Certified Financial Wellness COACH

Help your clients...

Certified Coaches Better Guide Clients to Sustained Financial Wellness

Many people have the desire to reach financial wellness but struggle with execution. A coach does more than guide and mentor. A coach helps a person unlock their true potential. The Financial Wellness Coach Certification program teaches you how to help your clients tailor a path that suits them and how to navigate that path. 

Certification shows your clients that you care enough about your craft to become professionally trained in financial well-being and its role in your client's total well-being. Once the word gets out that you help your client achieve their financial hopes and dreams, increased business is sure to follow.

of clients and companies who have sought out coaches have found them to either be satisfied or very satisfied. (1)


of participants went from no savings to having savings after going through a program with a financial coach. (2)


of participants with unsecured debt reduced the amount after going through a program with a financial coach. (2)

With results like these, wouldn’t you like the assurance that you are improving the lives of your customers and those who trust your counsel?

Coaching Certification (Coming soon)

Certified Financial Wellness Coach
•   Gives Coaching Professionals Financial Wellness Tools to Incorporate into Their Practice.
•   Provides Coaching Professionals with Strategies Necessary to Assist Clients with Unlocking Their Financial Wellness Potential.

Curriculum Features

Modules and courses in this program include:
Welcome (30 Minutes)
Course Framework
Learn the objectives and course and completion requirements for the program.
This section teaches the values promoted in the coach certification offering.
3 Disciplines
The roots of coaching, wellness, and finance serve as the heart of this course.
What Makes a Good Coach
Discover the intention and attributes that make up a superior coach.
What Is Financial Wellness (1 Hour)
What is Wellness
Uncover four main elements of financial wellbeing.
What Belongs in your Definition
Key aspects of financial wellness include control over finances, ability to absorb financial shock, tracking to meet financial goals, and financial freedom.
What Determines your Health
Learn how lifestyle, environment, and behaviors influence overall health.
Illness/Wellness Continuum
John Travis presents two concepts.
Financial Illness
Learn the signs and symptoms of this disabling condition.
Employers are Affected
Financial illness affects employers’ bottom lines. Find out why.
What is Financial Wellness Coaching
It’s time to define what a financial wellness coach is and does.
Mindset Shift (1 Hour)
Coaching Roots/Psychology
Answer all of your questions about the history of, the behavioral science behind, and the founding fathers who created financial wellness coaching.
Mindset Shift
In your role as a coach, you will prescribe and treat, educate and implore, and advocate and inspire your clients to reach their peek financial wellness self.
What motivates you? Are you intrinsically or extrinsically motivated? Do you perform best when motivated by fear or praise? Your clients are all different and respond to different kinds of stimulus.
People get set in their ways. Change involves many mixed feelings. This section shares some financial examples that will get you thinking about resistance you will hear.
Coaching through Resistance
Learn about motivational interviewing techniques that will help you overcome obstacles presented by those you coach.
Change Talk
Technique is everything. Brainstorm what works and what doesn’t.
The Coaching Alliance (1 Hour)
Coach’s Personal Wellness Foundation
Learn some basic guidelines to help you “work on your game.”
4 Cornerstones for Financial Coaching
In this course, you’ll explore coaching core competencies and begin wellness mapping 360.
Wellness Mapping 360 – Core Competencies
Uncover the elements that are required in wellness mapping 360.
Coaching Conversation
Follow along the coaching roadmap and examine the wheel of life.
Big 5
These elements are key. The Big 5 include powerful questions, focus, mindset, skills, habits, and energy.
Mutual Understanding
To effectively work with other coaches, you will master the arts of listening, asking the miracle question, making agreements, and setting expectations.
Readiness for Change (30 Minutes)
Identify the natural human barriers that are put up to avoid change.
Competing Concepts
What happens when your clients’ words don’t match their actions?
Readiness for Change
Explore the first five stages of the Trans-Theoretical Model for Change.
Complete the Trans-Theoretical for Change by examining stage six.
Self Efficacy/Self Determination
When it comes to success, attitude is everything for both you and your clients.
Assess and Explore (2 Hours)
Initial Client Interactions
Initial client relationships take a five-step process. Learn the necessary steps.
Measuring Change over Time
Figure out where your clients have been and where they are going.
Financial Well-being Scale
Determine the three elements of financial wellbeing and their range within a scale.
General Thought Barriers
Explore topics like how we think, cognitive distortion, and thought restructuring.
Financial Metrics
Let’s start with the basics in traditional financial metrics, data points, and advanced ratios.
Self Determination / Self Efficacy
Explore some thought distortions around money and determine confidence levels using a self-efficacy scale.
What is RISC? Readiness, Importance, Stress, and Confidence.
Personal Financial Wellness Profile
Learn how to effectively build a personal financial wellness profile.
Designing Client Action
Present your clients with meaningful small steps, realistic milestones, celebrations, and accountability agreements.
The Coach’s Tools (1.5 Hours)
Financial Development
Help your clients identify their financial beliefs, perspectives, and sense of self.
Dealing with Pain Points
You clients will tell you where they are hurting. Learn to understand the coping behaviors and how to help them focus on the future.
Cognitive Distortions
Who was Dr. Beck, and what did he teach us about cognitive therapy?
So, What Can We Do
Financial wellbeing isn’t a passive objective. Record and challenge the thought, identify triggers, and retrain automated conclusions.
Developing Financial Health Esteem
Determine its meaning and how to achieve it.
Self Determination / Self Efficacy
When it comes to success, attitude is everything for both you and your clients.
RISC Profile
What is RISC? Readiness, Importance, Stress, and Confidence.
5 Financial Data Metrics
You may already know these metrics but learn how to teach your clients how to determine income, expenses, savings, assets, liabilities, net worth, and net income.
Financial Ratios
Utilize the basic liquidity, savings, debt-to-asset, current, and FinTech ratios to determine financial health and progress.
FinTech Offerings
Learn to apply additional tools in the toolbox.
Financial Wellness Mapping 360
This valuable tool will allow your clients to see their clear path to financial identity.
Accountability and Support (30 Minutes)
Assess the different kinds of accountability and when to have your client apply them.
Tracking Behavior
Uncover this app based, calendar tool.
Tracking Financials
This app-based tool will help your clients kept track of earning, spending, saving, and investing behaviors.
Learn about environmental support and financial support groups.
Ongoing Evaluation (1 Hour)
How are your clients progressing on their plan? Help them evaluate and develop new strategies.
Internal Barriers to Change
What mindsets will cause your clients to resist change? Explore the inner critic and how to battle it.
External Barriers to Change
Internal pressures aren’t the only cause of resistance to change. Environmental demands, peer norms, and external resistance are also big drivers of the status quo.
Powerful Questions
Appreciate ten questions that can change your clients’ lives.
What’s Next
Determine the indicators of behavioral change.
Clear and Measurable Outcomes (1 Hour)
Importance of Outcomes
This section presents the qualitative explanation of why outcomes are important.
10 Steps
Taking inventory, determining what needs to change, creating a plan, evaluating results, and reviewing and revising the plan are a few of the steps that coaches help their clients take on the journey to financial wellness.
Putting It All Together
Coaches and clients use shared outcomes together.

Take the first step to becoming a Certified Financial Wellness Coach.

1 Certification
Discounts for volume purchases. Please contact us to discuss.
$995 per certification

Statistical Source 
1 – iPEC, “What Is Coaching – Everything you wanted to know” Document
2 – The Financial Capability Demonstration Project

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