Finance & Accounting

Financial Planning Coaching Certification Holistic Coaching

What you’ll learn

  • September 2022 Updated + Level 2 Certification Bonus $1791 We Cover (Read Description) Work as a Coach while Training with Level 2 Coaching Practicums.
  • Financial Planning Coaching 11.5 Hours of Interactive Holistic Video Tutorials, 206+ Resources, 5 Ready-to-Use Sessions + Skills to Master Coaching.
  • Financial Planning Coaching Proprietary 10-P Holistic Training Program Prepares You to Confidently and Fearlessly Coach Anyone Starting Today.
  • Financial Planning Coaching Marketing Using Free Practical Solutions Gives You Quick Start to Succeed in Financial Planning Coaching.


  • Before buying, read the description to discover our world-class approach to training and certifying Financial Planning Coaching Professionals plus the cost-saving bonuses Holistic Coach Academy covers.


Financial Planning Coaching Certification Holistic Coaching. People need an Holistic Approach to financially thrive in the New Normal! Be prepared to meet those needs by becoming an Holistic Coach Academy (H.C.A) Certified Financial Planning Coach. With over 11 hours of step-by-step video training, 206+ downloadable and ready to use resources, you become skilled in using a proprietary 5 Session Holistic System that has been done-for-you so that you can begin Financial Planning Coaching Sessions with your online or in-person clients starting TODAY.

Financial Planning Coaching Made Easy with 5 Ready-To-Use Sessions

You don’t have to waste time trying to figure out what works and what doesn’t. The hard work, research and carefully crafted Holistic Financial Planning Coaching Session guides give you the exact timings, coaching questions, activities, and resources. With 2 Levels of Holistic Coach Academy Certification included with your one-time course purchase, your skill and professionalism as a Financial Planning Coach is world-class.

Financial Planning Coaching Course Reviews

Your success in Financial Planning Coaching in the New Normal is my purpose! If you have never met me before my name is Louise Anne Maurice. The thousands and thousands of people I have either coached, trained, consulted or taught over the past 30+ years have benefited from my Empowered Coaching Approach™. I want you to benefit as well!

Here are just a few of the reviews people, just like you, have shared about their experience before, during and/or after learning in the Holistic Financial Planning Coaching Certification Course. You can also scroll past the Instructor Profiles to read more reviews.

  1. “This course was so insightful and helpful with all the resources. I am a marriage coach and so many of my couples fight over money. I love the steps and the questions. Thank you for creating this course.”
  2. “Great course and I am glad that I am taking it! Louise is excellent and provides great examples and tools!! I have completed the course it was amazing. Simple to understand and Louise provided a lot of resources! Recommended.”
  3. “Extremely empowering and informative. This course provided solid tools and a system to really help and make a difference in the financial lives of people. Thanks for sharing! :)”
  4. “The design of this course achieves the perfect balance of theory meets practical. In addition to the wealth of information shared, tools are provided for use with clients and also for evaluating your own personal financial health. Built into the course is the principle of first experiencing the tools and processes that you will bring clients through yourself bringing a deeper dimension to your coaching potential that couldn’t be obtain otherwise. The clarity with which the information is presented and the order of the concepts is easy to follow. This course packed with so much take away that the student will be overflowing with tools and practical methods to be an outstanding coach!”
  5. “I’m halfway thru the course and love it. It gives a very detailed, and organized way to work with clients, in a system that you can use with anyone. Definitely print out the guide books so you can take notes along the correct areas. She’s clear enough in her teaching that you don’t need to, but it does make the whole process easier. I’m also a Certified Financial Education Instructor, and I’m getting all new materials and information, creating a fantastic structure to working with clients. It’s a great course, and highly recommended to anyone looking to make financial coaching a career.”

Financial Planning Coaching for the New Normal

  • Build your confidence, even if you have never coached before, through Level 1 Financial Planning Coaching video training, hands-on coaching practicums and my step-by-step guidance.
  • Increase your aptitude in Financial Planning Coaching skills which enables you to deliver engaging coaching sessions and managing ongoing Financial Planning Coaching client relationships.
  • Maximize your Financial Planning Coaching impact by immediately implementing the 4 session Financial Planning Coaching Program to groups or individuals online and in-person.
  • Advance your Financial Planning Coaching skills using my tried-and-true frameworks that take the guesswork out of understanding your clients’ challenges.
  • Learn simple techniques and phrasing that takes the fear out of connecting with prospective Financial Planning Coaching clients and enrolling them into sessions.
  • Accelerate your Financial Planning Coaching Career, Practice or Business with free but optional Level 2 coaching practicums and Certified Holistic Financial Planning Coaching Directory.

Financial Planning Coaching Certification Content Overview

With over 11 hours of video tutorials, 206+ downloadable ready-to-use resources, hands-on practice assignments, interactive learning and Q & A, this continually updated 2-Level Financial Planning Coaching Certification Course keeps you relevant and indispensable. Let’s break it down for you:

  • FIRST 2 SECTIONS: The first 2 sections of your training are dedicated to teaching you how to connect with prospective clients in a real, holistic and authentic way. You are given interactive, step-by-step instruction to become proficient in the art of building supportive relationships that empowers you to empower your clients. You walk away with an analysis framework, a Financial Planning Coaching assessment plus a done-for-you step-by-step 90-minute Discovery Session. You receive PDF documents as well as resources that you can use saving you time and money.
  • NEXT 24 SECTIONS: The next 24 sections train you to become proficient in delivering the 4 Session Financial Planning Coaching Program. The sessions are mapped-out, timed-out, done-for-you sessions complete with coaching questions, phrasing, resources, activities, exercises, and insight. You receive holistic support including Financial Planning Coaching skill building plus my Empowered Coach Approach Framework to practice and implement what you learn.
  • FINAL SECTION: The final section is dedicated to your Financial Planning Coaching Career, Practice or Business. You receive insight on completing your 2 Levels of Certification. As a bonus, you receive ongoing personal and professional development.

2 LEVELS OF CERTIFICATION: Students and Graduates of Holistic Coach Academy on Udemy benefit from 2 Levels of Certification at no extra cost. Here are the details of the 2 Levels + the benefits of joining.


Included with your one-time low-cost enrollment fee on Udemy is life-time access to the course content and features on Udemy; including a verifiable Udemy generated certificate of completion.

WE COVER THE $995 U.S.D. RIGHT OF USE FEE: When you join this course on Udemy and stay enrolled (no refund), you have permission to use our Proprietary Accredited Financial Planning Coaching Session Guides to coach clients.

PLEASE NOTE: A “right-of-use fee” is not a licensing fee. We own the copyright to the accredited session guides including the processes and material. You do not have permission to re-sell it or develop training, workshops, speaking or books based on our proprietary program.

1) Watch 100% of the Financial Planning Coaching coursework lectures as fast or as slow as you want.

2) Download all of the accredited resources including the session guides.

3) Download your Udemy generated certificate of completion when you have completed 100% of the coursework.


In addition to the cost-saving benefits and features of Level One, when you remain enrolled in the Financial Planning Coaching course past 35 days, you have access to LEVEL 2 benefits; a total of $1791 U.S.D in fees that we cover when you join this one course on Udemy and graduate Level 2.

WE COVER THE $995 U.S.D. RIGHT OF USE FEE: When you join this course on Udemy and stay enrolled (no refund), you have permission to use our Proprietary Accredited Financial Planning Coaching Session Guides to coach clients.

WE COVER THE $199 U.S.D. ACCREDITATION FEE: Level 2 requires that you complete a mandatory Financial Planning Coaching Practicum which assesses your competency using our accredited proprietary session guides with real clients. We call this hands-on coaching fieldwork. We make this step-by-step easy to complete but submission is mandatory for Level 2 Graduation. This is what differentiates our program and sets our Graduates above the rest. While a quickie diploma or certification from having just simply watched videos is appealing and what some coaching courses on Udemy use as a marketing tool to get you to buy, this is not the solution to long-term success. If that is your goal and expectation, this professional Financial Planning Coaching course is not for you.

WE COVER THE $99 U.S.D. CERTIFICATION FEE: This is a one-time fee to create one individualized certificate of completion from Holistic Coach Academy that displays your certification designation verifying your completion of accreditation.

WE COVER THE $199 U.S.D. COACH DIRECTORY LISTING FEE: This is a one-time listing one-time fee to add your first and last name to the Holistic Financial Planning Coaching directory on Holistic Coach Academy.

WE COVER THE $299 U.S.D ASSOCIATION FEE: This is a one-time membership fee to keep your certification current and valid.


Now you might be thinking “this sounds too good to be true; what’s the catch?” or you might be saying “Financial Planning Coaching Certification Training like this should cost 5 thousand or more; why would such a valuable program be available on Udemy for such a low price?” There is no catch just a vision, a purpose and a mission inspired by our Founder and your Instructor.

Financial Planning Coaching Certification Starts Here

I teamed up with the Udemy E-Learning Platform to make my proprietary Holistic Financial Planning Coaching Certification Training Course easily accessible to a global audience at an affordable price. This comprehensive and streamlined curriculum shortens the learning curve for you to become a Professional World-Class Financial Planning Coaching Coach.

I invite you to join starting today! Simply click on the “Buy now” button to enroll in this course.

I will see you in the first lecture.


Your Financial Planning Coaching Instructor Louise Anne Maurice

© Intellectual Property of Holistic Financial Planning Coaching Certification Training Course Content and Description are copyright and owned by Louise Anne Maurice of Holistic Coach Academy

Who this course is for:

  • You are a financial professional looking for a new approach to use with your clients.
  • You are currently a life coach, business coach, marriage coach, relationship coach or transformation coach looking for a new coaching program to use with your clients who struggle in the area of personal finances.
  • We invite you to read the course description to take our Holistic Financial Planning Coach Certification Course Self-Assessment before joining.

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