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Become a confident financial coach for values-aligned choices

Our robust training and certification programs teach emerging and experienced financial professionals client-first, trauma-informed coaching skills.

Learn about our Courses

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Financial stress affects millions worldwide.

Join a generation of coaches democratizing ethical financial coaching for all

Across 6 countries, our team has:

200+

certified coaches

2,500

trained professionals

30,000+

coaching hours

WE’RE TRUSTED BY

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Support your clients beyond financial literacy

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From educators, counselors, coaches, planners, and therapists, professionals like you help people with everything from budgeting to overcoming money-related fears.

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How We Help You

By training with us, you'll strengthen your ability to address and navigate the emotional, psychological, and societal barriers affecting your clients' financial well-being.

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Certified Experts

Experience personalized mentorship with certified experts.

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Virtual Training

Train virtually & in person with a diverse group of peers

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Feedback Loops

Improve your skills with constructive feedback

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Coach with Confidence

Facilitate meaningful, positive change for clients

Training and Certifications

Tailor your coaching with a powerful, client-driven approach

Choose Your Training

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Being a personal finance coach requires a deep understanding of the nuances of financial behavior. But sometimes, you need something more.

No matter your experience level or client’s circumstances, our courses will teach you how to:

Deepen your connections with clients to build trust and communicate better

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Uncover hidden behavioral hurdles that are stalling a client’s progress

Collaborate on a personalized plan they are enthusiastic about following through and taking action.

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Advance your career with continued education as you adapt to the world’s inevitable shifts

What our students say

"I had a solid foundation of technical knowledge, but I lacked the coaching and communication skills to truly guide people in a meaningful way."

Through Sage’s program, I gained confidence in reflective listening, asking better coaching questions, and creating an environment where clients feel truly heard and understood. The collaborative learning environment, especially the hands-on role-play scenarios, allowed me to grow and apply these skills in real-world situations. Since completing the program, many clients tell me they’ve never felt so “seen” before. This is a direct result of what I learned through Sage, and I’m so grateful to have become a better communicator, not just professionally, but in my personal life as well.
Josh St. Laurent, MS, CFP®, CFT
"Before Sage’s certification program, I was unknowingly leading my clients in sessions, a habit I developed from my background as a financial advisor."

Now I have the foresight to slow down, facilitate conversations, and ask more open-ended questions in a way that guides my clients to discover their own answers and find their way. The program taught me to be more intentional in my coaching approach, and it provided me with a fresh perspective on how to support my clients more effectively. Since completing the certification, I’ve noticed a significant improvement in my coaching practice and I feel revitalized in my love for coaching. I’m grateful for the opportunity to have refined my skills and for the positive impact this has had on my client relationships.
Leah Davis, Wealth & Wellness Coach

About Sage Financial Solutions

We equip financial professionals with the tools, training, and trauma-informed coaching skills to help communities build wealth with confidence and compassion. Through nationally recognized certification programs, we’re shifting the way financial guidance is delivered—centered on integrity, accessibility, and real-world impact.