Financial Coach Academy By Kelsa Dickey – Digital Download!
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Acquire Education and Skills
Embark on a career as a Financial Coach
Allow us to demonstrate our findings: financial coaching is the most gratifying means of earning a livelihood.
Acquire coaching expertise, develop your curriculum, attract customers, and establish your financial coaching enterprise with The Financial Coach Academy.
Are you interested in pursuing a career as a financial counselor but uncertain about the first steps to take?
Have you attempted to engage in do-it-yourself practices using complimentary training, podcasts, and blog postings, but still experience a sense of stagnation and lack of progress?
Are you seeking to attain unwavering confidence in your capacity to provide desired outcomes to your clients?
Does the concept of earning a livelihood by engaging in something that you are passionate about, while also making a positive impact on others, ignite your enthusiasm?
Are you desiring for someone to provide you with explicit instructions on how to do everything?
Excellent.
You have arrived at the correct location.
The Financial Coach Academy™ is an internet-based training and coaching program specifically intended to guide you through all the necessary steps to become a proficient financial coach. In our view, financial tutoring is the most gratifying means of earning a livelihood, provided it is executed correctly.
The Academy provides you with the necessary tools and knowledge to instruct with assurance and operate a reputable company that enhances your overall quality of life.
What is the most outstanding aspect? Commence your enrollment at the Academy now.
Reviews of the Financial Coach Academy
“Prior to enrolling in the Financial Coach Academy, I find it hard to believe that I considered myself a financial coach.”
I highly endorse this program for anyone who are driven to expand their coaching career and get insights from the most exceptional professionals in the field.
MEERA MEYER, Achieving Financial and Personal Well-being
Prior to joining FCA, I had a strong enthusiasm and aspiration, although I had not taken any actions towards starting my financial tutoring enterprise.
With my Master of Business Administration (MBA) qualification, I can confidently assert that the FCA program serves as an equivalent to an MBA specifically tailored for financial coaches.
I am still astounded that, with the assistance of the FCA, I have successfully established a firm from scratch in just 16 weeks!The user’s text is empty.
AMANDA BOUZAKINE, representing Broad Park Financial
A comprehensive financial coaching program that covers all aspects of personal finance.
The Financial Coach Academy™ provides a comprehensive, systematic guide on how to become a coach and effectively manage your company.
Having operated our financial coaching firm for over ten years and having conducted this course for many years, we have discerned the five fundamental principles that are essential for any financial coach to achieve success.
Each subject has been allocated a module by the Academy, which contains a sequence of courses, videos, handouts, resources, and activities to assist you in achieving mastery of that particular idea.
Due to the course’s structure, which focuses on developing your company and enhancing your coaching abilities, you will begin working with customers by Module 2.
Upon completion of all five courses, you will possess the necessary coaching abilities to serve customers with confidence and have a fully operational company.
It is possible that you may even develop a liking for marketing your services. (CAUTION: This is a prevalent consequence of finishing Module 4.)
Access training designed just for financial coaches.
Financial coaching operates as a distinct kind of business.
You need a strong understanding of finance and exceptional numerical analysis skills, often associated with financial advisers.
Proficiency in facilitating behavioral and attitude transformations, often seen in business or life coaching, is required.
In addition, possessing the passion and discipline characteristic of any other entrepreneur managing a firm is also necessary.
To be a financial coach, one must have a certain combination of abilities and attributes.
It is one of the several factors that contribute to our admiration for becoming financial coaches and our high regard for the exceptional qualities of financial coaches.
Hence, our training encompasses more than simply financial theories or coaching abilities.
It encompasses these three essential abilities to establish a solid foundation.
The only financial coach training program that offers explicit and comprehensive guidance on all three domains:
Enhance Your Coaching Abilities
Teaching a customer a financial notion is a distinct matter.
Coaching someone to modify their behavior requires a distinct set of abilities.
We provide comprehensive instruction on being a proficient coach capable of achieving enhanced and expedited outcomes with your clientele.
Acquire expertise in financial matters
We impart to you the same financial principles that we impart to our own clientele.
You will enhance your existing financial aptitude and engage in additional financial activities with your customers to further develop your expertise.
Obtain a comprehensive plan for starting and running a business.
Develop the necessary procedures and acquire expertise in technology to efficiently operate a corporation that operates with little human intervention, resembling an automated process.
Furthermore, it is unnecessary to allocate substantial amounts of money each month on extravagant software in order to do this task.
We are the founders and educators of the Financial Coach Academy, prioritizing our role as such.
We specialize in providing financial coaching services.
Explore our financial coaching enterprise.
What is included by the Academy?
Upon purchasing the course, all material is immediately made available.
Our program consists of 5 essential modules that aim to expedite your coaching journey.
These modules focus on developing your mentality, understanding the client’s journey, acquiring coaching skills, gaining financial information, and mastering selling and marketing techniques.
30 Lessons meticulously crafted to guide you through every stage of beginning your coaching enterprise with comprehensive step-by-step instructions.
Receive 12 monthly live coaching calls annually to assist you in overcoming any setbacks or hesitations.
Additionally, you have the opportunity to participate in these calls indefinitely.
Get immediate access to 165 downloadable resources, including templates, contracts, and documents that you can start using in your company and with customers.
See the whole list below!
Receive 5 more modules to enhance your range of services, including online courses, mastermind sessions, group programs, and more!
The distinguishing characteristics of the Academy in comparison to other financial coach training programs:
Acquire the skills to effectively promote and attract customers.
While we may assist you in designing an exceptional program, it is as important to acquire the skills to effectively communicate your value, articulate your offerings, and choose appropriate pricing and marketing strategies for your services.
Acquire all the necessary resources to operate your firm.
The Academy provides comprehensive training resources as well as all the necessary documents for company operations and customer service.
Please refer to the link below for the complete list. We provide a comprehensive range of products and services that are essential for our daily operations in the field of financial coaching.
Acquire a clear understanding of the specific software and systems that are necessary for your requirements.
There is no need for payment for a client-service software. We demonstrate the simplicity of using applications and software that you and your customers probably already own.
Progressive modules that expand in tandem with your needs.
We provide Advanced Programming and Marketing, Corporate Wellness, and Thinking Like a CEO bonus modules to support you as a thriving financial coach.
These modules are specifically created to assist you in navigating the many phases of development that you are likely to encounter.
View the comprehensive inventory of all the templates, worksheets, downloads, scripts, and other resources that we provide in the Academy.
Modules, lessons, and topics included in the Financial Coach Academy
Module 1
Defining your identity and target audience with precision.
Comprehend the objective and the underlying motivation behind your company.
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
Upon completion of this lesson, you will possess:
- Attained a clear understanding of your identity and the individuals or groups you cater to.
- An explicit and well-defined understanding of the kind of company you are establishing.
- Determine your specific market segment.
- Acquired knowledge about the difficulties that your target customers are facing.
- Explain the origin of your aspiration to become a financial coach.
- Commenced the process of fashioning it into a persuasive narrative explaining the reason for it.
- Selected a company name and determined a title.
- Acquiring a comprehensive comprehension of the administrative and legal measures that may be implemented for your organization at now.
Module 2 A Client’s First Experience Working With You
Client Acquisition and the Structure of Initial Coaching Sessions
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
Upon completion of this lesson, you will possess:
- Created a comprehensive plan outlining the steps and experiences a customer will go through while engaging with your company.
- Established a structured framework for conducting sales conversations.
- Created and implemented the first coaching session for clients.
- Implemented a scheduling software.
- Developed a comprehensive tracking system to monitor and manage leads, prospects, and customers.
- You have publicly declared your intention to acquire customers (maybe even gained some experience with a few trial clients).
- Establishing enduring client relationships by delivering exceptional outcomes
- Create an unforgettable client experience that will leave a lasting impression on both the clients and yourself.
Module 3 Building Long-Term Client Relationships Through Amazing Results
Create an unforgettable client experience that will leave a lasting impression on both the clients and yourself.
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
Upon completion of this lesson, you will possess:
- Developed a customized coaching program tailored to meet the specific needs of your organization.
- Produced exceptional content that effectively yields positive outcomes for your customers.
- Acquired proficient coaching abilities.
- Examined many financial principles from a coaching standpoint.
- Embrace the four essential responsibilities that you will fulfill as a coach.
- Acquired the skill of formulating impactful inquiries.
- Created your Coaching Agreement.
- Created and implemented an onboarding sequence to guide customers through the process.
- Create a tracking system to monitor your customers’ progression throughout your program.
- Implemented crucial protocols to facilitate the establishment of clear limits and expectations with customers.
- Marketing Your Coaching Services Ethically
- Encourage clients to initiate and sustain their coaching sessions with assurance
Module 4 Selling Your Coaching With Integrity
Encourage customers to embark on and sustain their coaching journey with assurance
Module 4 Lessons
- LESSON ONE: Bridging the gap
- LESSON TWO: Mindset of sales
- LESSON THREE: Energy of sales
- LESSON FOUR: Scripts and objections
Upon completion of this lesson, you will possess:
- Determine the current location of your customers, their desired destination, and how your services assist in closing that distance.
- Generated innovative strategies via your coaching program to assist customers in resolving their present obstacles.
- Contemplate the aspects that you value and find unfavorable in the sales discussions that you have encountered.
- Developed a sales plan for the pre-game phase.
- Acquired the knowledge of using the approach of “teeing up” in coaching.
- Generated pivot statements for your Discovery session.
- Acquired knowledge about how the energy present in your workstation influences your sales talks.
- Examined several arguments that you could encounter and devised appropriate responses to address them.
- Outlined ten advantages of your coaching.
- Describe the method you will use to conclude your Discovery session for three potential situations.
Module 5 Marketing Your Coaching
Strategies for establishing a personal brand and crafting an appealing identity to attract enthusiastic clientele
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
Upon completion of this lesson, you will possess:
- Set objectives for your referral marketing and social media marketing.
- Acquired techniques for recognizing and establishing referral partnerships.
- Have previously determined the individuals who often interact with your target clientele.
- Generated strategies via which your coaching program assists customers in resolving their present obstacles.
- Developed a comprehensive outreach plan to establish connections with referral partners, using pre-designed templates for efficient communication.
- Devised a subsequent plan of action after a one-on-one meeting with a business associate who referred clients.
- Implemented a social media strategy for your financial coaching firm.
- Created a social media content schedule that aligns with your objectives and fosters credibility with potential customers.
- Acquired knowledge of the fundamental elements of your website.
- Compose the text for your website.
Examined a range of advertising and taglines that may be used to maximize the benefits derived from the networking gatherings you participate in.
An adaptable program that evolves with your needs – The Supplementary Modules
Upon successfully progressing through the five fundamental modules, the coach will have successfully finished the course.
Their Academy graduating seal is now being sent.
However, as previously said, the first five courses just cover the fundamental principles.
There is a plethora of additional content.
As your firm expands, we have developed supplementary modules to assist you in achieving your goals.
Consider augmenting your one-on-one coaching with the inclusion of a course, group program, or mastermind.
All of those topics are addressed in the Advanced Programming Bonus Module.
The Thinking Like a CEO Bonus Module assists you in formulating a strategic approach and blueprint for recruiting your first assistant or support personnel.
Advanced Marketing specializes in assisting you in developing your own presentation and creating engaging gifs.
If you are considering providing your services to businesses, we offer you our complete Corporate Wellness approach.
The five supplementary modules are specifically crafted to assist and bolster you beyond your first launch.
BONUS MODULE: Thinking Like a CEO
Comprises:
- Implementing strategies in your company
- Operating inside your Zone of Genius
- Strategizing and establishing objectives for your company
- Time management for entrepreneurs
- Financial management and business operations
BONUS MODULE: Corporate Wellness
- Create and implement a lucrative financial wellness program tailored for business customers.
- Acquire the skills of networking with influential individuals, cultivating your specialized area, constructing an engaging workshop, and securing your first corporate customer via the guidance of your academy educators and Shane Robson-Smith, an expert in Workplace Money Coaching.
BONUS MODULE: Advanced Marketing
The lessons encompass:
- Developing your distinctive and impactful presentation
- Creating your indispensable newsletter
- Acquiring public relations narratives and prominent articles
- Search Engine Optimization (SEO) and Google Analytics for professionals specializing in financial coaching
- Create animated GIFs to represent your brand (let’s produce GIFs!)
BONUS MODULE: Advanced Programming
The lessons encompass:
- Comprehending the trajectory of success for your clients
- Preparing the environment
- Creating your one-to-many product or service
- Expanding the connection between the coach and client
- Financial administration on a daily basis
Our Financial Coach Training is structured in the following manner.
And our method of motivating you to act
Acquiring the skills to become a coach is within the reach of everybody. We want for you to assume the role of a coach.
At the Academy, we provide comprehensive instruction and equip you with all the necessary tools to excel as a financial coach.
We provide comprehensive guidance on several tasks, including the creation of documents for both client-related purposes and marketing purposes.
However, our assistance extends beyond these areas.
Are you familiar with the proverb “knowledge is power”?
We strongly refute such claim.
Our belief is that the application of knowledge empowers individuals.
Our objective is to ensure that you effectively use the tools, skills, and techniques that we provide.
Our objective is to ensure that you successfully entice customers, encourage them to collaborate with you, guide them towards remarkable outcomes in their personal and financial lives, and above all, that you really enjoy the process.
Hence, we gently encourage you at various points throughout the course to persist in your advancement and actively engage in the practice of financial coaching by interacting with others and taking action.
We serve as coaches.
The course is meticulously developed to include not only the information you need, but also the additional skills necessary for you to teach your customers with confidence and sustain a livelihood from this profession.
Our training is tailored for aspiring coaches who are prepared to proactively pursue a career in coaching, whether it be as a supplementary endeavor or as their main source of income.
Additionally, it caters to coaches who have a degree of anxiety. Rest assured, we have you covered.
Precisely Determine Your Location Using the Rubric
Each module is accompanied with a rubric, serving as a comprehensive reference to the courses and their corresponding activities within that module.
The lessons have been divided into four distinct action steps: learn, design, construct, and finesse.
Acquire knowledge or skills through study, experience, or teaching.
View the instructional films and assimilate the knowledge we are imparting.
Design
Devise, generate ideas, and create a visual representation of how that lesson might be implemented in your coaching, using the templates and examples we provide as references.
Construct
Develop and construct every stage of your customer experience for your business.
Observe the gradual progression of your company as it begins to take shape, one step at a time!
Refinement
Concise measures to enhance and polish your creation gradually, making it more really representative of your identity!
Presented below is the rubric for Module One.
Do you observe the presence of the turtle? We have included such little elements into the rubrics to highlight the areas where coaches often have difficulties.
Subsequently, we assist you in overcoming such obstacles.
What is the duration of the Academy’s completion?
That is the question we are asked most often. It is difficult to provide a definitive number due to the self-paced nature of the course, but on average, it takes 4-6 months to complete.
There is no predetermined time frame since you have the freedom to go at your own pace.
The pace at which you finish the course is mostly determined by your individual capabilities, since certain courses may be more manageable for you than others.
Our objective is to provide a comprehensive package in this course, ensuring that you simultaneously develop your company and enhance your coaching skills.
This course cannot be completed within a day or a week due to the fact that it is not feasible to establish a company or acquire coaching skills within such a little time frame. Indeed, we advise against attempting to complete it in a duration less than one month.
However, we do not want you to delay coaching customers until you have finished the full course.
Upon completion of Module 2, you will have developed a substantial portion of your company and acquired sufficient coaching abilities to assist individuals.
Therefore, we strongly urge you to actively seek customers as you continue to progress through the other modules.
The objective is for you to begin coaching promptly while simultaneously developing your curriculum and establishing your company.
Enroll today to begin your journey of exploration and improvement in “ Financial Coach Academy By Kelsa Dickey ”
Commonly Questions:
- Revolutionary Business Plan:
Accept that our business is what it really is! Our plan is to set up a group buy, in which the costs are split among the partners.
We buy highly sought-after classes from sales pages with this money and give entry to people who are having trouble paying for it.
Any doubts the writers may have had aside, our clients like how cheap and easy to use our services are.
- What are the pros and cons of the legal environment?
It’s not clear whether what we’re doing is legal or not.
We do not have official permission from the course authors to resell, but this is just a matter of detail.
When we bought the course, the author didn’t say if there were any restrictions on reselling it.
This complicated legal situation is good for us and good for people who want to get great knowledge at an affordable price.
- Quality Assurance: Getting to the main of the course that you want:
Looking into what the problem is really about: Core quality.
If you buy the course from the sales website, you can be sure that all the materials and papers you get are the same as those you would get the old-fashioned way.
But what makes us different is that we can do more than just individual study; we also resale. It’s important to note that we are not the official course providers.
This means that some special services are not included in our package:
- You can’t schedule a teaching call or a meeting with the author. (or 1-1 teaching from the coaches or author)
- We couldn’t get into the author’s private Facebook group or online site for you.
- You are not allowed to access the author’s private club site.
- There was no direct email help from the author or their teams.
- Our operations are run independently, with the objective of reducing the disparity in expenses.
We can’t offer the extra services that are offered through official course outlets from official authors. We really appreciate that you understand our unique approach.
In the result, any Knowledge is crucial for the future. Thus, we actively participate in enhancing your approachability with the reasonable price.
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