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Learn how to successfully change your clients’ behavior to get better (and faster) results.
Build the systems and master the tech needed to run a business that’s as close to autopilot as can be.
File Size: 26.4 GB.
Kelsa Dickey 4 Specialty Toolkits included – Financial Coach Academy 2025
Ready to turn your dream of helping people into a reality?
We’re not blowing smoke. Take a look at this…
Lauren was already a coach, but she wasn’t fully confident — with FCA, she is closing her knowledge gaps and adding to her toolbox so that she can be a powerful, transformative financial coach.
And she’s not the only one:
“I will sing y’all’s praises from the hilltops! This program is amazing. If FCA had been JUST modules 1 & 2, it would have been worth the price. There is no way I would have launched my business or gotten this far without Financial Coach Academy.
“The fact that I have LIFETIME access was one of the reasons I chose FCA over other options out there.” – Brandy Lively
Both Brandy and Lauren found that the Financial Coach Academy’s comprehensive trainings filled in the gaps (that other programs didn’t), and increased their confidence — all because they followed their dream — their vision — to become excellent financial coaches.
Maybe you have a similar dream – of helping people improve the way they manage their money. We can’t promise you that launching a business will be easy. In fact, we can guarantee it will be both gratifying and challenging at times.
The Financial Coach Academy® provides frameworks, templates, resources, checklists, skills trainings and continuous support.
Did you know that the average course completion rate in the US is 12%? The Financial Coach Academy’s completion rate is 68%.
A Financial Coaching Program Based In Reality
You want to know what gives coaching a bad name? Over-promising and fake guarantees.
As a financial coach, we cannot guarantee that our clients will get out of debt in 90 days because that’s not always up to us. A client can do everything right, seize every opportunity and still not get out of debt in 90 days. Sometimes the math just doesn’t shake out that way.
Not only that, but I’ve never had a client do everything right just like no one will do everything right in business.
Change is hard. Business is hard. We don’t live in dream scenarios, we live in reality. As a financial coach, it feels wrong to promise something I don’t control.
The same is true for the Financial Coach Academy®.
And yet The Academy® will NOT:
I cannot guarantee:
The Academy® offers you:
I’m offering you a path to get started.
Because you can’t know what will work for you or what iterations you need to try unless you start.
You’ve got to start somewhere.
The Academy® is designed the way it is because I’ve been there. I am there.
I started my own financial coaching business and I still have a financial coaching business. I’m in the trenches too. All of the coaches who enroll in The Academy® are in the trenches too.
Here’s what’s waiting for you inside The Financial Coach Academy®…
From the moment you sign up and commit to making your financial coaching dreams a reality, you’ll receive live monthly coaching calls for 12 months, and you’ll have lifetime access to all program materials as long as the program is live and active.
Launching and having a business (any business) takes a lot of time and effort. It doesn’t happen overnight. It took me years and I tried a lot of different things before I figured out what would work for me.
Even with The Academy®, your financial coaching success will take a lot of time, effort and iterations. You will build it, market it, talk with people about it, tweak it, change it, and try again.
It won’t just demand time, it will demand patience, perseverance and trust.
I am not offering you a get-rich-quick strategy, a guaranteed income, or some dream scenario.
5 CORE MODULES
These modules will walk you through five key aspects of becoming a financial coach and designing your business so it fits you. These core modules lay a foundation from which you can build from and include:
30 SELF-PACED LESSONS
You’ll find no surface-level content here. We’re diving deep into the concepts that will transform your business so you can hit the ground running with a wealth of knowledge and know-how.
LIVE MONTHLY CALLS
We’ll help you troubleshoot any challenges, get unstuck when things get tough, and answer any questions you have along the way— and you can hop on these calls whenever you want for a full year.
COHORTS: 6 MONTHS OF SMALL GROUP SUPPORT
When you enroll in the Academy, you’ll be assigned a small group of fellow coaches to go on this journey with you. These small groups, Cohorts, will be limited to your fellow coaches who have recently enrolled in the Academy and are learning and growing their financial coaching business right alongside you.
When you join us, you’ll join everyone in your cohort for a group welcome call where we’ll help you set up communication channels to stay in touch and keep each other motivated as you progress through the program.
165 MATERIALS TO DOWNLOAD
Downloads, templates, contracts… you name it, we’ve got it. These resources help you get started on the right foot.
4 BONUS MODULES
We’re here for your launch and your evolution. Once you’ve got a solid foundation, level up your business with online programs, masterminds, group programs, and more – all included when you enroll in The Academy®!
MEET YOUR CORE MODULES
Module 1: Clarity on who you are—and who you serve
Our goal for this module:
No more floundering around, trying to be everything to everyone. You’ll leave this module with a clear vision of WHY you do what you do—and WHO you’re meant to serve.
In this module, you will:
- Create a clear vision for what kind of business you’re creating and how that business fits your current lifestyle
- Identify your niche and zero in on the challenges your ideal clients are experiencing
- Embrace where your financial coaching dream comes from (and start crafting it into a compelling story)
- Pick your business name and chosen title
- Develop a solid understanding of the first administrative and legal steps you need to take to create a real business as a financial coach
Module 2: Your client’s first impression (and experience) of working with you
Our goal for this module:
You’ll learn how to craft an unforgettable client experience that has your clients working with you for the long haul—and singing your praises to everyone they know.
In this module, you will:
- Map out a detailed client journey for your business
- Create your unique, no-sleazy sales conversation process
- Design and launch your initial coaching session with clients
- Activate a simple scheduling software
- Build an (also simple) tracking system for leads, prospects, and clients
- Make a PUBLIC announcement that you’re looking for clients
Module 3: Building long-term relationships through a curated client experience
Our goal for this module:
This is where the magic happens. You’ll create a repeatable system for working with clients that produces life-changing results—so you can feel confident and in control every step of the way.
In this module, you will:
- Design a coaching program for your business
- Create valuable, action-based content that gets your clients real results
- Develop effective coaching skills
- Explore transformative financial concepts from a coaching perspective
- Adopt the four key roles you’ll play as a coach
- Master the art of asking effective questions
- Draft your official Coaching Agreement
- Design and launch an onboarding sequence to lead clients through
- Build a tracking system for your clients’ journey through your program
- Establish important policies to establish boundaries and expectations
Module 4: Selling your services with integrity and excitement
Our goal for this module:
Hate selling? Not anymore. You’ll walk away from this module with a step-by-step process for selling your services that feels natural, authentic, and downright easy.
In this module, you will:
- Identify where your clients are today, where they want to be, and how your services can bridge that gap
- Brainstorm ways your coaching program helps clients to solve their current challenges
- Reflect on what you appreciate and dislike about sales conversations you’ve experienced
- Design a pre-game sales strategy
- Learn the strategy of “teeing up” your coaching
- Write pivot statements for your discovery sessions
- Discover how the energy in your workspace impacts your sales conversations
- Explore various objections you may hear and how you’ll respond to them
- Identify the ten major benefits of your coaching
- Outline how you will wrap up discovery sessions for the three most common scenarios that can occur
Module 5: Creating a brand that attracts your ideal clients with ease
Our goal for this module:
You’ll build a brand that conveys your message and speaks directly to your people—so you can stop chasing leads and start attracting clients who are ready and willing to invest in your services.
In this module, you will:
- Establish goals for your referral and social media marketing
- Learn strategies for identifying and establishing referral relationships
- Identify who’s in front of your ideal clients on a regular basis already
- Design a reach-out strategy for connecting with referral partners (templates provided!)
- Design a follow-up strategy after a one-to-one with a referral partner
- Launch a social media strategy for your financial coaching business
- Outline a social media content calendar that matches your goals and builds trust with prospects
- Learn about the key components of your website
- Write out the copy for your website
- Explore various commercials and taglines you can use to gain the most from the networking meetings you attend
PSA
You get access to all of this content—for life AND our live monthly coaching calls for 12 months.
We don’t expect you to get everything right off the bat. The Financial Coach Academy® covers A LOT of material that you can return to again and again whenever you want. You’ll never lose access so long as the program is still live and active.
We know you’re in this for the long haul—and so are we.
Ready to add ‘Financial Coach’ to your resume and build a business you love?
GET INSTANT, LIFETIME ACCESS TO:
HOW THE ACADEMY IS DIFFERENT FROM OTHER FINANCIAL COACH TRAINING PROGRAMS:
✓ Lifetime access at no cost. With FCA, you pay once for the program and you’ll have lifetime access to all program materials as long as the program is live and active.
✓ Monthly live coaching calls. You’ll receive live monthly coaching calls for 12 months.
✓ Your own coaching cohort. Six months (or longer if you choose!) of peer-to-peer support, feedback and accountability to make the journey of launching your business just a little more fun and a little less messy.
✓ 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 materials you need to run your business. The Academy offers not just training resources but the materials you need to run a business and serve clients (see the link to the full list below). We provide the things we use in our financial coaching business every day.
✓ Know what software and systems you actually need. You don’t need to pay for 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!
✓ Specialty Toolkits that deepen your understanding. You don’t need an accreditation to stand out from the crowd. These Specialty Toolkits help you coach at a higher, more professional level.
✓ 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.
The Financial Coach Academy® is for you if…
…you’re looking for a formal training to help you feel confident in your identity and responsibilities as a coach (whether that’s part-time or full-fledged business empire).
…you’re just starting out as a financial coach and you want help launching your business on the right foot.
…you want to feel prepared and able to equip your clients with practical tools to tackle debt, savings and so much more during their sessions.
…you’re excited to differentiate between simply teaching financial concepts and effectively coaching on them.
…you’re struggling to justify the value of your services to clients.
…you care about achieving consistent positive results for your clients.
…you want to attract the right kind of clients and in a way that feels easy and enjoyable to you.
Enroll in The Financial Coach Academy® today!
GET INSTANT, LIFETIME ACCESS TO:
Get the Ultimate Growth Guide for Financial Coaches
The Ultimate Growth Guide for Financial Coaches is your step by step guide to growing your coaching business.
Course Features
- Lectures 0
- Quizzes 0
- Duration 10 weeks
- Skill level All levels
- Language English
- Students 163
- Assessments Yes