How to Become a Certified Financial Coach


If you are an extroverted person who likes the idea of being self-employed while helping people to get through their life crises, a career as a certified financial coach may be for you. Though certification is not necessarily a prerequisite for this career, it is vital in giving prospective clients a sense that you can be trusted to deliver much-needed results. Once you have this certification, you need to find a way to put yourself on the market and find clients.

  • Achieve financial stability for yourself. No one can honestly or successfully become a financial coach without first applying the important lessons of financial prudence in his own life. If you are in serious debt, first focus on getting yourself out of that. This may mean employing an existing financial coach or following a published financial coaching program. You do not need to become rich to begin a career as a financial coach, but you do need to be in a financially stable position.

  • Enroll in an accredited financial coach certification program. While community colleges and universities do offer such certification programs, you can get certified through a specialized online course as well. Most such programs take less than one year to complete.

  • Start your business. As a financial coach, you will not need much when it comes to initial investment: you can run your business from home. However, make sure that your home office has the basic business necessities such as a reliable computer and Internet connection, a telephone, a fax machine and a copier.

  • Market your business. Begin your marketing by setting up a website and getting listed in the local Yellow Pages, Internet search engines and directories. Print business cards and use local organizations for networking. Invest in scalable marketing solutions such as pay-per-click Internet advertising.

Related Searches


Promoted By Zergnet


You May Also Like

  • Job Description for a Job Coach

    According to the book "The Job Coach for Young Professionals," individuals who are trying to progress in their career often seek the...

  • How to Become a Life Coach

    As the job title suggests, life coaches guide people in making decisions about their careers and personal lives. Some coaches specialize in...

  • How to Start Your Own Personal Coaching Business

    Becoming a personal coach allows you to help individuals identify what is holding them back in life. A personal coach designs a...

  • How to Become a Financial Counselor

    Financial counselors help individuals, groups, families and organizations develop sound financial strategies. They advise clients on issues such as saving for retirement,...

  • How to Become a Personal Development Coach

    Personal development has a long history dating back to the New Thought Movement in the 1890s and the launch of "Success" magazine...

  • Financial Coaching Certification

    When it comes to finances, some individuals need help understanding money and the potential wealth that may accompany it. Financial coaches play...

Related Searches

Check It Out

Are You Really Getting A Deal From Discount Stores?

Is DIY in your DNA? Become part of our maker community.
Submit Your Work!