Scale Up Your Financial Coaching Business With Your Own Online Classes


There are tens of millions of people who are looking at how to boost their financial footing. As a financial coach, you have the opportunity to tap into this potentially huge market. However, you are only one person. There are only so many people that you can serve in your business. However, there is a way to scale up your business and potentially serve tens of thousands of people at one time. The solution is to create your own online classes.


How to Create, Market, and Operate Your Own Online Financial Coaching Class

Operating a financial coaching class is not a new concept. In fact, there are a number of financial coaches who have sold thousands of high-ticket courses to clients all around the world. Here’s a look at how you can get started with this step-by-step guide.



1. Find the Right Online Class Platform

There are a number of online teaching platforms that you can use to create and curate your course. Here is a look at three of the most popular platforms that you can use:


  • Teachable - This platform is ideal for high-ticket courses. With Teachable, you can create video and written coursework and allow the information to be “dripped” to the course students or you can make the entire coursework available at one time. The easy-to-use interface makes it ideal for all types of coursework.

  • Udemy - This platform is ideal for lower-priced courses. The one advantage that Udemy has over Teachable is that they actively market and promote your course. This can help you gain students. However, you will need to get many students in your course in order to see some significant income.

  • Kajabi - This platform has a simple-to-use interface and makes it easy to build your course out. Kajabi offers three different plans for course builders. While the cost of Kajabi is higher, you may find the easy-to-use interface preferable to Teachable and Udemy.


2) Decide what type of coursework you are going to sell

When selling any product, you need an “angle” to differentiate yourself from other financial coaches that are selling their courses. Therefore, it is a good idea to target a specific audience. Being specific will make it easier for you to market your course and get students. Here are some financial coaching angles that you can pursue:


  • Financial coaching for retirees

  • Financial coaching for new businesses

  • Investing for beginners

  • How to get out of debt

  • Financial coaching for high net worth individuals

  • Financial coaching for small business owners


Once you have decided which type of financial coaching course you want to make it will be easier to proceed with the next steps.



3) Build out your course

Now it is time to build out your course. Be sure to take advantage of the fact that you can use both video and written information for your course. On most platforms, you will organize your courses into modules. Most courses are organized into either 4, 6, or 12 modules. Each module represents a major section of the course. Here’s an example of how you can create a six-module course on Investing for beginners:


  • Module 1 - Creating the right mindset

  • Module 2 - How to store your financial wealth

  • Module 3 - Essential financial behaviors

  • Module 4 - Creating your financial budget

  • Module 5 - How to manage your investments

  • Module 6 - Keyways to negotiate financial deals and transactions


4) Marketing Your Course

Now that you have created your course, it is time to market it to your potential audience. The good news is that there are many free as well as paid ways that you can reach your potential audience. First, let’s talk about the free methods you can use to get students into your course. Here are four approaches that you should use.


  • Blogging - Be sure to blog about subject matters that are in your course. Use SEO best practices to make your blog posts appear on the first page of Google searches. This will drive visitors to your blog page. On your blog page, promote a link to your course.

  • Youtube - Youtube is a great way to get many people to learn about you. Offer some lessons on financial coaching. At the end of the video, invite people to click on the link in your video description to learn about your course.

  • Facebook - Post daily financial tips on Facebook. Every fourth post can be a promotional post that invites people to learn about your course.

  • Twitter - Post financial coaching advice on Twitter each day. In the bio section, provide a link to your course. Also, you can promote your course a couple of times a week. Don’t overdo it. Over-promoting on Tweets can be a turn-off.


When you start getting some students through these free methods, it is time to put some capital to work to really scale up your ability to drive students to your course.


  • Social media advertising - Take some of the money from your initial sales and launch a Facebook and Instagram ad campaign. You can use testimonials from your first students to attract clicks to your sales page. Be sure to split test different ad executions and scale up the converting ones at a better rate. As you gain more sales, refine and up your ad daily budget.

  • Email marketing - Offer a lead magnet of content on your blog, Facebook page, or Youtube channel. The lead magnet can be a list of tips such as “10 ways to get out of debt,” or “5 ways to boost your investments.” In return for the information, people provide their email. You then use the email to send daily financial tips along with occasional promotions for your course. You will need a paid email service such as Aweber or GetResponse to manage your email list.

5) Operating Your Coursework

Now that you have your students enrolled in your course, it is time to provide them with high-quality service! You can provide a message thread where they can interact with you. As your student enrollment grows, you can hire virtual assistants (VAs) to assist you in interacting with your students and answering questions. Also, it is a good idea to occasionally add more content to the course to keep students coming back.





6) Upselling Students Higher Ticket Consultations


Finally, you can upsell students on high-ticket services that can really boost your income. Here are some upsell services that financial coaches offer:



  • One-on-one coaching - You can offer specialized high-value one-on-one coaching for clients who have special needs such as high-net-worth financial coaching or investing issues.

  • Financial coaching retreats - You can offer a 3-day remote coaching retreat at thousands of dollars per seat in exotic locations such as Hawaii, Dubai, or Las Vegas.

  • Specialized courses - You can take students from your,


“Investing for Beginners” course and sell them “Advanced Investing” courses at a higher price.


As you can see, you can make some serious money by serving thousands of students with online courses. Be sure to follow the steps above the conceptualize, create, market, and expand your online course. You will be surprised how many people you can potentially educate at one time.



4 views0 comments

Recent Posts

See All