20-minute Q&A call with us if you want to make certain the course is right for you, right now.
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.
