Resources and Support for Financial Coaches and Counselors
To help you serve more people with a high-quality financial coaching practice, we provide financial coaches and counselors like you with resources to help you grow your practice while serving 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, infrastructure, client management resources, clear planning, and materials to lead a highly-respected coaching practice.
We provide comprehensive support for financial counselors – helping them at each phase of their practice development.
Categories of Support for Financial Coaches & Counselors
Business Development & Funding Support
Business, Marketing, & Pricing Package
Receive the tools you need to fund and scale your counseling practice, including: coaching business plans, package offering templates, pricing models, alternative revenue strategies guide, business aspects training, marketing & promotions package, coaching client acquisition materials, prewritten grant copy, and more.
Financial Coaching and Counseling Leads
The NFEC provides all coaching leads at no added cost to our network of graduates who invest in our full coaching package. Being part of the network requires that you earn your CPFWC credentials, have a professional website (included in full package), and have an appointment calendar for scheduling.
Client Reporting Software & Client Service Resources
Financial Coaching Software & Client Reports
The only financial counseling software on the market that generates professional reports for clients and provides a framework for client outcomes. The report rates 31 different indicators of clients’ financial wellness so you can easily monitor progress and provide them with updated reports to help them focus on the most pressing matters. Reporting adds value to your bottom line – you can charge both for the initial full report and for the progress reports.
Client Financial Lessons & Activities
Because every person has different financial habits, emotional connections with money, and current financial realities, we as financial coaches need to have high-quality financial education materials and activities that help clients work toward positive outcomes. Gain access to the NFEC’s full library of education resources that align with clients’ financial life stages. Provide them with lessons and activities that support their efforts to achieve greater financial wellness.
Custom Website, Brand Development, & Exposure
Custom Financial Coaching Websites
A custom 20+ page website branded to your organization that highlights your professionalism. Includes a system to gather emails and automated delivery; client communication system and appointment calendar; and checkout buttons connected with your merchant account so clients can pay by credit card.
Brand Development & Exposure
Those in the financial industry face challenges to proving they are trustworthy, credible experts and increasing awareness among their target audiences. We develop and execute activation opportunities designed to engage your target audience in meaningful ways. All campaign opportunities are customized to your needs and desired outcomes and can include marketing, business development, brand building, and exposure.
Professional Development & Coaching Process Materials
Credentials & Professional Development Training
Leading financial coaching and counseling program for those individuals who want to gain the skills they need to be effective financial coaches and build their credibility with respected credentials from an IACET Accredited Provider. Individuals who graduate from the NFEC’s rigorous financial coaching certification program take their place among the most highly-qualified financial coaches in the country.
Coaching Processes & Systems
Run an effective and professional coaching practice with these processes, systems, and automation of repetitive tasks. Gain access to all the resources you need to work with clients and automate many areas of the counseling process: over 100 prewritten emails, complete meeting scripts, client assignment planner, onboarding sequences, and other communications that save you time.
Organization Client Opportunities & Financial Education
Financial Education Programming
There are financial education services you can offer as a financial coach that can expand your practice and help you provide more people with access to financial information. Since people like to learn in different ways, including some financial education elements to your program can help you make a bigger impact in your community while expanding your practice.
Organization Client Coaching Model
One of the most overlooked and underutilized opportunities for financial coaches is serving organizations. One organizational client can yield many individual coaching clients and coaches are able to charge for five different line items instead of just one. Learn how you can serve organization clients and improve your bottom line.