Financial Coaching Programs and Courses

We launched our signature online course, the Financial Coach Academy, in 2017 to help more people become financial coaches and start their coaching business. Our community has grown since then to include every type of financial coach imaginable – from people just exploring the idea of coaching to side hustlers to veteran coaches who are making six-figures. Our financial coach programs and courses reflect that diversity.

Below is a brief overview of our four main offerings, what they are, what they cost, and who they are best for. 

WHAT IT IS:

A financial coach training manual designed to help you become a coach and start your coaching business

WHAT’S INCLUDED:

252-pages filled with prompts, examples, and worksheets to help you design your coaching business

WHO IT’S BEST FOR:

People who are new to the idea of financial coaching or are considering doing financial coaching as a side hustle or add on to their business

WHO CAN PURCHASE:

Anyone. It’s sold on Amazon, Wal-Mart, Barnes & Noble

COST:

$40

Learn More About The Playbook

WHAT IT IS:

An online, self-paced course for people who want to become  a coach and start a coaching business

WHAT’S INCLUDED:

10 modules, 30 lessons, and 160+ videos, downloads, and templates that are the blueprint for how to build a coaching business step-by-step

WHO IT’S BEST FOR:

People who are looking to become a coach and want a proven system they can follow step-by-step to create a successful coaching business

WHO CAN ENROLL:

Anyone, but especially those with a passion for personal finance who want to make a living helping others

COST:

$1,997

Learn More About The Academy
Financial Coaching Toolkit logo

WHAT IT IS:

An on-demand collection of videos, documents, and resources to help you get better at financial coaching

WHAT’S INCLUDED:

14 themes, 65+ coaching exercises, and 100+ videos, downloads, and materials all designed to help you become a better coach

WHO IT’S BEST FOR:

Coaches or financial professionals wanting more impactful client conversations or more client exercises, especially after they have finished your initial program

WHO CAN ENROLL:

Anyone, but especially financial coaches or other financial experts who don’t need or want the nuts and bolts of becoming a coach or launching a coaching business

COST:

$1,997

Learn More About The Toolkit
financial coach mastermind logo

WHAT IT IS:

Our online membership group of about 50 financial coaches

WHAT’S INCLUDED:

Monthly training, a private Facebook group, challenges, and heaps of support and accountability to keep you inspired and motivated throughout your coaching journey

WHO IT’S BEST FOR:

Coaches who are working their way through the Academy or are looking for accountability, support and motivation provided by a group of dedicated financial coaches

WHO CAN JOIN:

Coaches who have enrolled in the Financial Coach Academy

COST:

$197/month

Learn More About The Mastermind

If you’re not sure which of these financial coaching programs is right for you, we want you to find the right one. Ask questions in our Financial Coaches Unite Group to see what other coaches have gotten out of our courses and offerings. Or if you’re trying to decide if the Academy course or the Toolkit is best for you, schedule a FREE call with Kelsa Dickey. In this no-pressure, 20-minute chat, she’ll help you figure out which program is best for you right now.

Schedule Online Here