For those who want to become a coach
Guide people on money, behaviour and peace of mind, with the option of your own FWBA branch. Not everyone can simply become a coach at the academy: we start with an intake and a conversation about your motivation.
You help people handle money more calmly and consciously.
A Financial Well-Being coach guides clients on money, behaviour and peace of mind. You listen, ask the right questions, help your client choose and keep them on course.
You do not give personal financial advice and do not fill anything in for your client. You stay within your role and refer on when other expertise is needed.
A profession with purpose, a clear method and training tailored to you.
More and more people struggle with money stress and look for someone who really listens.
You work with a proven framework and material you can use straight away.
All coaches and trainers are trained individually by the founder of the academy.
Not every coach has their own branch. Together we look at whether your own FWBA branch (service point) suits you, and in which region.
Coaches come from different professions. These are the profiles we see most often, and what the training adds for each.
You bringConversation skills and experience with people in transition.
You learnThe financial basics, intake and analysis of money matters, and when to refer on.
You bringKnowledge of money and years of experience with clients.
You learnFrom advising to coaching: letting the client choose and staying within your role.
You bringYour clients’ trust and insight into their situation.
You learnGoing deeper into behaviour and peace of mind, and keeping coaching and advice apart.
You bringListening, discretion and knowledge of the workplace.
You learnRecognising money stress, opening up the conversation about it and referring on appropriately.
You bringKnowledge of budgeting, administration and debts.
You learnWorking from a well-being framework: guiding behaviour change and handling relapse.
Don’t see yourself here? Discuss it in the intake: together we look at what you bring and what you still need.
A Financial Well-Being coach builds on the craft of the budget coach. You learn both, with more focus on knowledge and behavioural change.
| Budget coach | Financial Well-Being coach | |
|---|---|---|
| Starting point | The budget: income, expenses and debts. | The person and the behaviour behind the money. |
| Goal | A budget in order and the situation under control. | Lasting behavioural change and financial peace of mind. |
| Method | Budget plan, follow-up and administration. | Conversations, writing coaching, small experiments and the numbers alongside. |
| Knowledge | Knowledge of budgeting and the financial picture. | Knowledge the client learns to apply themselves, so they can keep it up on their own. |
| After the budget | The guidance usually lasts until the budget is running. | Also afterwards: anchoring habits and catching setbacks. |
Five steps, starting with a personal intake.
We get to know each other and discuss why you want to become a coach. Only after an intake and a clear motivation can you start.
You first complete at least the coaching package yourself, so you experience the method as a student.
40 lessons in 6 modules, with worksheets, exercises and peer review.
You build a portfolio and get certified via the Financial Well-Being Academy.
You start as a coach. Your own FWBA branch is an option, always by mutual agreement.
OptionalSix modules, from the person behind the numbers to your own practice.
The coach first learns to understand the person behind the numbers.
Security, freedom, values, life balance and method.
A full intake and analysis, with priorities for debts and wage garnishment.
Guide behaviour change and prevent relapse.
Holding conversations, writing coaching, practising with cases and referring on within your role.
Build your own practice and submit your final portfolio.
A good coach knows what they do and do not do. The line between giving information, coaching and advising is thin, and you do not cross it. That protects your client and yourself.
Explaining in general how something works, the same for everyone.
“What is an emergency buffer and why does it help?”Guiding someone to gain their own insight, choose a goal and change behaviour. The client decides.
“What do you want from your money? Which small step will you try this week?”A personal recommendation for a concrete financial, tax or legal choice. That is reserved for recognised professions.
“Which product do you pick, how do you file your return, what should you sign?”Here the coach stopsIn the training you learn to recognise these situations, refer on warmly and put together your own referral map. That way you always know how far you can go.
This is the approach you learn to apply with your own clients during the training: first map things out and think together, then mainly guide them towards doing.
First map what is there: income, spending, debts, buffer and habits. Facts, without judgement.
Think about what you see. What stands out, where is there room, what do you do on autopilot? This is where insight grows.
One workable goal and a small first action, with calculators and a “what if?” scenario as support.
You try it out in your real life with an assignment or a small experiment.
This is where change happensLook back at what worked, adjust and repeat until it becomes a habit. A coach can support you in this.
Then you start again with the next small step. That is how habits are built.
What you get during and after the training.
You are trained individually by the founder of the academy and supported throughout your training.
You can also use the worksheets, exercises, quizzes and calculators from the training with your own clients.
You discuss difficult conversations and choices with fellow coaches, so you are not on your own.
A student can invite you to view their workspace, so you can guide them in a focused way.
With support you set up your practice, and possibly your own branch, always by mutual agreement.
If you have an FWBA branch, it gets its own page with your team and services, which you manage yourself.
No payment link: we only start after an intake call.
Prices for private customers include 21% VAT. For businesses in Belgium, the listed price excludes VAT (21% VAT added). Businesses in another EU country: reverse charge. Outside the EU: no Belgian VAT.
We work with a limited number of coaches and choose carefully. That keeps the quality high and clients know what to expect.
No. Our coaches come from the financial sector, but also from coaching, HR and well-being. In the training you learn the financial basics you need to coach within your role. In the intake we discuss what you already bring.
No. You coach and stay within your role: no personal financial, tax or legal advice and no selling of products. In the training you learn exactly where the line is and when to refer on.
The package you take yourself as a student before or during your training, so you experience the method first. It is the minimum requirement.
A budget coach gets the budget in order. A Financial Well-Being coach adds a focus on knowledge and behavioural change, so that the change lasts.
€1,995, with guidance during the training and, by mutual agreement, support with starting your own FWBA branch. You only start after an intake and a motivation interview.
On the course page you can see the full programme. The lessons themselves are available after you enrol.
No. Your own FWBA branch (service point) is an option, not an obligation. Whether and how you open one, we always discuss by mutual agreement. See the service points
An A4 on the Budget & Financial Well-Being Coach training. Handy to pass on to anyone interested.
Together we look at whether becoming a coach at the academy suits you.