Financial Coaching for Prosperity™
The coaching methodology that helps practitioners move beyond information delivery and into behavior change, belief work, client readiness, powerful questions, and transformational money conversations.
Elevate the Impact Institute™ · Trainer Certification Pathway
Become Certified to Deliver Financial Coaching for Prosperity™
Learn how to facilitate Financial Coaching for Prosperity™ training inside your agency, organization, or community — while building the speaker presence, group facilitation skill, and coaching authority needed to lead transformational financial conversations.
You experienced the training. You saw what shifted in the room. Now you can learn how to deliver it yourself.
Coach Devin Stubblefield · CFEI · CFC · Founder, Elevate the Impact Institute™
10,000+
Financial Professionals Trained
60+
Agency Partners
12+
Years of Live Delivery
Trusted by organizations including
The Problem We Are Solving
Why This Pathway Exists
Most financial empowerment agencies do not need more handouts.
They need practitioners who can lead rooms where people feel safe enough to tell the truth, think differently, ask better questions, and make real financial decisions.
Financial Coaching for Prosperity™ was built for that kind of room. Now the Trainer Pathway exists to prepare selected practitioners to deliver that experience inside their own agencies, teams, and communities.
You will not only learn the curriculum. You will learn how to facilitate the shift.
The Right Fit
Who This Is For
This Trainer Pathway is designed for practitioners and agency leaders who want to bring transformational financial coaching training into their organization.
- ✓ Financial coaches who want to train other practitioners
- ✓ Housing counselors who want to strengthen coaching-centered service delivery
- ✓ Credit counselors who want to move beyond advice-giving
- ✓ Workforce professionals who support clients navigating money decisions
- ✓ Program managers who need a consistent staff development approach
- ✓ Agency trainers responsible for professional development
- ✓ Community educators who facilitate financial empowerment sessions
- ✓ Practitioner leaders who want to become internal champions for coaching culture
- ✓ Independent consultants who want to pursue a future licensed trainer pathway
Prepared for the Room
What You Will Be Prepared to Deliver
Participants are prepared to facilitate approved Financial Coaching for Prosperity™ training experiences and coaching-infused financial empowerment sessions, including:
- → Staff development sessions
- → Coaching-infused financial empowerment workshops
- → Internal agency training
- → Group coaching conversations
- → Client-facing financial education with a coaching approach
- → Reflection and debrief sessions for practitioner teams
- → Training that moves beyond information transfer into behavior change
Three Bodies of Work
The Integrated Method
Engage & Inspire Financial Speaker BootCamp™
The facilitation and presentation system that helps trainers lead the room with confidence, story, structure, energy, emotional intelligence, and audience engagement.
AI-Ready Financial Practitioner System™
The preparation, practice, and reflection system that helps practitioners use AI to prepare for sessions, personalize examples, strengthen facilitation, and debrief delivery without replacing human coaching judgment.
Together, these three systems prepare you to deliver the training, not just understand it.
The Pathway Structure
The Three-Phase Trainer Pathway
Phase 1
Master the Method
Learn Financial Coaching for Prosperity™ deeply enough to teach it.
- ✓Mindset Before Method™
- ✓Financial coaching vs. financial education
- ✓Behavior change and client readiness
- ✓Belief detection and Inner Critic work
- ✓Powerful questions
- ✓Group coaching facilitation
Phase 2
Lead the Room
Build speaking, facilitation, and room leadership skills from Engage & Inspire Financial Speaker BootCamp™.
- ✓Financial Speaker Personality
- ✓Magnetic Soundbites and Million-Dollar Message
- ✓Storytelling for financial empowerment
- ✓Audience activation techniques
- ✓Handling resistance, silence, and difficult room dynamics
A trainer does not fail because they lack content. A trainer fails when the room never comes alive.
Phase 3
Deliver Inside Your Agency
Bring the training into your organization with confidence, fidelity, and practical implementation.
- ✓How to implement at your agency
- ✓How to adapt examples for your population
- ✓How to train staff without watering down the method
- ✓How to use slides, manuals, and facilitation guides
- ✓How to use AI tools for preparation and reflection
- ✓How to maintain quality as the training scales
Two Pathways
Choose Your Trainer Path
Primary Pathway
Agency Delivery Track
For practitioners, program leads, and internal trainers who want to bring Financial Coaching for Prosperity™ into their organization.
You will learn to deliver the training internally, facilitate staff learning, lead client-facing financial empowerment sessions, and strengthen your agency’s coaching culture.
Future Pathway
Licensed Trainer Track
For consultants, trainers, and independent practitioners who want to deliver approved Elevate the Impact Institute™ content in their market.
You will learn the method, strengthen your facilitation, design your offer, and pursue licensing through the Licensed Trainer Network.
Interested in being considered for the Elevate the Impact Institute™ training consultant team? Submit your interest below.
The Agency Impact
What Changes Inside Your Agency
After this pathway, your agency is no longer dependent on outside training every time staff need to be equipped. You will have an internal practitioner who can:
- ✓ Reinforce coaching culture
- ✓ Train new staff in the method
- ✓ Facilitate financial empowerment workshops
- ✓ Support program teams with shared language and tools
- ✓ Lead reflection and debrief sessions
- ✓ Help staff move from advice-giving to coaching
- ✓ Strengthen the client experience across programs
Your Outcomes
What You Leave With
- ✓ Trainer certification pathway completion
- ✓ Financial Coaching for Prosperity™ facilitator framework
- ✓ Key Engage & Inspire Financial Speaker BootCamp™ tools
- ✓ Practice delivery segments
- ✓ Facilitation feedback from Coach Devin or the Elevate the Impact Institute™ team
- ✓ Agency implementation plan
- ✓ AI-supported preparation and reflection tools
- ✓ Approved trainer resources
- ✓ Financial Speaker Personality insight
- ✓ Magnetic opening and story framework
- ✓ Invitation to pursue additional licensing, if applicable
Special Founding Investment
Special Summer Cohort Pathway Investment
$997
per registrant
For this launch, the Financial Coaching for Prosperity™ Trainer Pathway is being offered at a special $997 per registrant investment. This pricing is designed to help agencies, organizations, and practitioner teams certify more internal trainers, expand coaching-infused financial empowerment capacity, and bring Financial Coaching for Prosperity™ into more communities.
Your Registration Includes:
- ✓ Trainer development pathway
- ✓ Financial Coaching for Prosperity™ methodology training
- ✓ Key components of Engage & Inspire Financial Speaker BootCamp™
- ✓ Practice delivery and facilitation feedback
- ✓ AI-supported preparation and reflection tools
- ✓ Agency implementation guidance
- ✓ Access to approved trainer resources
- ✓ Invitation to pursue additional licensing, if applicable
We are opening this pathway at a special $997 per registrant investment because the goal of this launch is reach and replication. We want more agencies to have trained internal practitioners who can lead Financial Coaching for Prosperity™ with confidence, skill, and integrity.
Build Internal Capacity
Bring a Team From Your Agency
Financial Coaching for Prosperity™ is most powerful when it becomes part of the culture, not just the skill set of one person. That is why this special $997 per registrant investment makes it easier for agencies to send multiple practitioners, program leads, or internal trainers through the pathway together.
When more than one person from your organization attends, your agency gains:
- ✓ Shared coaching language
- ✓ Stronger internal training capacity
- ✓ Better facilitation consistency
- ✓ More confident staff development
- ✓ Greater alignment across programs
- ✓ A stronger foundation for client-centered financial empowerment
Before You Apply
Prerequisite
This pathway is designed for practitioners who have completed Financial Coaching for Prosperity™, the Customized Transformational Financial Coaching Blueprint Workshop, or another approved Elevate the Impact Institute™ training experience.
If you have not completed one of those experiences yet, start with the Blueprint Workshop or contact Elevate the Impact Institute™ to determine the best entry point.
Important Clarity
Certification vs. Licensing
Certification
Certification means you have completed the Trainer Pathway and demonstrated readiness to facilitate Financial Coaching for Prosperity™ principles and approved training experiences.
Licensing
Licensing may be required for broader commercial delivery, external contracts, or use of approved Elevate the Impact Institute™ branded curriculum outside your agency. This pathway prepares you for certification and may create a future pathway toward licensing, depending on your goals.
When practitioners experience Financial Coaching for Prosperity™, they often see immediately why their whole agency needs this approach.
- Devin Stubblefield
“Best training I’ve been to in life. Every social service practitioner in the nation should take this training.”
Financial Coaching for Prosperity™ Participant
Common Questions
Frequently Asked Questions
Who is this for?
This is for financial coaches, counselors, educators, program staff, agency trainers, and practitioner leaders who want to deliver Financial Coaching for Prosperity™ inside their agency, organization, or community.
Do I have to work for an agency?
No. Agency practitioners are the primary audience, but independent consultants and trainers may also apply, especially if they are interested in a future Licensed Trainer Track.
Can my agency send multiple people?
Yes. The special $997 per registrant investment was designed to make it easier for agencies to send multiple practitioners or internal trainers.
What is the investment?
The special founding pathway investment is $997 per registrant.
Does this include Engage & Inspire Financial Speaker BootCamp™?
Yes. This pathway includes key components of Engage & Inspire Financial Speaker BootCamp™ so you can strengthen your facilitation, speaking, storytelling, and room leadership skills.
Am I certified after completing this?
Participants who complete the pathway and demonstrate readiness will receive trainer certification connected to Financial Coaching for Prosperity™ delivery.
Is certification the same as licensing?
No. Certification confirms pathway completion and demonstrated trainer readiness. Licensing may be required for broader commercial delivery, external contracts, or approved use of Elevate the Impact Institute™ branded curriculum beyond your agency.
Do I need to complete Financial Coaching for Prosperity™ first?
This pathway is designed for practitioners who have completed Financial Coaching for Prosperity™, the Customized Transformational Financial Coaching Blueprint Workshop, or another approved Elevate the Impact Institute™ training experience.
Can I use this to train staff at my organization?
Yes. The Agency Delivery Track is designed to help practitioners bring the method into their organization and strengthen staff development, coaching culture, and client-facing financial empowerment delivery.
Can independent trainers join?
Yes. Independent trainers and consultants may apply. They should pay close attention to the distinction between certification and licensing if they intend to deliver the material commercially.
Ready to Begin
Become the Trainer Your Agency Needs
Your agency does not need another handout. It needs practitioners who can lead transformational rooms, train staff with confidence, and help people move from financial information to financial action.
If you are ready to bring Financial Coaching for Prosperity™ into your agency, organization, or community, this is your pathway.