Financial Coach Master Training

What Even Is This?

The Coaching team’s goal at Ramsey Solutions is to train, support, and develop world class financial coaches. To train people as financial coaches, we developed our main product: Financial Coach Master Training (FCMT). FCMT is an online training course that takes users through a curriculum of video lessons and quizzes to teach the fundamentals of being a financial coach.

Besides the actual lessons, there are live group development calls that students are required to book with our in-house coaches to receive more teaching and practice. Further, there are a plethora of resources—whether video, audio, or print—that are accessible for more topical information or to have on hand as tools.

Languages & Frameworks

  • Ruby on Rails
  • JavaScript
  • SCSS
  • ERB

Relevant Tools & Services

  • JW Player
  • ScheduleOnce
  • Stripe
  • Klaviyo
  • Google Analytics

Highlights

Design Updates

As the front-end developer for the Coaching team, a lot of my time on this project was spent implementing design updates that would modernize the product as well as make the user experience more intuitive.

Video Library

Separate from the video lessons, we needed to create some kind of video library to house bonus lessons that we wanted to share with the users. Unlike the rest of this app, the video library simulates more of a single page app experience, with each of the videos reloading without a page refresh.

Rewards

When a user progresses to certain checkpoints in the course, they unlock special gifts as rewards for their progress. While most of the rewards involve some kind of downloadable, one reward gives access to another one of our company’s products.

In order to make this reward work, it required collaboration with the team that owns the other product, using a voucher system to bypass any necessary payments.

User Access

When the back-end developer for our team left, I took on more of a full-stack role. In particular for this product, I worked a lot on updating the user access and experience based on what they purchased. With several different types of users and multiple different states a user could be in, the user permissions quickly became a lot to manage.