Design Your Financial Coaching Program

View Pricing & Options at Each Step

Simply answer 4 questions and you will design a financial education program to best meet your needs. At each step you will see pricing and other options to customize a program that best meets your needs.

If modifications are needed, just let us know and we can further customize your options.

To Plan Your Initiative, Consider the Fundamental Program Elements

There is a big need for financial coaches in communities across the country. This model was designed to help those who are championing initiatives to get better results and scale their programming so more people can receive vital personal financial information.

Package Options & Pricing

By now you understand that we provide you with a complete turnkey solution to your financial coaching needs. You will have access to the systems, resources, and expertise you need to build a respected coaching program and better help people who need your services. Choose from these options:

Training &
Certification Only

$1,295
  • Who is this Package Best Suited for – Click Here
  • Complete Training Course & Materials
  • Optional Weekly Live Training Calls
  • Meeting with Program Counselor
  • Testing & Background Check (Additional $127 due before final exam)
  • Bonus: CFEI Training for Those Wanting to Teach Groups or Lead Workshops ($297 Value)
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Select This Package
  • Annual Renewal $295

    • Training & Certification with Client Service Package

    $1,995
    • Who is this Package Best Suited for – Click Here
    • Complete Training Course & Materials
    • Optional Weekly Live Training Calls
    • Meeting with Program Counselor
    • Testing & Background Check (Additional $127 due before final exam)
    • Client Software & Reporting
    • Client Communication Resources
    • Client Education Resources
    • Financial Education Package
    • Bonus: Turnkey Financial Education Package for those Seeking to Teach Groups ($795 Value)
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    Select This Package
  • Annual Renewal $590

    • Training & Certification, Client Service Package & Business Package

    $2,495
    • Who is this Package Best Suited for – Click Here
    • Complete Training Course & Materials
    • Optional Weekly Live Training Calls
    • Meeting with Program Counselor
    • Testing & Background Check (Additional $127 due before final exam)
    • Client Software & Reporting
    • Client Communication Resources
    • Client Education Resources
    • Financial Education Package
    • Business, Revenue, & Funding Resources
    • Marketing & Promotional Resources
    • Bonus: Turnkey Financial Education Package for those Seeking to Teach Groups ($1,295 Value)
    • Graduate Bonus: Customized Website
    Select This Package
  • Annual Renewal $695

    • Or Customize Your Coaching Training Package

    Guarantee, Terms & Renewal

    You agree to the terms of the financial coaching program and upon purchase our bound by the agreement. Read the complete terms and conditions.  Annual training and testing are required to maintain NFEC Financial Coach status. Starting year 2 (365 days after order), your annual investment is $295 for the Certification and includes all the training, tools.  Additional resources are $295 annually starting year 2. Testing and background check is $127 one time investment.  Bonus coaching website terms.

    Terms of the 1-year, 100% Guarantee: Those purchasing the complete financial coaching program receive the most comprehensive financial coaching program on the market available today. This statement is measured based on the following key traits: Highest Standards & Credibility, Education Quality & Practicality of Instruction, Scope of Client Resources. This is backed with a 1 year, 100% money back guarantee. Read Full 1-Year Guarantee terms.