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:


Opt-in Forms and Giveaways

Visitors to the site are encouraged to provide their names and email addresses in order to receive valuable information.


Follow-up Emails

These tools enable automatic communication with potential clients so they are led directly to your services.


Specialized Landing and Offer Pages

Site visitors can retrieve complimentary resources on landing pages, where they’re directed to schedule appointments on a built-in appointment calendar.

Augmentation of Financial Coaching Tools Processes

Promotional Financial Coaching Tools to Drive Website Traffic

You can have the best website in the world, but if nobody visits, that does nothing to help those starting a financial coaching business. The NFEC’s financial coaching tools are focused on helping drive targeted traffic to your website.

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.

Concepts for Financial Coaching Tools Best Practices

Key Systems for Financial Coaching Tools Considerations

Client Education Portal

Another valuable component of the NFEC’s financial coaching tools is the client education portal, a system built to align with your coaching services and serve as an innovative educational platform. The proprietary eVolve Learning Platform leverages best practices for online instruction, and uses top-quality content and vivid design. eVolve integrates with your coaching services, so your clients receive additional support to work on their individualized plans toward financial health.

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

In addition to website development, graduates of the Certified Personal Financial Wellness Consultant course also gain access to comprehensive financial coaching tools in the form of coaching software and assessments. CFPCs can use these tools to gather and review client information to track progress and enable you to make data-driven adjustments to their individual plans. Key data – including client credit profile, assets/ income, liabilities, insurance, etc. – provide financial health indicators that you can plug into each client’s personalized financial plan report.

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.