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Beliefs Shape Decisions
Money behavior is driven by identity, pressure, fear, and past experience. Staff who can coach the belief underneath the behavior get results that last.
Devin Stubblefield, CFEI, CFCNational Financial Coaching Trainer
Financial Coaching Training for Agencies & Organizations
Your Clients Don’t Need More Information. They Need Transformation.
Elevate the Impact Institute™ equips agencies, nonprofits, banks, and credit unions to move the people they serve from knowing what to do to actually doing it — through coaching-based staff training, train-the-trainer certification, and responsible AI.
Are you a financial coach or trainer? See programs for practitioners ↓
The gap between what clients know and what clients do is not an information gap. It is a coaching gap.
10,000+Professionals trained since 2012
60+Agency partners nationwide
4.9/5Average training satisfaction
98%Positive participant feedback
A partial list of agencies where Devin has been trusted to lead training
The Real Gap
Information Alone Does Not Change Financial Behavior.
Most teams don’t need another training that transfers more content. They need a better way to coach, decide, and move people forward.
Clients often already know what to do.Coaching is what helps them do it.
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Conversations Create Movement
Clients change when they feel seen, supported, and challenged. The skill lives in the questions — not the handouts.
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Skill Must Outlast the Training Day
Practice, accountability, and real application turn a great workshop into a lasting change in how your team works.
Flagship Training
Financial Coaching for Prosperity™
Coach the Person. Not Just the Financial Problem.
Our most requested training. In four highly interactive days, your staff trade the pressure of having every answer for the confidence to coach — so clients leave with clarity, ownership, and a next step they chose themselves.
100%would recommend the training
88%rated the experience 10/10
94%rated facilitation 5/5
“It is 4 days but not 4 dragging days. I learned a lot and it was very hands-on and practical.”Recent FCFP participant
Customized for Your Team
Coaching and Training Customized for Your Team.
Every agency serves different people with different goals. Tell us what your team needs, and we’ll shape the engagement around your staff, your program, and the people you serve.
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Financial Coaching + Your Agency Program
Weave coaching into the program you already run. You tell us your services, goals, and outcomes — we design training that fits your model, so coaching feels natural, not added on.
Start the conversation →02
AI-Ready, Human-Led Financial Coaching
Help your team prepare smarter and serve more people with AI — while keeping human connection at the center. You choose the tools, guardrails, and depth that fit your organization.
Start the conversation →03
Financial Speaker Training
Turn staff into confident presenters who hold a room and move people to action. Tell us your audiences and topics, and we’ll build around them.
Start the conversation →04
Financial Readiness for Specific Populations
Reach the people you serve with financial readiness designed for their real lives — whether that’s youth, parents, workforce participants, or others. You name the population; we tailor the approach.
Start the conversation →+
Technical Assistance available. Any engagement can include Technical Assistance — ongoing support as your team puts the training into practice.
Certification · Waitlist Open
FCFP Train-the-Trainer
Become the Trainer Your Agency Turns To.
Get certified to deliver Financial Coaching for Prosperity™ yourself — and lead the room with the confidence, presence, and tools to multiply coaching across your organization long after the training day ends.
- Certification to facilitate Financial Coaching for Prosperity™
- Hands-on facilitation practice with real-time feedback
- FCFP Coach Practice Simulator™ and implementation support
Next CohortJanuary 2027
LocationRenton Technical College
Renton, WA
Renton, WA
Investment$997 per registrant
SeatsLimited to 30
What Participants Say
Practical. Engaging. Immediately Useful.
Practicing the tools in small groups was extremely helpful. The trainers created a safe environment where we could rehearse our skills, strengthen our questions, and practice the financial coaching conversation.
Training Participant
Neighborhood Partnerships · May 2026
The handouts, practical methods, and real-life applications were incredibly valuable. I left with powerful questions, coaching models, financial tools, and strategies I can immediately use with clients.
Training Participant
Financial Empowerment Network of Washington and LISC Puget Sound · March 2026
The training gave me new approaches I can use when working through common client issues.
Training Participant
King County Housing Authority · October 2025
Devin created space for different learning styles, gave us practical tools we could use immediately, and helped me build real confidence in my ability to present financial information effectively. The training was organized, encouraging, and truly transformative.
Engage & Inspire Financial Speaker BootCamp Participant
January 2025
Led by Coach Devin Stubblefield
Coach. Trainer. Mentor. Built in Real Rooms.
Devin Stubblefield is a national financial coaching trainer, facilitator, and instructional designer. Since 2012 — starting with Financial Coaching for Prosperity™ — he has delivered live training in rooms across the country, helping practitioners move from knowing the content to creating transformation in a client’s life.
Through Elevate the Impact Institute™, he partners with agencies, nonprofits, banks, credit unions, and independent coaches to build coaching cultures that last.
“Financial coaching is not just about numbers. It is about dignity. It is about helping people walk into financial rooms and feel like they belong there.”
Devin Stubblefield
CFEI · Certified Financial Education Instructor · CFC · Certified Financial Coach
The Lens Behind the Work
Mindset Before Methods™
Practitioners don’t just need better financial information for their clients. They need a better way to coach the internal operating system that uses it.
IdentityBefore Instructions
BeliefsBefore Budgets
VisionBefore Vantage
Emotional ControlBefore Execution
PurposeBefore Process
Free Guide for Program Leaders
Not Ready to Talk Yet? Start Here.
AI-Ready, Human-Led shows your leadership team how to use AI in financial coaching safely — so staff serve more people, prepare in less time, and keep the human connection that changes lives.
- 5 ways AI gives your coaches time back
- 5 lines your team should never cross
- The Agency AI Guardrails Checklist + a 30-day plan
Your Next Move
Ready to Equip Your Team?
Tell us who you serve and what you want your clients to walk away with. You don’t need it all figured out — we’ll shape the rest together.
10,000+ professionals trained · 60+ agency partners · Serving agencies nationwide
For Financial Coaches & Trainers
Building Your Own Coaching Practice?
Go beyond information into the coaching that changes financial behavior — and grow your skill, your confidence, and your income as an AI-ready financial coach.
Transformational Financial Coaching Blueprint™ Workshop
Walk in stuck. Walk out with a plan.
Bring the client situation that’s been keeping you stuck. In three focused hours with fellow practitioners — guided by Coach Devin — you’ll leave with a customized coaching strategy for your very next session.
- Next session: Wed, Oct 21 · 10 AM PT / 1 PM ET
- Schedule: Every 3rd Wednesday · 3 hours
- Investment: $297 per practitioner
Live group session — not private coaching. You’ll work from a composite client persona, never identifying client details.
Reserve Your SeatTransformational Coaching for Coaches™
You know the method. Now let’s build the practice.
One-on-one implementation coaching for practitioners ready to package, price, and grow a practice that pays — with Coach Devin in your corner.
- Format: 3-Month Intensive or 6-Month Engagement
- Availability: Limited one-on-one spots
AI-Ready Financial Coaches
Become AI-ready without losing what makes coaching human.
Join practitioners learning to use AI safely and practically — so you prepare better and spend more time on the human work that changes lives.
Join the Free Community