Financial Well-Being Certificate

Personal financial well-being  is a topic seldom discussed, yet primary to clients’ health and well-being. Focused on coaching techniques based in storytelling, trainees will focus on the subconscious dimensions of financial well-being that disrupt clients’ performance and goal achievement. With a better understanding of the stories we tell ourselves related to our wealth and self worth, trainees will be able to recognize underlying obstacles to clients’ success. Trainees will learn the foundational tools, structures, and ethics needed to form successful coaching partnerships that honor both the coach and client.

 This three course series serves as the foundation of Mentor Agility’s premier certification programs. In addition to coaching principles, trainees will learn Mentor Agility’s novel take on the coaching structure- The Hero’s Journey® Change model. This model paired with an evidence based learning framework will allow coaches to understand and enter into the client’s story guiding them to success. 

“The tales we tell hold powerful sway over our memories, behaviors and even identities . . .”

American Psychological Association

Certification Details

Certificate Requirements

  • Courses Included in this Certificate-
    • Introduction to Raconteur Coaching
    • Ethics, Coaching Engagement and Financial Well-Being
    • Hero’s Journey Change Model
  • Language – English
  • Prerequisites – High School Degree
  • Continuing Education – 36 Hours / CE Units
  • Financial Well-Being Certification Total Investment – $2,520
  • Save over $500 now through June 15th 2022
  • Buy all three classes for the package price and save!

ONLY $2,016

Terms and Conditions


  •  Schedule: Starts June 15th Ends August 3rd
  • Times: Course dependent


  • Understand the concepts of financial well-being and its importance to overall well-being
  • Recognize the subconscious financial well-being stories that disrupt clients performance and goal achievement
  • Apply coaching techniques with clients that develop their problem-solving and self-efficacy
  • Utilize the HERO’S JOURNEY® Change model with clients to develop their coaching plan and next steps


Dr. Julie Elledge

Julie Elledge

Learn More


Q – Can I take this program online?

A – This certification is a fully remote, in-person digital course. Coaches have the advantage to interact with their peers and receive mentor feedback through the Mentor Agility Creator Space. 

Q – Is Healthcare and Organizational Leadership Coaching a certificate program? 

A – This course was developed as a specialization certificate program to indicate the level of commitment and expertise needed to complete the course. Students that complete the course receive a certificate and have the option of earning continuing education credits for ICF and NBC-HWC.

Q – Are there any prerequisites for this certificate? 

A – This certificate is designed to teach the fundamentals of leadership coaching alongside business development.

Q – Will I have a chance to practice coaching? 

A – Yes, application of skills is essential to the learning process. Coaches will receive practice coaching and are encouraged to interact with their peers in the private Mentor Agility Creator Space.

Q – I have additional questions, how do I contact you? 

A – Please send us an email at

Q – What is your cancellation policy? 

A – Please click Here for our cancellation policy

“Your life is a journey. Your journey is your story. When you accept the power to change your story, you change the arc of that journey. That’s how you can best assume the power to change your life.”

Dr. Julie Elledge

Creator of Raconteur Coaching

Certificate Courses Details

*Click a course title below to learn more about Continuing Education Units, Schedules, and Investment.

Introduction to Raconteur Coaching

Storytelling is art. Interpreting story is coaching. In this foundational course, learn how story and coaching meld together to create transformative experiences. Dive deep into storytelling methods and learn the foundations of story structure through the lens of Joseph Campbell. From his perspective on mythology, you will learn how Mentor Agility relates story directly to the  coaching structure and models of behavioral change.

Course Objectives

  • Demonstrate the session agreement and design
  • Identify storytelling concepts in coaching
  • Explore Raconteur storytelling methods
  • Facilitating client growth

Course Details

  • Format – Live (one 2 hour Zoom class) & self-paced
  • Schedule – June 15th, 2022
  • Time  – 10 AM – 12:00 PM MST (Denver)
  • Weekday – Wednesday
  • CE Units – NBC-HWC: 6 CE units ICF: 6 CE units (4 CC/ 2 RC)
  • Instructor – Dr. Julie Elledge
  • Investment – $420.00

Enroll Now

Financial Well-Being, Ethics & Coaching Engagement

Central to a client’s story, financial well-being can lurk in the shadows of conscious awareness with the power to derail or optimize clients’ performance and goal achievement. By exploring financial mindsets, ethics, and coaching agreements, this class sets the stage for successful coaching partnerships that honor both the coach and the client.

Course Objective

  • Compare coaching agreements with financial well-being 
  • Analyze the ethical competencies and the coaching agreement
  • Examine the scope of practice for coaches
  • Explore financial coaching and financial well-being coaching

Course Details

  • Format – Live  & Self-Paced
  • Schedule – June 22nd, 29th, July 6th 2022
  • Time  – 10 AM – 12:00 PM MST (Denver)
  • Weekday – Wednesday
  • CE Units – NBC-HWC: 8 CE units ICF: 8 CE units (6 CC/ 2 RC)
  • Instructor – Dr. Julie Elledge
  • Investment – $560.00

Enroll Now

Hero’s Journey® Change Model

The Hero’s Journey® Change Model presents a novel representation of the behavior change process and coaching core competencies. The eight-stage process engages and inspires clients to see themselves as the hero of their own story to break through barriers and reach a heroic life states of actualized potential.

By combining storytelling methods with the coaching structure, coaches will learn to map out a client’s journey based on their stage of change and individualize the coaching process to meet client’s needs.

Through the Hero’s Journey® Change Model, coaches can engage clients on their own hero’s path to rewrite their story in an inspired direction of transformational change.

Course Objectives

  • Apply the Hero’s Journey® Change Model with clients to identify their stage in the change process
  • Assess which coaching techniques to use based on clients’ stage of the Hero’s Journey® Change Model
  • Demonstrate ability to co-create opportunities with the client for ongoing learning
  • Design action steps based clients stage in the Hero’s Journey® Change Model

Course Details

  • Format – Live (2 hour Zoom classes) & Self-Paced
  • Schedule – July 13th, 20th, 27th, August 3d 2022
  • Time  – 10 AM – 12:00 PM MST (Denver)
  • Weekday – Wednesday
  • CE Units – NBC-HWC: 22 CE units ICF: 22 CE units
  • Instructor – Dr. Julie Elledge
  • Investment – $1,540.00

Enroll Now

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