How To Become A Finance Coach: What It Is and Career Path

What is a finance coach and how to become one

Updated January 8, 2025

3 min read

The average finance coach salary is $48,165. The most common degree is a bachelor's degree degree with an business major. It usually takes 6-8 years of experience to become a finance coach. Finance coaches with a Certified Professional, Life and Health Insurance Program (CPLHI) certification earn more money. Between 2018 and 2028, the career is expected to grow 17% and produce 123,100 job opportunities across the U.S.

ScoreFinance CoachUS Average

Salary

3.8

Avg. Salary $48,165

Avg. Salary $59,228

Stability Level

9.5

Growth Rate 17%

Growth Rate 0.3%

Diversity

3.4

Race

American Indian and Alaska Native 0.34%

Asian 8.79%

Black or African American 7.87%

Hispanic or Latino 15.19%

Unknown 4.12%

White 63.69%

Gender

female 60.52%

male 39.48%

Age - 46

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 46

Stress Level

9.5

Stress level is very high

7.1 - high

Complexity Level

9.3

Complexity Level is advanced

7 - challenging

Work Life Balance

4.9

Work Life balance is fair

6.4 - fair

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Key steps to become a finance coach

Explore finance coach education requirements

Most common finance coach degrees

Bachelor's

63.3 %

Associate

13.1 %

Master's

11.7 %

Start to develop specific finance coach skills

Skills	Percentages
Money Management	16.75%
Financial Stability	10.51%
Financial Services	9.76%
Financial Management	8.16%
Financial Products	5.94%

Complete relevant finance coach training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New finance coaches learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a finance coach based on U.S. Bureau of Labor Statistics data and data from real finance coach resumes.

Research finance coach duties and responsibilities

Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
Review home buying information with clients and discuss HUD programs available.
Carry out office objectives while constantly reviewing company program guidelines and HUD funding conditions essential to reaching company goals.
Compile capital vendor lists, analyze bank reconciliations, process goods receipt/invoice reports, and generate company codes while extensively learning excel

Prepare your finance coach resume

When your background is strong enough, you can start writing your finance coach resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a finance coach resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose From 10+ Customizable Finance Coach Resume templates

Build a professional Finance Coach resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your Finance Coach resume.

Apply for finance coach jobs

Now it's time to start searching for a finance coach job. Consider the tips below for a successful job search:

Browse job boards for relevant postings
Consult your professional network
Reach out to companies you're interested in working for directly
Watch out for job scams

How do finance coaches rate their job?