Financial Coaching Programs and Courses

We launched our signature online course, the Financial Coach Academy, in 2015 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 snapshot 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 provide an overview of financial coaching then guide you on starting your coaching business

WHAT’S INCLUDED:

252-pages teaching you what financial coaching is all about and 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 online at Amazon, Wal-Mart, Barnes & Noble

COST:

$40

Learn More About The Playbook

WHAT IT IS:

A robust online 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 becoming a coach and building a coaching business step-by-step. Plus, virtual live coaching every month and a community of coaches to make the journey fun. Oh, and lifetime access!

WHO IT’S BEST FOR:

People who are ready to become a coach and want to make sure they know exactly how to get their clients results. People who don’t want to just wing it, but want a proven system they can follow step-by-step to create a successful coaching business. People who want to feel more confident in their ability to lead clients through their journey of financial coaching.

WHO CAN ENROLL:

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

COST:

$2,997

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:

100+ videos, downloads, and materials covering 14 areas of personal finance and 65+ specific coaching topics and situations all designed to help you become an even 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:

$2,997

Learn More About The Toolkit
financial coach mastermind logo

WHAT IT IS:

Our virtual community of financial coaches making real progress and experiencing real transformations together

WHAT’S INCLUDED:

Real-time coaching and support as you navigate the ups and downs of being a financial coach plus a quarterly design built to help you stay intentional in your business, boost your business intuition, and keep you connected to peers so you stay consistent and motivated

WHO IT’S BEST FOR:

Coaches who are working their way through the Academy or coaches who know they’d get more done and make faster progress with a dedicated group of peers and mentors cheering them on, holding them accountable, and brainstorming challenges and solutions with them

WHO CAN JOIN:

Any financial coach looking for ongoing support and accountability as they build or grow their business

COST:

$297/month

Learn More About The Mastermind

If you’re not sure which of these financial coaching programs is right for you, ask questions in our Financial Coaches Unite Group to see what other coaches have gotten out of our courses and offerings.

If you’re trying to decide if the Playbook, Academy course, Toolkit or the Mastermind is best for you, schedule a FREE call with Kelsa Dickey. In this no-pressure, 20-minute chat, she’ll help you sift through all the information and details about each offering so you confidently know which program is best for you.

Schedule Online Here

We offer a 10% military discount on all Financial Coach Academy offerings and programs. If you have served, are serving, or are married to a member of the military (former or current), please email us regarding this discount.