Become a Lunch Money Certified Coach

Introducing a new way to grow your financial coaching practice through community, collaboration and modern tools

This program equips financial coaches to master Lunch Money, stand out with certification, and guide clients toward better financial outcomes. Learn more about the program below and apply to be part of our next cohort!

What You'll Gain

🤝 Dedicated support

Get hands-on guidance from our team to master both the basics and advanced features of Lunch Money.

📇 Directory profile

Feature your niche and coaching style in our public directory to draw clients who are the right fit.

🌐 Community visibility

Tap into the large and diverse Lunch Money community with visibility in the official blog, newsletter, and Discord.

🧰 Modern coaching toolkit

Adapt your coaching to every client’s unique needs with the power and flexibility of Lunch Money.

🚀 Early program momentum

Gain recognition as part of the founding group of certified coaches shaping the future of our community.

🌟 Networking opportunities

Connect with fellow certified coaches to share strategies, collaborate, and grow together.

Program Structure

This seven-week program combines live, cohort-based learning with three to five hours of weekly commitment. You’ll get direct instruction, plus ongoing support and community in our dedicated Discord channel.

🎯 Week 1: Lunch Money & You

Learn what makes Lunch Money special—from our story and team to our community and philosophy—and get excited to be part of the journey.

⚙️ Week 2: Core Operations

Explore the core features of Lunch Money (categories, transactions and accounts) and build a solid foundation for using the app with confidence.

📊 Week 3: Advanced Features

Get familiar with Lunch Money’s advanced features (budgets, rules and reports) and deepen your understanding of how to make the most of the platform.

👥 Week 4: Getting Started with Clients

Connect with a real Lunch Money user for a two-week session and begin crafting your directory profile to highlight your strengths and connect with future clients.

✍️ Week 5 and 6: Practice and Blog Post

Put your skills into practice during your live coaching session and create a blog post that showcases your expertise within the Lunch Money community.

🎤 Week 7: Showcase

Conclude with a casual showcase to share takeaways, celebrate wins, and stay connected with fellow coaches as part of the growing Lunch Money community.

Ready to Grow Your Coaching Practice?

We’re excited to build a network of trusted financial coaches who use Lunch Money to deliver clarity and confidence. Apply now to be considered for the first cohorts.

Apply to be a Lunch Money certified coach

FAQs

What is the goal of your certification program?

In short, this program is designed to help you master Lunch Money so you can serve clients with confidence, grow your business, and give our users access to expert guidance we can’t always provide.

Who is this certification intended for?

This certification is designed for coaches who want to build credibility, gain visibility in our community, and expand their coaching toolkit with Lunch Money.

What will I be able to do after completing the program?

By the end of the certification, you’ll be able to:

  • Master Lunch Money tools: Learn and practice both foundational and advanced features of the platform, confidently navigate every function, and set up complete budgets quickly and effectively.
  • Deliver powerful client experiences: Collaborate through shared budgets, transaction reviews, and real-time synced data while tailoring Lunch Money to unique client needs and keeping them motivated.
  • Troubleshoot with confidence: Solve common issues independently and apply Lunch Money’s flexibility to recommend the right features in any situation.
  • Grow your coaching business: Demonstrate credibility with Lunch Money certification, gain visibility in our directory, attract clients through guest publishing, and expand your reach in our blog, socials, and Discord.
  • Build skills through practice and community: Hone your coaching approach by working with volunteer clients from the Lunch Money community, represent our mission with confidence, and connect with a growing network of certified coaches.

Is this certification more focused on budgeting tools or broader financial planning concepts?

The emphasis of this program is on budgeting and expense management specifically through Lunch Money, and how you can apply that within your existing financial coaching practices. This program is not designed to teach you the fundamentals of budgeting, personal finance, or how to be a financial coach.

Will it be self-paced or cohort-based?

This will be a seven-week program that combines live, cohort-based learning with three to five hours of weekly commitment. You’ll get direct instruction, plus ongoing and real-time support and community in our dedicated Discord channel.

Are there any prerequisites to joining the program?

You don’t need specific licenses to join; this certification welcomes any coach or advisor interested in growing their practice with Lunch Money. That said, our early cohorts may give preference to applicants with established practices or credentials.

When will the next cohort begin?

We just wrapped up our first cohort in December 2025 and we're looking to run our next cohort starting either in January or February 2026.

How long will the program take to complete?

You can expect the program to last seven weeks, with a weekly commitment of three to five hours.

How much will the certification cost?

Certification for early cohorts will be priced at a discount of US$350. Periodic fees may apply to maintain your partnership, directory visibility, and access to updated training as new features are released.

Are there any perks for being in the first few cohorts?

Absolutely. Being part of the first cohort means standing out as one of only a few certified coaches, gaining early visibility in our large community, receiving priority support, and helping define the future of Lunch Money coaching.
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