Mesila Financial Coach Training FAQ

Read the FAQ below to learn more about the course!

We are a non-profit organization dedicated to helping families and individuals achieve financial serenity through Torah-based, subsidized financial coaching. We also develop financial curricula that are taught in schools worldwide and share financial knowledge through workshops, webinars, and courses.

Our comprehensive coaching package includes six sessions guided by a Mesila-trained coach. The coach helps their client conduct a thorough analysis of their financial situation and leads them to discover their own solutions, suited to their needs and lifestyle. The program is based on Torah values and is unique to Mesila.

Our feedback shows that most families emerge from the coaching process with a greater understanding of their finances and how to manage them proactively; clarity on how to live within their means; stronger relationships, less affected by the constant stress of financial struggle and peer pressure; calmer and happier children; and increased financial responsibility. 

The course is practical and hands-on, with simulation exercises that give you the confidence to begin coaching as soon as you’ve finished the course. Our skilled mentors accompany you along the way and are available for questions.

Anyone with the skills and personality to coach a family through a fascinating financial journey.

All you need is basic communication and listening skills, organizational skills, sincerity, innovativeness, and the belief that every family can achieve financial stability Be”H.  Although you don’t need to be a computer whiz, you should be comfortable using Google Classroom for the course. 

We encourage graduates of the course to have their finances in order before beginning to coach families. The course will provide you with the opportunity and tools to do so.

The course is online and self-paced, allowing you to join anytime and learn from anywhere.

USA: (10 sessions) 30 academic hours + quizzes and assignments

Advanced Israel: (24 sessions, which include learning about the Israeli financial system) 72 academic hours + quizzes and assignments

Yes.

There are simple multiple-choice quizzes between each class and coaching assignments throughout the course.

No, Mesila chooses a few select trainees to send clients to (in certain cities where there is a demand and/or we have fewer coaches).

Those who complete the course requirements will receive a Mesila certificate.

Some trainees may be chosen to work for Mesila, but job placement is not offered or guaranteedYou don’t need to commit to working for Mesila to join the course.

You’ll receive a certificate as long as you successfully complete the course and all required assignments and quizzes within one year of starting the course.

USA: The price for all 10 coaching classes is $1500 with an option to pay in installments. 

Advanced Israel: The price for all 24 classes (finance + coaching) is ₪6900 with an option to pay in installments.

After completing the classes and assignments, a select few are chosen to join Mesila as coach interns. The program will include guidance and mentoring while coaching families.

Yes, the Mesila office sends comments and suggestions after reviewing the coach’s meeting summaries, and coaches are always welcome to reach out for advice.

We also occasionally host events for our coaches (both in-person and on Zoom) to speak about current issues and solutions.

You can email and/or make a meeting with the teacher.

The course is self-paced, which means that you can watch the lessons, complete the assignments, and turn in the quizzes according to your own schedule. We recommend completing one class per week so that you are able to absorb the material while still keeping it fresh in your mind. 

Yes, fill out the application form here: www.mesila.org/coachtrainingregistration 

Then pay a $150 non-refundable deposit for the first class HERE

Sure, here’s a short video:

The course is enriched by video presentations and other professional resources from Mesila and includes a training manual and reading material. There are simulations during the course. In addition, to help participants apply the methods learned, Mesila can arrange for trainees to shadow actual trainees coaching families.

[email protected]

USA: 212-784-6780 x301 

Israel: 02-500-0475

UK: +44 33 33 44 17 11

Still have questions? Email us at [email protected] and we’ll be happy to help!

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