Self-Paced Course - Financial Coach Academy
Self-Paced Course 2019-04-18T19:56:57+00:00

Financial Coach Academy Self-Paced Course

The Financial Coach Academy™ is an online course designed to teach you practical, tried-and-true methods for starting and operating your very own financial coaching business. There are three pillars that serve as the foundation of a successful financial coaching business:

Financial Knowledge

Business Acumen

Coaching Skills

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

Admission into the Academy’s self-paced course gets you:

  • 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.

All content is released immediately, but it’s 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 help you design a successful financial coaching business.

Videos and downloads are always available once released, so you can watch and re-watch them as often as needed. You also will 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.

Buy 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 in their marketing materials. 

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

  • A private Facebook community to connect and collaborate with past, current and future classmates. 

  • Mentoring and continuous feedback from the Academy’s instructions throughout the course.

Available in the live course only! Learn more here.

The Academy: 11 Lessons to Launch Your Financial Coaching Career

Create a business you will be proud of:

  • 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

Client conversion:

  • 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

Program Development:

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

Execution Week:

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

Beginner Marketing for Financial Coaches:

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

Financial Concepts and Training, Part 1:

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

Execution Week:

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

Financial Concepts and Training, Part 2:

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

Sales Lab Training:

  • 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

Advanced Marketing for Financial Coaches:

  • 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

 Wrap Up Week and Looking Ahead:

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

What Participants Are Saying

Investment in the Financial Coach Academy™:

$1,297

Payment options are available.

Buy the course

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

Where are classes held? 2018-04-15T02:05:14+00:00

For the live version of The Financial Coach Academy, the meetings are held online (virtual), meaning you can attend in the comfort of your own home, wherever your home may be.  Classes are held on Thursdays where you will join Kelsa and Michael in a private online 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 any where at any time.

What’s my ROI? Can you guarantee results? 2018-02-20T03:46:31+00:00

We have put nearly 10 years of hard work into this course.  It 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 will provide ample execution time to be able to apply everything that we teach and are confident that works, plus accountability to keep you motivated and on track.  Unfortunately, we can’t guarantee any level of results.

Please read about Financial Coach Academy’s terms and conditions and privacy policy.

What will I learn in the Financial Coach Academy? 2018-12-27T15:53:31+00:00

Practical steps to taking your personal finance advice and knowledge and crafting a business model around it- everything from contracts and pricing to scheduling and marketing). We want you to learn from our mistakes and successes and implement them to create a successful Financial Coaching business. You will also learn tried and true activities that get results with clients- from exercises, discussion topics, handouts, effective questions and so much more! 

What will I be able to to do with the information I learn from during the Financial Coach Academy? 2018-02-20T03:42:20+00:00

You will be able to take your knowledge and passion for personal finance and turn it into a successful Financial Coaching business that you can build from the ground up.

What qualifications or certifications are required to take the Financial Coach Academy? 2018-02-20T03:44:48+00:00

None! Just a passion for helping people with their personal finances!  Some people may classify you as a certified budget geek. Don’t worry. We love budget geeks. You will be in good company.

What if I can’t join live or I have to miss a class? 2018-02-20T03:44:01+00:00

No problem.  All of the live online workshops are recorded and posted in the online training database along with powerpoints for each presentation, worksheets, templates and other forms and files.

What do FCA graduates receive to show they’ve completed the program? 2019-03-31T02:35:38+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 are the differences between the live course and the self paced course? 2019-04-16T04:37:09+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 the speed that works best for your busy 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 this may be the best option for you!

Option #2: Live Course

We feel the biggest bang for your buck is the live course. It is only available twice per year (Spring and Fall) so timing is the biggest reason people choose the Self-paced over the Live Course. The Live 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 the amazingly active Private Facebook group so you have 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 courses, you will have your Financial Coaching business up and running more quickly and completely realized by the end of the course because of the level of support and accountability you get with your classmates and with Kelsa, Michael and their team.

What are my next steps? 2018-03-22T04:28:56+00:00

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. If you’re interested in taking the self-paced course, you can purchase the course and begin learning immediately! Or if you have questions you can call us at (480) 788-4588 or email info@fiscalfitnessphx.com to set up a discovery session to find out why this program may be right for you.

How is your program different from other financial coach training programs? 2019-04-16T04:46:03+00:00

Our program is set apart in a few big ways from other financial coach training programs. Financial Coach Academy covers 3 main pillars – financial concepts, business building strategies and coaching skills – and we feel our approach to these are top notch! We do not provide theories, we provide practical, hands-on, step-by-step instruction on tried and true methods. 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 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. We also provide lifetime access to the course materials, so you never lose 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, we also give you the framework so you can create your own strategies that are unique to you! Our goal is that you are inspired and guided by us, not that you feel you need to do it exactly as us. 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.

Do you teach the basics of personal finance? 2018-02-20T03:41:08+00:00

We do not cover specific financial topics (i.e. what is a mortgage or what is interest) because we feel there is already a wealth of great information and training out there on these topics (and we’ll share the ones we like best),. But we assume that by having an interest in the FCA, you know a lot of this already.

Some of the major topics we cover include but are not limited to:

  • 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
  • And much more!
Do I need a degree in finance to join the Financial Coach Academy? 2018-02-20T03:45:42+00:00

Nope, all you need is a desire to help people with their finances and a passion for personal finance.

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

Even More Happy Participants & Future Financial Coaches!

Financial Coaches Unite

A supportive Facebook community for aspiring and trained financial coaches!

Roll up your sleeves, ask questions, share ideas and learn from one another on best practices for running your financial coaching business! The more successful we are, the more people we can help and the better our world can become!