Financial Coaching Tools
The important financial coaching tools for establishing visibility and building a client base include a strong website and state-of-the-art software resources. First, a financial coach’s web presence serves as his or her ‘storefront.’ When you enroll in the NFEC’s Certified Personal Financial Consultant and work toward earning your financial coach certification, the NFEC commits to building and hosting a website for you, one that highlights your professionalism and strengths.
Financial Coaching Website & Communication Hub
The website created specifically for you will be customized to fit your brand and showcase what makes your financial coaching offerings unique. The NFEC’s financial coaching website tools are created to provide the best quality of user experience and a mobile-friendly design to optimize your connections with potential clients.
Attracting clients requires more than just having a website that looks nice. For that reason, the NFEC’s financial coaching tools include client funnels built into the custom websites to support forming relationships between coaches and prospective clients. These tools include:
Promotional Financial Coaching Tools to Drive Website Traffic
Promotions offer a valuable strategy to boost your online visibility. NFEC promotions help distinguish you in your community and build your credibility through links with broader financial education efforts that enhance your brand. We also set up pay-per-click (PPC) marketing that attracts highly-qualified individuals searching for financial coaches in your region.

Client Education Portal
Videos, simulated practice activities, and interactive tools tie in with your personalized financial literacy coaching to give clients a unique learning experience tailored to their needs and desired outcomes. The adaptive learning system adjusts based on each individual’s interests, test results, and accomplishments.
More Financial Coaching Tools: Software
These data-gathering systems and reporting processes help you stand out from the average financial coach in business or those working financial coaching jobs. While most financial coaches just give people someone to talk with, the NFEC’s financial coaching tools allow you to provide competitive personal finance planning and services that truly help clients improve their financial situations.
Your ability to understand your client’s full financial position lies at the heart of your lucrative financial coaching program. You’ll be able to offer far more than just talk time – you can leverage these financial coaching tools to professionally delineate a client’s current situation, priority action steps, and progress. Regular client contact will enable clients to track how their efforts affect their financial picture over time.