The Academy – our online training course for financial coaches – was created to help people who want to become financial coaches do so quickly and without a lot of trial and error. It helps you launch a client-focused financial coaching business, learn effective coaching skills and covers the financial concepts we consider to be foundational in nature. They’re the ones every financial coach will likely discuss with their clients during the first 2 years of that client’s financial transformation.
The Toolkit assumes you’ve already built a successful client experience, so much so that now your clients want to continue working with you long past your initial coaching program. It provides you with more advanced financial coaching concepts, the guidance on exactly how to coach on those concepts, and the skills to take every conversation you’re having with clients to a deeper and more impactful level.