Self-Paced Course2019-09-24T15:08:56+00:00

Self-Paced Financial Coach Training

Become a financial coach or improve your financial coaching business in just 11 weeks

The Financial Coach Academy™ is an 11-week online course designed to teach you practical, tried-and-true methods for starting or improving your very own financial coaching business. Our instructors aren’t academics or researchers: They are financial coaches who teach while also maintaining and growing their financial coaching business for more than a decade.

This e-course will teach you how to create and efficiently run your financial coaching business all the while learning how to attract clients and lead them to financial independence. 

The Three Pillars of Financial Coaching

In order to run your business, we believe you need to master financial concepts, coaching skills, and have business acumen. It’s what sets the Financial Coach Academy apart from other financial coach training programs. We don’t just focus on financial theories or coaching skills. We look at the whole business.

Financial Knowledge

Get a solid foundation of financial concepts and best practices

Business Acumen

Create efficient, effective systems for managing your business

Coaching Skills

Learn the necessary skills to successfully coach clients

The Financial Coach Academy will help you master all three.

The Financial Coach Academy is currently the only financial coaching program the meets the education requirements set forth by the Certified Professional Financial Coach program.

Learn about becoming a Certified Professional Financial Coach here

How It Works

All content is released immediately but broken down into weekly assignments and actions lists. Work on it as quickly or slowly as you need. Each week builds on the week prior, using simple tutorials and worksheets to guide you.

Course lessons and materials are always available once released, so you can watch and re-watch them as often as needed. You get lifetime access to an online suite of files, downloads, contracts, powerpoint slides, and other content, pre-made for you so you don’t have to reinvent the wheel. In addition, you will gain free access to Fiscal Fitness Phoenix’s online workshops.

Who It’s For

The Financial Coach Academy™ is a financial coach training program for people who want to build a successful coaching career, regardless of their current skill level.

It doesn’t matter if you have an MBA or have only ever stuck to your own budget.

It doesn’t matter if you have a full client load or haven’t even scheduled your first beta client.

We designed the Academy to help all coaches, regardless of where they are on their financial coaching journey. All you need to join the Academy is a love for personal finance and a desire to help others gain financial freedom.

What’s Included

  • Nine lessons, ranging from 90 to 120 minutes in length (see lesson descriptions below)
  • Dozens of recorded ancillary videos by trusted professionals on topics like legal issues for financial coaches, insights from CPAs, software and solutions from IT, best practices from other referral partners, and more.
  • Introduction to and an explanation of every contract, handout, checklist, software, or tool Fiscal Fitness Phoenix uses every day to run a quarter-million-dollar financial coaching practice. We don’t hold anything back.
  • Client conversation scripts, handouts, and exercises to help you get practical experience and advice that will propel your business growth.
Buy the course – Pay in Full (Pay $1,297 today)
Buy the Course – 3-Pay Option (pay $475 today)

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. 

Admission into the Academy’s self-paced course does not include:

— A private Facebook community to connect and collaborate with FCA students and graduates. —

— Live mentoring and real-time feedback from the Academy’s instructors throughout the course. —

Available in the live course only! Learn more here.

Anyone who enrolls in the self-paced course has the option to upgrade to the live course at a later date for a discounted price. 

The Academy: Lessons and Module Descriptions

Module lessons:

  • Identify your “Why”
  • Separate yourself from the pack
  • The power of telling your story
  • Find your target client
  • Make an impact in the world
  • Define what success looks like for you

Lessons:

  • Make a good first impression
  • Wow your clients
  • Phone scripts & onboarding best practices
  • Discovery session design and purpose
  • Overcoming initial objections
  • Scheduling systems and process
  • Creating contracts and questionnaires

Lessons:

  • Designing packages, sessions, schedule and pricing
  • The importance of the client experience
  • Pricing and collecting payments
  • Sales conversations that work
  • Group programming
  • Client templates

Lessons:

  • Don’t Learn: Do.
  • No class this week. This is where we put what you’ve learned so far into practice.

Lessons: 

  • Conversations create cash
  • The importance of referral partners, networking, and referral groups
  • Social proof
  • Blogging and social media

Lessons:

  • Exercises beyond budgeting
  • Asking effective questions
  • Your coaching role
  • Creating amazing content
  • Coaching businesses

Lessons:

  • Don’t Learn: Do.
  • No class this week. This is where we put what you’ve learned so far into practice

Lessons:

  • Services other than one-on-one coaching
  • Daily Money Management
  • Coaching various situations
  • Fiscal Fitness budgeting method

Lessons:

  • Confidence in the sales conversation
  • A How-to guide to sales conversations
  • Thinking in the best interest of the client
  • Role-playing scripts
  • Overcoming Objections – specific How-To Guide

Lessons:

  • Hosting workshops
  • Attending expos
  • Starting and running a podcast
  • Creating Facebook ads
  • Finding and nailing speaking engagements
  • Using surveys and client result statistics to improve your business

 Lessons:

  • Corporate Wellness service
  • Hiring your first employee
  • Looking ahead with your business
  • Annual goal planning
  • Time management
  • Budgeting for your coaching business

What Participants Have Said

Investment in the Financial Coach Academy™:

$1,297

Payment options are available.

Buy the course – Pay in Full $1,297
Buy the Course – Three Payments of $475

When priced out individually, the Financial Coach Academy is valued at more than $10,000.

  • Online modules and coaching video conferences that teach you how to master power partners, client on-boarding, systematize coaching sessions with clients, marketing, overcoming objections, identifying your niche and much more. All recorded so you can watch anytime. Clear out all the clutter and advice you read and get real, down to the details, experienced coaching from a financial coach who puts it to practice every day!
    • Value: $9,000
  • Access to the online resource library released with each training call. It includes downloads, contracts, worksheets and other material it took me nearly 10 years to perfect. Imagine all the handouts and contracts it will take you hours upon hours to create on your own, handed to you on a silver platter!
    • Value: $2,500
  • Weekly live Q&A calls and masterminds to gain instant feedback as you execute all your new ideas!
    • Value: $5,000  (Available in the LIVE course only – find out more here!)
  • Access to an exclusive mastermind group of other like-minded financially, savvy professionals who are on the same journey as you.
    • Value: $1,800 (Available in the LIVE course only – find out more here!)
  • One-on-one feedback from Kelsa and her team.
    • VALUE: Exponential (Available in the LIVE course only – find out more here!)

Frequently Asked Questions

Will I get access to Toolkit updates?2021-05-28T17:42:10+00:00

Yes! We’re not done adding to the Toolkit. As our library of resources grows, you’ll get access to it all. We plan to keep adding to the Toolkit as we develop more training for our clients, so it’s only going to get better over time. By purchasing the Toolkit, you get everything that’s in it today AND all of the great training and resources we’ll add to it in the months and years to come.

What if I have questions about the Toolkit’s materials?2021-08-02T03:34:32+00:00

As you work through the course, we realize you might have questions about how to implement the materials or work them into your coaching programs. If you have questions, we encourage you to ask them in the Financial Coaches Unite Facebook group. This 6,000 member group is active and full of helpful coaches who can give you their advice and insights. We’re in that group daily as well, so we chime in as often as we can.

 

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.

J. My business is not located in the U.S. Will the Academy still work for me?2022-08-29T23:30:49+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.

I. Does the Academy teach the basics of personal finance?2022-08-29T23:30:22+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.
How is the Toolkit different from the Financial Coach Academy?2022-08-07T15:12:59+00:00

The Academy – our online training course for financial coaches – was created to help people who want to become financial coaches do so quickly and without a lot of trial and error. It helps you launch a client-focused financial coaching business, learn effective coaching skills and covers the financial concepts we consider to be foundational in nature. They’re the ones every financial coach will likely discuss with their clients during the first 2 years of that client’s financial transformation.

The Toolkit assumes you’ve already built a successful client experience, so much so that now your clients want to continue working with you long past your initial coaching program. It provides you with more advanced financial coaching concepts, the guidance on exactly how to coach on those concepts, and the skills to take every conversation you’re having with clients to a deeper and more impactful level.

H. What if I have questions while I’m taking the course? Can I email you?2022-08-29T23:30:06+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.

G. Kelsa provides so much free content, is FCA necessary?2022-08-29T23:29:34+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.

 

F. Can you guarantee results? What’s your refund policy?2022-08-29T23:29:18+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.

E. What do FCA graduates receive to show they’ve completed the program?2022-08-29T23:29:04+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.

Do I get everything in the Toolkit once I purchase it?2021-02-26T16:50:32+00:00

Yes, once you purchase the Toolkit all lessons, downloads, materials and exercises are available to you immediately. Dive into which ever portions you want to first! They’re all there.

D. How long does it take to complete the course?2022-08-29T23:28:48+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.
Can I just purchase the Academy module by module or just parts of it at a time?2022-08-29T23:30:57+00:00
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.
Can I copy and paste the materials I get from the Toolkit?2021-05-28T15:01:41+00:00

The materials we provide in the Toolkit will not be white labeled. If they’re in Excel, you can absolutely edit them and reuse them by putting your logo on them, etc. For some of the handouts, we had them designed by a graphic designer, so they’re PDFs and that’s all we have. You can (it’s encouraged) create them on your end with your branding but you don’t need to recreate the wheel. They’re meant to be used by you. You don’t have to change anything if you don’t want to, except make it look like yours!

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.

 

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.

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.

You’re Making Us Blush.

Ready to Dive In?

Roll up your sleeves, purchase the course, and turn your passion for finances into a successful coaching career.
Buy the course - $1,297 Pay in Full
Go to Top