Become a Certified Professional Financial Coach
The Certified Professional Financial Coach™ program is an industry-leading designation. It has been earned by an elite group of coaches who are committed to their clients, their business and elevating the entire financial coaching industry. Certified coaches have demonstrated excellence in coaching skills, financial skills and knowledge, and business acumen.
Certified coaches have the skills necessary to successfully coach and guide their clients to achieve their financial goals.
Certified coaches have the financial know-how and solutions to expertly guide and educate their clients about financial strategies and solutions.
Certified coaches have industry-specific knowledge and strategic thinking tools and skills necessary to run an independent business.
To become certified, all coaches must meet and pass the following criteria:
What to Expect Throughout the Certification Process
Help and assistance during the certification process:
Once you have applied for certification, you have 12 months to complete the process. During the certification process, coaches have access to a closed Facebook group for candidates and current coaches. It assists coaches through the certification process an is a resource for certified coaches. In addition, there are monthly mastermind calls to help answer your questions and support your journey to becoming a Certified Professional Financial Coach™.
Once you have become a Certified Professional Financial Coach
Upon successful completion of the certification process, you will receive a certificate for public display as well the Certified Professional Financial coach logo for use in your marketing materials and online profiles. All certified coaches will also be listed on this website and given access to marketing materials and white papers to educate their clients about the Certified Professional Financial Coach™ designation.
Certified coaches are expected to adhere to the Code of Ethics.
The coaching industry is evolving and certified coaches are expected to remain on top of industry trends and continue to demonstrate their commitment to bettering their business and their clients’ lives. All certified coaches will need to renew their certification on an annual basis.
To renew certification, you will need to:
Become a Certified Professional Financial Coach™.
Certified coaches are an elite group of financial coaches who have proven themselves to be among the highest caliber of elite, professional coaches.