FWL Financial Coach Academy
A structured training program designed to develop financial coaches who help families build lasting financial stability
Apply for the AcademyWatch the Academy Overview
Learn how the FWL Financial Coach Academy works and what to expect after joining
*Cost for training is now FREE
This is not just an opportunity- it's a Movement
The FWL Financial Coach Academy is a structured training experience designed to prepare individuals to guide families through real financial transformation.
Why This Academy Exists
Too many people need financial guidance but never receive structured support. They may have goals, income, and good intentions, but still struggle with organization, discipline, and direction.
The FWL Coach Academy was created to train coaches how to guide clients through financial decisions with clarity, accountability, and structure.
This academy exists to help develop coaches who can:
- lead clients through a proven financial framework
- support behavior change, not just budgeting
- operate within professional systems and boundaries
- create a consistent client experience under FWL
This is more than financial knowledge.
This is structured financial coaching.
The Framework You'll Learn
Inside the academy, coaches are trained on the FWL 7-Step Financial Master Plan, the framework used to guide clients toward financial stability and long-term progress.
✔️ Step 1: Develop Financial Goals & Values
✔️ Step 2: Choose a Budget Method
✔️ Step 3: Evaluate Cashflow
✔️ Step 4: Devise a Debt Repayment Plan
✔️ Step 5: Establish Short-Term Saving
✔️ Step 6: Establish Long-Term Savings
✔️ Step 7: Protect Assets
How the Academy Works
The FWL Coach Academy is delivered through a live cohort model and supported by tools, systems, and guided resources.
The program includes:
- live training sessions
- coaching instruction and communication frameworks
- systems and operational walkthroughs
- ethics, boundaries, and professional standards
- guided practice and coaching readiness support
This is a structured training experience designed to help coaches understand both the financial framework and the client experience.
Program Outline
Training Schedule
Our training cycle is set for every week on Monday, Wednesday and Fridays. Once you signup, we will reach out to you to get your schedule set up.
Training Time Options (EST)
To accommodate different schedules, you will select one of the following time slots:
10:00 AM EST
1:00 PM EST
7:00 PM EST
Day 1 – Foundation + Financial Framework
- Mission, vision, and coaching principles
- The FWL 7-Step Financial Master Plan
- How clients move through the framework
Day 2 – Coaching Method
- Coaching role and responsibilities
- Communication frameworks
- Accountability systems
- Coaching couples and managing financial disagreements
Day 3 – Systems + Execution + Ethics
- HoneyBook and Zoom workflow
- Kajabi coach and client experience
- SharePoint, templates, and operational flow
- Ethics, confidentiality, and prohibited advice
Is This Right for You?
This academy is designed for individuals who want to coach within a structured financial system and are ready to learn how to guide others professionally.
Ideal participants are:
✔ Want to help others improve their financial habits
✔ Are comfortable working within structured systems
✔ Are self-motivated and open to a commission-based model
✔ Are computer savvy and familiar with Microsoft Office tools
✔ Have reliable WiFi and a laptop or desktop
Join the FWL Financial Coach Academy
A 3‑Day immersive experience designed to prepare you to coach with confidence.
Day 1: Foundation & Financial Framework
Day 2: Coaching Method & Client Delivery
Day 3: Systems, Execution & Ethics
Training Times available:
- 10 am EST
- 1 pm EST
- 7 pm EST
Training Outcomes:
- Clear understanding of the FWL coaching model
- Ability to run structured, professional coaching sessions
- Operational readiness to begin working with clients
Investment:
• Ongoing system access: $24.99/month
Your enrollment includes access to the FWL Coach Academy – Live Cohort, along with the tools, systems, and structured training designed to prepare you for financial coaching within FWL.
