Financial Coaching Education Resources: Provide Your Coaching Clients with Clear Steps & Directions
As a financial coach, your primary duties are first to understand clients’ situations and goals, and then to help them prioritize action steps and educate them about how best to work toward their personal financial plans. To do this effectively, you need top-quality educational resources built especially for financial coaching.
Any active coach understands the challenge of explaining to a client how to complete a financial action step without support resources. Commonly clients go home and forget key elements of the step, or lack confidence to follow through and complete the action. The NFEC’s Coaching Client Education resources solve this problem.
The education resources provided in the coaching program perfectly align with the reporting software and over 100 common personal finance areas. This integration and alignment with real-world challenges makes it easy for you to guide your client down a customized educational path.
Built for Financial Coaches
Multimethod Delivery Options
Select the delivery method and mode your clients prefer. You have access to a broad range of resources that help you better support your client education needs.
The NFEC Provides Our Coaches These Solutions
Handouts & Fillable PDFs: Activities & Lessons
Provide lessons and activities that help them toward specific goals. Providing these high-quality lessons and activities increases the value of your coaching service and empowers clients with the educational resources they need to complete the steps you assign.
You can give clients printed handouts and/or email them fillable PDFs. No matter how you deliver the resources, they provide your clients with clear steps and direct them on how to complete their assigned lessons.
Online Learning (Mobile Friendly)
For clients who prefer online learning – you can assign lessons and activities via the online learning center. This center offers the same lessons that are included in the handouts but also have videos, quizzes, and other features that support your clients.
The NFEC’s eVolve online personal finance course leverages best practices in online personal finance education and aligns perfectly with the coaching process. Educational-grade content and vivid design create a unique learning experience where participants take action toward building a sound financial foundation.
Sample of the Handout & Email Version (Lesson & Activity is Included in Online Learning Format Too)
Sample lesson and activity for someone thinking about purchasing a car. Both the education lesson and activity can be covered together with your clients, or be assigned to them. The material is flexible to accommodate how you work with your clients.
Other Education Options Included
Ongoing & Drip Education
Providing ongoing education to your clients or potential clients whom you are courting is important to include in your coaching program. These educational emails can be included in your newsletter or as standalone emails. We provide 52 ongoing education emails that you can share with the clients you serve. The following categories are covered:
DRIP Education
Provide your participants with regular education emails and activities that help them develop systems and financial behaviors to work toward greater financial security.
Timely Education
These educational reminders provide timely information to clients at points in time when they are facing important financial decisions. For example, they receive an email in February suggesting that they should start planning for tax season.
Social Media Education
Youth and young adults spend more than 3 hours a day on social media, and adults over 45 spend over an hour a day on social media. Therefore, social media platforms provide financial coaches with another important touchpoint. The NFEC supplies you with a complete library of social media posts that help people pick up financial tips.
Share the posts on your own page or create a special coaching page where you can interact with others. These social posts will help you share valuable content with the people who follow you.
