Financial Coach Training2022-08-16T22:01:53+00:00

Get Training And
Become a Financial Coach

Let us show you what we’ve figured out: financial coaching is the most rewarding way to make a living.
Gain coaching skills, design your program, get clients, and build your financial coaching business with The Financial Coach Academy.

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Do you want to become a financial coach but aren’t sure where to start?

Have you tried DIY’ing it with free training, podcasts, and blog posts, but still feel like you’re spinning your wheels?

Do you want to feel absolutely confident in your ability to get clients results?

Does the idea you could make a living, doing work you love, and that actually helps people get you excited?

Do you wish someone would show you precisely how to do all of it?

Great. You’re in the right place.

The Financial Coach Academy™ is an online course and coaching program designed to walk you through every aspect of becoming a financial coach.  We believe financial coaching is the most rewarding way to make a living, but only if you do it right. The Academy sets you up to coach with confidence and run a professional business that adds to your life.

The best part? You can start the Academy today.

Start the Academy

Financial Coach Academy Reviews

“I can’t even really believe I was calling myself a financial coach before taking the Financial Coach Academy. I could not recommend this program enough to anybody who is motivated to grow their coaching business and learn from the best of the best.”

MEERA MEYER, Life Money Balance

“Before enrolling in FCA, I had a passion and a dream but hadn’t made any steps toward launching my financial coaching business. I have my MBA and can confidentially say that the FCA program is like an MBA for financial coaches. I am still amazed that with the help of the FCA I’ve been able to build a business from the ground up and in just 16 weeks!”

AMANDA BOUZAKINE, Broad Park Financial 

“I started Financial Coach Academy with the thought of starting a side business along with my current career, and I am now committed to doing this full-time. I took another coaching course from a well-known financial personality and, although I got a lot out of it, there was nowhere near the detail provided by FCA.”

A Financial Coaching Program That Covers It All

The Financial Coach Academy™ will walk you through step-by-step how to become a coach and efficiently run your business.

After more than a decade of running our financial coaching business and years of running this course, we have identified the five core concepts that every financial coach needs to be a successful coach.

The Academy has assigned each of these concepts a module, and within each module is a series of lessons, videos, handouts, materials and actions to help you work through mastering this concept. Because the course is designed to have you build your business and grow your coaching skills as you work through it, by Module 2, you’ll take on clients.

And by the time you finish all five modules, you’ll have the coaching skills to serve clients confidently and a business that is 100% up and running. Who knows, you might even start to enjoy selling your services. (WARNING: This is a common side effect of completing Module 4.)

Get Training Created By And Specifically For Financial Coaches

Financial coaching is a different kind of business.

You need financial knowledge and numbering crunching abilities people usually only associate with financial advisors.

You need the ability to help people change their behaviors and mindset which are usually traits associated with business or life coaches.

You also need the drive and discipline of any other entrepreneur running a business.

Being a financial coach takes mastering a unique blend of skills and traits.

It’s one of the many reasons we love being financial coaches and think financial coaches are so freaking awesome. 

 That’s why our program doesn’t just focus on financial theories or coaching skills. It covers this trifecta of skills to serve as your foundation. 

The Only Financial Coach Training That Provides Specific and Detailed Guidance on All 3 Areas:

Expand Your Coaching Skills

It’s one thing to teach a client a financial concept. It’s a whole other skillset to coach them to change their behavior. We teach you how to be an effective coach who gets better and quicker results from your clients.

Gain Financial Knowledge

We teach you all of the same financial concepts we teach our own clients. You will build upon the natural skills you already have with money and get more financial exercises to work through with your clients.

Get A Business Blueprint

Build the systems and master the tech needed to run a business that’s as close to auto pilot that it can be. And no, you don’t need to spend hundreds of dollars every month on fancy software to do it.

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

WE ARE FINANCIAL COACHES

Financial Coach Academy Reviews

“Prior to taking the Academy I felt like I was constantly spinning my wheels, but going no where. FCA provided the traction for me to take my idea/dream and turn it into a reality. The program gave me the confidence I needed to quit my job and pursue financial coaching full-time.”

DAVID GOURLEY, The Budget Teacher

“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.”

“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

What’s Included in the Academy?

All content is released as soon as you purchase the course.

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Core Modules designed to get you coaching as soon as possible by covering your mindset, the client’s journey, how to coach, financial knowledge, selling and marketing!
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Lessons designed to walk you through each phase of launching your coaching business in step-by-step detail.
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Monthly live coaching calls every year to help you overcome any setback or hesitation. Oh, and you can join these calls for years and years to come!
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Downloads, templates, contracts and materials to use in your business and with clients right away (see full list below)!
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Bonus Modules for to help you expand your offerings into things such as online courses, mastermind, group programs and more!

THE ACADEMY IS MORE THAN JUST AN ONLINE COURSE! MONTHLY LIVE COACHING CALLS ARE INCLUDED!

Get your questions answers, get unstuck, and get advice from the creators and instructors of the financial coach academy in real time. Calls are hosted on Zoom on the last Wednesday of the month. They are open to ANY coach who has enrolled in the Academy, at any point.

We offer lifetime access to the Academy, and this monthly call is part of that access. 

Already sold? See Pricing

Modules, Lessons, and Topics Covered in the Financial Coach Academy

Module 1

Clarity On Who You Are And Who You Serve

Understand your purpose and your Why behind your business. 

Module 1 Lessons

LESSON ONE: Why people will hire you

LESSON TWO: Clarify your vision for the business you are building and what you will call yourself

LESSON THREE: Identifying and refining your ideal client

LESSON FOUR: Your business name, tax, license and legal protections

By the end of this lesson, you will have:

  • Gained clarity on who you are and who you serve.
  • A clear vision for what kind of business you’re creating.
  • Identified your niche.
  • Learned the challenges your ideal clients are experiencing.
  • Embraced where your desire to become a financial coach comes from.
  • Begun crafting that into a compelling Why story.
  • Picked a business name and chosen a title.
  • A good understanding of some administrative and legal steps you can take for your business right now.

Module 1 Feedback

Module 2

A Client’s First Experience Working With You

Attracting Clients and How Your Initial Coaching Sessions Go

Module 2 Lessons

LESSON ONE: Taking the lead from the first conversation

LESSON TWO: Qualifying a client to confirm coaching readiness

LESSON THREE: Delivering your first session and Wow! the client with clarity and results

LESSON FOUR: Starting to work with your first few clients

By the end of this lesson, you will have:

  • Mapped out a client journey for your business.
  • Created your sales conversation process.
  • Designed and launched your initial coaching session with clients.
  • Activated a scheduling software.
  • Built a tracking system for leads, prospects, and clients.
  • Announced you’re looking for clients (maybe even had a couple practice clients under your belt as well)

Module 2 Feedback

Click the arrows to see the reviews!⤴

Module 3

Building Long-Term Client Relationships Through Amazing Results

Design a client experience they won’t forget – and neither will you!

Module 3 Lessons

LESSON ONE: Step-by-step program development and design

LESSON TWO: Dozens of financial concepts delivered with a coaching spin

LESSON THREE: Boundaries and crucial conversations as a coach and entrepreneur

LESSON FOUR: Systems that support you, free up your time and make coaching your clients easier

By the end of this lesson, you will have:

  • Designed a coaching program for your business.
  • Created really great content that gets your clients results.
  • Learned effective coaching skills.
  • Explored various financial concepts from a coaching perspective.
  • Adopted the four key roles you’ll play as a coach.
  • Learned the art of asking effective questions.
  • Drafted your Coaching Agreement.
  • Designed and launched an onboarding sequence to lead clients through.
  • Built a tracking system for your clients’ journey through your program.
  • Established important policies to help you establish boundaries and expectations with clients.

Module 3 Feedback

Module 4

Selling Your Coaching With Integrity

Invite clients to start and continue their coaching with confidence

Module 4 Lessons

LESSON ONE: Bridging the gap

LESSON TWO: Mindset of sales

LESSON THREE: Energy of sales

LESSON FOUR: Scripts and objections

By the end of this lesson, you will have:

  • Identified where your clients are today, where they want to be and how your services help to bridge that gap.
  • Brainstormed ways your coaching program helps clients to solve their current challenges.
  • Reflected on what you appreciate and dislike about sales conversations you’ve experienced.
  • Designed a pre-game sales strategy.
  • Learned the strategy of “teeing up” your coaching.
  • Wrote out pivot statements for your Discovery session.
  • Learned how the energy in your workspace impacts your sales conversations.
  • Explored various objections you may hear and how you’ll respond to them.
  • Identified 10 benefits of your coaching.
  • Outlined how you will wrap up your Discovery session for three scenarios that could occur.

Module 4 Feedback

Click the arrows to see the reviews!⤴

Module 5

Marketing Your Coaching 

How to create a brand and a name for yourself so you attract eager clients

Module 5 Lessons

LESSON ONE: Developing referral relationships

LESSON TWO: Rocking your social media

LESSON THREE: Creating a killer website

LESSON FOUR: Designing marketing resources

By the end of this lesson, you will have:

  • Established goals for your referral marketing and social media marketing.
  • Learned strategies for identifying and establishing referral relationships.
  • Identified who’s in front of your ideal clients on a regular basis already.
  • Brainstormed ways your coaching program helps their clients to solve their current challenges.
  • Designed a reach-out strategy for connecting with referral partners (templates provided!).
  • Designed a follow-up strategy after a one-to-one with a referral partner.
  • Launched a social media strategy for your financial coaching business.
  • Outlined a social media content calendar that matches your goals and builds trust with prospects.
  • Learned about the key components of your website.
  • Wrote out the copy for your website.
  • Explored various commercials and taglines you can use to gain the most from the networking meetings you attend.

Module 5 Feedback

Lifetime access to the course and all of its 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 because we love financial coaching. 

Yes, even more Financial Coach Academy Reviews

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

“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.”

A Program Designed to Grow With You – The Bonus Modules

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 as we said, the first five modules are just the core concepts. There’s so much more.

As you grow your business, we have created bonus modules to guide you there too.

You may want to add a course, group program, or mastermind in addition to your one-on-one coaching. We cover each one of those in the Advanced Programming Bonus Module.

In the Thinking Like a CEO Bonus Module, we help you devise a strategy and plan for hiring your first assistant or support person.

In Advanced Marketing, we help you create your signature presentation and fun gifs!

If you think you might want to offer your services to corporations, we give you our entire Corporate Wellness strategy

The five bonus modules are designed to help you and support you beyond your initial launch.

BONUS MODULE: Thinking Like a CEO

Includes:

  • Taking action in your business
  • Working in your Zone of Genius
  • Planning and goal setting for your business
  • Managing your time as a business owner
  • Finance and operations

BONUS MODULE: Corporate Wellness

Design and run a profitable financial wellness program for corporate clients. Learn how to network with key players, develop you niche, build a dynamic workshop, and land your first corporate client from your academy instructors as well as Shane Robson-Smith of Workplace Money Coach.

BONUS MODULE: Advanced Marketing

Lessons include:

  • Creating your signature presentation
  • Writing your got-to-open-it newsletter
  • Getting PR stories and featured articles
  • SEO and Google Analytics for financial coaches
  • Gif-ify your brand (let’s make gifs!)

BONUS MODULE: Advanced Programming

Lessons include:

  • Understanding your client success path
  • Setting the stage
  • Designing your one-to-many offering
  • Extending the coach-client relationship
  • Daily money management

BONUS MODULE: Q&A Recordings

Includes the most recent Q&A session with the Academy instructors. Every month, we host a coaching call for any coach who has enrolled in the Academy. That recording lives here until we host the next call and upload it. You’ll always have access to the most recent Q&A session.

How We Structure Our Financial Coach Training

And How We Get You To Take Action

Anyone can learn how to be a coach. We want you to become a coach.

In the Academy, we teach you and provide everything you need to become a successful financial coach. We show you how to do it all (everything from creating materials for your clients to materials for your marketing) but we don’t stop there.

You know the saying “knowledge is power”? Yeah we call BS on that. We believe “applied knowledge is power” and our goal is that you are applying all the tools, skills and strategies we give you. Our goal is that you are attracting clients, inviting them to work with you, coaching them toward amazing results for their life and money and most importantly, that you’re loving the journey.

That’s why we nudge you in loving ways throughout the course to continue making progress and to go out, talk to people and actually DO THE THING (financial coaching). We are coaches. The course isn’t designed without giving lots of thought to what YOU need in addition to knowledge in order to confidently coach your clients and make a living doing this work.

Our course is designed for the coach who is ready to take action and become a coach, whether that’s as a side hustle or making coaching your primary source of income. And it’s for coaches who feel a bit nervous too. Don’t worry, we got you.

Know Exactly Where You Are With the Rubric

Every module also includes a rubric, which is your guide to the lessons and their associated actions in that module. We’ve separated each lesson into four action steps: learn, design, build and finesse.

LEARN

Watch the lesson videos and absorb what we’re teaching.

DESIGN

Plan, brainstorm, and sketch out how that lesson applies to your coaching, using all the templates and examples we provide as guides.

BUILD

Create and build each step of your client journey for your business. Watch as your business starts to come together – step-by-step!

FINESSE

Specific steps to help you refine and perfect what you’ve built over time to make it more authentically you!

Here’s The Module One Rubric

Notice the turtle? We’ve included those little guys in the rubrics to callout the places coaches commonly get tripped up. And then we help you move past them!

Start the Academy TODAY – Purchase Here

How long does it take to complete the Academy?

That’s the question we get asked most frequently. Our answer is that’s really difficult to say because it’s a self-paced course but the average is 4-6 months.

You can go at your own speed so there is no set time. And because some lessons will be easier than others based on your own skillset, how quickly you complete the course is really up to you. We aim to provide the whole shebang with this course so keep in mind you are building your business and practicing your coaching as you go. This is not a course you will finish in a day or a week because you simply can’t launch a business or learn how to coach in that amount of time. In fact, we recommend you don’t try to get through it in less than a month’s time.

But we don’t want you waiting to coach clients until you complete the entire course. By the end of Module 2, you have enough of your business built and you have enough coaching skills to help people, so we encourage you to go out and start getting clients while you finish the remaining modules. The goal is that you start coaching relatively quickly while you continue designing your program and building your business.

Our FAVORITE Financial Coach Academy Review To Date

Pricing

One Payment of

$2,997
  • Pay-in-full

Six Payments of

$597
  • The second payment will be processed 30 days after your first payment and so on.

Who Should Take the Academy?

  • New Financial Coaches – If you are just starting out as a financial coach and want to have evidence-based systems in place, learn exactly how to integrate the coaching and financial parts of financial coaching, feel confident in your ability to get clients results, and graduate with a proven business model, the Academy is for you.

  • Professionals Looking for a Career Change – Financial coaching is the most rewarding way to make a living. 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.

Psst. If you’re an established financial coach looking for concepts you can explore with your more advanced clients, you might be better served by the Financial Coaching Toolkit.

The Academy helps you launch your business and will give you the tools and skills necessary to coach clients during their first couple of years with you as their coach. The Toolkit was designed for coaches who are looking to better serve their more veteran clients with advanced resources and coaching exercises. If you feel confident in your business model and have clients who have been working with you for 2+ more years, the Toolkit may be a better fit for you. If you’re not sure which offering is best for your business, schedule a free 20-minute, no pressure call with Kelsa to help you figure it out.

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. We love financial coaching. Honestly, we’re a wee bit obsessed.

Our coaching business began with Kelsa Dickey. She had passion for financial coaching and wanted to help everyone take the stress out of managing their money. Literally everyone. (See, obsessed.) 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. Since then, they’ve helped hundreds of coaches work their way through the Academy.

But that was just the start. Two of the coaches who’ve taken the course, Jill Emanuel and Jaclyn Wise, joined Kelsa’s team and are now Academy instructors too. We launched a completely revamped and redesigned Academy in 2021 that features everyone on this expanded team.

The Financial Coach Academy is our way to help as many people get financial coaching as possible. By creating a course that is practical and demonstrates everything we have learned over 10 years of financial coaching, we can help more coaches coach more people. So thank you for contributing to our mission because we still love coaching and we still want to help everyone. We are so glad you want to become a financial coach.

Meet the Instructors

Still undecided about the Academy?

TALK TO THE ACADEMY’S LEAD INSTRUCTOR

 You don’t have to sort through all the details and make this decision on your own. Schedule a free Q&A call if you want to make certain the course is right for you, right now. In this 20-minute chat, the Academy’s lead instructor Kelsa Dickey will give you an honest, no-pressure assessment of whether or not the Academy will work for you. Either way, you won’t be stuck in information-paralysis and you’ll end the call knowing the next step to take to become a financial coach.

Schedule a 20-minute Q&A Call

Frequently Asked Questions

A. How is your program different from other financial coach training programs?2022-08-07T21:21:13+00:00

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?2022-08-07T16:40:03+00:00

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?2022-08-07T16:39:20+00:00

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?2022-08-07T16:38:51+00:00
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?2022-08-07T16:41:10+00:00

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?2022-08-07T16:39:32+00:00

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?2022-08-07T16:39:06+00:00

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?2022-08-07T16:41:43+00:00

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?2022-08-07T16:51:10+00:00
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?2022-08-07T16:51:24+00:00

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.

K. I’m ready to enroll. What happens next?2022-08-07T16:51:42+00:00

We’re glad you’re ready because there are so many people who need your help! You can purchase the course here and begin learning and implementing immediately!

Upon enrolling, you get immediate access to the course and all it offers – the videos, workbooks, materials, exercises and monthly coaching calls. However, the course is designed so the first five modules should be completed in order. Start with the core concepts and off you go!

You can work through the Academy anywhere, at any time. The monthly live coaching calls are hosted on Zoom. You’ll be given instructions to join the monthly coaching upon enrollment in the Financial Coach Academy.

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.

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Financial Coach Academy Pricing

One Payment of

$2,997
  • Pay-in-full

Two Payments of

$1,649
  • The second payment will be processed 30 days after your first payment.

Not sure if the Academy is the right coaching program for you?

We get it. It’s a big commitment. One that we want you to feel is the right choice for you. Schedule a free, no-pressure (seriously, none) Q&A call with the Academy’s lead instructor, Kelsa Dickey, to get your Academy questions answered.

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