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Live Course2019-09-24T15:08:22+00:00

Financial Coach Academy Live Course

Live financial coach training from the comfort of your home

The Financial Coach Academy™ is a 16-week virtual 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 financial coach training program 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 Financial Coach here

Admission into the live Academy course gets you:

  • Ten live online workshops, ranging from 90 to 120 minutes in length.
  • Six built-in execution and mastermind weeks to implement what you have learned, share ideas with others, gain feedback and insights from the team of experts and actively create your financial coaching business.
  • 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 I use to run a six-figure financial coaching business.
  • Client conversation scripts, handouts and exercises to get even faster and better results
  • Step-by-step skills and guidance to build the confidence to design and create your own materials
  • A private Facebook community to connect and collaborate with your classmates.
  • Mentoring and continuous feedback from Kelsa, Michael and their team throughout the course.

What’s Included?

In addition to live support, a mastermind group, and feedback and coaching in a private facebook group, you get:

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Downloads, Templates & Handouts
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Surveys

All content is released weekly, one module at a time, so you cannot rush ahead or will not get overwhelmed if you fall a week or two behind. Video workshops will be available upon completion of the course, so you can watch them as often as you want. You’ll never lose access to the materials in the course.

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 use in their marketing materials. 

The Live Academy is held twice a year – the spring and fall. It is open to only 20 registrants and has always sold out.

Don’t wait to register for the fall 2019 semester! Fall 2019 is SOLD OUT!

Enroll in the Live Academy TODAY! Only 20 coaches allowed per semester!
The Spring 2020 Academy kicks off in
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Enroll Now – Pay in Full (Pay $2,797 today) SOLD OUT!
Enroll Now – 4-Payment Option (Pay $770 today) SOLD OUT!

Jumpstart Your Financial Coaching Career in 16 Weeks

Click the + to see the topics we cover week by week.

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:

  • Don’t Learn: Do.
  • No live class this week. This is where we put what you’ve learned so far into practice.
  • Mastermind and Interactive mentorship available every week, but this is when we really put it all into action!

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:

  • Don’t Learn: Do.
  • No live class this week. This is where we put what you’ve learned so far into practice.
  • Mastermind and Interactive mentorship available every week but this is when we really put it all into action!

Lessons:

  • Designing packages, sessions, schedule and pricing
  • The importance of the client experience
  • Pricing and collecting payments
  • Skill-based coaching with clients
  • Group programming
  • Client templates

Lessons:

  • Don’t Learn: Do.
  • No live class this week. This is where we put what you’ve learned so far into practice.
  • Mastermind and Interactive mentorship available every week but this is when we really put it all into action!

Lessons:

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

Lessons:

  • Don’t Learn: Do.
  • No live class this week. This is where we put what you’ve learned so far into practice.
  • Mastermind and Interactive mentorship available every week but this is when we really put it all into action!

Lessons:

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

Lessons:

  • Services other than one-on-one coaching
  • Advanced exercises for long-time clients
  • Daily Money Management
  • Coaching various situations
  • Fiscal Fitness budgeting method

Lessons:

  • Don’t Learn: Do.
  • No live class this week. This is where we put what you’ve learned so far into practice.
  • Mastermind and Interactive mentorship available every week but this is when we really put it all into action!

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:

  • Don’t Learn: Do.
  • No live class this week. This is where we put what you’ve learned so far into practice.
  • Mastermind and Interactive mentorship available every week but this is when we really put it all into action!

Lessons:

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

Lessons:

  • Wrap Up
  • Moving forward in your business
  • Taking the next steps

What Participants Have Said

Investment in the Financial Coach Academy

$2,797

Payment options are available.

When priced separately, this financial coach training program is valued at more than $18,000:

  • Weekly 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
  • Access to an exclusive mastermind group of other like-minded financially, savvy professionals who are on the same journey as you.
    • Value: $1,800
  • Weekly live Q&A calls and masterminds to gain instant feedback as you execute all your new ideas!
    • Value: $5,000
  • One-on-one feedback from Kelsa, Michael and their team.
    • VALUE: Exponential
Enroll Now – $2,797 Pay in Full SOLD OUT!
Enroll Now – Pay only $770 (4-pay option) SOLD OUT!

Frequently Asked Questions

Where are classes held?2019-09-17T18:16:40+00:00

For the live version of The Financial Coach Academy, the meetings are held online, meaning you can attend them in the comfort of your own home.  Classes are held on Thursdays. On those days, you will join Kelsa and Michael in a private web conference room using Zoom.

For the self-paced version of The Financial Coach Academy, the meetings are all recorded and available immediately, so you can watch them anywhere, at any time.

What’s my ROI? Can you guarantee results?2019-06-26T21:09:44+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.

What will I learn in the Financial Coach Academy?2019-09-17T18:18:54+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?2019-06-26T21:11:30+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.

What if I have questions while I’m taking the course? Can I email you?2019-09-18T02:27:17+00:00

We expect as you take the course that you’ll have questions. We handle questions about the materials differently for both versions of the course, but it’s important to note that email support is not provided for the live or self-paced course. 

The Live Course

There are weekly calls scheduled throughout the live course. We ask that all questions are asked publically in the group (not via email) during these calls because we want everyone to benefit from shared knowledge.  It’s likely that if one person has a question, someone else was wondering the same thing. That’s why we don’t answer questions about financial coaching, our business, or course lessons via email.

The Self-Paced Course

All attendees of the self-paced course are invited to join a Facebook group just for FCA graduates and our free Financial Coaches Unite FB page. Financial Coaches Unite is a 3,000+ 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. If you don’t have a Facebook account or are looking for more one-on-one feedback and mentorship, consider upgrading to the Live session.

What if I can’t join live or I have to miss a class?2019-07-09T22:43:32+00:00

No problem.  All of the live workshops are recorded and posted in the online training database, along with power points for each presentation, worksheets, templates, and other forms and files. We upload lessons within 24 hours so you can catch it quickly. In other words, you won’t actually miss a thing. 

What do FCA graduates receive to show they’ve completed the program?2019-09-18T02:27:30+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. 

What can I do with the information I learn from the Financial Coach Academy?2019-06-26T21:19:55+00:00

You will be able to take your knowledge and passion for personal finance and turn it into a successful financial coaching business. It’s that simple. 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 are the differences between the live course and the self paced course?2019-09-17T18:16:04+00:00

There are 2 options available for Financial Coach Academy:

Option #1: Self-Paced

The Self-Paced version of Financial Coach Academy gives you all of the recorded lessons, downloads, templates and videos that you would get in the Live Course but at a pace that works best for your life. If you are working a full-time job and/or have a busy family life, this might be the best option for you. The only thing that you don’t get is the 24/7 guidance and feedback from Kelsa, Michael, their team, and other students concurrently taking the live course. If you are self-motivated, a self-starter and/or are extremely limited on time, the self-paced course may be the best option for you. Anyone taking the self-paced course can take the live course at a later date for a reduced price.

Option #2: Live Course

The biggest bang for your buck is the live course. It is only available twice per year (Spring and Fall), so timing is the main reason people choose the self-paced over the live course. This course offers weekly, live, online lessons followed with Q and A and mastermind sessions and also access to the recordings of those sessions for future reference or if you missed the live lesson.

It also offers access to a very active private Facebook group, giving you the option for 24/7 online feedback, mentorship, mastermind, and accountability with your classmates and instructors. While you get the same lessons and information as the self-paced course, we find people in the live course tend to have their financial coaching business up and running more quickly and completely due to the level of support and accountability participants get from their fellow classmates and with Kelsa, Michael and their team.

What are my next steps?2019-07-09T22:41:45+00:00

Live Course: Register for the next live session now! Space is limited to 20 people, and every round of the Academy thus far has sold out. If your preference is to join the live conversation, do not delay.

Self-Paced Course: Purchase the course and begin learning immediately!

Or if you have questions, you can set up 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.

How is your program different from other financial coach training programs?2019-07-09T22:45:12+00:00

Our program sets us apart in a few big ways. Financial Coach Academy covers 3 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 also provide lifetime access to the course materials, so 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, but 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 and guided by us, not that you feel you need to do everything exactly how we have. I can say without any hesitation that the Financial Coach Academy is the most comprehensive, thorough, specific and valuable training for financial coaches there is. We may be biased, but we also have plenty of people who have given our course great reviews

Does FCA teach the basics of personal finance?2019-07-09T22:48:15+00:00

We do not cover specific 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 topics we cover include in the FCA include, but are not limited to:

  • Creating exercises to best help your clients
  • Identifying key skills your clients need help learning
  • Designing programs to help clients get results and solve specific financial challenges
  • Step into coaching conversations humbly and confidently
  • Effective skills for listening and inquiring – how to help clients open up
  • Designing programs that encourage long-term relationships with clients
  • How to gain and utilize power partners
  • What technology to use and how to implement them
  • Marketing techniques that work (and what techniques don’t work)
  • Client strategy session formatting
  • Our signature budgeting system
  • Back and front office optimization
  • How to find your ideal clients (and avoid clients that are not a good fit)
  • On-boarding clients from discovery session to graduation
Do I need a degree in finance to join the Financial Coach Academy?2019-06-26T21:10:17+00:00

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

Even More Happy Participants & Future Financial Coaches! (You’re making us blush.)

Ready to catapult your financial coaching career?

Enroll in the Academy Now - Fall 2019 SOLD OUT!