2027 Money Coaching Certification Program
Become a Certified Money Coach.
Learn to understand the emotions behind money, master transformational coaching skills, and help people make empowered financial decisions that create lasting change.
A six-month, live professional certification led by personal finance expert, author, and transformational facilitator Lisa Chastain.
Begins
January 25, 2027
Duration
Six Months
Format
Live Online
Enrollment
Limited to 50
Tuition
$6,997
Included
$1,997 TWW Ticket
Application-based enrollment. Applications are reviewed before acceptance.
Taught personally by
Lisa Chastain
Weekly live sessions + weekly group office hours
The Problem
Think about the people you know.
These aren't always problems that can be solved with another spreadsheet, budget, or financial podcast.
Because knowing what to do with money and consistently doing it are two entirely different things.
Our financial decisions are influenced by the environments we grew up in, the behaviors we watched, the beliefs we developed, and the emotions we associate with money.
Those patterns can follow us into adulthood, affecting everything from spending and saving to relationships, career decisions, and financial confidence.
You cannot consistently change a financial behavior you don't understand.
That's where transformational money coaching begins.
What Is a Money Coach?
A money coach helps people understand their relationship with money and develop the awareness, skills, and habits to make more intentional financial decisions.
Traditional financial education often emphasizes what people should do with their money. Transformational money coaching explores why people make the decisions they do—and how to create sustainable change.
Help clients identify the beliefs and experiences shaping their financial choices.
Explore the feelings and learned responses influencing financial behavior.
Help clients understand their financial starting point without shame or judgment.
Teach sustainable approaches to managing income, spending, savings, and financial priorities.
Support more confident conversations about money.
Help clients move from awareness into responsible, consistent action.
Money coaching combines financial education, human behavior, and the skills of effective coaching.
It does not replace licensed financial advice, investment management, legal services, or mental-health treatment.
Introducing the Certification
A different approach to financial coaching starts with understanding the person behind the numbers.
The Money Coaching Certification Program is a six-month professional training experience designed to develop skilled, confident, and responsible money coaches.
Created and taught by Lisa Chastain, the program integrates Financial Emotional Intelligence, transformational coaching methodology, and practical personal finance education.
You'll learn how to recognize patterns driving financial behavior, facilitate meaningful coaching conversations, build sustainable financial habits, and develop the foundations of your own coaching practice.
This isn't a collection of prerecorded videos that you're left to figure out on your own. Lisa personally teaches the weekly live sessions and leads weekly group office hours throughout the program.
You'll learn alongside a cohort of up to 50 participants, practice your skills, and gain experience applying the methodology.
Understand emotional triggers, conditioning, financial beliefs, and the behaviors influencing financial decisions.
Develop the skills to facilitate awareness, reflection, accountability, and meaningful behavioral change.
Learn to teach sustainable money management and develop the foundations of a professional coaching practice.
Lisa's Philosophy
Peace. Freedom. Security.
The three things people consistently want from money—and recognizing that those experiences don't come from numbers alone.
Meet Your Instructor
Personal Finance Expert, Author & Transformational Facilitator
Lisa Chastain brings more than two decades of experience across personal finance, coaching, leadership, and professional development.
Her background includes serving high-net-worth financial-advisory clients, developing financial education programs, and helping people understand the connection between their financial decisions and their personal lives.
Lisa is the author of Stop Budgeting, Start Living: Transform Your Money Mindset, Transform Your Life and host of Real Money with Lisa Chastain.
Her financial expertise and commentary have appeared in national media, including CNBC, NBC News, Fortune, Entrepreneur, and O, The Oprah Magazine.
As a Certified NLP Trainer, Lisa brings additional training in communication, beliefs, and behavioral patterns to her work.
Lisa developed her proprietary Financial Emotional Intelligence framework to help people understand how money, emotions, conditioning, and behavior intersect.
Her philosophy is rooted in helping people create three things they consistently want from money: peace, freedom, and security—and recognizing that those experiences don't come from numbers alone.
Meet Your Instructor
Transformational Facilitator | Personal Finance Expert | Author | Certified NLP Trainer
Lisa Chastain brings more than 25 years of professional experience across financial services, coaching, education, leadership, and personal development.
Earlier in her career, Lisa worked in wealth management as a financial advisor serving high-net-worth clients. She previously held the Series 65 and Life & Health insurance licenses before transitioning into financial coaching in 2016.
Today, Lisa is a transformational facilitator, personal finance expert, bestselling author, and host of Real Money with Lisa Chastain.
She is the author of Stop Budgeting, Start Living: Transform Your Money Mindset, Transform Your Life, published by Savio Republic and distributed by Simon & Schuster. View the official publisher page
Her financial expertise and personal story have been featured across national media, including CNBC, NBC News, Fortune, Entrepreneur, and O – The Oprah Magazine.
As a Certified NLP Trainer, Lisa integrates communication, behavioral awareness, and personal-development techniques with practical financial education.
She developed her proprietary Financial Emotional Intelligence framework to help people understand how their emotions, beliefs, identity, and learned behaviors influence financial decisions.
Her work is grounded in a simple principle:
Money is emotional before it's mathematical.
Through coaching, workshops, and transformational experiences, Lisa helps people develop greater awareness, personal responsibility, and the skills to make different choices.
Her work focuses on helping individuals build three things they consistently want from money:
Peace. Freedom. Security.
In the Money Coaching Certification Program, you'll learn directly from Lisa as she teaches the methodology and professional coaching principles that inform her work.
As Featured In
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Who It's For
You want to build a meaningful coaching career and develop the tools, methodology, and practical experience to begin supporting clients.
You already understand financial concepts but want to strengthen your ability to recognize and address the human behaviors influencing financial decisions.
You already help people navigate personal or professional change and want to develop specialized knowledge in financial behavior and money coaching.
You believe people can change their relationship with money and want to develop professional skills to support that process.
You do not need a perfect financial history or an established coaching business to apply.
You do need a willingness to examine your own patterns, practice, receive feedback, and take responsibility for your professional development.
The Curriculum
From understanding financial behavior to facilitating change and developing your own professional coaching practice.
Topics
Outcome: Learn to facilitate a Money Story Discovery conversation.
Topics
Outcome: Learn to identify patterns and guide clients toward greater financial self-awareness.
Topics
Outcome: Develop the skills to guide structured coaching conversations.
Topics
Outcome: Learn to teach practical financial-management strategies and support client action planning.
Topics
Outcome: Demonstrate the ability to apply coaching methods in real-world situations.
Topics
Outcome: Develop the foundational systems and competencies needed to begin offering professional money-coaching services.
11 Modules | 33 Courses | Six Months of Structured Learning
Coaching practice begins early in the program and continues throughout the certification.
Apply for the 2027 CertificationGraduate Competencies
Our goal is not simply for you to complete the program. It's for you to graduate prepared to apply what you've learned responsibly and confidently.
Facilitate a Money Story Assessment.
Apply Financial Emotional Intelligence principles in coaching.
Lead structured money-coaching sessions.
Teach practical financial-management concepts.
Develop client financial action plans within appropriate professional boundaries.
Support accountability and consistent behavior change.
Build the foundations of your own money-coaching practice.
The program does not promise specific income, guaranteed employment, guaranteed client acquisition, or guaranteed results.
Your Toolkit
A planned collection of worksheets, frameworks, and practical coaching resources—designed to help you move from understanding coaching concepts to applying them with clients.
Money Story Discovery Worksheet
Money Personality Assessment Guide
Financial Emotional Intelligence Worksheet
Financial Clarity Assessment
Make, Spend, Keep Coaching Guide
Cash Flow and Three-Account System Guides
Coaching Session Framework
Financial Action Plan Template
Client Accountability Tracker
Client Intake and Onboarding Checklist
Coaching Practice Starter Guide
11 Practical Resources
Important: Toolkit contents and permitted professional-use licensing will be defined in the final program materials. Unrestricted resale, redistribution, sublicensing, or use of Lisa's intellectual property is not permitted.
The Live Training Experience
This is a live professional training experience built around instruction, application, practice, and accountability.
24
Two-hour sessions led personally by Lisa, combining teaching, demonstrations, discussion, and practical application.
24
One additional hour each week to ask questions, deepen your understanding, and receive group guidance from Lisa.
30 hrs
Documented coaching experience that allows you to apply what you're learning.
2
Written and practical evaluations designed to demonstrate coaching knowledge and competency.
50
Develop relationships, practice with peers, and share experiences with people pursuing similar goals.
Important: Private one-on-one coaching with Lisa is not included in certification tuition. Private coaching is available as a separately priced add-on, subject to availability.
Included With Your Certification
Your enrollment includes one $1,997 ticket to The Wealth Within.
The Wealth Within is Lisa Chastain's four-day transformational experience in Las Vegas.
It's designed to create space for participants to explore personal beliefs, conditioning, emotional patterns, and behaviors influencing their lives and financial decisions.
As a future money coach, you'll have an opportunity to experience this transformational work personally.
Because effective facilitators need more than a collection of techniques. They need self-awareness, personal responsibility, and a willingness to examine their own patterns.
Choose One 2027 Event
January 14–17, 2027
Las Vegas
Confirmed dates
April 2027
Las Vegas
Dates to be announced
August 2027
Las Vegas
Dates to be announced
October 2027
Las Vegas
Dates to be announced
Certification Standards
The Money Coaching Certification Program is designed to develop professional competence through education, practice, and assessment. To earn the Certified Money Coach designation, participants must demonstrate the required knowledge and coaching skills.
70
Complete required instructional and assessed learning activities according to the program handbook.
30
Document coaching experience and follow required confidentiality and consent procedures.
80%
Achieve a passing score of at least 80%.
Demonstrate competency in coaching structure, listening, inquiry, client ownership, and professional boundaries.
Complete required assignments and adhere to the program's ethical coaching and confidentiality requirements.
Graduates who satisfy all certification requirements earn the program's Certified Money Coach designation issued by Lisa Chastain's certification program.
This is a proprietary certification, not a government license, independently accredited credential, or authorization to provide regulated financial or clinical services. Certification standards are described in the program handbook.
Your Investment
Primary Tuition
$6,997
Pay in full
What your investment includes
Payment Options
Pay in Full
$6,997
One payment.
Total
$7,297
$1,297 initial payment plus five monthly payments of $1,200.
Total
$7,497
$1,997 initial payment, eight monthly payments of $611.11, and one final payment of $611.12. There are 10 payments total.
Applications are reviewed before enrollment. Payment options are selected after acceptance and are subject to the enrollment agreement. Payment plans extend financial obligations according to the published schedule. Travel, accommodations, and private coaching are not included.
Limited Enrollment
This is a live certification experience taught personally by Lisa Chastain.
Limiting enrollment creates an intentional learning community with structured opportunities for participation, practice, and professional development.
Applications are reviewed to determine whether the program aligns with each applicant's goals and readiness.
January 25, 2027
Certification begins.
Six Months
Live instruction, practice, and assessment.
50 Participants Max
Application-based enrollment.
How to Apply
Step 1
Tell us about your background, your interest in money coaching, and your goals.
Step 2
Our team reviews your application and determines the appropriate next step.
Step 3
Accepted applicants receive enrollment instructions, payment options, and the program agreement.
Step 4
Join your certification cohort beginning January 25, 2027.
2027 Cohort · Begins January 25, 2027 · 50 participants maximum · $6,997 tuition with a $1,997 Wealth Within ticket included.
Thank you for applying to the 2027 Money Coaching Certification Program.
Our team will review your application and contact you regarding next steps.
Please check your email for your confirmation.
Frequently Asked Questions
Still have a question? Reach out to our team.
Apply for the 2027 Certification
The Next Chapter
It Needs People Who Understand Why Financial Behavior Is So Hard to Change—and Know How to Help.
Imagine helping someone who has spent years avoiding their finances finally begin to feel confident making money decisions.
Imagine helping someone recognize patterns that have held them back for decades.
Imagine giving people the financial knowledge, awareness, and practical tools to make different choices.
These are the kinds of changes skilled money coaches can support.
And they begin with the right training.
Become a certified money coach
January 25, 2027
Six Months · Live Online
50 Participants Maximum
$6,997 · The Wealth Within Included
Application-based enrollment. No payment is collected until after acceptance.