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Financial Coaching Program2024-11-26T18:15:23+00:00
# **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 – 
**Certification FAQs**
#### 
NFEC Certified Personal Financial Wellness Consultants complete coursework and practice consisting of 180 hours of training and implementation. (18 Continuing Education Units – CEU)
Complete implementation & performance evaluation that document work with others in the training program or third parties.
To earn NFEC Financial Coach credentials all graduates must pass a multijurisdictional criminal background check.
There are no past educational or experience requirements. Just passing the NFEC Financial Coach coursework is required.
Complete educational coursework and pass all activities with a score of 80% or higher and successfully complete practice cases.
You may take the test at the location of your choice; however, the tests are moderated online. There is a $127 fee each time you take the exam.
##
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:
* Client Report Management Center
* Report Data Input Interface
* Interview Scripting
* Diagnosis Guide
* Report Generator
Read full financial coaching software details – .
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 – .
## **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 – .
View the complete Communications Table of Contents
## **Business Training & Resources**
Creating a financial coaching practice that can scale and continue to help people for years to come is a cornerstone of any financial coaching initiative. Having clear revenue and funding strategies that support continued expansion is essential for you to grow your programming.
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 – .
## **The Financial Coaching Program Includes All of These Resources**
### Training & Certification
**Financial Coach Training**
* Full Learning Center Access
* Optional Live Weekly Calls
* Over 100 Training Videos
* All Course Manuals & Workbooks
* 180 Total Hours of Training Materials
**Certification**
### Coaching Resources
**Financial Coaching Software**
### Processes & Communications
**Process Resources & Training**
### Business Resources
**Product, Pricing, & Funding Models**
### **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:
* 20+ Page Website that Highlights Your Professionalism
* Systems to Gather Emails & Automate Delivery
* Branded & Customized to Your Coaching Practice
* Embed You Calendar / Appointment Scheduler
* Embed Your Merchant Account so Clients Can Pay by Credit Card
**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
$1,295
* 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)
* .
- Annual Renewal $295
### Client Service Package: Financial Coach Certification & Client Resources
$1,995
* 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)
- Annual Renewal $590
### Enterprise Package: Certification, Client Service Package, & Business Resources
$2,495
* 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
- Annual Renewal $695
**Or Customize Your Coaching Training Package**
1Get Started2Training3Resources w Training4Resources wo Training5Business Resources6Checkout
* ##
  **Consideration 1:**
  Financial Coaching Training, Credentials & Certification
  **Consideration 2:**
  Resources Financial Coaches Need To Serve Clients
  **Consideration 3:**
  Business, Revenue And Funding Elements Of Financial Coaching
  ## Customize Your Financial Coaching Solution: Let’s Get Started - 3 Questions Total
* Financial Coach: Training, Credentials & Certification\*Are you looking for financial coach training and Certification?
  + No. Do not add to package.
    +$0
  + Yes, 1 person trained and Certified.
    $1,295
  + Yes, 2 people trained and Certified.
    +$2,495
  + Yes, 4 people trained and Certified.
    +$4,495
  + ## Solution: Financial Coach Training, Credentials & Certification
  + Gain the skills that give you confidence and earn the credentials that demonstrate you are a competent provider of financial coaching services.
  + • Earn the Leading Credentials for Financial Coaching Professionals.
  + • Gain the Skills & Competencies to Provide Financial Coaching Services.
  + • Top Financial Coaching Package Backed with 1-Year, 100% Guarantee.\*
  + • 
  !
  Summary: Option of self-paced or instructor-paced training, 150 to 180 hours training. Pass test with 80% or better & complete assignments. An additional $127 is due at time of exam to take the moderated test & background check. Annual renewal is $295 per certification starting year 2. Graduates earn Certified Personal Financial Wellness Consultant credentials, receive logo, certificate & support.  & 
* Total
  $0.00
* Financial Coaching Resources to Serve ClientsDo you need the client service resources (client reporting software, communication resources, scripting, guides and client education resources) that will help you build a quality coaching practice?
    **+$0**
  + Yes, Add the Coaching Client Service Package to my solution.
    **+$595**
  ## Solution: Coaching Client Service Package
  There is more to financial coaching than just having knowledge and credentials; it takes systems, software, and resources to lead a highly respected coaching practice. It makes the process easier for you and a more professional experience for your clients.
  Financial Coaching Software & Client Reporting System
  + • Client Report Management Center
  + • Report Data Input Interface
  + • Interview Scripting
  + • Diagnosis Guide
  + • Report Generator
  Client Communication Resources
  + • Dozens of Prewritten Emails
  + • Complete Meeting Scripting
  + • Client Financial Action Guide
  + • Goal-Setting Planner
  + • Other Communications
  Client Education Resources
  + • Client eLearning Center
  + • Printable Guides and Handouts
  + • Education Resources
  + • Emailable PDF Client Guides
  + • Follow-up Education Resources
  Summary: All resources come with training and support. Annual renewal is $295 starting year 2.  & 
- Total
    **+$1,890**
  There is more to financial coaching than just having knowledge and credentials; it takes have the systems, software, and resources to lead a highly respected coaching practice. It makes the process easier for you and a more professional experience for your clients.
  + • Over 100 Prewritten Emails
  Summary: All resources come with training and support. Annual renewal is $590 starting year 2.  & 
* Financial Coaching Business, Marketing & Funding\*Do you need the business, revenue and promotional resources to build a sustainable coaching practice?
  + Yes, add the Business Package to my solution.
    **+$295**
  ## Solution: Financial Coaching Business, Marketing & Funding
  Developing a scalable financial coaching practice for any industry (entrepreneurs, nonprofits, financial services, academia, etc.) is a cornerstone of any financial coaching initiative. Having clear plans, pricing models, marketing, product offerings, revenue and funding strategies that support continued expansion are essential for you to grow your programming.
  Business, Revenue & Funding Resources
  + • Business Aspects Training
  + • Coaching Business Plans
  + • Client Coaching Package Offerings
  + • Client Pricing Models
  + • Alternative Revenue Strategies Guide
  Marketing & Promotional Resources
  + • Marketing & Promotional Materials
  + • Prewritten Marketing & Partner Promotions
  + • Training & Promotional Support
  + • Financial Education System for Lead Development
  + • NFEC-Provided Coaching Client Leads
  One time investment. Requires you are in good standing with your Certification and/or coaching resource license(s).  & 
* ## Selected Package Summary (0.0.0)
  **Financial Coaching Resources to Serve Clients**
  + • Gain the skills that give you confidence and earn the credentials that demonstrate you are a competent provider of financial coaching services.
  + • Top Financial Coaching Package Backed with 1-Year , 100% Guarantee.\*
  + • Build a Respected Coaching Practice with Credentials From the NFEC.
  **Financial Coaching Business, Marketing & Funding Resources**
  + • NFEC - Provided Coaching Client Leads
  [No Selection Made
  View Packages
* ## Selected Package Summary (0.1.0)
  Total
  $1,890
  $590 Annually; Starting Year 2
* ## Selected Package Summary (0.0.1)
  Due to the integration of the tools, Coaching Business Resources cannot be purchased a la carte. Either a NFEC Financial Coach certification or the client resource package must be purchased with the Coaching Business Resources.
  A NFEC Financial Coach certification license has been added to your selection. You may modify your selection.
  $1,590
  $295 Annually; Starting Year 2
* ## Selected Package Summary (0.1.1)
  $2,185
* ## Selected Package Summary (1.0.0)
  $1,295
* ## Selected Package Summary (2.0.0)
  $2,495
* ## Selected Package Summary (4.0.0)
  $4,495
  $1,180 Annually; Starting Year 2
* ## Selected Package Summary (1.0.1)
* ## Selected Package Summary (2.0.1)
  $2,790
* ## Selected Package Summary (4.0.1)
  $4,790
* ## Selected Package Summary (1.1.1)
* ## Selected Package Summary (2.1.1)
  $3,385
  $885 Annually; Starting Year 2
* ## Selected Package Summary (4.1.1)
  $5,385
  $1,475 Annually; Starting Year 2
* ## Selected Package Summary (1.1.0)
* ## Selected Package Summary (2.1.0)
  $3,090
* ## Selected Package Summary (4.1.0)
  $5,090
## **Guarantee, Terms & Renewal**
You agree to the terms of the financial coaching program and upon purchase our bound by the agreement. Read the complete .  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.  .
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 .
 The NFEC is a social enterprise organization committed to creating a world where people are informed to make qualified financial decisions that improve their lives, the lives of their loved ones, and the lives of people they impact around the globe.
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