Financial Coach Academy by Kelsa Dickey: Transform Your Career with Expert Financial Coaching Training

Become a Certified Financial Coach with the Financial Coach Academy

Embark on a rewarding career path with the Financial Coach Academy by Kelsa Dickey. Our comprehensive training program equips you with the essential skills to become a successful financial coach, enabling you to design impactful programs, attract clients, and build a thriving financial coaching business.

What Is Kelsa Dickey – Financial Coach Academy?

The Financial Coach Academy, founded by Kelsa Dickey, offers training for those who want to be financial coaches. It helps people start and grow their coaching businesses. The Academy provides a starter book, advanced courses, and many tools. It focuses on practical skills like how to handle clients and market your services. People joining the Academy can learn at their own pace and get support from other coaches through group calls and discussions.

What is the Financial Coach Academy?

The Financial Coach Academy is a comprehensive training program designed to equip individuals with the knowledge, skills, and tools necessary to become successful financial coaches. The academy focuses on teaching effective coaching techniques, financial planning strategies, and business development skills tailored specifically for the financial coaching industry.

Why Financial Coaching is the Most Rewarding Career Choice

Financial coaching combines the analytical expertise of financial advisors with the transformative impact of life coaching. At the Financial Coach Academy, we believe that financial coaching is the most fulfilling way to make a living. Not only do you help clients achieve their financial goals, but you also empower them to change their financial behaviors and mindsets.

Comprehensive Training to Launch Your Financial Coaching Business

Are you aspiring to become a financial coach but unsure where to begin? Have free resources left you feeling stuck? The Financial Coach Academy™ is your solution. Our online course and coaching program guide you through every step of becoming a financial coach, from gaining coaching skills to attracting clients and managing your business with confidence.

Real Success Stories from Financial Coach Academy Graduates

Meera Meyer, Life Money Balance, shares, “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.”

Amanda Bouzakine, Broad Park Financial, adds, “Before enrolling in FCA, I had a passion and a dream but hadn’t made any steps toward launching my financial coaching business. The FCA program is like an MBA for financial coaches. In just 16 weeks, I built my business from the ground up!”

What’s Included in the Academy?

All content is released as soon as you purchase the course.

• 5 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!
• 30 Lessons designed to walk you through each phase of launching your coaching business in step-by-step detail.
• 12 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!
• 165 Downloads, templates, contracts and materials to use in your business and with clients right away (see full list below)!
• 5 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:

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.

Modules, Lessons, and Topics Covered in the Financial Coach Academy

Module 1

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 2 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)
• Building Long-Term Client Relationships Through Amazing Results
• Design a client experience they won’t forget – and neither will you!

Module 3
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.
• Selling Your Coaching With Integrity
• Invite clients to start and continue their coaching with confidence

Module 4: 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 5: 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.
• 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

Includes:

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

Lessons include:

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

Lessons include:

Understanding your client success path
Setting the stage
Designing your one-to-many offering
Extending the coach-client relationship
Daily money management

Why Choose Financial Coach Academy Over Other Training Programs

The Financial Coach Academy stands out by providing:

• Comprehensive Marketing and Client Acquisition: Learn how to effectively market your services and attract clients.
• All-Inclusive Business Materials: Access templates, contracts, and tools needed to run your business smoothly.
• Practical Software Solutions: Utilize user-friendly apps and software that streamline your operations.
• Advanced Growth Modules: Receive guidance on scaling your business as you achieve success.

How Financial Coach Academy Empowers You to Take Action

Our training philosophy emphasizes applied knowledge. The Financial Coach Academy ensures you not only learn but also implement strategies to attract clients, deliver impactful coaching, and grow your business. With structured modules and actionable steps, you’ll build your financial coaching practice with confidence and enthusiasm.

Flexible Learning at Your Own Pace

The Financial Coach Academy is a self-paced course, typically completed in 4-6 months. Start coaching clients by the end of Module 2 while continuing to build and refine your business. Our flexible timeline allows you to progress at a speed that suits your schedule and skill development.

Who Can Benefit from the Financial Coach Academy?

• Aspiring Financial Coaches: Individuals looking to enter the financial coaching industry with a solid foundation.
• Current Financial Professionals: Financial advisors, planners, and other professionals seeking to enhance their coaching skills.
• Entrepreneurs: Those interested in starting their own financial coaching business.
• Anyone Seeking Financial Guidance: Individuals who want to help others achieve financial well-being while building a rewarding career.

Who Is Kelsa Dickey?

Kelsa Dickey is a prominent figure in the financial coaching industry, known for her dedication to empowering individuals to achieve financial freedom and success. She is the founder and lead coach of the Financial Coach Academy, an organization dedicated to training and supporting aspiring financial coaches.

Conclusion:

Join the Financial Coach Academy by Kelsa Dickey and transform your passion for finance into a fulfilling career. Gain the skills, knowledge, and support you need to become a confident financial coach, attract and retain clients, and build a successful coaching business. Enroll today and take the first step towards a rewarding future in financial coaching.