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  • Tzvi Raviv

Top Resources for Financial Coaching Business Success / Part 1

Updated: 5 days ago



While personal ability and financial industry research affects your chance of succeeding as a money coach, you need to know where to look to find the best information. Before you become a trusted and frequently recommended source, take time to learn from these masters and iconic websites that can help you on your journey as a financial coach.


1 – Association for Financial Counseling and Planning Education


The AFCPE is the US leader in financial coaching, education, and networking. It offers an extensive amount of training and certification for financial fitness, counseling, and more. Membership also includes mentorship, job seeking resources, and guidance to start your own money coach company.


2 – National Financial Educators Council


This organization also offers training and resources for public, corporate, and personal finance coaches. While they do work more with communities and organizations, a focus on financial wellness that can benefit coaches who specialize in more extensive programs.


3 – Consumer Financial Protection Bureau


Although you may not think that the United States government provides beneficial information for financial coaches, the consumer finance site actually contains information about money management, credit, and debt and a variety of research and resources for financial coaches. A 2017 Financial Coaching symposium report may help.


4 – Financial Coach Academy


This commercial site offers training programs and a variety of resources specifically for financial coaches to reach their target consumer base and serve them well. However, you can also find free assistance on their YouTube channel, Facebook group, and other networking opportunities.


5 – Dave Ramsey


Anyone who has an interest in personal finance knows this name. His radio show, podcasts, books, and website all give a wide variety of debt relief and money handling advice. Financial coaches can find a lot of common-sense guidance here.


Learning how to be a successful financial coach requires a lot more than knowledge about personal finance, debt and credit, investments, and wealth building. You also need a strong understanding of launching and operating a business, growing your brand and reputation, and marketing effectively to reach your target audience. All of these skills require a similar list of trusted sites and iconic leaders to help on the journey. In the end, true success comes when you have your own strong sense of financial well-being and a hunger to seek out the best personal finance information on your own. This is the only way you can translate your efforts into success for the people who count on you to provide intelligent and effective guidance when it comes to managing their money.



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