[VIP DOWNLOAD] Financial Coach Academy – Financial Coach Training 4.0

Financial Coach Academy – Financial Coach Training 4.0

Starting a financial coaching business can feel exciting and intimidating. You want to help people with money. However, you also need a clear process, tools, and confidence. Financial Coach Academy – Financial Coach Training 4.0 is designed to cover the full picture, from identity and onboarding to sales and marketing.

The program is built from more than a decade of coaching business experience. Over years of teaching this training, the team identified five core concepts every financial coach needs. Each concept becomes a module with lessons, videos, templates, and actions. Therefore, you learn and build at the same time.

A Financial Coaching Program That Covers the Essentials

Financial Coach Academy – Financial Coach Training 4.0 is not meant to be passive. It treats the process like a business launch. You move through steps that reduce trial and error. As a result, you create real assets while you learn.

The Academy includes:

Five core modules with four lessons each, for 20 core lessons
125+ videos you can rewatch whenever needed
160 downloads, contracts, templates, and handouts
Five bonus concepts for specialized coaching and expanded offers

The structure aims to get you ready for clients quickly. In fact, the program suggests you can start taking clients by the end of Module 2. Therefore, you can build momentum early.

How Financial Coach Academy – Financial Coach Training 4.0 Helps You Grow

Many training programs stop at theory. This one focuses on implementation. You create a client journey. You develop a discovery session. You also build systems and scripts. As a result, you can coach with more clarity.

The program also grows with you. Once you complete the five core modules, you finish the course and earn a graduate seal. However, the bonus modules continue to support your next stage. Therefore, you can expand without starting over.

What’s Included Beyond the Core Modules

Financial Coach Academy – Financial Coach Training 4.0 includes bonus modules designed for growth. These additions help you scale and diversify your coaching work.

Advanced Programming

This bonus focuses on leverage and scale. It includes ideas like digital courses, masterminds, group programs, and long-term coaching models. Therefore, you can move beyond one-to-one work.

Corporate Wellness

This bonus explores two ways to add corporate wellness to your services. As a result, you can expand into organizations, not just individuals.

CEO Mindset

This bonus supports your leadership habits. It covers time management, business finances, mindset, and work-life balance. It also includes pep talk audio and video files you can download. Therefore, support stays close when you need it.

The program also mentions Advanced Marketing as included. This helps you build visibility as you grow.

Course Curriculum Overview

Financial Coach Academy – Financial Coach Training 4.0 is organized into five modules. Each module builds on the last. Therefore, your business becomes more complete at every stage.

Module 1: Clarity on Who You Are and Who You Serve

This module helps you define your coaching identity. You clarify your why story. You also define your vision of success and your title. Then you identify your ideal client and niche. Finally, you choose a business name and explore legal protections.

By the end of Module 1, you have:

clarity on who you serve and why
a vision for the business you want
a defined niche and client challenges
a drafted why story that supports your message
a chosen name and title
an understanding of early legal and admin steps

This clarity supports everything that follows. Therefore, you market and coach with less confusion.

Module 2: A Client’s First Experience Working With You

This module focuses on booking and coaching clients. You build strong first impressions through onboarding. You learn how to qualify a client. Then you deliver your first session with a clear approach. You also work with beta clients to build confidence.

By the end of Module 2, you can:

map a full client journey
create a Quick Audit process
design and launch a Discovery session
set up scheduling software
track leads, prospects, and clients
announce that you are taking clients

Some students will already have practice clients by this point. Therefore, learning turns into real experience.

Module 3: Building Long-Term Client Relationships

This module helps you create a client experience people remember. You develop and design your coaching program. You strengthen coaching skills and content creation. You also learn boundaries and crucial conversations. Then you build systems that support the business.

By the end of Module 3, you will have:

a mapped coaching program
stronger coaching skills and better questions
clarity on the four roles coaches play
a drafted coaching agreement
an onboarding sequence for clients
a tracking system for client progress
policies that support boundaries and expectations

This module helps protect your energy. Therefore, you can coach long term without burnout.

Module 4: Selling Your Coaching With Integrity

Selling is often the hardest part for coaches. This module makes sales feel cleaner and more confident. You learn how to bridge the gap between where clients are and where they want to be. You also explore sales mindset and sales energy. Then you practice scripts and objection handling.

By the end of Module 4, you will have:

a clear bridge statement for your coaching offer
a list of ways your program solves client problems
a pre-game sales strategy
pivot statements for your Discovery session
awareness of workspace energy and its effect
responses to common objections
a list of ten benefits of your coaching
a plan to wrap up Discovery sessions in multiple outcomes

This module aims to keep sales aligned with service. Therefore, integrity stays at the center.

Module 5: Marketing Your Coaching

Marketing builds your pipeline. This module focuses on building relationships and visibility. You develop referral relationships and reach-out strategies. You choose a social media platform and launch it. You also create a website and write the copy. Then you design marketing resources and follow-up systems.

By the end of Module 5, you will have:

a referral marketing strategy
clarity on who influences your ideal clients
a plan for connecting with partners
a launched social platform
key website components and written copy
networking “commercials” you can use
follow-up strategies for partner meetings
goals for referral and social marketing

As a result, your marketing becomes intentional instead of random.

Who Financial Coach Academy – Financial Coach Training 4.0 Is For

This program fits people who want to coach clients and build a real business. It also fits coaches who want structure, templates, and clear steps. Because the training emphasizes action, it works best for people who want to implement.

It is a match if you want:

a full coaching curriculum, not a single tactic
tools like contracts and templates ready to use
a clear client journey from discovery to long-term program
confident sales conversations with integrity
marketing systems built around referrals, social, and a website

Another Resource for Building Modeling Skills

If you also want practical spreadsheet and modeling skills to support client planning and decision-making, explore a related course. It teaches three-statement modeling, projections, and dashboards. Visit Josh Aharonoff – Financial Modeling Fundamentals Course to add modeling skills alongside your coaching framework.