Financial Coach Academy 2025 by Kelsa Dickey

Introduction

The Financial Coach Academy 2025 is a comprehensive training program created by Kelsa Dickey, CEO of Fiscal Fitness Phoenix and a fully licensed financial advisor (Series 7, Series 66) with over 15 years of experience in the financial coaching industry. This program teaches aspiring and current financial coaches how to create, launch, and grow a profitable financial coaching business from the ground up. With 6 core modules, 4 bonus specialty areas, and extensive advanced training sections, this academy provides the complete roadmap for building a thriving financial coaching practice.

Here's Everything You'll Receive

This package includes all recorded training content, video lessons, workbooks, templates, and downloadable resources from the Financial Coach Academy program.

Course Stats:

164 video lessons | 252 downloadable PDFs | 40 spreadsheets | 88h 40m of content | 26.42 GB total

✅ 6 Core Training Modules — Complete video training covering vision and niche identification, business setup, client experience design, sales and marketing strategies, and advanced business growth

✅ 4 Financial Coaching Toolkit Specialty Areas — Deep-dive training on embodying the role of a financial coach, designing a 90-day coaching program, coaching on personal finance fundamentals, and using the Plan Ahead Method

✅ Advanced Programming Module — Learn to scale your business with one-to-many offers, extended coaching relationships, and daily money management services (7 videos, 16 PDFs, 2h 30m)

✅ Advanced Marketing Module — Master signature presentations, email newsletters, news media outreach, and SEO strategies for financial coaches (7 videos, 8 PDFs, 4h 53m)

✅ Corporate Wellness Training — Complete training on launching financial wellness programs for companies and organizations (12 videos, 21 PDFs, 3h 59m)

✅ 252 Templates, Worksheets, and Resources — Client journey roadmaps, coaching agreements, session prep forms, tracking spreadsheets, marketing materials, onboarding sequences, discovery questionnaires, and more

✅ BONUS: Coaching Concepts — Real-world coaching scenarios covering credit cards, variable income, couples coaching, business owner finances, money mindset, and legacy planning (14 videos, 27 PDFs, 6h 01m)

✅ BONUS: Thinking Like a CEO — Business management training on delegation, KPIs, time management, hiring, and operations (6 videos, 10 PDFs, 3h 28m)

> Note: This includes all recorded training content, video lessons, workbooks, and downloadable resources from the program. Live monthly coaching calls and community membership are available exclusively through the official Financial Coach Academy program.

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What You Will Master in Financial Coach Academy 2025

✅ Create a crystal-clear vision for your financial coaching business — Define what kind of business you're building and how it fits your current lifestyle, so you're not creating a business that traps you

✅ Identify your profitable niche and ideal client avatar — Zero in on the specific challenges your ideal clients are experiencing and position yourself as the solution they've been searching for

✅ Design a complete client journey from first contact to long-term relationship — Map out every touchpoint in your client experience, from discovery calls to onboarding to ongoing coaching sessions

✅ Master the non-sleazy sales conversation — Conduct discovery sessions that feel natural and authentic while converting prospects into paying clients without high-pressure tactics

✅ Build a signature 90-day financial coaching program that delivers results — Create valuable, action-based content that gets your clients real results and keeps them working with you long-term

✅ Establish your coaching toolkit with proven frameworks and questions — Learn the four key roles of a financial coach, how to ask powerful questions, and how to wrap up sessions that leave clients motivated

✅ Coach clients on the fundamentals of personal finance — Address credit cards, variable income, business finances, uneven power dynamics, couples who keep money separate, and expense management challenges

✅ Launch a referral and social media marketing strategy — Build referral relationships, create compelling content, and establish your online presence without relying on paid advertising

✅ Scale your business with one-to-many offers — Design group coaching programs, masterclasses, and challenges that serve multiple clients simultaneously

✅ Establish daily money management services — Offer premium bill-pay and financial organization services that create recurring revenue

✅ Create signature presentations for corporate clients — Develop speaking opportunities and corporate wellness programs that position you as an authority

✅ Navigate the administrative and legal foundations — Set up your business entity, establish policies and boundaries, create coaching agreements, and build tracking systems for leads and clients

Who Is This Course For?

• The Career Changer Who Discovered Their Calling — You've been helping friends and family with money questions for years and realized you could turn this passion into a business. You want to become a financial coach but have no idea how to structure a business, price your services, or find paying clients. This course gives you the complete business blueprint from someone who built a 7-figure coaching practice from scratch.

• The Certified Financial Planner Who's Burned Out — You're tired of selling investments and insurance products to meet quotas. You hold licenses (Series 7, 66, CFP) but want to help people without the corporate red tape and sales pressure. This program shows you how to transition into independent financial coaching where you focus purely on helping clients change their behavior and relationship with money.

• The Side-Hustler Testing the Waters — You have a full-time job but want to start coaching clients on evenings and weekends. You need a system that fits around your current schedule, helps you land your first 3-5 clients, and teaches you what to actually do in coaching sessions. This academy provides the step-by-step framework for launching without quitting your day job.

• The Solo Coach Who's Stuck at $3-5K Per Month — You've been coaching for 6-12 months, have a handful of clients, but your income is inconsistent and you're working too many hours. You don't know how to scale beyond 1-on-1 sessions or raise your prices without losing clients. The Advanced Programming and CEO modules show you exactly how to move from trading time for money to creating scalable offers and systems.

• The Corporate Trainer Looking for B2B Opportunities — You have experience in employee wellness, HR, or training and want to bring financial wellness programs into the workplace. You need templates for corporate proposals, pricing structures for organizations, and curriculum frameworks that work in group settings. The Corporate Wellness module provides everything you need to pitch and deliver workplace programs.

• The Personal Finance Enthusiast Who Wants to Monetize Their Knowledge — You've mastered your own finances, paid off debt, built savings, and love talking about money. You want to help others but lack formal credentials and don't know how to position yourself as an expert. This program teaches you the behavioral coaching approach that doesn't require investment licenses and shows you how to build authority through your story and results.

A Lesson-by-Lesson Breakdown of the Curriculum

Module 1: Vision and Niche

This foundational module helps you create a clear vision for your financial coaching business that aligns with your lifestyle, identify your ideal client niche, and craft your compelling origin story. You'll leave with clarity on who you are and who you're meant to serve.

• Lesson 1.1: Create a Clear Vision for Your Business
• Lesson 1.2: Identify Your Niche and Ideal Client Challenges
• Lesson 1.3: Embrace Your Financial Coaching Dream Story
• Lesson 1.4: Pick Your Business Name and Chosen Title
• Lesson 1.5: Define Your Business Model and Service Offerings
• Lesson 1.6: Establish Your Why and Core Values
• Lesson 1.7: Map Your 12-Month Business Vision
• Lesson 1.8: Create Your Unique Value Proposition
• Lesson 1.9: Identify Your Zone of Genius
• Lesson 1.10: Complete Your Vision and Niche Workbook
• 📕 Included resources: Vision and Niche Workbook, Ideal Client Avatar Template, Business Model Canvas, Niche Identification Worksheet

Module 2: Business Setup and Client Journey

Learn the administrative and legal foundations of your coaching business, create your client journey from first contact to long-term relationship, and launch your initial systems for scheduling and tracking.

• Lesson 2.1: Map Out Your Detailed Client Journey
• Lesson 2.2: Create Your No-Sleazy Sales Conversation Process
• Lesson 2.3: Design and Launch Your Initial Coaching Session
• Lesson 2.4: Activate Simple Scheduling Software
• Lesson 2.5: Build a Tracking System for Leads, Prospects, and Clients
• Lesson 2.6: Make a Public Announcement That You're Looking for Clients
• Lesson 2.7: Set Up Your Business Entity and Legal Structure
• Lesson 2.8: Create Your Coaching Policies and Boundaries
• Lesson 2.9: Design Your Welcome and Onboarding Sequence
• Lesson 2.10: Establish Your Client Communication Systems
• Lesson 2.11: Build Your Discovery Call Framework
• Lesson 2.12: Launch Your First Client Acquisition Campaign
• Lesson 2.13: Create Your Follow-Up and Nurture Sequences
• Lesson 2.14: Develop Your Client Offboarding Process
• Lesson 2.15: Complete Your Business Setup Checklist
• 📕 Included resources: Client Journey Roadmap, Discovery Call Script, Scheduling Software Setup Guide, Lead Tracking Spreadsheet, Policy Templates, Welcome Email Templates

Module 3: Designing Your Coaching Program

Build your signature coaching program with valuable, action-based content that gets clients real results. Create your coaching agreement, onboarding sequence, and client tracking systems.

• Lesson 3.1: Design a Coaching Program for Your Business
• Lesson 3.2: Create Valuable, Action-Based Content for Clients
• Lesson 3.3: Structure Your Session Format and Cadence
• Lesson 3.4: Build Your Coaching Curriculum and Session Topics
• Lesson 3.5: Draft Your Official Coaching Agreement
• Lesson 3.6: Design and Launch Your Onboarding Sequence
• Lesson 3.7: Build a Tracking System for Client Progress
• Lesson 3.8: Establish Important Policies and Expectations
• Lesson 3.9: Create Your Session Prep and Post-Session Processes
• Lesson 3.10: Develop Your Client Success Metrics
• Lesson 3.11: Design Your Program Deliverables and Worksheets
• 📕 Included resources: Coaching Program Design Template, Session Topic Ideas Library, Coaching Agreement Template, Onboarding Checklist, Client Progress Tracker, Policy Guidelines Document

Module 4: Sales and Discovery Conversations

Master the art of conducting discovery sessions that convert prospects into clients. Learn to identify client pain points, communicate value, handle objections, and close sales conversations authentically.

• Lesson 4.1: Identify Where Your Clients Are Today vs. Where They Want to Be
• Lesson 4.2: Brainstorm How Your Program Solves Their Challenges
• Lesson 4.3: Communicate the Value and Transformation You Provide
• Lesson 4.4: Structure Your Discovery Session Framework
• Lesson 4.5: Master the Energy of Your Sales Conversations
• Lesson 4.6: Handle Common Objections with Confidence
• Lesson 4.7: Identify the Ten Major Benefits of Your Coaching
• Lesson 4.8: Wrap Up Discovery Sessions for Three Common Scenarios
• Lesson 4.9: Price Your Services with Confidence
• Lesson 4.10: Create Your Discovery Call Questionnaire
• 📕 Included resources: Discovery Session Script, Objection Handling Guide, Value Communication Template, Benefits Identification Worksheet, Pricing Strategy Framework

Module 5: Marketing and Client Attraction

Establish your referral and social media marketing strategy to consistently attract ideal clients. Learn to create compelling content, build strategic partnerships, and position yourself as an authority.

• Lesson 5.1: Establish Goals for Referral and Social Media Marketing
• Lesson 5.2: Identify and Establish Referral Relationships
• Lesson 5.3: Create a Referral Request System
• Lesson 5.4: Launch Your Social Media Content Strategy
• Lesson 5.5: Build Your Personal Brand Online
• Lesson 5.6: Create Content That Attracts Your Ideal Clients
• 📕 Included resources: Marketing Goals Worksheet, Referral Partner Outreach Templates, Social Media Content Calendar, Brand Messaging Guide

Module 6: Advanced Business Growth

Take your coaching business to the next level with advanced strategies for scaling, positioning, and long-term sustainability. Learn systems for growth beyond 1-on-1 coaching.

• Lesson 6.1: Scale Your Coaching Business Beyond One-to-One
• Lesson 6.2: Create Passive Income Streams
• Lesson 6.3: Build Team and Delegation Systems
• Lesson 6.4: Establish Your Growth Metrics and KPIs
• Lesson 6.5: Develop Your Long-Term Business Strategy
• Lesson 6.6: Create Your Six-Figure Business Roadmap
• Lesson 6.7: Build Systems for Sustainable Growth
• Lesson 6.8: Master Time Management as a CEO
• 📕 Included resources: Scaling Strategy Template, KPI Dashboard, Delegation Framework, Business Growth Plan

Financial Coaching Toolkit – Specialty Area 1: Embodying the Role of a Financial Coach

Master the core skills and mindset required to be an effective financial coach. Learn the four key roles, questioning techniques, session structure, and how to create transformation for clients.

• Video 1.1: Embodying the Role of a Financial Coach
• Video 1.2: Four Key Roles of a Financial Coach
• Video 1.3: How to Ask the Best Questions
• Video 1.4: How to Be the Best Financial Coach
• Video 1.5: Setting Expectations with New Clients
• Video 1.6: Establishing Initial Goals
• Video 1.7: How to Wrap Up a Coaching Session
• Video 1.8: Toolkit Handout Template Tutorial
• Video 1.9: Financial Coaching Toolkit Welcome Video
• 📕 Included resources: Toolkit Workbook, Four Key Roles Handout, Best Questions Guide, Setting Expectations Template, Initial Goals Framework, Session Wrap-Up Guide, Attribution Phrasing Document, Toolkit Seal Graphics

Financial Coaching Toolkit – Specialty Area 2: A 90-Day Financial Coaching Program That Delivers Results

Design a comprehensive 90-day coaching program with session-by-session structure, client success path, and measurable outcomes. This module provides the complete framework for your signature coaching offer.

• Video 2.1: Understanding Your Client Success Path
• Video 2.2: Designing a 90-Day Program Structure
• Video 2.3: Session Planning and Content Creation
• Video 2.4: Building Client Accountability Systems
• Video 2.5: Measuring Client Progress and Results
• Video 2.6: Creating Program Deliverables
• Video 2.7: Onboarding Clients Into Your Program
• Video 2.8: Session Prep and Post-Session Documentation
• Video 2.9: Celebrating Client Wins and Milestones
• Video 2.10: Program Graduation and Next Steps
• Video 2.11: Collecting Testimonials and Case Studies
• Video 2.12: Refining Your Program Based on Feedback
• Video 2.13: Advanced Program Enhancements
• 📕 Included resources: Client Success Path Template, 90-Day Program Blueprint, Session Planning Worksheets, Client Journey Roadmap, Program Agreement, Pre-Session Questionnaire, Progress Tracking Tools, Client Onboarding Packet

Financial Coaching Toolkit – Specialty Area 3: Coaching on the Fundamentals of Personal Finance

Learn to coach clients through the most common personal finance challenges using a behavioral approach. This module provides frameworks, conversation guides, and exercises for real-world coaching scenarios.

• Video 3.1: Coaching Framework for Personal Finance Topics
• Video 3.2: Budgeting and Cash Flow Management
• Video 3.3: Debt Reduction Strategies
• Video 3.4: Building Emergency Funds
• Video 3.5: Coaching on Credit and Credit Cards
• Video 3.6: Savings and Goal Planning
• Video 3.7: Insurance and Risk Management
• Video 3.8: Basic Investment Concepts for Coaches
• Video 3.9: Retirement Planning Basics
• Video 3.10: Estate Planning Fundamentals
• Video 3.11: Behavioral Finance Principles
• 📕 Included resources: Personal Finance Coaching Framework, Topic Discussion Guides (34 PDFs), Client Exercise Worksheets (14 spreadsheets), Coaching Conversation Scripts, Behavioral Change Templates

Financial Coaching Toolkit – Specialty Area 11: Coaching With The Plan Ahead Method

Master the Plan Ahead Method, a proprietary framework for helping clients make proactive financial decisions and build sustainable money habits through forward-thinking planning.

• Video 11.1: Introduction to the Plan Ahead Method
• Video 11.2: The Philosophy Behind Proactive Financial Planning
• Video 11.3: Helping Clients Think 90 Days Ahead
• Video 11.4: Monthly Money Planning Sessions
• Video 11.5: Weekly Check-In Framework
• Video 11.6: The Financial Preview Process
• Video 11.7: Addressing Upcoming Expenses
• Video 11.8: Building the Habit of Planning Ahead
• Video 11.9: Quarterly Planning Sessions
• Video 11.10: Annual Financial Reviews
• (15 additional video lessons covering advanced Plan Ahead applications)
• 📕 Included resources: Plan Ahead Method Workbook, Monthly Planning Template, Weekly Check-In Sheet, Quarterly Review Guide, Annual Financial Review Template, Client Planning Calendar, Upcoming Expense Tracker, Financial Preview Worksheet

Advanced Programming Module

Scale your coaching business beyond 1-on-1 sessions with one-to-many offers, extended coaching relationships, and premium daily money management services.

• Video 1: Advanced Programming Introduction
• Video 2: Understanding Your Client Success Path for Scaling
• Video 3: Setting the Stage for Program Expansion
• Video 4: Designing Your One-to-Many Offer
• Video 5: Extending Your Coach-Client Relationship
• Video 6: Daily Money Management Service Model
• Video 7: Advanced Programming Wrap Up
• 📕 Included resources: Client Success Path Template, Client Journey Roadmap, One-to-Many Offer Design Worksheet, Periodic Coaching Agreement, Pre-Session Questionnaire, DMM Agreement Template, DMM Billable Template, DMM Flyer, DMM Landing Page Example, DMM Welcome Email, DMM Monthly Statement Template, DMM Prep Work Sheet, Masterclass Materials (Agreement, Flyer, Session Prep Form), Challenge Scorecard Template (2 versions)

Advanced Marketing Module

Take your marketing to the next level with signature presentations, media outreach, newsletter strategies, and SEO for financial coaches.

• Video 1: Advanced Marketing Introduction
• Video 2: Creating Your Signature Presentation
• Video 3: Make Your Email Newsletter Useful and Manageable
• Video 4: Master the News Media
• Video 5: Simple SEO for Financial Coaches
• Video 6: Gif-ify Your Brand
• Video 7: Corporate Wellness Programming
• 📕 Included resources: Sample Speaker Kit, Signature Presentation Components Guide, Presentation Delivery Tips, Sample Slide Deck, Newsletter Sample Signup Form, Signature Presentation Deliverables, Sample Media Pitch Email, Sample HARO Response

Corporate Wellness Module

Launch financial wellness programs for employers and organizations. Learn to pitch corporate clients, design workplace programs, and deliver group financial education.

• Video 1: Corporate Wellness Introduction
• Video 2: The Fiscal Fitness Phoenix Way (Corporate Approach)
• Video 3: Welcome to Corporate Wellness Course
• Video 4: Brainstorm Program Ideas
• Video 5: Know Your Competition
• Video 6: Determine Your Workplace Niche
• Video 7: Tools of the Trade
• Video 8: What is Working in Financial Education
• Video 9: Corporate Wellness Programming Video Recording
• (3 additional training videos on implementation)
• 📕 Included resources: Corporate Wellness Flow Sheet, Corporate Landing Page Example, Capabilities Briefing Slide Deck, Needs Discovery Questions, Corporate Wellness Workbook, Financial Stress Assessment, Strategic Debrief Template, Proposal Example, Formula for Building Dynamic Workshop, Key Players Guide, Landing Your First Client Guide, Determine Your Niche Worksheet, Know Your Competition Presentation, Case Studies (County Government, Hospital, Manufacturing Company, Credit Union), Niche Development Guide

BONUS: Coaching Concepts – Real-World Client Scenarios

Master challenging coaching situations with video demonstrations and frameworks for common client scenarios you'll encounter in your practice.

• Lesson 1.1: Coaching on Credit Cards
• Lesson 2.1: Uneven Power Dynamic During Coaching Session
• Lesson 2.2: Taking Inventory (with client tracking spreadsheet)
• Lesson 2.3: Couples Who Keep Money Separate
• Lesson 3.1: Organizational Guidelines for Business Finances
• Lesson 3.2: Business Owner – Not Enough Revenue
• Lesson 4.1: Expenses Far Exceed Income
• Lesson 4.2: Variable Income
• Lesson 4.3: Side Hustles (2 handouts)
• Lesson 5.1: The Caretaker (supporting aging parents)
• Lesson 5.2: Coaching on Money Mindset
• Lesson 5.3: Money Mindset Scorecard (with interactive spreadsheet)
• Lesson 5.4: Active vs Passive Learning
• Lesson 6.1: Legacy Drawer (estate planning basics)
• 📕 Included resources: 27 scenario-specific PDFs, Taking Inventory Spreadsheet, Money Mindset Scorecard with Questions, Coaching Scripts for Each Scenario

BONUS: Thinking Like a CEO

Develop the mindset and systems needed to run your coaching business like a CEO, not just a solopreneur. Master delegation, operations, finance management, and strategic planning.

• Video 1: Taking Action In Your Business
• Video 2: Working In Your Zone of Genius
• Video 3: Planning and Goal Setting
• Video 4: Managing Your Time
• Video 5: Finance and Operations
• Video 6: How and When to Effectively Delegate
• Audio Training 1: Not Putting Yourself Out There to Get Clients
• Audio Training 2: Thinking It Would Be Easier and You're Feeling Discouraged
• Audio Training 3: Thinking You Need to Know Everything Before Taking Action
• 📕 Included resources: Being Intentional With Your Business Guide, Key Performance Indicators for Your Business, Time Management Tips & Tricks, Interview Questions Template, Startup Business Expenses Worksheet, Phase II Business Expenses Guide, Hiring Your First Team Member Guide, Employment Contract Template, Velvet Ropes (Client Selection Framework), My Future Roadmap Planner

Included Bonus Materials to Accelerate Your Results

✅ Complete Template Library (252 PDFs) — Every template, worksheet, and resource you need to run your coaching business without starting from scratch. Includes coaching agreements, discovery call scripts, client journey roadmaps, onboarding checklists, session prep forms, marketing materials, and more.

✅ 40 Spreadsheet Tools — Client tracking systems, lead management spreadsheets, money mindset scorecards, billable time templates, challenge scorecards, and financial planning worksheets ready to customize for your business.

✅ Corporate Wellness Case Studies — Real-world examples from county government, hospital, manufacturing company, and credit union implementations showing exactly how to structure and deliver workplace financial wellness programs.

✅ Signature Presentation Sample Materials — Complete speaker kit, slide deck template, and deliverables showing how to create and market signature presentations for speaking opportunities.

✅ Daily Money Management Business-in-a-Box — Everything you need to launch a premium DMM service including agreements, welcome emails, monthly statement templates, flyers, landing page examples, and prep worksheets.

✅ Marketing Templates and Examples — Media pitch emails, HARO response samples, newsletter signup forms, referral partner outreach templates, and social media content frameworks.

About Your Instructor: Kelsa Dickey

Kelsa Dickey is the CEO of the Financial Coach Academy and Fiscal Fitness Phoenix, a 7-figure financial coaching company she built from her dining room table over 15 years ago. After spending 7 years as a financial advisor and corporate accountant, she quit her corporate job in 2010 to start her own business as a financial coach. At the time, there were no people doing what she wanted to do, so she had to figure out how to build a financial coaching business from scratch—a process she now teaches to hundreds of coaches through the Financial Coach Academy.

Key Credentials & Accomplishments:

✅ Bachelor's degree in Personal Finance with a minor in Economics

✅ Master's degree in Accounting

✅ MBA in Business from University of Phoenix (2005-2006)

✅ Fully licensed as a financial advisor — Series 7, Series 66, Health, Life, and Disability insurance licenses

✅ Built Fiscal Fitness Phoenix from a home-based startup into a 7-figure company employing more than half a dozen people

✅ Trained hundreds of financial coaches through the Financial Coach Academy online program

✅ Featured in USA Today, CNN Money, Yahoo, and MSN Money as a money expert

✅ Author of “The Financial Coaching Playbook: How to Easily Launch & Grow Your Coaching Business”

✅ Host of The Financial Coach Academy Podcast, available on Apple Podcasts and Spotify

✅ Over 15 years of experience in the financial coaching industry, working with clients and coaches continuously since 2010

Kelsa's approach combines technical financial knowledge with behavioral coaching skills, teaching coaches how to help clients change their relationship with money rather than just providing information. Her Financial Coach Academy is recognized as the most comprehensive training program for financial coaches, uniquely combining technical financial concepts with coaching elements and real-world business building strategies.

What Problems Does Financial Coach Academy 2025 Solve?

“I want to become a financial coach but have no idea where to start or how to structure a business” — The 6 core modules walk you through every step from defining your vision and niche to setting up your business entity, creating your coaching program, mastering sales conversations, and launching your marketing. You'll know exactly what to do in what order, eliminating the paralysis of not knowing where to begin.

“I have financial knowledge but don't know what to actually do in coaching sessions with clients” — The Financial Coaching Toolkit provides session-by-session frameworks, questioning techniques, the four key roles of a coach, and conversation guides for 14 common client scenarios including credit cards, variable income, couples coaching, business finances, money mindset, and legacy planning. You'll never walk into a session unprepared.

“I'm coaching a few clients but my income is inconsistent and I'm working too many hours” — The Advanced Programming module shows you how to scale beyond 1-on-1 sessions with one-to-many offers, group programs, masterclasses, and daily money management services that create recurring revenue. You'll learn to stop trading time for money and build leveraged income streams.

“I don't know how to price my services or have sales conversations without feeling sleazy” — Module 4 teaches you the discovery call framework that converts prospects into clients authentically, how to communicate value and transformation, handle objections with confidence, and price your services based on the results you deliver. You'll develop a sales process that feels natural and respectful.

“I want to work with corporate clients but don't know how to pitch companies or structure workplace programs” — The Corporate Wellness module provides the complete system for landing corporate clients including capability briefings, needs discovery questions, proposal templates, program structures, slide decks, financial stress assessments, and four real-world case studies from organizations that hired financial coaches.

“I'm spending too much time on admin and operations instead of coaching” — The Thinking Like a CEO bonus module teaches you how to delegate effectively, manage your time as a business owner, establish KPIs, hire your first team member, and build systems that run without you. Plus you get 252 ready-made templates so you're not creating everything from scratch.

What Makes Financial Coach Academy 2025 Different

• Built by a practitioner, not just a teacher — Kelsa Dickey still runs her own active financial coaching practice (Fiscal Fitness Phoenix) and has been coaching clients continuously for 15 years. Every framework and template in this program has been tested in real client work, not just theory.

• Combines technical finance with behavioral coaching — Unlike programs that focus only on business building or only on financial concepts, this academy teaches both the technical personal finance knowledge and the coaching skills to help clients change behavior. You learn what to teach AND how to coach.

• Complete business-building system, not just coaching skills — This isn't a certification program that leaves you certified but clueless about how to get clients. You learn to build the entire business infrastructure including sales, marketing, operations, pricing, legal setup, client management systems, and scaling strategies.

• Real-world templates and frameworks you can use immediately — 252 PDFs and 40 spreadsheets covering every possible need from coaching agreements to corporate proposals to money mindset scorecards. You're not starting with blank documents—you're customizing proven templates that already work.

Frequently Asked Questions About Financial Coach Academy 2025

What is Financial Coach Academy 2025 about?

Financial Coach Academy 2025 is a comprehensive training program for aspiring and current financial coaches created by Kelsa Dickey. It teaches you how to create, launch, and grow a profitable financial coaching business by combining technical personal finance knowledge with behavioral coaching skills and complete business-building systems. The program covers everything from identifying your niche and setting up your business to designing coaching programs, conducting sales conversations, marketing your services, and scaling beyond 1-on-1 sessions.

Who created Financial Coach Academy 2025?

Kelsa Dickey, CEO of Fiscal Fitness Phoenix and the Financial Coach Academy. She holds a Bachelor's in Personal Finance, Master's in Accounting, MBA in Business, and is fully licensed as a financial advisor (Series 7, Series 66). After 7 years as a financial advisor and corporate accountant, she quit her corporate job in 2010 to build her own financial coaching business, which has grown into a 7-figure company. She has been featured in USA Today, CNN Money, Yahoo, and MSN Money.

What is included in Financial Coach Academy 2025?

The program includes 164 video lessons (88 hours 40 minutes), 252 downloadable PDFs, and 40 spreadsheet tools totaling 26.42 GB of content. This includes 6 core modules with 30 lessons, 4 Financial Coaching Toolkit specialty areas, Advanced Programming module, Advanced Marketing module, Corporate Wellness training, and two bonus modules (Coaching Concepts and Thinking Like a CEO). You receive complete templates for coaching agreements, discovery calls, client tracking, corporate proposals, marketing materials, and session frameworks.

Who is Financial Coach Academy 2025 best suited for?

This program is ideal for career changers who want to become financial coaches, certified financial professionals (CFP, Series 7/66) who want to leave corporate environments, side-hustlers testing financial coaching while working full-time, existing coaches stuck at $3-5K per month who need scaling strategies, corporate trainers looking to offer workplace financial wellness programs, and personal finance enthusiasts who want to monetize their knowledge without formal investment licenses.

What will I learn in Financial Coach Academy 2025?

You'll learn to define your niche and ideal client, design a complete client journey and coaching program, conduct discovery calls that convert prospects to clients, create a 90-day financial coaching program that delivers results, coach clients on personal finance fundamentals using behavioral approaches, build referral and social media marketing strategies, scale your business with one-to-many offers and daily money management services, create signature presentations for corporate clients, and establish the systems and mindset to run your business like a CEO.

What format is Financial Coach Academy 2025 delivered in?

The program includes 164 MP4 video lessons totaling 88 hours 40 minutes, 252 PDF documents (templates, worksheets, guides, case studies), 40 Excel spreadsheet tools (tracking systems, scorecards, templates), 8 image files (graphics and logos), 4 audio training files, 1 PowerPoint presentation, and 1 Word document. Total download size is 26.42 GB. All content is downloadable for offline access.

Does Financial Coach Academy 2025 include any bonus materials?

Yes, the program includes four major bonus components: (1) Coaching Concepts module with 14 videos on real-world client scenarios like credit cards, variable income, couples coaching, and money mindset (6 hours 1 minute), (2) Thinking Like a CEO module with 6 videos on delegation, time management, and operations (3 hours 28 minutes), (3) Corporate Wellness complete training for launching workplace programs (12 videos, 3 hours 59 minutes), and (4) Advanced Marketing module covering signature presentations, media outreach, and SEO (7 videos, 4 hours 53 minutes).

What is Kelsa Dickey known for?

Kelsa Dickey is known for building Fiscal Fitness Phoenix from a home-based startup into a 7-figure financial coaching company, creating the Financial Coach Academy which has trained hundreds of coaches, authoring “The Financial Coaching Playbook,” hosting The Financial Coach Academy Podcast, and providing money insights for USA Today, CNN Money, Yahoo, and MSN Money. She's recognized for her behavioral approach to financial coaching that combines technical finance knowledge with coaching skills, and for building the most comprehensive training program for financial coaches.

How is Financial Coach Academy 2025 different from other financial coaching courses?

Financial Coach Academy 2025 is built by an active practitioner who still coaches clients daily, not just a teacher. It uniquely combines technical personal finance education with behavioral coaching skills and complete business-building systems—most programs focus on only one aspect. You receive 252 ready-made templates and frameworks tested in real client work, not generic advice. The program teaches both what to coach (personal finance concepts) and how to coach (questioning techniques, session structure, behavioral change), plus the entire business infrastructure including sales, marketing, pricing, legal setup, scaling strategies, and corporate client acquisition.

Sources:

• Kelsa Dickey | Financial Coach Academy CEO
• Kelsa Dickey – Financial Coach Academy | LinkedIn
• Kelsa Dickey | Money Coach & CEO | Fiscal Fitness PHX
• Financial Coach Training | Enroll in the Financial Coach Academy
• The Financial Coaching Playbook | Amazon
• A Complete List of Financial Coach Academy Materials