Financial and Career Coach (Exam Included)

Financial and career coaches help clients navigate smart decisions with their money and build more secure, fulfilling lives. In this financial and career coach certification course, you will learn how to give clients actionable advice and enable them to incorporate what they have learned into their daily lives. Rather than focusing only on repairing a client's past mistakes, you will guide them to create a clear action plan that connects their financial and career goals to practical next steps.

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6 Months / 120 Course Hrs
Open Enrollment
Offered in partnership with your preferred school

Stephen F. Austin State University

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Financial and Career Coach (Exam Included)

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Course code: GES2070

What you will learn

  • Strategies to help clients navigate shifts in the economy
  • Techniques to help clients set long-term, goal-based solutions for success
  • Methods that will enable clients to manage financial and career decisions
  • Approaches to integrating career development strategies with financial planning
  • Best practices for educating clients and driving real-world behavioral change
  • Guidance on helping clients complete a monthly spending analysis to better understand income, expenses, and financial habits
  • The importance of creating an action plan that turns education into practical steps, accountability, and measurable progress

How you will benefit

  • Become able to assess client resources and expenses, make calculations regarding debt, set goals, and establish budgets
  • Integrate community resources to help client increases their earning capacity and reach their career goals
  • Prepare for the Financial and Career Coach certification exam, offered by the NACCC
  • Hold a financial coach certification from the NACCC, demonstrating your advanced knowledge of financial and career counseling

How the course is taught

  • Self-paced, online course
  • 6 Months to complete
  • Open enrollment, begin anytime
  • 120 course hours
  1. Coaching Basics and Cultural Responsiveness
  2. Effective and Productive Communication
  3. Understanding Facilitating Self-Reflection
  4. Addressing Client Needs
  5. Setting and Achieving Goals
  6. Financial and Career Coaching
  7. Financial Coaching Perspective
  8. Career Coaching Perspective
  9. Professional Ethics in Coaching
  10. Conclusion
  11. Outreach, Engagement, and Data Collection

Bonnie Canty

Bonnie Canty is an attorney licensed in five states: Connecticut, Florida, Georgia, New Jersey, and New York. She obtained her Juris Doctorate degree from Hofstra School of Law and practices general law through her firm ABC Law, PLLC. She has been hired by several businesses and organizations to train, coach, and consult. Canty currently serves on the Board of Directors of the Society of Financial and Career Counseling Professionals and has been a Certified Financial Counselor for almost two decades.

Prerequisites:

To be eligible for the Financial and Career Coach certification exam, you must hold certification as a Credit Counselor or Financial Health Counselor.

Requirements:

Hardware Requirements:

  • This course can be taken on either a PC or Mac.
  • Speakers and video capabilities are required for viewing lecture videos.
  • Access to webcam for final exam proctoring.

Software Requirements:

  • PC: Windows 8 or later.
  • Mac: macOS 12 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

According to ZipRecruiter, as of May 20, 2026, the average annual salary for a career coach in the U.S. is $46,678 per year. Salaries vary widely based on experience, specialization, and how the role is structured. Career coaches who work independently or specialize in areas like workforce development or financial coaching often earn more. For example, a workforce development financial and career coach earns an average of $65,999 annually, with salaries typically ranging from about $42,500 (25th percentile) to $85,500 (75th percentile). Top earners can make $100,000 or more.

A career coach is a professional who helps people figure out what they want in their careers and how to achieve it. They guide clients in setting goals, improving resumes, preparing for interviews, and navigating job changes or promotions. Overall, a career coach acts as a supportive advisor who helps individuals build confidence and take clear steps toward their professional goals.

Yes. This course prepares for the Financial and Career Coach certification exam, offered by the National Association of Certified Credit Counselors (NACCC).

This course is open enrollment, so you can register and start the course as soon as you are ready. Access to your course can take 24-48 business hours.

This course is self-paced and open enrollment, so you can start when you want and finish at your own pace. When you register, you'll receive six (6) months to complete the course.

The time allotted for course completion has been calculated based on the number of course hours. However, if you are unable to complete the course, contact the student advising team to see what options you may have available to work out a suitable completion date. Please note that an extension fee may be charged.

Our courses are designed to accommodate various learning preferences. Depending on the course structure, you may get different forms of support. Self-paced courses are designed to be user-friendly and independent, minimizing the need for external support. In courses with instructors, our direct platform support feature includes opportunities for questions, discussions, and remediation, with email and phone support available for select courses. Our student advising team is available to guide you on program requirements and administrative requests, but they do not provide assistance with course content. Our goal is to provide you with the necessary support for success, whether it's through self-paced exploration, direct communication, or guidance from our advising team.

Upon successful completion of the course, you will be awarded a Certificate of Completion.

This course will provide you with the skills you need to obtain an entry-level position in most cases. Potential students should always do research on the job market in their area before registering.

This course is non-credit, so it does not qualify for federal aid, FAFSA and Pell Grant. In some states, vocational rehab or workforce development boards will pay for qualified students to take our courses. Additionally, some students may qualify for financial assistance when they enroll, if they meet certain requirements. Financing is available from select schools. Learn more about financial assistance.

If you have questions that are not answered on our website, representatives are available via LIVE chat. You can also call us at 1-877-221-5151 during regular business hours to have your questions promptly answered. If you are visiting us during non-business hours, please send us a question using the "Contact Us" form.