Financial Coach Master Traning

An MBA-Level Training That Actually Works

Learn how to become a confident financial coach.

Who It's For

Would you like to help people break free from their financial problems? Join our select group of coaches who use their training to impact their communities.

How It Works

Our content, updated in 2020, will guide you through a step-by-step plan that includes online lessons and live development sessions with the Ramsey Coaching Team so you can learn how to identify and resolve your clients' needs.

What You Get

When you complete your training, you'll earn the title Ramsey Solutions Master Financial Coach to help you promote your coaching practice.

Our 25-Year Proven Coaching Process

Training

Coaching

Community

Ramsey Designation

The Coaching Story

Over the last 20 years, thousands of people have taken our coach training, learned the life-changing skill of coaching, and launched their own successful coaching practices.

And you can too—with more support than ever from the Ramsey Coaching Team.

Financial Coach Master Training is the pinnacle of everything we’ve learned over two decades. And it’s been designed for one reason: to help you become a world-class coach who makes money while making a difference in people’s lives.

What Coaches Are Saying

Liz

“I wanted to [coordinate] FPU. . . . And then my SmartVestor Pro said, “Why don't you look into coaching?” So I went home, literally, checked out [Financial Coach Master Training], dove right in, and I've been coaching for 18 months ever since.”

Kaelyn

“I realized that this great information that Ramsey Solutions provided through Financial Peace University really just couldn’t be kept within myself. That there was a higher purpose and a higher meaning . . . to pay it forward.”

Coach Like Dave

Dave Ramsey started his business over 25 years ago by offering one-on-one financial coaching to families in need. Since then, Dave’s team has expanded that vision by training thousands of people just like you to become world-class financial coaches.

Financial Coach Master Training is available to anyone, anywhere! The expert training is life-changing; how you use it is up to you.

Financial Coach Master Training

Financial Coach Master Training is interactive, self-paced and 100% online. After you complete the 15 guided lessons (which takes an average of 45 days), you’ll officially become a Ramsey Solutions Master Financial Coach and unlock access to Coach Accelerator, where our team will work with you to build your coaching practice.

With a full year of training, development and support from Dave Ramsey's team of coaches, you’ll . . .

  • Establish a foundation of financial coaching and learn the fundamentals of personal finance.
  • Discover how to identify, understand and resolve your clients’ needs.
  • Launch your financial coaching practice with guided support from the Ramsey Coaching Team.
  • Gain the confidence and credibility to cause true transformation in people’s lives.

 

Most Common Questions

Is there a need for financial coaching?

According to CareerBuilder, 78% of Americans are living paycheck to paycheck—and their cars and homes aren't telling the true story of their financial situations. While there isn't an industry equipped to handle people's day-to-day financial problems, our coaches are uniquely trained to resolve these issues and help deliver hope.

How do people use the training?

You'll be able to offer hope to everyone—from the financially secure to the financially distressed. Most coaches use this training to minister to people in their church or to start their own coaching business. About 70% do both (ministry and business), but how you use the training is up to you!

What qualifications do I need for Financial Coach Master Training?

There are no certifications or licenses required. Coaches do not sell financial products—they help people with their day-to-day money problems and resolve financial crises like Dave does on the radio. The keys to being a great financial coach are having the heart of a teacher and the willingness to learn.

Who should take Financial Coach Master Training?

Financial Coach Master Training is ideal for passionate people who want to help others with their money. People who take the course include anyone who's got a heart for serving others, Financial Peace University coordinators, stewardship pastors, small-group leaders, anyone already working with financially hurting families, CPAs, and financial advisors who want to add to their services.

Most Common Questions

According to CareerBuilder, 78% of Americans are living paycheck to paycheck—which means their fancy cars and homes aren’t telling the true story of their financial situation. While there isn't an industry equipped to handle people’s day-to-day financial problems, our coaches are uniquely trained to resolve these issues and help deliver hope.

You’ll be able to offer hope to everyone—from the financially secure to the financially distressed. Most coaches use this training to minister to people in their church or to start their own coaching business. About 70% do both (ministry and business), but how you use the training is up to you!

There are no certifications or licenses required. Coaches do not sell financial products—they help people with their day-to-day money problems. The keys to being a great financial coach are having the heart of a teacher and the willingness to learn.

Financial Coach Master Training is ideal for passionate people who want to help others with their money. People who take the course include anyone who’s got a heart for serving others—like Financial Peace University coordinators, stewardship pastors, small-group leaders, anyone already working with financially hurting families, and CPAs and financial advisors who want to add to their services.

Financial Coach Master Training Live Workshop

Sign Up for Our Workshop! 

Find out how to make money and help people as a trusted financial coach! Get all the details at our live workshop. 

Want to know more about becoming a financial coach?

We're excited you're interested in learning more about becoming a Ramsey Solutions Financial Coach. Fill out the form, and we’ll get in touch with you soon.

TRAINING

TRAINING

During this phase of Financial Coach Master Training, you’ll be guided through 15 lessons by our team of Ramsey coaches. Here, you’ll become an expert on personal finance topics and how to coach your clients through them. 

The lessons include: 

Essentials of Coaching

  • The Ramsey Solutions coaching process
  • How to get to the root of financial issues
  • Long- and short-term coaching models
  • How to coach different personality styles

Coaching in Crisis

  • How to navigate student loans, bankruptcy and foreclosures
  • How to provide options without emotion
  • How to inject HOPE into a hopeless situation

Life Planning

  • How to protect clients’ futures (insurance, estate planning)
  • How to debunk investment myths (retirement)

Launching Your Practice

  • What to charge, where to meet
  • How to create clients and build your network
  • How to market and message your practice

 

 

TRAINING

Coaching

Once you knock out the 15 lessons, you’ll get access to the next phase of training—that includes group coaching with our expert team. This is where you’ll start to apply everything you’ve learned.

During these personalized sessions, our coaches will help you master your craft, get more clients, and grow your business. And they'll be available as often as you need, Monday through Friday, for an entire year.
 

TRAINING

Community

Ultimately, the most successful coaches have one thing in common: They don’t do it alone.

Being a world-class coach is one thing—being surrounded by world-class coaches is another.

In Financial Coach Master Training, you’ll join our community of coaches and learn from those who’ve been where you are and succeeded.

TRAINING

Tools

With Financial Coach Master Training, you get the tools you need to run your coaching business like a pro. 

Wondering how you’ll organize your contacts, keep track of coaching appointments, and take payments?

You can do it all with the lead and client manager tool.

Plus, you don’t have to figure out how to build your own coaching website. We’ll help you get it up and running in no time with our easy-to-use website builder.

TRAINING

Ramsey Designation

Once you've completed the training, you'll earn the title Ramsey Solutions Master Financial Coach. Use this designation to boost your credibility when promoting your coaching services.