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Financial Coach Training2021-09-02T18:41:23+00:00

Get Training And Become a Financial Coach

Get coaching skills, design your program, get clients, and build your financial coaching business on a solid foundation 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?

Are you good with the financial and technical concepts but need help coaching people to change their behaviors?

Do want someone to show you it all while you design a business you love?

Great. You’re in the right place.

The Financial Coach Academy™ is an online course designed to walk you through every aspect of becoming a financial coach.  Coach with confidence and run a legit business that adds to your life.

The best part? You can start the Academy today.

Start the Academy

Financial Coach Academy Review

“I can’t even really believe I was calling myself a financial coach before taking the Financial Coach Academy. The amount of energy, effort, and detail that Kelsa, Michael, and Jill provide along with the years of experience they bring to the table is INVALUABLE. I honestly was blown away by the content and the systems that were provided by the FCA. Joining the Academy has pushed me to take my business more seriously and to feel confident as a coach so much more quickly than I ever would have been able to do on my own. 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

Save Time

Jumpstart your business with financial coach training

We are here to demystify financial coaching and decrease the amount of time it takes to feel confident coaching and build your business from the ground up.

The flow of the Academy is designed to take you on your client’s journey from start to finish. To do that, we give you an honest, no-holds-bar look into how we run our financial coaching business and provide all of the materials and scripts we have created since starting our business more than a decade ago. You’re building with a blueprint, not trying to draw up the plans.

We’ve been at this for a while and know what it takes to become a successful coach. Let us show you how.

Start the Academy

Learn How To Become A Financial Coach And Run Your Coaching Business.

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 as you work through it, by Module 2, you’ll be taking 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.)

What’s Included in the Academy?

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Core Modules designed to get you coaching as soon as possible
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Lessons designed to walk you through each module in step-by-step detail
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Videos, including tutorials and pre-recorded Q&A calls with the instructors
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Downloads, templates, contracts and bonus materials
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Bonus Modules for specialized coaching and expanding your offerings

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

Financial Coach Academy Review

“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. FCA gave me everything I needed to get started quickly including details on how to set up the business, what forms I need, how to market my business, how to create and structure my offerings, and so much more. The format and presentation of the material keeps you engaged and motivated, and there is a LOT of homework that preps your business to be ready to go by the time you finish the course. 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. I highly recommend FCA for anyone that is looking to learn more about financial coaching.”

BRAD FINCH

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: Your why story

LESSON TWO: Your vision of success and your title

LESSON THREE: Your ideal client

LESSON FOUR: Your business name 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

Getting clients booked and coached

Module 2 Lessons

LESSON ONE: Creating first impressions and onboarding

LESSON TWO: Qualifying a client

LESSON THREE: Delivering your first session

LESSON FOUR: Working with beta clients

By the end of this lesson, you will have:

  • Mapped out a client journey for your business.
  • Created your Quick Audit process.
  • Designed and launched your Discovery session.
  • Activated a scheduling software.
  • Built a tracking system for leads, prospects, and clients.
  • Announced you’re looking for clients.
  • And some of you have had a couple practice clients under your belt as well.

Module 2 Feedback

Module 3

Building Long-Term Client Relationships

Design a client experience they won’t forget

Module 3 Lessons

LESSON ONE: Program development and design

LESSON TWO: Effective coaching and content creation

LESSON THREE: Boundaries and crucial conversations

LESSON FOUR: Support your business with systems

By the end of this lesson, you will have:

  • Mapped out a coaching program for your business.
  • Created really great content that gets your clients results.
  • Learned effective coaching skills.
  • Identified the four key roles coaches play.
  • Wrapped your brain around asking effective questions.
  • Drafted a 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

Sell your discovery session or programs 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

Module 5

Marketing Your Coaching 

Get out there and create a brand and a name for yourself

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:

  • Learned strategies for making the most of your 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.
  • Picked and launched a social media platform for you as a financial coach.
  • Learned about the key components of your website.
  • Wrote out the copy for your website.
  • Explored various commercials you can use to gain the most from the networking meetings you attend.
  • Designed a follow-up strategy after a one-to-one with a referral partner.
  • Established goals for your referral marketing and social media marketing.

Module 5 Feedback

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 because we love financial coaching. 

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 more to cover.

We have five bonus modules that are designed to help you and support you beyond your initial launch.

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. There’s so much more beyond the core concepts.

Thinking Like a CEO

Lessons 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

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

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 the Workplace Money Coach.

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!)

Q&A Recordings

Includes 35 Q&A sessions with the Academy instructors and coaches who went through the live version of the Academy. There are audio recordings, video recordings, and lists of questions included for each of the 35 calls included in this module. It’s more than a day’s worth of coaching calls!

How We Structure Our Financial Coach Training. And How We Get You To Take Action.

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.

BUILD

Create and build the document, process, script, or program you just designed.

FINESSE

Perfect or up level what you’re doing. But only if you want to. You can always revisit the finesse sections later.

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.

You can go at your own speed so there is no set time. And because some lessons will be harder than others based on your own skillset, how long the course takes is really up to you. We aim to provide the whole shebang with this course so there are a lot of lessons and exercises to work through. This is not a course you will finish in a day or a week. In fact, we recommend you don’t try to get through it in less than a month’s time.

But we also don’t want you to spend all your time learning without doing. By the end of Module 2, 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.

Financial Coach Academy Review

“After a lot of research, FCA was the one program I chose to help me launch my financial coaching business. 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. The FCA course is a high quality program that throughly prepares you to begin helping clients. 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

Pricing

Enroll in the Academy Today

$1,997
  • The Course Includes:
  • – 10 modules
  • – 30 Lessons
  • – 125 Videos
  • – 165+ Downloads, Templates & Handouts

Not Sure If The Academy Is Right For You?

TALK TO THE ACADEMY’S LEAD INSTRUCTOR

 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 is what you need.

Schedule a 20-minute Q&A Call

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, 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.

  • 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.

Psst. If you’re an established financial coach looking to gain more coaching skills, you might be better served by the Financial Coaching Toolkit. The Toolkit was designed for coaches who are looking to better serve their clients with more resources and coaching exercises. 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.

What Financial Coach 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. 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

Frequently Asked Questions

What if I have questions while I’m taking the course? Can I email you?2021-09-07T20:20:09+00:00

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 6,000+ 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).

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.

Does FCA teach the basics of personal finance?2021-07-28T19:42:55+00:00

We do not cover basic 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 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

We don’t just give you the definitions of these concepts, we walk you through exactly how to coach the client on them. Remember, coaching someone and teaching someone are not the same thing. We give you the tools and confidence to coach the client on these concepts.

How is your program different from other financial coach training programs?2021-07-16T20:55:35+00:00

Our program sets us apart from other financial coaching training 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 provide lifetime access to the course materials. So long as the course is around, 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, 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 by us, not that you have to do everything exactly how we have.
  • 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.

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.

What can I do with the information I learn from the Financial Coach Academy?2021-07-16T20:52:12+00:00

You will be able to take your knowledge and passion for personal finance and become a successful financial coach. 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.

What do FCA graduates receive to show they’ve completed the program?2021-07-16T20:48:47+00:00

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. Being a graduate of the Financial Coach Academy sets you apart from other financial coaches in skill and service so we want your clients to know about it! We also provide you with some sample language to put in your marketing to promote your commitment to your own professional development.

How long does it take to complete the course?2021-06-28T19:06:21+00:00
That’s probably the question we are asked MOST often and we really wish we had a better answer. 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).
One thing to know is that we encourage you to go out and get clients after Module 2. 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.
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.
I think I’m ready to enroll. What are my next steps?2021-02-26T19:20:42+00:00

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.

Will I get access to the entire course once I purchase it?2021-02-26T17:58:43+00:00

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!

Where are classes held?2020-05-26T21:27:56+00:00

The lessons are all previously recorded and available immediately, so you can watch them anywhere, at any time.

Can I get a refund after I purchase the Financial Coach Academy?2020-03-27T19:47:14+00:00
No, we don’t offer refunds. We put a lot of work into the course and think it’s the best financial coach training course there is. But we acknowledge it’s not for everyone, and it’s a big financial and time commitment. We want you to be 100% confident in your purchase before you hit the buy button. That’s why we offer a free 20-minute Q&A call to anyone considering purchasing the course. (Schedule it here.) We encourage you to take advantage of this so you can click purchase knowing FCA is exactly what you need to catapult your financial coaching career.
What will I learn in the Financial Coach Academy?2020-03-27T19:47:02+00:00

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.

What qualifications or certifications are required to enroll in the Financial Coach Academy?2020-03-27T19:46:25+00:00

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.

Do I need a degree in finance to join the Financial Coach Academy?2020-03-27T19:46:17+00:00

Certainly not. All you need is a desire to help people and a passion for personal finance.

What’s my ROI? Can you guarantee results?2020-03-27T19:46:10+00:00

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.

Financial Coach Academy Pricing

Enroll in the Academy

$1,997
  • The Course Includes
  • – 10 Modules
  • – 30 Lessons
  • – 125 Videos
  • – 165+ Downloads, Templates & Handouts

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 right now. Schedule a free, no-pressure (seriously, none) Q&A call with the Academy’s lead instructor, Kelsa Dickey, to get your Academy questions answered.

Chat with Kelsa

More Happy Graduates

How Our Financial Coaching Program Helps

Ready to catapult your financial coaching business?

Sign Me Up

Before you go…

Check out our annual event for financial coaches by financial coaches.

The Financial Coaching Symposium is a two-day, business intensive held in sunny Phoenix, Arizona for financial coaches designed to up your game and take your business to the next level. Come ready to learn from your peers, expand your coaching network, and evolve your financial coaching business.

Learn More About the Financial Coaching Symposium
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