THE Financial Coach Academy®
Ready to turn your dream of helping people into a reality?
We’re not blowing smoke. Take a look at this…
Lauren was already a coach, but she wasn’t fully confident — with FCA, she is closing her knowledge gaps and adding to her toolbox so that she can be a powerful, transformative financial coach.
And she’s not the only one:
“I will sing y’all’s praises from the hilltops! This program is amazing. If FCA had been JUST modules 1 & 2, it would have been worth the price. There is no way I would have launched my business or gotten this far without Financial Coach Academy.
“The fact that I have LIFETIME access was one of the reasons I chose FCA over other options out there.” – Brandy Lively
Both Brandy and Lauren found that the Financial Coach Academy’s comprehensive trainings filled in the gaps (that other programs didn’t), and increased their confidence — all because they followed their dream — their vision — to become excellent financial coaches.
Maybe you have a similar dream – of helping people improve the way they manage their money. We can’t promise you that launching a business will be easy. In fact, we can guarantee it will be both gratifying and challenging at times.
The Financial Coach Academy® provides frameworks, templates, resources, checklists, skills trainings and continuous support.
Expand your coaching skills beyond financial concepts and education (but we’ll cover those too). Learn how to successfully change your clients’ behavior to get better (and faster) results.
Stop the neverending quest for the “right” way to launch. Build the systems and master the tech needed to run a business that’s as close to autopilot as can be.
Being good with money is in your DNA. Build upon your natural skills and learn the techniques and tools that you will need as a financial coach.
Hi there! We are the creators and instructors of the Financial Coach Academy®, but first and foremost…
We are financial coaches.
Did you know that the average program completion rate in the US is 12%? The Financial Coach Academy’s completion rate is 68%.
The Academy® is so much more than just a program. What you need to know and do is taught through the digital program section of the Financial Coach Academy®. There are videos, handouts, checklists, and resources galore, all designed to help you launch your financial coaching business and get your clients results.
The program portion is the most robust and thorough offering that exists for financial coaches who want to start and launch their business. No other program offers the same number of tools, downloads, tech tutorials, training videos, and materials (see the full list below).
The caliber of training and resources is unmatched, but I’m a coach first and foremost — which means I know better than anyone that knowing what to do doesn’t mean that doing it is going to be easy.
Live coaching with us and your personal cohort (cohort = other coaches who are working their way through the Financial Coach Academy®, too) are the secret sauce to your success.
Every month for the first 12 months you can hop on a live coaching call with me to receive coaching and get your questions answered. And every week you can meet with your cohort for accountability, support, feedback and encouragement.
Live, monthly coaching and your cohort help to boost your likelihood of success so you don’t lose momentum.
Financial Coach Academy® Reviews
“Just want to say how grateful I am feeling in this moment to still have access to FCA. I first took FCA in 2018 and four years later, I still use these materials! I would pay 10x what I paid for FCA, it’s that valuable.”
EMILY MACLIN, Think Legacy Financial Coaching
“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 program.”
AMBER PIETRANGELO, Abundance Financial
“If you are on the fence as to if FCA will benefit you, I am here to say, IT WILL! This is coming from a coach who took another program and was in business for 9 months before I purchased FCA. It was worth the price, plus more!!”
KRISTINA GUARDADO, Elite Empowerment Coaching
A Financial Coaching Program Based In Reality
You want to know what gives coaching a bad name? Over-promising and fake guarantees.
As a financial coach, we cannot guarantee that our clients will get out of debt in 90 days because that’s not always up to us. A client can do everything right, seize every opportunity and still not get out of debt in 90 days. Sometimes the math just doesn’t shake out that way.
Not only that, but I’ve never had a client do everything right just like no one will do everything right in business.
Change is hard. Business is hard. We don’t live in dream scenarios, we live in reality. As a financial coach, it feels wrong to promise something I don’t control.
The same is true for the Financial Coach Academy®.
And yet The Academy® will NOT:
I cannot guarantee:
The Academy® offers you:
I’m offering you a path to get started.
Because you can’t know what will work for you or what iterations you need to try unless you start.
You’ve got to start somewhere.
The Academy® is designed the way it is because I’ve been there. I am there.
I started my own financial coaching business and I still have a financial coaching business. I’m in the trenches too. All of the coaches who enroll in The Academy® are in the trenches too.
Financial Coach Academy® Reviews
“After FCA, I am so confident I don’t think anyone can knock me down. I network like a champion. I have content that looks good and provides value. I have goals in my business. I HAVE A PAYING CLIENT. I just feel like there is nothing stopping me.”
AMANDA JACOB, Life Changes By You
“Before The Academy®, I was stuck in the beginning stages of my business not knowing what steps to take or how building a program worked. Kelsa and the team helped me take my business from beginning stages to up and running. I highly recommend you take FCA if you want to become a financial coach.”
TANYA GEHRES, Table Talk Financial
“The training offered by the FCA was precisely what I needed at the early stage of my financial coaching career. Excellent training, excellent support, and excellent applications to all aspects of financial coaching important to a new financial coach.”
DAVID KNAPP, Smart Cents Personal Financial Coaching
Here’s what’s waiting for you inside The Financial Coach Academy®…
From the moment you sign up and commit to making your financial coaching dreams a reality, you’ll receive live monthly coaching calls for 12 months, and you’ll have lifetime access to all program materials as long as the program is live and active. 👇
Launching and having a business (any business) takes a lot of time and effort. It doesn’t happen overnight. It took me years and I tried a lot of different things before I figured out what would work for me.
Even with The Academy®, your financial coaching success will take a lot of time, effort and iterations. You will build it, market it, talk with people about it, tweak it, change it, and try again.
It won’t just demand time, it will demand patience, perseverance and trust.
I am not offering you a get-rich-quick strategy, a guaranteed income, or some dream scenario.
5 CORE MODULES
These modules will walk you through five key aspects of becoming a financial coach and designing your business so it fits you. These core modules lay a foundation from which you can build from and include:
30 SELF-PACED LESSONS
You’ll find no surface-level content here. We’re diving deep into the concepts that will transform your business so you can hit the ground running with a wealth of knowledge and know-how.
LIVE MONTHLY CALLS
We’ll help you troubleshoot any challenges, get unstuck when things get tough, and answer any questions you have along the way— and you can hop on these calls whenever you want for a full year.
COHORTS: 6 MONTHS OF SMALL GROUP SUPPORT
When you enroll in the Academy, you’ll be assigned a small group of fellow coaches to go on this journey with you. These small groups, Cohorts, will be limited to your fellow coaches who have recently enrolled in the Academy and are learning and growing their financial coaching business right alongside you.
When you join us, you’ll join everyone in your cohort for a group welcome call where we’ll help you set up communication channels to stay in touch and keep each other motivated as you progress through the program.
165 MATERIALS TO DOWNLOAD
Downloads, templates, contracts… you name it, we’ve got it. These resources help you get started on the right foot.
4 BONUS MODULES
We’re here for your launch and your evolution. Once you’ve got a solid foundation, level up your business with online programs, masterminds, group programs, and more – all included when you enroll in The Academy®!
MEET YOUR CORE MODULES
Module 1: Clarity on who you are—and who you serve
Our goal for this module:
No more floundering around, trying to be everything to everyone. You’ll leave this module with a clear vision of WHY you do what you do—and WHO you’re meant to serve.
In this module, you will:
- Create a clear vision for what kind of business you’re creating and how that business fits your current lifestyle
- Identify your niche and zero in on the challenges your ideal clients are experiencing
- Embrace where your financial coaching dream comes from (and start crafting it into a compelling story)
- Pick your business name and chosen title
- Develop a solid understanding of the first administrative and legal steps you need to take to create a real business as a financial coach
Module 2: Your client’s first impression (and experience) of working with you
Our goal for this module:
You’ll learn how to craft an unforgettable client experience that has your clients working with you for the long haul—and singing your praises to everyone they know.
In this module, you will:
- Map out a detailed client journey for your business
- Create your unique, no-sleazy sales conversation process
- Design and launch your initial coaching session with clients
- Activate a simple scheduling software
- Build an (also simple) tracking system for leads, prospects, and clients
- Make a PUBLIC announcement that you’re looking for clients
Module 3: Building long-term relationships through a curated client experience
Our goal for this module:
This is where the magic happens. You’ll create a repeatable system for working with clients that produces life-changing results—so you can feel confident and in control every step of the way.
In this module, you will:
- Design a coaching program for your business
- Create valuable, action-based content that gets your clients real results
- Develop effective coaching skills
- Explore transformative financial concepts from a coaching perspective
- Adopt the four key roles you’ll play as a coach
- Master the art of asking effective questions
- Draft your official Coaching Agreement
- Design and launch an onboarding sequence to lead clients through
- Build a tracking system for your clients’ journey through your program
- Establish important policies to establish boundaries and expectations
Module 4: Selling your services with integrity and excitement
Our goal for this module:
Hate selling? Not anymore. You’ll walk away from this module with a step-by-step process for selling your services that feels natural, authentic, and downright easy.
In this module, you will:
- Identify where your clients are today, where they want to be, and how your services can bridge that gap
- Brainstorm ways your coaching program helps clients to solve their current challenges
- Reflect on what you appreciate and dislike about sales conversations you’ve experienced
- Design a pre-game sales strategy
- Learn the strategy of “teeing up” your coaching
- Write pivot statements for your discovery sessions
- Discover how the energy in your workspace impacts your sales conversations
- Explore various objections you may hear and how you’ll respond to them
- Identify the ten major benefits of your coaching
- Outline how you will wrap up discovery sessions for the three most common scenarios that can occur
Module 5: Creating a brand that attracts your ideal clients with ease
Our goal for this module:
You’ll build a brand that conveys your message and speaks directly to your people—so you can stop chasing leads and start attracting clients who are ready and willing to invest in your services.
In this module, you will:
- Establish goals for your referral and social media marketing
- Learn strategies for identifying and establishing referral relationships
- Identify who’s in front of your ideal clients on a regular basis already
- Design a reach-out strategy for connecting with referral partners (templates provided!)
- Design a follow-up strategy after a one-to-one with a referral partner
- Launch a social media strategy for your financial coaching business
- Outline a social media content calendar that matches your goals and builds trust with prospects
- Learn about the key components of your website
- Write out the copy for your website
- Explore various commercials and taglines you can use to gain the most from the networking meetings you attend
PSA
You get access to all of this content—for life AND our live monthly coaching calls for 12 months.
We don’t expect you to get everything right off the bat. The Financial Coach Academy® covers A LOT of material that you can return to again and again whenever you want. You’ll never lose access so long as the program is still live and active.
We know you’re in this for the long haul—and so are we.
Oh…and did we mention the advanced bonuses?
In addition to all the game-changing lessons, valuable content, and ongoing support, we’re also throwing in FOUR bonus modules to support you as you grow and scale your business.
Once you’ve made your way through the five core modules—congrats! Your Financial Coach Academy® Graduate Seal is on the way!
But that’s just the beginning.
There’s no limit to how you can grow your business and serve your clients. Maybe you want to launch a program, start a group program or facilitate a weekly mastermind in addition to your one-on-one coaching. All of that is possible with the knowledge, tools, and resources you’ll gain from these bonus modules.
Once you’ve gotten cozy in your new role as a financial coach, dive into these modules to expand your horizons.
BONUS #1
Thinking Like A CEO
There’s a big difference between being a coach and being an entrepreneur and CEO of your business. Learn how to create a budget and manage your business finances, work within your Zone of Genius, manage your time, delegate to others and set goals and metrics to keep your business on track.
BONUS #2
Corporate Wellness
Want to work with major corporations? Shane Robson-Smith of Workplace Money Coach joins us in teaching about networking with key players, building your niche, and creating a dynamic workshop.
BONUS #3
Advanced Marketing
Marketing is a language all its own, and this module will teach you how to be fluent in getting your message to the masses. You’ll create presentations, write newsletters, and work with PR reps and even GIF-ify your brand.
BONUS #4
Advanced Programming
It’s always a good idea to keep fine-tuning your client experience—especially if you want to reach more people. This module will help you design new one-to-many offerings, extend the client-coach relationship and ensure that your client success path is golden.
Plus…you’ll receive access to the recording of each Ask-a-Coach call for a month.
We know that the more you grow your business, the busier you’ll be. And while we highly encourage participants to join our live monthly coaching calls, we get that it’s not always possible. So if you miss a call, you’ll have a month to rewatch it.
The Academy® also provides essential training in financial concepts.
Just take it from Jessica.
“FCA was one of the most intensive and informational program I have ever taken! Anything and everything you would possibly want to know is in this program. I completed it having no background in finance, and I feel confident in building a successful financial coaching business.”
JESSICA KLEINE, Mindset Financial Coaching
Your ability to get your clients results will be the key to your success in business.
Your knowledge of personal finance and skills as a coach combine to get your clients results. They become the #1 predictor of your success (there’s no post you can create for social media that trumps your knowledge and skillset).
To get you started, The Academy® provides dozens of financial concepts necessary for helping people such as budgeting, debt payoff strategies, net worth, savings rates, emergency budgets and goals, goal-setting strategies, financial principles, planning ahead, values-based spending, credit scores and reporting, business budgeting and cash flow and more.
Yes, EVEN MORE Financial Coach Academy® Reviews
Did we mention more than 600 coaches have already completed the Academy?
“I got my first beta client and I’m so darn excited! Thank you Kelsa Dickey and the Financial Coach Academy® for helping me get there. I’ve only just begun Module 3 too, so feeling on track. I was sitting on the sidelines for far too long before taking the plunge and (FCA) has been such a motivator.”
ASHELY BOSKOS
“FCA was the best decision I ever made and has enabled me to evolve to provide a slightly different offering to combine my accounting and financial wellness – I wouldn’t have been able to do this so eloquently these last 2 months had I not already had all the foundations in place from the FCA!”
RACHEL RADEMAKER, The Wealth Hive
“I’m lucky to have found out about FCA at the same time I discovered financial coaching as a career. I can’t imagine trying to figure out how to build a business and what coaching looks like on my own. If you’ve been thinking about purchasing FCA, you definitely should!”
SARAH GAGE, Wealth Confidence Coaching
Our FAVORITE Financial Coach Academy® Review To Date
Ready to add ‘Financial Coach’ to your resume and build a business you love?
GET INSTANT, LIFETIME ACCESS TO:
ONE PAYMENT OF
$2,997
Payment Plan options available at checkout through Klarna and Afterpay.
Your investment here credits toward the SpendFirst Certification when it opens in October 2026.
This isn’t another program that will sit on your desktop collecting virtual dust.
Online programs are a dime a dozen, especially in the world of financial coaching. We’re not teaching you all the fancy terms and concepts like some of the other money gurus. What we’re offering is a framework that you can customize to fit your clients’ needs so they achieve repeatable results. Because let’s face it: expensive marketing tactics won’t grow your business. But real results will.
The average program completion rate in the US is a mere 12%. The Financial Coach Academy® has a 68% completion rate and countless success stories of people who took what they learned and used it to build their businesses.
Will you be next?
HOW THE ACADEMY IS DIFFERENT FROM OTHER FINANCIAL COACH TRAINING PROGRAMS:
✓ Lifetime access at no cost. With FCA, you pay once for the program and you’ll have lifetime access to all program materials as long as the program is live and active.
✓ Monthly live coaching calls. You’ll receive live monthly coaching calls for 12 months.
✓ Your own coaching cohort. Six months (or longer if you choose!) of peer-to-peer support, feedback and accountability to make the journey of launching your business just a little more fun and a little less messy.
✓ Learn how to market and get clients. It’s one thing to design a great program (which we totally help you do), but it’s a whole other to learn how to talk about your value, what you offer, and how to price and market your services.
✓ Get materials you need to run your business. The Academy offers not just training resources but the materials you need to run a business and serve clients (see the link to the full list below). We provide the things we use in our financial coaching business every day.
✓ Know what software and systems you actually need. You don’t need to pay for client-service software. We show you how easy it is to use apps and software that you likely already have – and so do your clients!
✓ Specialty Toolkits that deepen your understanding. You don’t need an accreditation to stand out from the crowd. These Specialty Toolkits help you coach at a higher, more professional level.
✓ Advanced modules that grow with you. We got you with Advanced Programming and Marketing, Corporate Wellness, and Thinking Like a CEO bonus modules—all designed to guide you during the stages of growth we know you’ll face as a successful financial coach.
The Financial Coach Academy® is for you if…
…you’re looking for a formal training to help you feel confident in your identity and responsibilities as a coach (whether that’s part-time or full-fledged business empire).
…you’re just starting out as a financial coach and you want help launching your business on the right foot.
…you want to feel prepared and able to equip your clients with practical tools to tackle debt, savings and so much more during their sessions.
…you’re excited to differentiate between simply teaching financial concepts and effectively coaching on them.
…you’re struggling to justify the value of your services to clients.
…you care about achieving consistent positive results for your clients.
…you want to attract the right kind of clients and in a way that feels easy and enjoyable to you.
Got Questions? We have your answers!
Where do we start? Our program sets us apart from other financial coach training in a 10 big ways:
- We provide lifetime access to the program materials. So long as the program 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!
- Monthly coaching calls! In addition to lifetime access to the program, you get access to our monthly coaching calls for 12 months. You can even submit questions in advance and catch the replay if you can’t join live for any reason.
- 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!
- 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.
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The program 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.
- 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.
- 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.
- 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!
- Advanced Bonus Modules! Since you never lose access to the program, 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 program or group program, thinking like a CEO and advanced marketing strategies.
- 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 program, 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 program 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.
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.
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.
The short answer is No. You need 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!
In addition to what we provide, we encourage all financial coaches (ourselves included) to have a thirst for knowledge and a lifelong curiosity for expanding your knowledge and skillset as a financial coach.
You don’t need a certification or a degree in personal finance to be a financial coach or to enroll in the Financial Coach Academy®. We got you.
Yes, FCA materials are designed for private use with your clients and small coaching groups (up to 10 people). Public sharing, rebranding, or creating derivative products is not allowed. You’re welcome to adapt materials for your private use, but attribution to FCA must remain intact. For detailed terms, click here.
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.
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 program 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:
- 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).
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.
- 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
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.
We have considered this, but ultimately come to the same conclusion each time which is no. Here’s why.
FCA is designed so each lesson builds on top of the prior one, mirroring the journey your clients will take.
The first three modules are all very connected – you are going to first understand the journey you want to put your client through, and then second, build it out, step-by-step. Then Modules 4 and 5 are selling and marketing, but you need the first three modules to do it. The way we do it is that you take the transformation and impact from the client journey you created in Modules 1-3 and use that for your marketing and selling. So all 5 of the Core Modules really do go together.
If you were to buy just the first 3 modules- you’d have a great business module that could get people results (YAY!) but you wouldn’t know how to market it (attract clients), and if you did get a client, you wouldn’t know how to invite them to take each step of that journey with you (selling).
To some it seems backwards that we do selling and marketing AFTER the client journey, but it’s the smart way to do it – because then you’re using YOUR OWN TRANSFORMATION that you designed to fuel your marketing. And you know the exact benefits YOUR PROGRAM offers a person and that informs how you sell it. This way, both your marketing and selling come from the heart.
And I also think about what would the “promise” be if we broke it up? Right now, FCA gives you all the tools and skills to be a successful financial coach and have a successful financial coaching business by the end. If we broke it up, it’d be like saying “Hey! Buy Modules 1 & 2 and you’ll kind of know what you’re doing and you’ll kind of be able to help people but not totally.” or “Buy Modules 1-3 and you’ll have a great program but no clients!” To do this work and do it well, it really does take all 5 modules.
To me, what’s important is that you know: 1) how to coach, 2) how to lead your client through that coaching and 3) how to attract and convert clients. All three of those things are needed and that’s what the five core modules deliver.
Questions About The Cohort? Here are some answers!
When you enroll in the Financial Coach Academy® you will have the opportunity to connect with a cohort of peers who are working through The Academy® too. The purpose of the cohort is to give you connection, support and a network of other coaches who are learning and working on the same things as you. Community is an important ingredient in the success of any entrepreneur and having your cohort to tap into will help you make the most of the Academy and get your business off the ground quicker and more successfully than going it on your own.
Your cohort will consist of other coaches who have started The Academy® around the same time as you, so you will all be progressing together and will be able to help each other brainstorm, problem solve, provide accountability, feedback, support and more. For even more details about the cohort, click here.
The cohorts are member-run and the meeting frequency is determined by each individual cohort. However, we will help you get things started with a kick-of call to help your cohort through figuring out the following:
- Who everyone in your cohort is (you’ll finally get to meet each other!)
- How your cohort will get and stay connected with each other,
- What different support systems and structures will best support you,
- How to decide when, where, and how often to meet,
- The purpose of the meetings you schedule with each other (i.e. accountability, marketing feedback circles, brainstorming sessions, power hours – there are so many awesome options!),
- Who is in charge of leading the meeting, making sure everyone stays connected
Every cohort is unique. We’ve helped establish enough of them now to know the very best practices and most creative ideas for making your cohort a success. There are some cohorts that meet more often than others and you can join the group that works best for you.
There is no need to wait until it is closer to the cohort kickoff date. You can join right now and get started building your business and then connect with your cohort of peers in just a few short weeks. No need to wait on getting your business started!
There will be busy seasons for any entrepreneur and times we can contribute more than others will be a normal part of the journey. If you can’t contribute much right now, that’s OK. We definitely recommend that you still find a cohort to connect with so you can tap into the group when you are able. Having the cohort as a resource can often help provide the extra motivation or external accountability that can really help you to keep things moving forward even during a busy season of life.
If you get into it and realize you would like to join a later cohort, you can just shoot us an email and we can help you out!
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