Compare NFEC Financial Coaching Program vs. Others: Checklist, Guarantee, & Details

We provided this checklist to make it easy to compare the NFEC’s training with other options. We have reviewed them all and nothing is remotely close. But we invite you not to take our word for it – discover for yourself.

Download this checklist – fillable PDF to easily compare the NFEC’s offering with others.

Other coaching certification programs offer no guarantee. What does that tell you about their programs?

We provide a 1-year, 100% guarantee that we provide the most comprehensive, highest-quality program and that no other organization exceeds our offerings. Read the full terms

The guarantee is simple: we offer the most comprehensive financial coaching programming based on these important criteria:

Other programs simply train you, and then you have to do everything else – build out client communications, write scripting, develop marketing, create client management systems, develop coaching practice policies, and a long list of other items.

We have done all this work for you and we’ll share our decades of coaching experience with you. You receive a full turnkey system with all the resources you need. This solution saves you thousands of dollars in cost and years of time.

• Financial Coaching Software. We have the only coaching software and client reporting system available today. This package includes all the tools you need – scripting and communications to generate professional client reports.
• Client Education Resources. These resources support your clients’ completion of tasks you assign. You assign the lessons that best meet clients’ needs and provide clear instructions so they can accomplish those steps effectively.
• Client Experience Communications. From what you do after a client registers, to client check-ins, to providing assignments – you receive professionally-designed communications that help them feel supported at each step.
• Scripting. What do you say at different types of client meetings? We provide complete scripting that you can modify and personalize.

We provide our coaches with extensive marketing and promotion resources to help them generate interest in their programs. Your marketing tools often create the first impression you make with prospective clients; these resources are designed to help ensure that their initial impression of you is positive.

• Physical Marketing – Brochures, Educational Resources, Business Card Templates.
• Social Media – Infographics, Visual Social Shares, Text-based Posts.
• Online Marketing – Visuals & Copy Resources for Online Marketing.
• Referral Systems – Process & Materials for Getting Referrals.
• Advocacy Promotions – Client, Prospecting, & Advocacy-based Promotions.
• Education Events – Financial Education Event System & Client Acquisition Cycle.

After your training is complete, the NFEC expands its role from educating you to promoting your business. To help you build your coaching practice, the NFEC leads marketing campaigns that highlight our graduates’ credentials to build brand awareness and gather client leads to pass along to them.

• Featured via NFEC Social Media Accounts: You are promoted in a coach’s spotlight via our social media accounts.
• Featured Listing in Coaching Directory: Get priority listing in a financial coaching directory where clients locate coaches.
• Featured NFEC Coach’s Spotlight Page: Receive a webpage that features your bio and photo on financialeducatorscouncil.org.
• NFEC Compliance Webpage Inclusion: All coaches receive a mandatory compliance webpage that highlights their status.
• Local Market Directory Listings: We market you via local directory listings that are search optimized.
• NFEC-provided Client Leads: Client leads into the NFEC are provided to Graduates*.

Developing a scalable financial coaching practice that can continue to help people for years to come is a cornerstone of a successful financial coaching initiative. Having a clear plan, pricing models, marketing, and product offerings plus revenue and funding strategies that support continued expansion are essential for you to grow your programming.

• Business & Revenue Resources. After you graduate as a highly-qualified coach, you have the business resources to generate revenue, grow and scale your coaching program.
• Brand & Positioning. Resources that help you build a trusted professional image and respect in your community.
• Coaching Business Models. Learn about diverse models that suit entrepreneurs, financial services, nonprofits, schools, existing coaches, and more.
• Financial Education Program. One way in which many coaches build client bases and earn additional revenue is through conducting financial literacy workshops. Receive all the resources you need to do so.
• Pricing Models. Whether you are serving individuals or organizations, we provide pricing models to help you design your offerings.

Having a professional-quality website gives clients a strong initial impression, and how you communicate with them helps build relationships. Both pieces are important considerations that help financial coaches build clienteles and positive reputations.

As a financial coaching professional, your ‘storefront’ is your web presence. Your presence online highlights your reputation as a financial coach – so it’s important to have a high-quality online image to establish trust and confidence in your services.

• Website. Complete 20-page website customized with your logo, images, and copy.
• Communications. Opt-in form to gather client emails.
• Conversion. Accept credit cards for your coaching service – we integrate your shopping cart into the website.