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Most financial coaches only talk with clients. NFEC coaches do far more – they give each client a detailed personal financial plan that both outlines where the client is now and tracks progress.

These reports is an important part of the financial coaching program because it give your clients a way to view their current status and track their progress. Reporting includes our 31 measures of financial wellness plus gives you the freedom to modify your own diagnosis. Includes full scripting, problem diagnosis, & full integration with NFEC educational resources.

Financial coaching software includes:

• Client Report Management Center
• Report Data Input Interface
• Interview Scripting
• Diagnosis Guide
• Report Generator

Read full financial coaching software details – click here.

As a financial coach, your primary duties are first to understand clients’ situations and goals, then help them prioritize action steps and educate them on how to work best toward their personal financial plans. To do this effectively, you need top-quality educational resources built especially for financial coaching.

Because every person has different financial habits, emotional connections with money, and current financial realities, we as financial coaches need to consider more than just content knowledge when developing their program. High-quality financial literacy curriculum also must focus on their behaviors, establishment of systems, and sentiments; and help them work toward positive outcomes.

The NFEC financial literacy lesson plans also include project-based learning lessons that perfectly align with the reporting software. This integration makes it easy for you to guide your client down a customized educational path.

Our resources include: Live Presentation Curriculum, eLearning, Continuing Education, Mobile Learning, Social Education Campaign. All can be branded to your organization.

Learn more about the financial coaching education resources – click here.

A financial coaching program that creates a positive client experience can make your program stand out. Right after someone orders your program, your focus turns to ensuring that they have a smooth experience and feel supported at every step. The goal is to create an onboarding experience, showcase our professionalism during actual coaching, and continue to support participants indefinitely through thoughtful ongoing communication.

Most financial coaches do not think through what they will do during the gaps – the time in between the actual coaching practice sessions. By thinking through all communications in advance and designing touchpoints where clients feel supported, you position yourself as a top-quality provider of financial coaching and help your clients gain trust in your abilities and competencies as a professional financial coach.

Read full financial coaching process & communication details – click here.

View the complete Communications Table of Contents

Creating a financial coaching practice that can scale and continue to help people for years to come is a cornerstone of any financial coaching initiative. Having clear revenue and funding strategies that support continued expansion is essential for you to grow your programming.

There is a clear path to increasing funding opportunities for your program, no matter your business model (entrepreneurial, nonprofit, corporate, academia, faith-based, etc.). Although each type of organization has unique funding opportunities, the core elements are similar: build a quality program, promote, have a way to convert and systems to best support clients.

Learn more about the financial coaching business resources – click here.