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Financial Planning Coaching Certification Holistic Coaching (Udemy.com)

Financial Planning Coaching Graduates Ready-To-Work Coaching Professionals in Holistic Financial Planning

Created by: Holistic Coach Academy

Last updated October 2026

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What you will learn

  • October 2026 Course Updated + All Inclusive Certification on Udemy Level 1 Completion + Level 2 Practicums in Financial Planning Coaching.
  • Financial Planning Coaching 15+ Hours of Interactive Holistic Video Tutorials, 286+ 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.
  • AI Integration: AI-driven role-play simulations for coaching skill-building and 24/7 real-time Q & A assistance for more responsive practical hands-on learning.

How it compares

Against the other 376 rated Udemy courses in Finance & Accounting on CourseDuck:

  • Rating4.2 out of 5higher than 10% of them
  • Reviews1,552#90 of 377 by number of reviews
  • Length15.8 hourslonger than 86% of them
  • Last updatedOctober 2026more recently than 97% of them

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Course Description

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 15+ hours of step-by-step video training, 286+ 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 15+ hours of video tutorials, 286+ 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.


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Instructor Details

Holistic Coach Academy

COACHING CERTIFICATION COURSES ONLINE AND AFFORDABLE

Since 2015, Holistic Coach Academy Founder and Director of Coaching Training Louise Anne Maurice has been developing proprietary Holistic Coaching Systems grounded in her 35+ years of professional experience. She has built the Academy’s comprehensive Holistic Coaching Curriculum with a purpose‑driven commitment to empowering your mission. Every course is intentionally designed to support your growth, your confidence, and your success as a coach.

COACHING TRAINING TO LIVE YOUR PASSION AND PURPOSE!

Integrative Coaching Training is our Expertise at Holistic Coach Academy. We offer Coaching Certification Courses that includes the Best Sellers Holistic Health and Wellness Coach, Holistic Career Coach, Holistic Financial Planning Coach, the Women Empowerment Coach Certification and the Coaching Business Plan. Explore the free training available by clicking any course image, and when you’re ready, we invite you to join Holistic Coach Academy.

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Reviews

4.2

1,552 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Lynn Niland on 12/19/2025

The course is good. The tutor is obviously knowledgeable and a good presenter. My only gripe would be why almost all of the clips, which are pretty short, end with her "thank you for studying with me" part. It seems unnecessary and a bit annoying.

By Fion Goh Hui Lee on 10/18/2025

The financial coaching course offers a unique approach by integrating psychological principles into personal finance education. While the course may not delve deeply into advanced financial topics, the coaching-centric model can be beneficial for those looking to build sustainable habits and overcome emotional barriers to financial success.

By Niels Tacke on 9/19/2024

Very repetitive, saying the same thing in different words over and over again. No real content, it is only referred to publicly available calculators. Opinions are being presented and nothing is backed by data, research or real-world examples. I have also never seen a financial topic that does not deal with numbers at all. I would suggest anyone interested in the topic to listen to a free podcast and you will learn way more about finance and coaching.

By Jeremy Williamson on 3/15/2024

I recently completed the Holistic Financial Coach Academy on Udemy, taught by Louise Ann Maurice, and it was an exceptional experience from start to finish. Louise's course goes beyond the basics and offers a comprehensive, accredited curriculum that includes detailed assessments, practical coaching templates, and industry-recognized certification guidelines. The structured layout made it easy to follow, and the Level 2 Fieldwork Practicum was invaluable. The practical sessions, using accredited coaching guides, gave me real-world experience with clients, teaching me how to adapt and refine my techniques based on their feedback. Louise's guidance on submitting fieldwork was meticulous, ensuring I met all criteria for professional verification. I also appreciated the emphasis on best practices, like clear and concise session documentation, and the importance of adapting coaching steps when clients need additional support. The certification adds an extra level of professionalism, making me feel prepared to confidently enter the coaching field. This course is a fantastic resource for anyone serious about building a successful financial coaching practice! Highly recommend it to aspiring coaches looking for a holistic, well-rounded training program.

By Willis James Hamilton Jr on 10/22/2022

I really enjoyed going through this training course as it has added helpful structure to my passion. I will say that I believe some of the links within the resources need to be updated but as a whole the holistic approach is excellent. It really causes you to think in a well rounded manor which will pay off greatly when working with clients

By Rashid Fikree on 9/3/2022

I have taken so many courses on coaching, but the way the instructor Louise Anne Maurice designed this course was on a totally different level. I felt like I was a client and she was my coach, and I was being guided step by step. And while people may not see it at first, but the whole repetition of the steps (and the Now, Next, New) is to program your mind into becoming a coach. As I said, I have taken many courses, but only after this course do I truly feel confident and ready to start coaching. I would like to thank you so much Louise for equipping me to go on this mission of helping and empowering people to make their lives better, and I hope to share my success stories soon.

By Georgios Filippatos on 11/22/2021

I am already a certified coach and a finance professional. The course gave me good insights on how to structure my calls with clients and understand their emotions better, however it lacked of technical aspects of Financial planning that I would prefer templates and not online free tools that may be outdated in the future. In the end it was a good course. Thank you for the learning experience!

By Laurel Makowem on 5/1/2021

I am nearly complete with the course and so far am finding it professional and valuable. The trainer is easy to understand and shares a lot of extra knowledge. The actual process and resources provided are good. I asked a content related question and got a timely easy to understand response. I am happy withe the course content, the course presenter and Udemy. thank you

By Pamela C. Wilson on 3/23/2021

This was a great way to re-introduce myself to the financial coaching world!! This course actually surprised me with the amount of usable content for the price. With the amount of content provided, I expected to pay much more!!! The content is easy to understand, and it provides me with many unanswered questions about financial coaching. Now that I've completed the course I'm excited about the start of this journey! Thanks to Louise Hays and Team I've been provided with a host of tools to assist my clients to move passed their yesterday! THANK YOU GREATLY for sharing your knowledge! AWESOME program!

By Sujata S. Khadilkar on 11/22/2020

resourceful. liked the insight on the importance of right brain activity along with the left brain activity. thank you.

By Alexandre on 11/8/2020

Excelente, por encima de mis expectativas

By Tarlie Francis on 11/8/2020

It's practical. I love love love the free resources and the hands on approach. The constant promising is keeping me engaged. let's go.
Now that I've reached the end I return here to confirm that his is the very best course I've taken on Udemy today. I applaud Holistic and its leader for transforming your offer from Women to Holistic as I can see clearly that this is in no way a women only system - I am male and I tell you this unreservedly.
Again, you may have other reasons for bringing this to Udemy by I am blessed because I would not otherwise have come to this knowledge that provide. THANK YOU!!!
I'm off to complete the Fieldwork; can't wait to succeed and join your list of accredited coaches.
Excellent.

Showing 12 of 322 reviews

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Overall Score : 84 / 100