Financial Fundamentals for Coaches

Saundra Davis · October 24, 2025

Because all coaching is financial coaching.

Every decision your clients make — from career changes to relationships to wellbeing — carries a financial undercurrent. The same is true for you. This 2-hour session helps you strengthen your own financial foundation so you can bring greater clarity, confidence, and compassion to every coaching conversation.

Earn 5 CEUs for ICF & AFC experience hours.

Money touches every part of our lives, yet many coaches avoid the topic — in their own finances and in their client work. Financial Fundamentals for Coaches bridges that gap with practical, reflective, and coach-aligned tools that make money talk feel natural, grounded, and values-based.

This Course Is For You If:

  • You are a coach at any level who wants to develop financial fluency and self-awareness.
  • You want to feel more confident navigating money in coaching sessions.
  • You are ready to strengthen your business and personal financial stability.
  • You want to align financial choices with values and purpose.

When you complete Financial Fundamentals for Coaches

You’ll learn to understand your personal money story and how it shapes your coaching presence, build essential financial awareness around income, expenses, taxes, and savings as a self-employed professional, recognize the financial dimensions within client goals without stepping into the role of a financial advisor, and cultivate mindful inquiry and compassionate curiosity when money themes arise.

You’ll Walk Away With:

✅ A personal financial clarity map.
✅ Coaching prompts to explore money with clients ethically and effectively.
✅ Tools for reducing financial stress and increasing wellbeing.
✅ Language and mindset shifts that integrate money awareness into your coaching practice.

Join Us

Money isn’t separate from coaching — it’s woven through every goal, every transition, and every transformation.
Let’s help you be great at it.

The Session Schedule

Live Session via Zoom:
Wednesday, December 10, 2025 from 12:00 – 2:00 PM PT

Enroll in Financial Fundamentals for Coaches today and take the next step toward financial confidence — for you and your clients.

About Instructor

Saundra Davis

Saundra Davis is an educator, Accredited Personal Finance Coach, and ICF Master Certified Coach with a master’s in financial planning. She blends practical financial knowledge with a deep understanding of human behavior to offer a holistic approach to financial coaching and mentorship. As the founder of Sage Financial Solutions, Saundra is committed to training a diverse group of financial professionals who share a passion and commitment to serving underserved communities with humility and compassion.

11 Courses

Pre-order

Course Includes

  • 3 Lessons