More Than Just Training, a Complete Financial Coaching Program
To help you reach more people with high-quality financial coaching services, we have built a fully-integrated financial coaching program to help you effectively build your coaching practice and serve your clients in the best possible manner.
There is more to financial coaching than just having knowledge about personal finance topics; it takes a variety of skill sets, systems, clear planning, and resources to lead a highly-respected coaching practice.
Financial Coach Training & Certification
Individuals who graduate from the NFEC’s rigorous financial coaching program certification take their place among the most highly-qualified financial coaches in the country. Earning the Certified Personal Financial Wellness Consultant designation proves that you meet top national standards and possess the skills and expertise to help others work toward their personal finance goals.
This program is for those individuals who want to gain the skills they need to be effective financial coaches and build their credibility with respected credentials.
This training offered through the NFEC allows participants to develop and build upon the skill sets necessary to become effective coaches and counselors, thereby increasing their impact on positive client outcomes.
Read Full Financial Coaching Certification Details – click here
Certification FAQs
Financial Coaching Software & System
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:
Read full financial coaching software details – click here.
Client Education Resources
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.
Client Experience Resources: Scripts, Communications, Processes
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.
Business Training & Resources
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.
The Financial Coaching Program Includes All of These Resources
Training & Certification
Financial Coach Training
Includes All Training Resources:
Includes:
Coaching Resources
Financial Coaching Software
Includes:
Client Education Resources
Access the most comprehensive educational library designed for financial coaches:
Processes & Communications
Process Resources & Training
Includes process outlines and resources to:
Communication Resources
Includes:
Business Resources
Product, Pricing, & Funding Models
All graduates receive:
Marketing, Financial Education Package, & NFEC-provided Leads.
All graduates receive:
Bonus: Full Coaching Website Customized with Your Information
Select the full financial coaching program (Certification, Coaching Resources, Client Communications & Business Resource Package) to receive a custom website when you graduate– complimentary. This is more than just a website – it gathers leads and can help manage clients and process payments by embedding your e-commerce and calendar systems. Details:
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: Financial Coach Certification Package
- 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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Client Service Package: Financial Coach Certification & Client Resources
- 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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Enterprise Package: Certification, Client Service Package, & Business Resources
- 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
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.