Rockstone Core
The complete self-paced training and certification program.
Rockstone Financial Coach Training and Certification Program
Strengthen financial knowledge.
Coach with confidence.
Build a strong coaching business.
Self paced and personalized learningClient-ready toolsCertification pathwaySix-month access
The program
The Rockstone Financial Coach Training and Certification Program is designed for aspiring and developing financial coaches who want structured education, practical coaching tools, and business guidance for building a professional financial coaching practice.
Whether you are starting from the beginning or bringing existing financial knowledge to the program, Rockstone helps you develop across three essential areas: personal finance, the coaching process, and the business side of financial coaching.
You will receive the training, tools, templates, and resources to strengthen your knowledge, prepare to work with clients, and establish the foundation for your coaching business.
Choose the training path that fits your goals.
Compare Core and Premier →Choose your path
Rockstone Premier
The complete program plus personalized one-on-one coaching, structured feedback, and guided accountability.
Hear About the Program from the Founder, Dinia A. Regular
Learn why the Rockstone Financial Coach Training and Certification Program was created, what the program is designed to teach, and how it prepares aspiring financial coaches for both client service and the business behind coaching.
Hear From the FounderPlay to learn more about the training program
The right fit
Who This Program
Is Designed For
The Rockstone Financial Coach Training and Certification Program is for individuals who want to move beyond an interest in personal finance and develop the knowledge, coaching skills, and business foundation needed to serve clients professionally.
This program is a strong fit if you:
- Want to become a financial coach and need a clear place to start
- Have financial knowledge and want to develop it into a professional coaching service
- Want a stronger framework for guiding clients through financial decisions
- Are often asked for financial guidance and want a more structured approach to helping others
- Want to understand how to organize and conduct financial coaching sessions
- Already coach in another area and want to add financial coaching to your services
- Want practical tools, worksheets, templates, and processes you can adapt for your own practice
- Are prepared to approach financial coaching as both a service to clients and a business
Rockstone provides a structured path for developing the knowledge, tools, and business preparation needed to pursue your goals as a financial coach.
What it helps you do
What This Program
Helps You Do
Becoming a financial coach involves more than understanding money.
You also need to know how to guide a client conversation, structure a coaching relationship, use appropriate tools, establish expectations, organize your services, and develop the business behind the coaching.
Rockstone brings these areas together.
Through the program, you will learn how to:
- Strengthen your understanding of essential personal finance topics
- Guide meaningful financial conversations with clients
- Structure coaching sessions with purpose
- Ask thoughtful questions that encourage reflection and action
- Use worksheets and coaching tools to support client progress
- Establish a consistent client process
- Think through your services, pricing, and business model
- Develop a business and marketing foundation for your practice
The goal is not simply to know more about personal finance. It is to learn how to apply that knowledge within a structured coaching process while developing the business practices needed to serve clients professionally.
The curriculum
The Three Pillars
of the Program
The Rockstone Financial Coach Training and Certification Program is built around three areas that work together to prepare you for financial coaching.
1
Personal Finance Education
A financial coach needs a strong working knowledge of the financial topics clients commonly face.
You will strengthen your understanding of areas such as budgeting, saving, debt, credit, insurance, and major financial decisions.
The focus is practical application rather than complicated financial theory. You will learn the concepts while also considering how to explain them clearly and help clients make informed decisions.
2
The Coaching Process
Knowing financial information is different from knowing how to coach someone through a financial challenge or decision.
You will learn how to guide the coaching relationship from the initial conversation through ongoing sessions and progress.
This includes structuring sessions, asking effective questions, identifying goals, encouraging accountability, guiding decision-making, and helping clients translate financial knowledge into action.
3
Business Development
Financial coaching is also a business.
You will begin developing the structure behind your practice, including your services, pricing, client process, business tools, positioning, and marketing.
The program helps you think deliberately about how your coaching business will operate and how you will present your services to the people you want to serve.
To take that business preparation further, Rockstone also includes two comprehensive bonus resources, the Business Plan Toolkit and Marketing Plan Toolkit. These Toolkits allow you to work through important business and marketing decisions for your own financial coaching practice.
From the founder
Built from Experience.
Designed for the Coach You’re Becoming.
Rockstone was created to give aspiring financial coaches more than information.
My goal was to bring together the financial knowledge, coaching structure, client tools, and business guidance I believe a developing coach needs in one organized training experience.
The program is designed to help you understand not only what to teach, but how to serve clients thoughtfully and begin building a business around that work.
Dinia A. RegularFounder, Rockstone Financial Training
Inside the program
Client-Ready Tools
and Resources
The tools included with Rockstone are designed to help you translate your training into an organized and consistent client experience.
18 Done-for-You Emails
Personalizable outreach, follow-up, onboarding, and ongoing client communication for a more consistent experience. Each email can be personalized for your business and provides a starting point for clear, professional communication with clients.
Coaching Process Guide
A step-by-step view of the complete client journey—from first interaction through ongoing coaching support. It helps you understand how the different parts of the coaching relationship connect so you can develop a process that is intentional and consistent.
Session Structure Cheat Sheet
A simple framework for what to cover, how to guide the conversation, and how to keep meetings focused.
Client Worksheets
10+ client worksheets for budgeting, saving, goals, decisions, financial habits, progress tracking, and clear next steps.
Business Templates
Agreements, disclosures, and client-facing resources to clarify expectations and strengthen your process.
Coach’s Question Bank
More than 100 questions organized by client stage and financial topic to deepen conversations and reflection. Designed to help you move beyond simply giving information and ask questions that encourage clients to think, evaluate, decide, and take ownership of their next steps.
Client Confidence Companion
Supportive phrases and thoughtful prompts that bring encouragement, empathy, and motivation into sessions.
Lessons, Audio + Assessments
Self-paced instructor-led video, audio for learning on the go, module quizzes, and the certification exam.
Agreements, disclosures, and business templates are educational resources—not legal advice—and should be reviewed by a qualified professional as needed.
Included bonuses
Learn to coach.
Think like an owner.
Business Plan Toolkit
Turn your idea for a coaching business into a more deliberate business plan.
The Business Plan Toolkit guides you through important decisions involved in shaping your financial coaching business.
Rather than simply telling you to write a business plan, the toolkit helps you work through the individual pieces that give your business direction.
You will examine areas such as:
- Your niche and the clients you want to serve
- The services you plan to offer
- Potential revenue streams
- Business goals
- Your value proposition
- How you want your business to operate
- The direction you want the business to take
The purpose is to help you move from having an idea for a financial coaching business to making thoughtful decisions about what that business will actually look like.
By completing the toolkit, you will have a stronger framework for developing a business that reflects both the clients you want to serve and the way you want to work.
Marketing Plan Toolkit
Develop a clearer strategy for reaching the people your coaching business is designed to serve.
Having a valuable coaching service is not enough. Prospective clients also need to understand who you help, what you offer, and why your services may be relevant to them.
The Marketing Plan Toolkit helps you think strategically about how your financial coaching business will enter the market and communicate its value.
You will work through areas such as:
- Your target market
- Client needs and characteristics
- Positioning
- Core messaging
- Marketing channels
- Promotional strategies
- Ways to reach and engage prospective clients
Rather than approaching marketing as a collection of random activities, the toolkit helps you create a more intentional plan for building awareness around your coaching services.
Certification
Rockstone
Certification Exam
After completing the training, students may take the Rockstone Certification Exam.
The exam assesses your understanding of material taught throughout the program and provides the final requirement for earning Rockstone certification.
The Certification Exam Includes:
50questions
80%required to pass
∞retakes at no additional cost
Each training module also includes a short quiz to reinforce key concepts and help you prepare for the certification exam.
Students who successfully complete the program requirements and achieve a passing score on the certification exam earn Rockstone certification.
Program outcomes
What You’ll Be
Prepared to Do
By the end of the program, you will have completed training across the financial, coaching, and business areas that form the foundation of a financial coaching practice.
You will be better prepared to:
- Understand and explain essential personal finance topics
- Structure financial coaching sessions
- Guide productive financial conversations
- Ask effective coaching questions
- Use worksheets and tools to support client progress
- Establish an organized client process
- Think through your services and pricing
- Develop a business plan for your coaching practice
- Develop a marketing plan
- Prepare for the Rockstone Certification Exam
The objective is preparation: stronger financial knowledge, a more intentional coaching process, practical resources for serving clients, and a clearer understanding of the business you want to build.
Your path forward
Build the Knowledge. Develop the Skills.
Establish the Business Foundation.
Financial coaching requires more than an interest in money. It requires financial knowledge, an effective coaching process, practical tools for working with clients, and thoughtful preparation for the business behind the service.
The Rockstone Financial Coach Training and Certification Program brings those areas together in one structured training experience.
And with the Business Plan Toolkit and Marketing Plan Toolkit included as comprehensive bonuses, you also receive structured resources for thinking through what you want your business to become and how you plan to bring it to market.
Choose the path that fits the way you want to learn and the level of support you want along the way.
Rockstone Core
Complete self-paced training and certification.
Enroll in Rockstone Core ↗Rockstone Premier
Complete training and certification with personalized coaching, feedback, and accountability.
Enroll in Rockstone Premier ↗Frequently asked questions
Before you begin.
How long do I have access to the course?+
Students receive six months of access to complete the lessons, review the material, use the tools, prepare for certification, and begin applying what they have learned.
Why is the program not lifetime access?+
Rockstone is a professional training and certification program with a focused completion period. The six-month window helps students stay focused and move toward certification without unnecessarily delaying progress.
What happens after six months?+
At enrollment, students will have the option to sign up for membership for ongoing access after the initial six-month window.
Is this program for learning personal finance?+
Not for personal use alone. Rockstone is designed for people who want to use financial knowledge to serve clients, structure coaching services, and build a coaching business.
If your primary goal is improving your own finances, Rockstone Financial Foundations may be a better fit.
Will I be certified after completing the course?+
After completing the training, you may take the Rockstone Certification Exam. A score of 80% or higher is required to earn the Rockstone certification.
What if I do not pass the exam the first time?+
Retakes are available at no additional cost so you can reinforce your learning and continue working toward certification.
Your next move