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 * Certifications for Financial
   Educators & Coaches
    * Financial Educator Certifications
      
      Leading training for financial educators: Certified Financial Education
      Instructor® & Accredited Personal Finance Instructor℠, Custom Training
      Options
      
      Learn More
    * Financial Coaching Certifications
      Leading training for financial coaches and counselors: Certified Personal
      Financial Wellness Consultant℠, Accredited Personal Financial Wellness
      Consultant℠
      Learn More
    * Content Development Recognition
      Distinguished Personal Finance Content recognition is for organizations
      that have proven their competency in developing financial education
      content that aligns with best practices.
      Learn More
    * Learner Badging & Certification
      Topic badges and certifications demonstrate that participants possess the
      capabilities to make informed decisions on financial topics.
      Learn More
   
   
 * Resources for Financial
   Educators & Coaches
    * Financial Education – Turnkey Programming & Resources
      Systems, resources, and expertise that optimize financial education
      program development and reduce barriers to entry.
      View Packages
    * Financial Coaching – Complete System & Resources
      Fully-integrated financial coaching program to effectively build your
      coaching practice and serve clients in the best possible manner.
      View Packages
    * Complimentary Training Webinars (Educators & Coaches)
      Comprehensive training for those looking to build or improve a financial
      education and/or financial coaching practice.
      Learn More
    * Private Label & Custom
      Branding
      Private-label branding that perfectly matches your brand look and feel,
      with custom content options
      Learn More
   
   
 * Community Opportunities
   for Corporate Partners
    * United for Financial
      Literacy℠
      Join the NFEC’s state chapters working toward supporting states in their
      efforts to advance financial literacy.
      Learn More
    * Targeted Community
      Opportunities
      Custom campaigns in geographic areas where patrons seek to advance
      economic empowerment via financial education.
      Learn More
    * Corporate Social Responsibility & CRA
      Tailored social impact initiatives with KPIs that demonstrate positive
      community impact.
      Learn More
    * Connect with NFEC
      Audience
      Build relationships with our nationwide network of individuals who feel
      passionate about promoting financial wellness.
      Learn More
   
   
 * Standards, Research,
   & Advocacy
    * Standards
      The NFEC sets industry standards for financial educators and financial
      counselors that are referenced by organizations around the globe.
      View Standards
    * Research
      Financial literacy research to disseminate empirical data and professional
      opinions to the industry.
      Access Research
    * Advocacy
      Join the movement to promote financial literacy education and help support
      people to work toward greater financial wellness.
      Advocacy Campaigns
   
   
 * About & Mission
    * About: Mission, Vision, History, & Values
      The mission, vision and values propelling the NFEC towards a better future
      for a financially educated globe.
      Mission & Values
    * Accreditation: ANSI/IACET Education Standard
      IACET Accredited Provider – offers IACET CEUs for its learning events that
      comply with the ANSI/IACET Standards.  
      NFEC Accreditation
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      A Certified B Corporation the NFEC meets the highest standards for
      socially responsible commerce – social impact & reports.
      NFEC Social Impact
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       Counseling
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     * Financial Literacy Training
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   * Certification Verification
 * 


 * Certifications for Financial
   Educators & Coaches
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 * Resources for Financial
   Educators & Coaches
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   * Financial Coaching – Complete System & Resources
   * Complimentary Training Webinars (Educators & Coaches)
   * Private Label & Custom
     Branding
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   for Corporate Partners
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     Literacy℠
   * Targeted Community
     Opportunities
   * Corporate Social Responsibility & CRA
   * Connect with NFEC
     Audience
 * Standards, Research,
   & Advocacy
   * Standards
   * Research
   * Advocacy
 * About & Mission
   * About: Mission, Vision, History, & Values
   * Accreditation: ANSI/IACET Education Standard
   * Social Impact: Certified B Corporation™ & Annual Reports
   * Team, Advisory Board &
     Contributors
 * Contact & Login
   * Contact & Support
   * Client Login
   * Articles
     * Financial Educator Training & Certification (CFEI®)
     * Education Resources: Presentations, Curriculum, & Online Learning
     * Book a CFEI®: Speaker Requests & Full Program Management
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       Counseling
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     * Teaching Financial Literacy
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     * Financial Literacy Curriculum
   * Certification Verification




Financial Literacy Education & Financial Coaching – National Financial Educators
CouncilTrevor Stoll2024-03-07T22:03:18+00:00

WE EMPOWER FINANCIAL WELLNESS CHAMPIONS

The National Financial Educators Council is a leading provider of independent
financial wellness resources. We empower a global team of financial wellness
champions with the resources, training, and opportunities to effectively support
others in their communities to work toward greater financial security.





NFEC’S MISSION, SOCIAL VISION, & VALUES

In partnership with our champions, we are creating a world where people are
informed to make qualified financial decisions and confidently take effective
financial action that best helps them meet their basic human needs and moves
them toward fulfilling their personal, family, and global community goals.


EMPOWERMENT

Mobilize, develop, & empower community champions.


INDEPENDENCE

Unbiased financial wellness resources that set industry standards.


LEADERSHIP

Spearhead financial wellness via advocacy, awareness, & partnerships.




WE SUPPORT THESE FINANCIAL WELLNESS CHAMPIONS


YOU WANT TO MAKE A DIFFERENCE IN PEOPLE’S FINANCIAL LIVES, BUT YOU NEED GUIDANCE
AND RESOURCES TO SUPPORT YOUR VISION. THAT’S WHERE WE COME IN.




FINANCIAL EDUCATORS

For people looking to teach groups, we provide turnkey systems with all the
necessary tools to build an effective, scalable financial wellness program.

Training: Certified Financial Education Instructor℠ training.

Financial Education Resources: Curriculum, Online Learning, Ongoing Education.

Turnkey Financial Literacy Programs: Everything Needed to Build & Fund Programs.

Learn More



FINANCIAL COACHES

For people looking to provide one-on-one coaching, we provide a complete turnkey
financial coaching program with everything you need to build a successful,
effective practice.

Coach Training: Certified Personal Financial Wellness Consultant℠.

Client Resources: Coaching Software, Education Recourses, Communications.

Turnkey Coaching Practice: Systems & Resources to Run, Manage, and Grow a
Coaching Practice.

Learn More



ORGANIZATIONS SEEKING PROGRAMMING

For groups looking to empower their organizations with financial wellness, we
provide diverse programming options.

Speakers: Directory of NFEC Certified and Accredited Graduates.

Managed Programs: Designed to Meet Each Organization’s Unique Needs.

Accredited CEUs: Custom Coursework with Recognized CEUs.

Learn More



COMMUNITY LEADERS

Sponsorship opportunities for FIs seeking to empower their communities, fulfill
their Corporate Social Responsibility (CSR) goals, and meet business growth
objectives.

Social Impact: Align your brand with financial education that empowers your
community.

Exclusive Geographic Area: Be the only financial service provider in your
category.

Benefits Package: Addresses core business and CSR objectives of the financial
industry.

Learn More



ROOTED IN PROVIDING EDUCATIONAL-GRADE RESOURCES THAT DELIVER A SOCIAL IMPACT




ACCREDITATION

As an IACET Accredited Provider, the NFEC offers IACET CEUs for its learning
events that comply with the ANSI/IACET Continuing Education and Training
Standard.




SOCIAL IMPACT

As a Certified B Corporation, the NFEC meets the highest standards for socially
responsible commerce, using the power of business to build more sustainable
economies.




STANDARDS

The NFEC set industry standards for the financial education and financial
coaching industry These standards are used to review and recognize programs that
align with these standards.





Advocacy Campaigns

The NFEC spearheads the financial wellness movement around the world through
advocacy and raising awareness. Our campaigns are focused on promoting financial
wellness through:

 * Advocating for the adoption of financial literacy programming in schools.

 * Encouraging individuals to work toward greater financial strength.

 * Getting families involved in teaching kids about money.

 * Sharing research with the industry to empower broader advocacy.


Participate in Our Monthly Advocacy Campaigns



FEATURED CAMPAIGN: UNITED FOR FINANCIAL LITERACY


Join the United for Financial Literacy Campaign



ACCESS COMPLIMENTARY FINANCIAL EDUCATION RESOURCES

We commend you for your interest in championing a financial education
initiative. We hope these complimentary financial literacy resources and
training will help you reach more people with high-quality financial education
programming.

 

Access your complimentary financial education package, which includes:

 
 * Presentation & Workshop Materials
 * Online Learning Center Access
 * 6-part Training Course: Build a Financial Literacy Program
 * Funding & Revenue Resources for Your Industry
 * Standards & Teaching Framework Resources
 * Testing, Worksheets, Handouts, & More


 

BY ACCESSING THE NFEC’S MATERIAL, YOU AGREE TO COMPLY WITH THE FULL TERMS.

We Have Helped Over 6,300 Clients – Individuals & Organization of All Sizes –
Deliver Top-quality Financial Education Programming





ADDITIONAL INFORMATION


BUILDING A FINANCIAL LITERACY EDUCATION OR FINANCIAL COACHING PROGRAM?

WE EMPOWER FINANCIAL WELLNESS CHAMPIONS

Providing the Resources, Training, & Support to Financial Educators & Financial
Coaches Called to Help Communities Work Toward Greater Financial Well-being.



HOW WE EMPOWER YOU – THE FINANCIAL WELLNESS CHAMPION



You want to make a difference in people’s financial lives, but you need
resources & guidance to support your vision. That’s where we come in.

We provide educational-grade resources, vetted training, and systems that reduce
the cost, time, and personnel needs required to build an effective, scalable
financial wellness program. You receive a complete system that allows you time
to focus on helping your community work toward a better financial situation.

THE NFEC’S
ROLE

HOW WE SUPPORT
YOUR EFFORTS





PROVIDE TRAINING & CREDENTIALS


SHARE RESOURCES & MATERIALS


SUPPORT YOUR PROGRAM DEVELOPMENT


PROMOTE YOUR PROGRAMS & ADVOCACY


PROVIDE BUSINESS & FUNDING ASSISTANCE




NFEC SOCIAL PERFORMANCE GOALS

EMPOWERING FINANCIAL WELLNESS CHAMPIONS





DELIVER TURNKEY & SCALABLE PROGRAMS THAT CAN BENEFIT YOUR COMMUNITY WELL INTO
THE FUTURE


REDUCE THE TIME & COST OF DEVELOPING A TOP-QUALITY PROGRAM AND POSITION YOU AS A
RESPECTED PROVIDER


RAISE AWARENESS & PROVIDE OPPORTUNITIES FOR CHAMPIONS




OUR SHARED OUTCOME GOALS

IMPROVING PEOPLE’S FINANCIAL SITUATIONS





MAKE A MEANINGFUL DIFFERENCE IN PEOPLE'S LIVES BY HELPING THEM WORK TOWARD
FINANCIAL SELF-SUFFICIENCY, INDEPENDENCE, AND SECURITY.




ABOUT THE NFEC

The National Financial Educators Council is a leading provider of independent
financial wellness resources that empowers a global team of financial wellness
champions with the resources and training they need to effectively support
others in their communities to work toward greater financial security.

Solutions for Financial Wellness Champions


FINANCIAL EDUCATION SOLUTIONS

For those seeking to teach financial literacy to groups.

Learn More


FINANCIAL COACHING SOLUTIONS

For those working 1 on 1 with people as a financial counselor or coach.

Learn More


COMMUNITY FINANCIAL WELLNESS

For sponsors seeking to provide financial wellness programming to their local
community.

Learn More

Advocacy Campaigns

The NFEC spearheads the financial wellness movement around the world through
advocacy and raising awareness.

Our campaigns are focused on promoting financial wellness through promoting the
adopting of financial literacy programming into schools, encouraging individuals
to work toward greater financial strength, getting families involved in teaching
kids about money, and sharing research with the industry to empower broader
advocacy.

Participate in Our Monthly Advocacy Campaigns


WE HELP INDIVIDUALS & ORGANIZATIONS BUILD TOP-QUALITY FINANCIAL EDUCATION
PROGRAMMING THAT DELIVERS BETTER RESULTS AND MAKES A MEANINGFUL DIFFERENCE IN
THE LIVES OF THE PEOPLE YOU SERVE


HOW?


BY PROVIDING EDUCATIONAL-GRADE FINANCIAL LITERACY RESOURCES, TRAINING, AND
SYSTEMS THAT REDUCE THE COST, TIME, AND PERSONNEL NEEDS REQUIRED TO BUILD AN
EFFECTIVE, SCALABLE FINANCIAL EDUCATION PROGRAM.

Our Mission
Popular Solutions


PERSONAL FINANCE EPIDEMIC

Financial illiteracy and personal financial problems have reached epidemic
level.

Little is being done – personal finance is not taught at most schools or by most
parents. People are still learning about money via the “school of hard knocks”
and have few trusted sources for content with true educational value. This
situation leads many to persistent long-term financial problems, obstacles, and
stress.

Financial education and personal coaching programs led by champions around the
globe have mobilized to tackle the financial illiteracy epidemic; yet most of
them need financial education resources, support, and guidance to make a
meaningful difference.


OUR MISSION

Empower individuals and organizations that are seeking to build or enhance a
financial education or coaching program by providing resources, training, and
expertise that reduce the cost per impact, deliver measurable results, and
maximize learner achievement so programs are in a better position to scale and
empower communities with a critical life skill – financial literacy.

We reduce the cost and increase the impact and speed at which individuals and
organizations can participate in the movement to encourage a financial education
in a way that makes a meaningful difference.


OUR CORE COMPETENCIES INCLUDE


TRAIN, EQUIP & SUPPORT

Over 80 financial literacy assets which can be branded to meet your
organization’s objectives.

Learn More


DESIGN, DEPLOY & SCALE

A global team of facilitators to handle managed solution or sponsorship
opportunities for your business.

Learn More


ADVOCATE, RESEARCH & FUND

Innovative promotional strategies and promotes research for 100% independent
education.

Learn More


TRAIN, EQUIP, SUPPORT

The NFEC offers training and certification for financial educators and coaches.
Once trained, we empower individuals and organizations with do-it-yourself (DIY)
financial education programming packages that help reduce the cost, time, and
personnel needed to implement a successful financial education initiative. With
over 80 financial literacy assets that can be branded to meet your
organization’s objectives, we are positioned to provide you the tools to
successfully deliver programming that makes a measurable difference in your
community.

Certifications
Education Resources
Custom Branding
Turnkey Packages


TESTIMONIALS

“We chose to provide the NFEC curriculum as part of our outreach in Pennsylvania
because it balances practical application with core educational standards. The
lessons are engaging making it enjoyable for teachers and students alike. We
also liked that it incorporates a comprehensive educator training program to
empower those delivering the information with the tools to maximize the
effectiveness of the coursework.”

-Erica K. Jackson, Director Center for Financial & Consumer Outreach, Penn State
University

“Working with the NFEC was an excellent opportunity for us to learn and perfect
our implementation strategies for our outreach program. Receiving the training
and becoming certified by the NFEC has given the program the extra boost and
noteworthiness. Since our certification has become public, we’ve received
several calls from community service organizations and summer camps interested
in our youth financial education program.”

-Kimberly Knox, Financial Education and Marketing Coordinator, NCMSC

“We just received the Financial Literacy Event Report. Wow! This is fantastic!
We can easily show our board how much students learned. We’ve just begun
planning our summer conference and would like to offer the scholars your amazing
financial workshop. Are you available on August 8th? Same time as last year.
Thank you again! I can’t wait to share this.”

-Joanna Mueller, Program Director, Simon Family Foundation

“They [students] got a lot from the event and it’s motivating them in the class
according to some of the teachers. I love it that the community I have lived in
for so long has been so blessed by all of this. Thank you so much for all you
do. What you have put together is so great.”

-Karen Troester, Vice-President, US Bank


DESIGN, DEPLOY, SCALE

For those who seek a managed solution or sponsorship opportunities, the NFEC and
our global team of facilitators can handle all aspects of your financial
education and coaching programming. From program design and development, through
execution and measurement, to data-driven program expansion, the NFEC deploys
programs that make a measurable difference in the financial capabilities of your
audience while simultaneously meeting your organizational objectives.

Program Development & Management
Book Speakers
Sponsorships


ADVOCATE, RESEARCH, FUND

Creating lasting change requires data, money, and adoption. The NFEC advocates
for the financial literacy movement though innovative promotional strategies and
promotes research focused on 3 core areas: evaluation of strategies that guide
programming for maximum impact, financial educator best practices, and learner
standards. Our social enterprise model allows us to fund our philanthropic
footprint, which targets select communities with 100% independent education.

Advocacy Campaigns
Standards
Participate in Promotions
Research


ABOUT

The National Financial Educators Council is an IRS-recognized Public Benefits
Organization dedicated to creating a world where people are informed to make
qualified financial decisions that improve their lives, the lives of their loved
ones, and the lives of people they reach around the globe.

As the leading provider of educational-grade financial literacy resources, the
NFEC has developed more than 80 financial literacy assets designed to provide
practical education, raise awareness, and help ensure maximum program impact
well into the future.

As a financial literacy advocate and thought leader, the NFEC delivers data and
promotional opportunities that further the financial education and coaching
industry. This approach to promoting financial literacy engages the whole
community in the financial education process to present a far-reaching,
appealing, sustainable program.


FINANCIAL EDUCATION LEADS TO FINANCIAL LITERACY

The stock market may be going up; however the financial wellness of citizens
across the country continues to decline. The continuing global economic crisis
is impacting lives and the average person still face epic financial struggles.
In today’s age, the need for financial education has never been higher.

The National Financial Educators Council (NFEC) is committed to addressing the
issues associated with financial illiteracy. The NFEC offers a broad range of
financial education programs, services, and personal finance resources available
to address this need and bring the financial literacy message to communities
around the globe. The National Financial Educators Council is an independent
company with social enterprise business model. The NFEC’s team has designed
and/or reviewed more than a thousand financial literacy programs and developed
best practices for teaching personal finance.

The NFEC’s focus on financial education, awareness, and sustainability help
organizations develop successful money management programming. Through
independent and unbiased financial education resources, programs and training
people are empowered with personal finance lessons that can change lives. The
NFEC’s holistic approach to teaching financial literacy not only empowers, it
also builds global awareness about the financial education movement.

The money management certification and school financial literacy curriculum form
just a portion of the vast array of financial education services, programs and
resources the NFEC developed – over 80 financial literacy assets in total. To
accomplish their mission of providing the masses access to personal finance
resources, the NFEC has turnkey financial education campaigns to meet the needs
of a wide range of organizations. All ages are served – from PK to adult
financial education. (Read more and learn the answer to the question – what is
financial literacy)

The entire financial literacy curriculum offered has been reviewed the NFEC
Curriculum Advisory Board formed of personal finance educators, professionals,
and other experts. The Advisory Board ensure that the financial education lesson
plans are engaging, effective and evidence-based. Hands-on activities and
age-appropriate games ensure that the participants retain the personal finance
skills that can benefit them throughout life.

For the NFEC, measuring success is another key component the financial literacy
programs. Surveys, pre- and post-tests, indicate the impact of the personal
finance initiative. Garnering empirical evidence that these money management
lessons really work attracts funding, media coverage, and community awareness –
in turn these benefits help to build a lasting, sustainable financial literacy
program that continues to serve the community in the long-term.

NFEC financial literacy curriculum and campaigns are proven effective and have
been aligned with educational standards. The materials use fun personal finance
games and practical financial education activities that bridge the gap between
theory-based education and real-life application. Organizations are able to
leverage the NFEC’s financial education courses and other resources to build
comprehensive financial literacy campaigns that have a measureable impact on the
whole community.

The National Financial Educators Council’s team is made up of people with a
passion for helping others. They have demonstrated their dedication to improving
the financial capabilities of those they serve and promote the need for personal
finance education. Their efforts continue well past Financial Literacy Month and
they are working year round to deliver financial education where it is needed
most. The NFEC welcomes those with a shared vision to work with our organization
– whether you desire to teach a personal finance class or launch a full-scale
financial literacy campaign – the NFEC provides turnkey solutions.

Those who desire to gain the credibility and knowledge to start teaching
financial literacy, the National Financial Educators Council offers
highly-respected financial literacy certification program. The CFEI program has
recently been expanded to include a comprehensive research guide that covers the
global best practices for teaching personal finance. The Certified Financial
Education Instructor course prepares graduates to present the financial literacy
curriculum effectively and with confidence. Graduates of the CFEI coursework are
eligible to become a member of the NFEC’s Personal Finance Speakers Association
(PFSA) – the first national speakers’ bureau dedicated to financial literacy
topics. The PFSA provides personal financial literacy educators a way to connect
with organizations and fulfill their speaking needs.


HOLISTIC APPROACH TO FINANCIAL EDUCATION ENSURES SUCCESS

The NFEC is a financial education resource provider that supports organizations
seeking to share practical money management lessons with their communities.
These solutions reduce the time, cost, and personnel required to establish an
effective financial education program.

The NFEC offers comprehensive financial literacy training and materials,
including over 80 personal finance assets that are available to organizations
and individuals. You will find complete turnkey solutions for your financial
literacy programming needs.

Education, Awareness, and Sustainability—these three components form the
cornerstones of a successful financial education program, says the National
Financial Educators Council (NFEC). The NFEC is an independent, financial
education services company dedicated to the promotion of unbiased financial
education resources. They have adopted a holistic approach to teaching personal
finance wellness. This approach not only empowers people with money management
lessons that can change their lives. It also builds global awareness about the
financial literacy movement and initiatives that become sustainable over time.

Education: The NFEC is a 100% independent educational organization. The
materials they have created focus solely on improving the financial capabilities
of individuals and communities. That is, the NFEC curriculum, lesson plans,
and/or speakers never serve as commercial tools to sell products or services.
All their resources are based on the latest research and best practices for
financial education.

The NFEC has chosen a social enterprise business model. Thus they make their
financial education resources available complimentary to a wide range of
audiences including individuals, teachers, schools, colleges, financial
professionals, and non-profits. These financial literacy resources have been
created with one goal in mind: to improve financial capabilities. From preschool
kids to mature adults, classes and curriculum are available for participants at
any life stage.

All the courses that make up the NFEC curriculum programs are practical in
nature. While participants learn about personal finance, they also rehearse
important skills they can apply to real-world situations. People from all
demographics feel empowered and entertained by the fun games and activities
these classes employ. Participants in the NFEC’s financial education courses
have reported feeling much more competent to manage their own money.

All the financial education assets the NFEC promotes were developed in
collaboration with a Curriculum Advisory Board comprised of respected financial
literacy experts, educators, and financial professionals. The NFEC’s extensive
resources include curriculum, lesson plans, speakers, a certification program,
consultation services, and technical assistance to obtain grants and other
funding.

Awareness: No program can achieve success if no one knows about it. That’s why
the NFEC’s business plan demonstrates a commitment to raising awareness about
the financial literacy movement. Promotion and advocacy form important pieces of
all NFEC initiatives. The targeted individuals and communities become involved
in the financial education process, maximizing program reach and impact.

When schools and other community groups enter into partnership with the NFEC,
they gain access to high-profile media messaging and celebrity endorsements that
allow them to reach and influence more people.

A further channel through which to spread the financial literacy education
message can be found in the NFEC’s Personal Finance Speakers Association. This
group is the first money management speakers’ bureau to be founded at the
national level in the U.S. This speakers’ association provides trained,
motivational personal finance speakers to speak at events all around the world –
from financial education for children events to keynote financial literacy
events for those in the financial literacy industry.

Sustainability: Another NFEC prime objective is to ensure that its campaigns are
sustained in communities over time. One of the best ways to build sustainability
is making sure the financial education resources continue to be cutting-edge and
effective.

Collaboration supports sustainability as well. By aligning financial literacy
programs with the objectives of school and college clients, non-profit groups,
sponsors, and other partners, the NFEC secures long-term support to give
financial education lasting power.

Behind every successful financial education campaign stands a talented,
committed team. The NFEC team is made up of people with a passion for helping
others. Their dedication to improving financial capabilities while raising
awareness about the widespread need for money management education has earned
public commendation and media recognition. The NFEC offers multiple modes for
individuals and organizations alike to get involved in spreading the financial
literacy message. Whether you are inspired to teach classes designed to provide
financial education for kids, receive certification, or launch a full-scale
campaign, the NFEC has a financial education solution that’s been proven to
work.

The NFEC provides financial education services and promotions. From financial
literacy month events and personal finance for kids programming to financial
literacy tests and financial literacy grants – the NFEC is a resource provider
with over 80 educational and promotional to serve you.

Learn about our state chapters and statistics for individual states.


The NFEC is a social enterprise organization committed to creating a world where
people are informed to make qualified financial decisions that improve their
lives, the lives of their loved ones, and the lives of people they impact around
the globe.

National Financial Educators Council 400 S 4th St. #500; Las Vegas, NV 89101


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