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.
4 Experience Levels Included in the Umbrella Financial Academy
Watch financial coaches in action to virtually observe and document how professionals perform their responsibilities.
Project-based Learning Experience
The Case Method Experience
The Implementation Experience
Learn more at our online workshop
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.
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
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Financial Coaching Certification
Earn your Financial Coaching certification through the Umbrella Financial Academy and backed by NFEC – the National Financial Educators Council.
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
Turnkey Tech to Grow Your Business
All the tech you need to get clients and manage clients for streamlined, professional communications and management.
$399.95 one-time setup & $59.95 annual renewal