How to Obtain a Financial Fitness Coach Certification

The NFEC provides possibilities for individuals interested in exploring financial fitness coach certification programs. The NFEC’s Certified Personal Financial Wellness Consultant certification program ensures that graduates emerge with the credentials, capability, and self-assurance to serve clients with maximum impact. Succeeding as a financial fitness coach requires more than just book smarts – and coaches who complete the NFEC program have proven that they meet national standards and have enhanced their skills to move clients toward financial wellness.

Process to Becoming a Financial Fitness Coach

Graduation from the NFEC’s financial fitness coach certification program (Certified Personal Financial Wellness Consultant) demonstrates a coach’s qualifications to serve members of his or her community with financial coaching programs. Earning the prestigious NFEC Financial Coach certification requires successfully completing hundreds of hours of coursework (320 total professional development hours). Further, NFEC-certified coaches must undergo rigorous implementation practice and pass strict performance evaluation criteria. These financial fitness coaches are true leaders with proven ability to create educational content, strategic plans, and advocacy initiatives. Discover how you can become a NFEC certified financial coach.

Standards Defining Qualified Financial Fitness Coaches

Obtaining the financial fitness coach certification involves demonstrated compliance with national standards. These stringent criteria are laid out in the NFEC’s Financial Coaching Standards & Code of Ethics document. The standards define the characteristics that distinguish a qualified financial fitness coach – including the central tenet that a Certified financial coach has primary fiduciary responsibility to his or her clients. The benchmarks were developed in consultation with more than a dozen authorities in the financial fitness industry, including the Department of Labor, the CFP (Certified Financial Professionals) Board, and FINRA.

At present, no federal regulations are in place that financial fitness coaches are required to meet. That’s why the NFEC decided to be proactive in defining these important standards, in order to ensure that both clients and coaches are protected. The standards lay out criteria for financial fitness coach recruitment, teaching guidelines, performance evaluations, and professional development. They also establish consensus around common language for industry communications and quality control practices.

Planning for Financial Coach Certification Methods

Financial Fitness Coaching Systems

Getting the financial fitness coach certification automatically gives the coach access to software and tools for gathering data, reporting, and reviewing a client’s complete financial profile. The data that go into a client profile can include income, insurance coverage, bank accounts, credit reports and scores – all the information that defines a person’s current financial situation. Then the financial fitness coach employs the software and resources to produce professional-grade personalized plans for each client, and regular reports to track clients’ progress toward their goals. These tools are a must for those seeking to start a financial coaching business.

Assimilation of Financial Coach Certification Proposal

Educational Materials Available to Financial Fitness Coach Certification Programs

When an individual obtains the financial fitness coach certification, the designation also means the coach has immediate access to more than 400 hours of top-quality financial education curriculum materials and resources. These resources have been recognized for their practical, engaging nature and ability to reach audiences from all backgrounds and knowledge levels. A financial fitness coach with these outstanding tools at hand has the ability to guide clients effectively toward financial wellness.

Completing the financial fitness coach certification program also means the coach may utilize the eVolve online learning platform to enhance the coaching process. With its innovative user interface and customized learning platform, eVolve guides learners toward financial fitness through gamification, rewards systems, and flexible activities. All the NFEC curriculum lessons are 100% independent and educational, and were developed with the aid of an expert design team. Graduates are promoted for financial fitness coaching and education opportunities through the NFEC.

Alignment of Financial Coach Certification Selections

Access to Niche Expert Support

Earning the financial fitness coach certification prepares you to implement effective coaching strategies, but you will not emerge from the financial coach training knowing everything about advanced financial topics. Gaining that level of expertise might take 10 years or more of experience. That’s why, when you or your client need a little extra guidance, the NFEC provides coaches with access to an expert team of professionals licensed in a variety of niche fields. This cadre of experts will be available to work directly with you, or in conjunction with your client, to make sure each client’s pressing needs are served.

Coaching Track Options

Financial fitness coach certification programs are available for three distinct groups. First, organizations can get training for staff members. Second, individuals interested to seek employment in the financial fitness coaching space can obtain qualifications. The third and final group is entrepreneurs, who can obtain resources and training for building effective financial fitness coaching businesses.

The NFEC’s financial fitness coach certification designation prepares coaches who do far more than the average financial coach. Program graduates are poised to spearhead a variety of activities designed to improve financial fitness outcomes for individuals and communities alike. These activities might include direct financial fitness coaching, certification programs for learners, group financial education initiatives, and accountability systems. All these services can help the financial coach receive charge higher fees because they are delivering comprehensive services.