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Do you want to become a financial coach but aren’t sure where to start?
Have you tried DIY’ing it with free training, podcasts, and blog posts, but still feel like you’re spinning your wheels?
Do you want to feel absolutely confident in your ability to get clients results?
Does the idea you could make a living, doing work you love, and that actually helps people get you excited?
Do you wish someone would show you precisely how to do all of it?
Great. You’re in the right place.
The Financial Coach Academy™ is an online course and coaching program designed to walk you through every aspect of becoming a financial coach. We believe financial coaching is the most rewarding way to make a living, but only if you do it right. The Academy sets you up to coach with confidence and run a professional business that adds to your life.
The best part? You can start the Academy today.
Start the Academy TODAY
Financial Coach Academy Reviews
“I can’t even really believe I was calling myself a financial coach before taking the Financial Coach Academy. I could not recommend this program enough to anybody who is motivated to grow their coaching business and learn from the best of the best.”
MEERA MEYER, Life Money Balance
“Before enrolling in FCA, I had a passion and a dream but hadn’t made any steps toward launching my financial coaching business. I have my MBA and can confidentially say that the FCA program is like an MBA for financial coaches. I am still amazed that with the help of the FCA I’ve been able to build a business from the ground up and in just 16 weeks!”
AMANDA BOUZAKINE, Broad Park Financial
“I started Financial Coach Academy with the thought of starting a side business along with my current career, and I am now committed to doing this full-time. I took another coaching course from a well-known financial personality and, although I got a lot out of it, there was nowhere near the detail provided by FCA.”
BRAD FINCH, Finch Financial Fitness
A Financial Coaching Program That Covers It All
The Financial Coach Academy™ will walk you through step-by-step how to become a coach and efficiently run your business.
After more than a decade of running our financial coaching business and years of running this course, we have identified the five core concepts that every financial coach needs to be a successful coach.
The Academy has assigned each of these concepts a module, and within each module is a series of lessons, videos, handouts, materials and actions to help you work through mastering this concept. Because the course is designed to have you build your business and grow your coaching skills as you work through it, by Module 2, you’ll take on clients.
And by the time you finish all five modules, you’ll have the coaching skills to serve clients confidently and a business that is 100% up and running. Who knows, you might even start to enjoy selling your services. (WARNING: This is a common side effect of completing Module 4.)
Get Training Created By And Specifically For Financial Coaches
Financial coaching is a different kind of business.
You need financial knowledge and numbering crunching abilities people usually only associate with financial advisors.
You need the ability to help people change their behaviors and mindset which are usually traits associated with business or life coaches.
You also need the drive and discipline of any other entrepreneur running a business.
Being a financial coach takes mastering a unique blend of skills and traits.
It’s one of the many reasons we love being financial coaches and think financial coaches are so freaking awesome.
That’s why our program doesn’t just focus on financial theories or coaching skills. It covers this trifecta of skills to serve as your foundation.
The Only Financial Coach Training That Provides Specific and Detailed Guidance on All 3 Areas:
financial coach academy instructors who provide financial coach training to new coaches
We are the creators and instructors of the Financial Coach Academy, but first and foremost,
WE ARE FINANCIAL COACHES
Check Out Our Financial Coaching Business
Financial Coach Academy Reviews
“Prior to taking the Academy I felt like I was constantly spinning my wheels, but going no where. FCA provided the traction for me to take my idea/dream and turn it into a reality. The program gave me the confidence I needed to quit my job and pursue financial coaching full-time.”
DAVID GOURLEY, The Budget Teacher
“FCA was one of the most intensive and informational courses I have ever taken! Anything and everything you would possibly want to know is in this course. I completed it having no background in finance, and I feel confident in building a successful financial coaching business.”
JESSICA KLEINE, Mindset Financial Coaching
“FCA gave me everything I needed to start my coaching business and the encouragement to actually do it. Instead of spinning my wheels and never launching because I’m a perfectionist, I was able to take decisive action with what I learned. I had income before I even finished the course.”
AMBER PIETRANGELO, Abundance Financial
What’s Included in the Academy?
All content is released as soon as you purchase the course.
Core Modules designed to get you coaching as soon as possible by covering your mindset, the client’s journey, how to coach, financial knowledge, selling and marketing!
Lessons designed to walk you through each phase of launching your coaching business in step-by-step detail.
Monthly live coaching calls every year to help you overcome any setback or hesitation. Oh, and you can join these calls for years and years to come!
Downloads, templates, contracts and materials to use in your business and with clients right away (see full list below)!
Bonus Modules for to help you expand your offerings into things such as online courses, mastermind, group programs and more!
How the Academy is different from other financial coach training programs:
Lifetime access at no cost. With FCA, you pay once for the course AND you get all updates forever. You’ll always have not only access to the course, but THE BEST version of the course.
Monthly live coaching calls. Open Q&A calls with the Academy instructors are included for life. Calls are recorded so you can catch the replay if you miss one.
Learn how to market and get clients. It’s one thing to design a great program (which we totally help you do) but it’s a whole other to learn how to talk about your value, what you offer, and how to price and market your services.
Get all the materials you need to run your business. The Academy offers not just training resources, but all the materials you need to run a business and serve clients (see the link to the full list below). We provide all things we use in our financial coaching business everyday.
Know what software and systems you actually need. You don’t need to pay for a client-service software. We show you how easy it is to use apps and software that you likely already have – and so do your clients!
Advanced modules that grow with you. We got you with Advanced Programming and Marketing, Corporate Wellness and Thinking Like a CEO bonus modules – all designed to guide you during the stages of growth we know you’ll face as a successful financial coach.
SEE THE COMPLETE LIST OF ALL THE TEMPLATES, WORKSHEETS, DOWNLOADS, SCRIPTS, AND OTHER MATERIALS WE PROVIDE IN THE ACADEMY.
THE ACADEMY IS MORE THAN JUST AN ONLINE COURSE! MONTHLY LIVE COACHING CALLS ARE INCLUDED!
Get your questions answers, get unstuck, and get advice from the creators and instructors of the financial coach academy in real time. Calls are hosted on Zoom on the last Wednesday of the month. They are open to ANY coach who has enrolled in the Academy, at any point.
We offer lifetime access to the Academy, and this monthly call is part of that access.
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Modules, Lessons, and Topics Covered in the Financial Coach Academy
Clarity On Who You Are And Who You Serve
Understand your purpose and your Why behind your business.
Module 1 Lessons
LESSON ONE: Why people will hire you
LESSON TWO: Clarify your vision for the business you are building and what you will call yourself
LESSON THREE: Identifying and refining your ideal client
LESSON FOUR: Your business name, tax, license and legal protections
By the end of this lesson, you will have:
Gained clarity on who you are and who you serve.
A clear vision for what kind of business you’re creating.
Identified your niche.
Learned the challenges your ideal clients are experiencing.
Embraced where your desire to become a financial coach comes from.
Begun crafting that into a compelling Why story.
Picked a business name and chosen a title.
A good understanding of some administrative and legal steps you can take for your business right now.
Module 1 Feedback
A Client’s First Experience Working With You
Attracting Clients and How Your Initial Coaching Sessions Go
Module 2 Lessons
LESSON ONE: Taking the lead from the first conversation
LESSON TWO: Qualifying a client to confirm coaching readiness
LESSON THREE: Delivering your first session and Wow! the client with clarity and results
LESSON FOUR: Starting to work with your first few clients
By the end of this lesson, you will have:
Mapped out a client journey for your business.
Created your sales conversation process.
Designed and launched your initial coaching session with clients.
Activated a scheduling software.
Built a tracking system for leads, prospects, and clients.
Announced you’re looking for clients (maybe even had a couple practice clients under your belt as well)
Module 2 Feedback
Click the arrows to see the reviews!⤴
Building Long-Term Client Relationships Through Amazing Results
Design a client experience they won’t forget – and neither will you!
Module 3 Lessons
LESSON ONE: Step-by-step program development and design
LESSON TWO: Dozens of financial concepts delivered with a coaching spin
LESSON THREE: Boundaries and crucial conversations as a coach and entrepreneur
LESSON FOUR: Systems that support you, free up your time and make coaching your clients easier
By the end of this lesson, you will have:
Designed a coaching program for your business.
Created really great content that gets your clients results.
Learned effective coaching skills.
Explored various financial concepts from a coaching perspective.
Adopted the four key roles you’ll play as a coach.
Learned the art of asking effective questions.
Drafted your Coaching Agreement.
Designed and launched an onboarding sequence to lead clients through.
Built a tracking system for your clients’ journey through your program.
Established important policies to help you establish boundaries and expectations with clients.
Module 3 Feedback
Selling Your Coaching With Integrity
Invite clients to start and continue their coaching with confidence
Module 4 Lessons
LESSON ONE: Bridging the gap
LESSON TWO: Mindset of sales
LESSON THREE: Energy of sales
LESSON FOUR: Scripts and objections
By the end of this lesson, you will have:
Identified where your clients are today, where they want to be and how your services help to bridge that gap.
Brainstormed ways your coaching program helps clients to solve their current challenges.
Reflected on what you appreciate and dislike about sales conversations you’ve experienced.
Designed a pre-game sales strategy.
Learned the strategy of “teeing up” your coaching.
Wrote out pivot statements for your Discovery session.
Learned how the energy in your workspace impacts your sales conversations.
Explored various objections you may hear and how you’ll respond to them.
Identified 10 benefits of your coaching.
Outlined how you will wrap up your Discovery session for three scenarios that could occur.
Module 4 Feedback
Click the arrows to see the reviews!⤴
Marketing Your Coaching
How to create a brand and a name for yourself so you attract eager clients
Module 5 Lessons
LESSON ONE: Developing referral relationships
LESSON TWO: Rocking your social media
LESSON THREE: Creating a killer website
LESSON FOUR: Designing marketing resources
By the end of this lesson, you will have:
Established goals for your referral marketing and social media marketing.
Learned strategies for identifying and establishing referral relationships.
Identified who’s in front of your ideal clients on a regular basis already.
Brainstormed ways your coaching program helps their clients to solve their current challenges.
Designed a reach-out strategy for connecting with referral partners (templates provided!).
Designed a follow-up strategy after a one-to-one with a referral partner.
Launched a social media strategy for your financial coaching business.
Outlined a social media content calendar that matches your goals and builds trust with prospects.
Learned about the key components of your website.
Wrote out the copy for your website.
Explored various commercials and taglines you can use to gain the most from the networking meetings you attend.
Module 5 Feedback
Lifetime access to the course and all of its materials is included in the cost of the Financial Coach Academy.
We don’t expect you to get everything right off the bat. We cover a lot of material, and we want you to have the ability to go back and watch whatever lessons you need as issues and questions pop up in your business. You’ll never lose access to the materials in the course so long as the course is around.
We’re in this for the long haul because we love financial coaching.
Yes, even more Financial Coach Academy Reviews
Did we mention more than 600 coaches have already completed the Academy?
“After FCA, I am so confident I don’t think anyone can knock me down. I network like a champion. I have content that looks good and provides value. I have goals in my business. I HAVE A PAYING CLIENT. I just feel like there is nothing stopping me.”
AMANDA JACOB, Life Changes By You
“Before the Academy, I was stuck in the beginning stages of my business not knowing what steps to take or how building a program worked. Kelsa and the team helped me take my business from beginning stages to up and running. I highly recommend you take FCA if you want to become a financial coach.”
TANYA GEHRES, Table Talk Financial
“The training offered by the FCA was precisely what I needed at the early stage of my financial coaching career. Excellent training, excellent support, and excellent applications to all aspects of financial coaching important to a new financial coach.”
DAVID KNAPP, Smart Cents Personal Financial Coaching
A Program Designed to Grow With You – The Bonus Modules
Once a coach has worked their way through the five core modules, they have completed the course. Their Academy graduate seal is on the way!
But as we said, the first five modules are just the core concepts. There’s so much more.
As you grow your business, we have created bonus modules to guide you there too.
You may want to add a course, group program, or mastermind in addition to your one-on-one coaching. We cover each one of those in the Advanced Programming Bonus Module.
In the Thinking Like a CEO Bonus Module, we help you devise a strategy and plan for hiring your first assistant or support person.
In Advanced Marketing, we help you create your signature presentation and fun gifs!
If you think you might want to offer your services to corporations, we give you our entire Corporate Wellness strategy
The five bonus modules are designed to help you and support you beyond your initial launch.
BONUS MODULE: Thinking Like a CEO
Taking action in your business
Working in your Zone of Genius
Planning and goal setting for your business
Managing your time as a business owner
Finance and operations
BONUS MODULE: Corporate Wellness
Design and run a profitable financial wellness program for corporate clients. Learn how to network with key players, develop you niche, build a dynamic workshop, and land your first corporate client from your academy instructors as well as Shane Robson-Smith of Workplace Money Coach.
BONUS MODULE: Advanced Marketing
Creating your signature presentation
Writing your got-to-open-it newsletter
Getting PR stories and featured articles
SEO and Google Analytics for financial coaches
Gif-ify your brand (let’s make gifs!)
BONUS MODULE: Advanced Programming
Understanding your client success path
Setting the stage
Designing your one-to-many offering
Extending the coach-client relationship
Daily money management
BONUS MODULE: Q&A Recordings
Includes the most recent Q&A session with the Academy instructors. Every month, we host a coaching call for any coach who has enrolled in the Academy. That recording lives here until we host the next call and upload it. You’ll always have access to the most recent Q&A session.
How We Structure Our Financial Coach Training
And How We Get You To Take Action
Anyone can learn how to be a coach. We want you to become a coach.
In the Academy, we teach you and provide everything you need to become a successful financial coach. We show you how to do it all (everything from creating materials for your clients to materials for your marketing) but we don’t stop there.
You know the saying “knowledge is power”? Yeah we call BS on that. We believe “applied knowledge is power” and our goal is that you are applying all the tools, skills and strategies we give you. Our goal is that you are attracting clients, inviting them to work with you, coaching them toward amazing results for their life and money and most importantly, that you’re loving the journey.
That’s why we nudge you in loving ways throughout the course to continue making progress and to go out, talk to people and actually DO THE THING (financial coaching). We are coaches. The course isn’t designed without giving lots of thought to what YOU need in addition to knowledge in order to confidently coach your clients and make a living doing this work.
Our course is designed for the coach who is ready to take action and become a coach, whether that’s as a side hustle or making coaching your primary source of income. And it’s for coaches who feel a bit nervous too. Don’t worry, we got you.
Know Exactly Where You Are With the Rubric
Every module also includes a rubric, which is your guide to the lessons and their associated actions in that module. We’ve separated each lesson into four action steps: learn, design, build and finesse.
Watch the lesson videos and absorb what we’re teaching.
Plan, brainstorm, and sketch out how that lesson applies to your coaching, using all the templates and examples we provide as guides.
Create and build each step of your client journey for your business. Watch as your business starts to come together – step-by-step!
Specific steps to help you refine and perfect what you’ve built over time to make it more authentically you!
Here’s The Module One Rubric
Notice the turtle? We’ve included those little guys in the rubrics to callout the places coaches commonly get tripped up. And then we help you move past them!
Start the Academy TODAY – Purchase Here
How long does it take to complete the Academy?
That’s the question we get asked most frequently. Our answer is that’s really difficult to say because it’s a self-paced course but the average is 4-6 months.
You can go at your own speed so there is no set time. And because some lessons will be easier than others based on your own skillset, how quickly you complete the course is really up to you. We aim to provide the whole shebang with this course so keep in mind you are building your business and practicing your coaching as you go. This is not a course you will finish in a day or a week because you simply can’t launch a business or learn how to coach in that amount of time. In fact, we recommend you don’t try to get through it in less than a month’s time.
But we don’t want you waiting to coach clients until you complete the entire course. By the end of Module 2, you have enough of your business built and you have enough coaching skills to help people, so we encourage you to go out and start getting clients while you finish the remaining modules. The goal is that you start coaching relatively quickly while you continue designing your program and building your business.
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Who Should Take the Academy?
New Financial Coaches – If you are just starting out as a financial coach and want to have evidence-based systems in place, learn exactly how to integrate the coaching and financial parts of financial coaching, feel confident in your ability to get clients results, and graduate with a proven business model, the Academy is for you.
Professionals Looking for a Career Change – Financial coaching is the most rewarding way to make a living. If you are good with your money, love helping your friends and family with their budgets as a hobby or side hustle, and want to turn your passion into a career, the Academy is for you. Same goes for financial professionals and entrepreneurs who want to move away from corporate America and start your own business.
Psst. If you’re an established financial coach looking for concepts you can explore with your more advanced clients, you might be better served by the Financial Coaching Toolkit.
The Academy helps you launch your business and will give you the tools and skills necessary to coach clients during their first couple of years with you as their coach. The Toolkit was designed for coaches who are looking to better serve their more veteran clients with advanced resources and coaching exercises. If you feel confident in your business model and have clients who have been working with you for 2+ more years, the Toolkit may be a better fit for you. If you’re not sure which offering is best for your business, schedule a free 20-minute, no pressure call with Kelsa to help you figure it out.
Meet Your Instructors
Jill, Kelsa, Michael, and Jaclyn
Why We Created the Academy
Financial Coaches have the power to change the world. We truly believe that. In fact, it’s why we created the Financial Coach Academy. We love financial coaching. Honestly, we’re a wee bit obsessed.
Our coaching business began with Kelsa Dickey. She had passion for financial coaching and wanted to help everyone take the stress out of managing their money. Literally everyone. (See, obsessed.) But knowing there was just one Kelsa, she knew it wasn’t possible. Who has that kind of time? She grew her team to include her husband Michael and they created the Academy in 2016 to start training more coaches. Since then, they’ve helped hundreds of coaches work their way through the Academy.
But that was just the start. Two of the coaches who’ve taken the course, Jill Emanuel and Jaclyn Wise, joined Kelsa’s team and are now Academy instructors too. We launched a completely revamped and redesigned Academy in 2021 that features everyone on this expanded team.
The Financial Coach Academy is our way to help as many people get financial coaching as possible. By creating a course that is practical and demonstrates everything we have learned over 10 years of financial coaching, we can help more coaches coach more people. So thank you for contributing to our mission because we still love coaching and we still want to help everyone. We are so glad you want to become a financial coach.
Meet the Instructors
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