Earn money
and change lives
as a financial coach

Umbrella Financial is on a mission to help all Americans thrive – no matter where you’re from or how much money you have today.

We offer one-on-one financial coaching to families in need and we train thousands of people just like you to become world-class financial coaches.

Umbrella Financial Academy is available to anyone, anywhere! The expert training is life-changing— how you use it is up to you.

Gain the expertise, credibility, and
confidence to become a world class financial coach

Who makes a good coach?

Anyone interested in having a positive change in the world! Would you like to help people break out of their money problems?

Join our select community of coaches who use their training every day to lift others and give hope to their community.

How it works?

Sign up and get immediate access to our on-demand coaching academy and access to our certified financial coaches who will take you step by step through your training.

You’ll learn how to identify and resolve your client’s money challenges, and learn to navigate Umbrella’s robust financial offering services from credit health to loans, budgeting, banking and more.

What you get?

When you complete your training, you’ll earn the title Umbrella Certified Financial Coach to help you promote your coaching practice. From there, the sky is the limit.

To be an effective coach requires more than just watching a few videos.

4 Experience Levels Included in the Umbrella Financial Academy

Practicum Experience

Watch financial coaches in action to virtually observe and document how professionals perform their responsibilities.

Project-based Learning Experience

As you go through the course, you will be financial coaching yourself – reviewing your own finances and practicing the process on yourself.

The Case Method Experience

You will develop further skills as you review case studies and apply the coaching process to resolve the characters’ main goals.

The Implementation Experience

You work by phone with other students in the course to practice the coaching process in a safe, controlled environment.
BE THE CHANGE WEBINAR

Learn more at our online workshop

Why coaching?

Find out why people need financial coaches now more than ever – and what that means for you.

Is this for me?

Discover your limiting beliefs and blindspots (yep, you’ve got them) that hold you back from a life of greater meaning and fulfillment.

FAQs Answered

Get answera to your financial coaching questions in our live Q&A – and listen in on what others are asking.

How much can I earn?

Learn how you can start making $200 per financial coaching session 30 days from now.

Save your spot at our upcoming webinar

Sign up here to get notified when our next webinar is scheduled.

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Financial Skills

Financial Coaching Certification

Earn your Financial Coaching certification through the Umbrella Financial Academy and backed by NFEC – the National Financial Educators Council.

$5,000 Value

Business Tools

Essential Financial Coaching Tech

  • Financial coaching portal with action plans
  • Umbrella cash back rewards bank account
  • Online training – Umbrella Financial Academy
  • Support center, newsletters, associate perks
  • Discounts on Umbrella Financial’s member programs

$32,500 Value

Marketing Tools

Turnkey Tech to Grow Your Business

All the tech you need to get clients and manage clients for streamlined, professional communications and management.

$110,000 Value

$49.95/mo

$399.95 one-time setup & $59.95 annual renewal