www.financialeducatorscouncil.org
Open in
urlscan Pro
45.33.42.105
Public Scan
Submitted URL: https://protect-us.mimecast.com/s/dQtKCxkmlkT1xynX1f8oll6?domain=nationalfinancialeducatorscouncil.org
Effective URL: https://www.financialeducatorscouncil.org/nfec-advisory-board-expansion/?utm_source=mailshake&utm_medium=email&utm_campaign=advisory_board
Submission: On September 04 via manual from IN — Scanned from US
Effective URL: https://www.financialeducatorscouncil.org/nfec-advisory-board-expansion/?utm_source=mailshake&utm_medium=email&utm_campaign=advisory_board
Submission: On September 04 via manual from IN — Scanned from US
Form analysis 2 forms found in the DOM
GET https://www.financialeducatorscouncil.org/
<form role="search" class="searchform fusion-search-form fusion-search-form-clean" method="get" action="https://www.financialeducatorscouncil.org/">
<div class="fusion-search-form-content">
<div class="fusion-search-field search-field">
<label><span class="screen-reader-text">Search for:</span>
<input type="search" value="" name="s" class="s" placeholder="Search..." required="" aria-required="true" aria-label="">
</label>
</div>
<div class="fusion-search-button search-button">
<input type="submit" class="fusion-search-submit searchsubmit" value="">
</div>
</div>
</form>POST /nfec-advisory-board-expansion/?utm_source=mailshake&utm_medium=email&utm_campaign=advisory_board#gf_217
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_217" id="gform_217" action="/nfec-advisory-board-expansion/?utm_source=mailshake&utm_medium=email&utm_campaign=advisory_board#gf_217" data-formid="217">
<div class="gform-body gform_body">
<ul id="gform_fields_217" class="gform_fields top_label form_sublabel_below description_above">
<li id="field_217_1" class="gfield gfield--type-name gfield_contains_required field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_1"><label
class="gfield_label gform-field-label gfield_label_before_complex">Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row" id="input_217_1">
<span id="input_217_1_3_container" class="name_first gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_1.3" id="input_217_1_3" value="" aria-required="true">
<label for="input_217_1_3" class="gform-field-label gform-field-label--type-sub ">First</label>
</span>
<span id="input_217_1_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_1.6" id="input_217_1_6" value="" aria-required="true">
<label for="input_217_1_6" class="gform-field-label gform-field-label--type-sub ">Last</label>
</span>
</div>
</li>
<li id="field_217_13" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_13"><label class="gfield_label gform-field-label"
for="input_217_13">Company / Organization</label>
<div class="ginput_container ginput_container_text"><input name="input_13" id="input_217_13" type="text" value="" class="large" aria-invalid="false"> </div>
</li>
<li id="field_217_20" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_20"><label class="gfield_label gform-field-label"
for="input_217_20">Position</label>
<div class="ginput_container ginput_container_text"><input name="input_20" id="input_217_20" type="text" value="" class="large" aria-invalid="false"> </div>
</li>
<li id="field_217_25" class="gfield gfield--type-radio gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--has-description field_description_above gfield_visibility_visible"
data-js-reload="field_217_25"><label class="gfield_label gform-field-label">Board Role<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="gfield_description" id="gfield_description_217_25">Select one of the three options below, and a selection of choices to further define your role will appear below. </div>
<div class="ginput_container ginput_container_radio">
<ul class="gfield_radio" id="input_217_25">
<li class="gchoice gchoice_217_25_0">
<input name="input_25" type="radio" value="Education" id="choice_217_25_0">
<label for="choice_217_25_0" id="label_217_25_0" class="gform-field-label gform-field-label--type-inline">Education</label>
</li>
<li class="gchoice gchoice_217_25_1">
<input name="input_25" type="radio" value="Financial Services" id="choice_217_25_1">
<label for="choice_217_25_1" id="label_217_25_1" class="gform-field-label gform-field-label--type-inline">Financial Services</label>
</li>
<li class="gchoice gchoice_217_25_2">
<input name="input_25" type="radio" value="Community Leadership" id="choice_217_25_2">
<label for="choice_217_25_2" id="label_217_25_2" class="gform-field-label gform-field-label--type-inline">Community Leadership</label>
</li>
</ul>
</div>
</li>
<li id="field_217_26" class="gfield gfield--type-radio gfield--type-choice gfield--width-full field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_26"
data-conditional-logic="hidden" style="display: none;"><label class="gfield_label gform-field-label">Board Role - Education</label>
<div class="ginput_container ginput_container_radio">
<ul class="gfield_radio" id="input_217_26">
<li class="gchoice gchoice_217_26_0">
<input name="input_26" type="radio" value="Elementary" id="choice_217_26_0" disabled="disabled">
<label for="choice_217_26_0" id="label_217_26_0" class="gform-field-label gform-field-label--type-inline">Elementary</label>
</li>
<li class="gchoice gchoice_217_26_1">
<input name="input_26" type="radio" value="High School" id="choice_217_26_1" disabled="disabled">
<label for="choice_217_26_1" id="label_217_26_1" class="gform-field-label gform-field-label--type-inline">High School</label>
</li>
<li class="gchoice gchoice_217_26_2">
<input name="input_26" type="radio" value="College" id="choice_217_26_2" disabled="disabled">
<label for="choice_217_26_2" id="label_217_26_2" class="gform-field-label gform-field-label--type-inline">College</label>
</li>
<li class="gchoice gchoice_217_26_3">
<input name="input_26" type="radio" value="School Administration" id="choice_217_26_3" disabled="disabled">
<label for="choice_217_26_3" id="label_217_26_3" class="gform-field-label gform-field-label--type-inline">School Administration</label>
</li>
<li class="gchoice gchoice_217_26_4">
<input name="input_26" type="radio" value="Student Loan Department" id="choice_217_26_4" disabled="disabled">
<label for="choice_217_26_4" id="label_217_26_4" class="gform-field-label gform-field-label--type-inline">Student Loan Department</label>
</li>
<li class="gchoice gchoice_217_26_5">
<input name="input_26" type="radio" value="Personal Finance Educator" id="choice_217_26_5" disabled="disabled">
<label for="choice_217_26_5" id="label_217_26_5" class="gform-field-label gform-field-label--type-inline">Personal Finance Educator</label>
</li>
<li class="gchoice gchoice_217_26_6">
<input name="input_26" type="radio" value="Parent Advocate" id="choice_217_26_6" disabled="disabled">
<label for="choice_217_26_6" id="label_217_26_6" class="gform-field-label gform-field-label--type-inline">Parent Advocate</label>
</li>
<li class="gchoice gchoice_217_26_7">
<input name="input_26" type="radio" value="Other" id="choice_217_26_7" disabled="disabled">
<label for="choice_217_26_7" id="label_217_26_7" class="gform-field-label gform-field-label--type-inline">Other</label>
</li>
</ul>
</div>
</li>
<li id="field_217_28" class="gfield gfield--type-radio gfield--type-choice gfield--width-full field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_28"
data-conditional-logic="hidden" style="display: none;"><label class="gfield_label gform-field-label">Board Role - Financial Services</label>
<div class="ginput_container ginput_container_radio">
<ul class="gfield_radio" id="input_217_28">
<li class="gchoice gchoice_217_28_0">
<input name="input_28" type="radio" value="Banks / Credit Unions" id="choice_217_28_0" disabled="disabled">
<label for="choice_217_28_0" id="label_217_28_0" class="gform-field-label gform-field-label--type-inline">Banks / Credit Unions</label>
</li>
<li class="gchoice gchoice_217_28_1">
<input name="input_28" type="radio" value="Financial Advisors / Broker Dealers & similar" id="choice_217_28_1" disabled="disabled">
<label for="choice_217_28_1" id="label_217_28_1" class="gform-field-label gform-field-label--type-inline">Financial Advisors / Broker Dealers & similar</label>
</li>
<li class="gchoice gchoice_217_28_2">
<input name="input_28" type="radio" value="Insurance Organizations / Representatives" id="choice_217_28_2" disabled="disabled">
<label for="choice_217_28_2" id="label_217_28_2" class="gform-field-label gform-field-label--type-inline">Insurance Organizations / Representatives</label>
</li>
<li class="gchoice gchoice_217_28_3">
<input name="input_28" type="radio" value="Realtors / Real Estate Sales" id="choice_217_28_3" disabled="disabled">
<label for="choice_217_28_3" id="label_217_28_3" class="gform-field-label gform-field-label--type-inline">Realtors / Real Estate Sales</label>
</li>
<li class="gchoice gchoice_217_28_4">
<input name="input_28" type="radio" value="Real Estate Financing / Mortgage" id="choice_217_28_4" disabled="disabled">
<label for="choice_217_28_4" id="label_217_28_4" class="gform-field-label gform-field-label--type-inline">Real Estate Financing / Mortgage</label>
</li>
<li class="gchoice gchoice_217_28_5">
<input name="input_28" type="radio" value="Accountants, CPAs, Tax Professionals" id="choice_217_28_5" disabled="disabled">
<label for="choice_217_28_5" id="label_217_28_5" class="gform-field-label gform-field-label--type-inline">Accountants, CPAs, Tax Professionals</label>
</li>
<li class="gchoice gchoice_217_28_6">
<input name="input_28" type="radio" value="Financial Educators, Financial Coaches & Counselors" id="choice_217_28_6" disabled="disabled">
<label for="choice_217_28_6" id="label_217_28_6" class="gform-field-label gform-field-label--type-inline">Financial Educators, Financial Coaches & Counselors</label>
</li>
<li class="gchoice gchoice_217_28_7">
<input name="input_28" type="radio" value="Other" id="choice_217_28_7" disabled="disabled">
<label for="choice_217_28_7" id="label_217_28_7" class="gform-field-label gform-field-label--type-inline">Other</label>
</li>
</ul>
</div>
</li>
<li id="field_217_27" class="gfield gfield--type-radio gfield--type-choice gfield--width-full field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_27"
data-conditional-logic="hidden" style="display: none;"><label class="gfield_label gform-field-label">Board Role - Community Leadership</label>
<div class="ginput_container ginput_container_radio">
<ul class="gfield_radio" id="input_217_27">
<li class="gchoice gchoice_217_27_0">
<input name="input_27" type="radio" value="Policymaker" id="choice_217_27_0" disabled="disabled">
<label for="choice_217_27_0" id="label_217_27_0" class="gform-field-label gform-field-label--type-inline">Policymaker</label>
</li>
<li class="gchoice gchoice_217_27_1">
<input name="input_27" type="radio" value="Media" id="choice_217_27_1" disabled="disabled">
<label for="choice_217_27_1" id="label_217_27_1" class="gform-field-label gform-field-label--type-inline">Media</label>
</li>
<li class="gchoice gchoice_217_27_2">
<input name="input_27" type="radio" value="Influencer" id="choice_217_27_2" disabled="disabled">
<label for="choice_217_27_2" id="label_217_27_2" class="gform-field-label gform-field-label--type-inline">Influencer</label>
</li>
<li class="gchoice gchoice_217_27_3">
<input name="input_27" type="radio" value="Advocate" id="choice_217_27_3" disabled="disabled">
<label for="choice_217_27_3" id="label_217_27_3" class="gform-field-label gform-field-label--type-inline">Advocate</label>
</li>
<li class="gchoice gchoice_217_27_4">
<input name="input_27" type="radio" value="Government" id="choice_217_27_4" disabled="disabled">
<label for="choice_217_27_4" id="label_217_27_4" class="gform-field-label gform-field-label--type-inline">Government</label>
</li>
<li class="gchoice gchoice_217_27_5">
<input name="input_27" type="radio" value="Business Leader" id="choice_217_27_5" disabled="disabled">
<label for="choice_217_27_5" id="label_217_27_5" class="gform-field-label gform-field-label--type-inline">Business Leader</label>
</li>
<li class="gchoice gchoice_217_27_6">
<input name="input_27" type="radio" value="Nonprofit Leader" id="choice_217_27_6" disabled="disabled">
<label for="choice_217_27_6" id="label_217_27_6" class="gform-field-label gform-field-label--type-inline">Nonprofit Leader</label>
</li>
<li class="gchoice gchoice_217_27_7">
<input name="input_27" type="radio" value="Other" id="choice_217_27_7" disabled="disabled">
<label for="choice_217_27_7" id="label_217_27_7" class="gform-field-label gform-field-label--type-inline">Other</label>
</li>
</ul>
</div>
</li>
<li id="field_217_30" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_30" data-conditional-logic="hidden"
style="display: none;"><label class="gfield_label gform-field-label" for="input_217_30">Other</label>
<div class="ginput_container ginput_container_text"><input name="input_30" id="input_217_30" type="text" value="" class="large" aria-invalid="false" disabled="disabled"> </div>
</li>
<li id="field_217_2" class="gfield gfield--type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_2"><label
class="gfield_label gform-field-label" for="input_217_2">Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_217_2" type="text" value="" class="medium" aria-required="true" aria-invalid="false">
</div>
</li>
<li id="field_217_29" class="gfield gfield--type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_29"><label
class="gfield_label gform-field-label" for="input_217_29">State<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_29" id="input_217_29" type="text" value="" class="large" aria-required="true" aria-invalid="false"> </div>
</li>
<li id="field_217_7" class="gfield gfield--type-textarea gfield_contains_required field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_7"><label
class="gfield_label gform-field-label" for="input_217_7">Your Geographic Target Market Location Details (Region, County, City, etc.)<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_textarea"><textarea name="input_7" id="input_217_7" class="textarea medium" placeholder="List city, county, or general geographic area you wish to serve." aria-required="true" aria-invalid="false"
rows="10" cols="50"></textarea></div>
</li>
<li id="field_217_23" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_23"><label class="gfield_label gform-field-label"
for="input_217_23">Option 1: Input Your Linked in URL</label>
<div class="ginput_container ginput_container_text"><input name="input_23" id="input_217_23" type="text" value="" class="large" aria-invalid="false"> </div>
</li>
<li id="field_217_22" class="gfield gfield--type-fileupload gfield--width-full field_sublabel_below gfield--no-description field_description_above gfield_visibility_visible" data-js-reload="field_217_22"><label
class="gfield_label gform-field-label" for="input_217_22">Option 2: Upload Your CV</label>
<div class="ginput_container ginput_container_fileupload"><input type="hidden" name="MAX_FILE_SIZE" value="131072000"><input name="input_22" id="input_217_22" type="file" class="large" aria-describedby="gfield_upload_rules_217_22"
onchange="javascript:gformValidateFileSize( this, 131072000 );"><span class="gfield_description gform_fileupload_rules" id="gfield_upload_rules_217_22">Max. file size: 125 MB.</span>
<div class="gfield_description validation_message gfield_validation_message validation_message--hidden-on-empty" id="live_validation_message_217_22"></div>
</div>
</li>
<li id="field_217_31" class="gfield gfield--type-checkbox gfield--type-choice gfield_contains_required field_sublabel_below gfield--has-description field_description_above gfield_visibility_visible" data-js-reload="field_217_31"><label
class="gfield_label gform-field-label screen-reader-text gfield_label_before_complex">I do not have a governing body; OR I am in good standing with my industry’s governing body(s) and will notify the Council if this standing changes at any
point during my term.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="gfield_description" id="gfield_description_217_31">I do not have a governing body; OR I am in good standing with my industry’s governing body(s) and will notify the Council if this standing changes at any point during my term.
</div>
<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_217_31">
<li class="gchoice gchoice_217_31_1">
<input class="gfield-choice-input" name="input_31.1" type="checkbox" value="I Agree" id="choice_217_31_1" aria-describedby="gfield_description_217_31">
<label for="choice_217_31_1" id="label_217_31_1" class="gform-field-label gform-field-label--type-inline">I Agree</label>
</li>
</ul>
</div>
</li>
<li id="field_217_34" class="gfield gfield--type-checkbox gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--has-description field_description_above gfield_visibility_visible"
data-js-reload="field_217_34"><label class="gfield_label gform-field-label screen-reader-text gfield_label_before_complex">I will do my best to attend virtual board meetings at least 2 times per year. [We understand sometimes the won't always
work with your schedule].<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="gfield_description" id="gfield_description_217_34">I will do my best to attend virtual board meetings at least 2 times per year. [We understand sometimes the won't always work with your schedule]. </div>
<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_217_34">
<li class="gchoice gchoice_217_34_1">
<input class="gfield-choice-input" name="input_34.1" type="checkbox" value="I Agree" id="choice_217_34_1" aria-describedby="gfield_description_217_34">
<label for="choice_217_34_1" id="label_217_34_1" class="gform-field-label gform-field-label--type-inline">I Agree</label>
</li>
</ul>
</div>
</li>
<li id="field_217_33" class="gfield gfield--type-checkbox gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--has-description field_description_above gfield_visibility_visible"
data-js-reload="field_217_33"><label class="gfield_label gform-field-label screen-reader-text gfield_label_before_complex">I understand there may be board contribution requirements that fund local financial literacy initiatives. For those in
the Financial Service Industry, a minimum contribution of $1,500.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="gfield_description" id="gfield_description_217_33">I understand there may be board contribution requirements that fund local financial literacy initiatives. For those in the Financial Service Industry, a minimum contribution of
$1,500. </div>
<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_217_33">
<li class="gchoice gchoice_217_33_1">
<input class="gfield-choice-input" name="input_33.1" type="checkbox" value="I Understand" id="choice_217_33_1" aria-describedby="gfield_description_217_33">
<label for="choice_217_33_1" id="label_217_33_1" class="gform-field-label gform-field-label--type-inline">I Understand</label>
</li>
</ul>
</div>
</li>
<li id="field_217_32" class="gfield gfield--type-checkbox gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--has-description field_description_above gfield_visibility_visible"
data-js-reload="field_217_32"><label class="gfield_label gform-field-label screen-reader-text gfield_label_before_complex">Economic empowerment of my community's citizens through financial education is an important cause to me and I want
direct involvement leading this locally.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="gfield_description" id="gfield_description_217_32">Economic empowerment of my community's citizens through financial education is an important cause to me and I want direct involvement leading this locally. </div>
<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox" id="input_217_32">
<li class="gchoice gchoice_217_32_1">
<input class="gfield-choice-input" name="input_32.1" type="checkbox" value="I Agree" id="choice_217_32_1" aria-describedby="gfield_description_217_32">
<label for="choice_217_32_1" id="label_217_32_1" class="gform-field-label gform-field-label--type-inline">I Agree</label>
</li>
</ul>
</div>
</li>
</ul>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_217" class="gform_button button" value="Submit" onclick="if(window["gf_submitting_217"]){return false;} window["gf_submitting_217"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_217"]){return false;} window["gf_submitting_217"]=true; jQuery("#gform_217").trigger("submit",[true]); }"> <input type="hidden"
name="gform_ajax" value="form_id=217&title=&description=&tabindex=0">
<input type="hidden" class="gform_hidden" name="is_submit_217" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="217">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_217"
value="WyJ7XCIzMS4xXCI6XCIwMzdlYzc0YWJmOTg0YmY0NDk2YTM2ZjA5NTM0ZTVkNVwiLFwiMzQuMVwiOlwiMDM3ZWM3NGFiZjk4NGJmNDQ5NmEzNmYwOTUzNGU1ZDVcIixcIjMzLjFcIjpcImU0OTNkNTg0M2QxMGFkZWExMWZiYTYwOWNjODhhYWE3XCIsXCIzMi4xXCI6XCIwMzdlYzc0YWJmOTg0YmY0NDk2YTM2ZjA5NTM0ZTVkNVwifSIsImFkMWZhM2VjYTBiMDM2NWU2YTBiMGJmNzFlMjg0MDE3Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_217" id="gform_target_page_number_217" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_217" id="gform_source_page_number_217" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>Text Content
Skip to content
|
Search for:
* Financial Education
* Financial Educator Training & Certification (CFEI®)
Acquire the expertise, credibility, and self-assurance to teach money
management lessons effectively.
CFEI Enrollment
* Education Resources: Presentations, Curriculum, & Online Learning
Comprehensive financial literacy education resources through multiple
mediums to enhance learning and support positive behavior molding.
Access Resources
* Turnkey Package: Complete Financial Literacy Program
Systems, resources, and expertise that optimize financial education
program development and reduce barriers to entry.
View Packages
* Book a CFEI®: Speaker Requests & Full Program Management
All speakers and directors have been Certified through the NFEC’s rigorous
training, ensuring they meet the highest qualifications.
Book Speaker
* Financial Coaching
* Financial Coach Training & Certification
Acquire the expertise, credibility, and reporting tools to be a competent
financial coach.
NFEC Financial Coach Enrollment
* Complete Coaching Program: System, Training, & Resources
Fully-integrated financial coaching program to effectively build your
coaching practice and serve clients in the best possible manner.
View Packages
* Book a NFEC Financial Coach: Individual or Organization Financial
Counseling
Acquire the expertise, credibility, and reporting tools to be a competent
financial coach.
Book an NFEC Certified Financial Coach
* 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
* Social Impact: Certified B Corporation™ & Annual Reports
A Certified B Corporation the NFEC meets the highest standards for
socially responsible commerce – social impact & reports.
NFEC Social Impact
* Team, Advisory Board & Contributors
Meet the team and advisors powering the grassroots movement for the
financial education industry around the globe.
Meet The Team
* Contact & Support
* Contact & Support
* Client Login
* Articles
* Financial Education Services
* Financial Education Workshops
* Financial Literacy Programs
* Financial Literacy Funding
* Financial Literacy Events
* Financial Literacy Test
* Financial Literacy Resources
* Teaching Financial Literacy
* Financial Literacy Education
* Personal Financial Literacy
* Financial Literacy Training
* Financial Literacy Curriculum
* Certification Verification
*
* Financial Education
* Financial Educator Training & Certification (CFEI®)
* Education Resources: Presentations, Curriculum, & Online Learning
* Turnkey Package: Complete Financial Literacy Program
* Book a CFEI®: Speaker Requests & Full Program Management
* Financial Coaching
* Financial Coach Training & Certification
* Complete Coaching Program: System, Training, & Resources
* Book a NFEC Financial Coach: Individual or Organization Financial
Counseling
* 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 & Support
* Contact & Support
* Client Login
* Articles
* Financial Education Services
* Financial Education Workshops
* Financial Literacy Programs
* Financial Literacy Funding
* Financial Literacy Events
* Financial Literacy Test
* Financial Literacy Resources
* Teaching Financial Literacy
* Financial Literacy Education
* Personal Financial Literacy
* Financial Literacy Training
* Financial Literacy Curriculum
* Certification Verification
NFEC Advisory Board ExpansionBill Field2023-03-09T21:51:35+00:00
JOIN THE FINANCIAL EDUCATORS COUNCIL’S STATE AND LOCAL ADVISORY BOARD
Are you passionate about promoting financial wellness in your community and
looking to share your expertise to support local citizens as they work toward
greater financial security?
If yes, consider joining the National Financial Educators Council’s state and
local advisory board. As an Advisory Board Member, you situate yourself in a
better position to share your knowledge with the local community and guide
financial wellness program donations to community members.
BOARD MEMBERS’ KEY TRAITS
We are seeking professionals who want to support the growth of sustainable
financial wellness programming in their communities. The following three areas
describe the core traits of an advisor qualified to help us in our quest:
PASSION
A deep belief in the importance of promoting financial wellness and a desire to
strengthen individuals, loved ones, and communities with financial education.
PARTICIPATION
Individuals and organizations that can allocate time toward financial wellness
initiatives and actively participate in Board communications.
ETHICS
Financial service professionals who have a history of serving citizens in their
communities with integrity and who exhibit the principles of respected
professionalism.
BOARD MEMBER BENEFITS
All Board member opportunities are customized to your needs and desired
outcomes. We create custom opportunities that align with your objectives and
outcomes as a show of appreciation for your participation in our board. Some of
the benefits we can include for you:
ENHANCE SOCIAL IMPACT BRAND ATTRIBUTES & BUILD BRAND EQUITY
Personalized campaigns to align your brand with the financial wellness cause and
awareness campaigns that highlight your leadership of economic empowerment
initiatives.
REACH AND INFLUENCE POTENTIAL CLIENTS & PARTNERS
Whether you want to connect with individuals or organizations, we offer custom
solutions to connect with prospects that align with your target markets.
INTEGRATE FINANCIAL WELLNESS INTO YOUR PROSPECT & CLIENT EXPERIENCE
To maximize benefits and ensure a cohesive and authentic brand experience, we
give you resources you can share with your network, prospects, and clients.
INCREASE AWARENESS & ENGAGEMENT WITH YOUR BUSINESS
Tailored advertising, promotions, and experiences built around cause-based
marketing provide your organization with greater awareness of your social impact
and overall business.
QUALIFICATIONS: PASSION FOR FINANCIAL WELLNESS & INDUSTRIES
We seek people with a passion for being involved with financial wellness
campaigns in their local areas.
The Board will include a diverse mix of professional backgrounds that will best
help the Council meet its social impact objectives across the state. We seek
individuals representing these industries:
EDUCATION
Elementary
High School
College
School Administration
Student Loan Department
Personal Finance Educator
Parent Advocate
PERSONAL FINANCE
Content Creators
Financial Educator / Financial Coach
Financial Advisors, Broker Dealers, & similar
Insurance Organizations / Representatives
Realtors, Real Estate Financing, Mortgage
Accountants, CPAs, Tax Professionals
Banks / Credit Unions
COMMUNITY LEADERSHIP
Policymaker
Media
Influencer
Advocate
Government
Business Leader
Nonprofit Leader
BOARD OF ADVISORS ROLE
The Advisory Board: We request a minimum commitment of 2 to 8 hours per year
allocated toward your advisory role. Your involvement would be publicly
displayed on our website and supporting documents. Although your role may vary
at different times, following are the main functions:
SHARE YOUR EXPERTISE
Join and participate in virtual board meetings and/or committee meetings 2 to 4
times per year.
DEEPEN UNDERSTANDING
Time allocated toward keeping up with the Council’s initiatives and evolving
community plan.
COMMUNITY CONVERSATIONS
Share your passion for and involvement with the cause to promote financial
wellness when appropriate.
NFEC’S MISSION, SOCIAL VISION, & VALUES
MISSION
The National Financial Educators Council’s mission is to provide people the
knowledge and guidance they need to foster greater financial well-being. To
accomplish that mission, we mobilize a diverse national force of financial
wellness champions and empower them with resources and training so they can
effectively support others in their communities to work toward greater financial
security.
SOCIAL VISION
In collaboration with our state champions, we are creating a world where people
are informed to make qualified financial decisions and confidently take
effective financial action that helps them meet their basic human needs and
moves them toward fulfilling their personal, family, and global community goals.
COMPLETE THE FORM FOR CONSIDERATION OF OUR STATE & NATIONAL ADVISORY BOARD
POSITIONS
We appreciate all applicants and value all people called to the movement to
promote greater financial wellness. For our Board, we are looking for specific
qualities that will help us move forward. If you are not selected, we thank you
for your submission and will keep your application on file for future
consideration.
* Name*
First Last
* Company / Organization
* Position
* Board Role*
Select one of the three options below, and a selection of choices to further
define your role will appear below.
* Education
* Financial Services
* Community Leadership
* Board Role - Education
* Elementary
* High School
* College
* School Administration
* Student Loan Department
* Personal Finance Educator
* Parent Advocate
* Other
* Board Role - Financial Services
* Banks / Credit Unions
* Financial Advisors / Broker Dealers & similar
* Insurance Organizations / Representatives
* Realtors / Real Estate Sales
* Real Estate Financing / Mortgage
* Accountants, CPAs, Tax Professionals
* Financial Educators, Financial Coaches & Counselors
* Other
* Board Role - Community Leadership
* Policymaker
* Media
* Influencer
* Advocate
* Government
* Business Leader
* Nonprofit Leader
* Other
* Other
* Email*
* State*
* Your Geographic Target Market Location Details (Region, County, City, etc.)*
* Option 1: Input Your Linked in URL
* Option 2: Upload Your CV
Max. file size: 125 MB.
* I do not have a governing body; OR I am in good standing with my industry’s
governing body(s) and will notify the Council if this standing changes at any
point during my term.*
I do not have a governing body; OR I am in good standing with my industry’s
governing body(s) and will notify the Council if this standing changes at any
point during my term.
* I Agree
* I will do my best to attend virtual board meetings at least 2 times per year.
[We understand sometimes the won't always work with your schedule].*
I will do my best to attend virtual board meetings at least 2 times per year.
[We understand sometimes the won't always work with your schedule].
* I Agree
* I understand there may be board contribution requirements that fund local
financial literacy initiatives. For those in the Financial Service Industry,
a minimum contribution of $1,500.*
I understand there may be board contribution requirements that fund local
financial literacy initiatives. For those in the Financial Service Industry,
a minimum contribution of $1,500.
* I Understand
* Economic empowerment of my community's citizens through financial education
is an important cause to me and I want direct involvement leading this
locally.*
Economic empowerment of my community's citizens through financial education
is an important cause to me and I want direct involvement leading this
locally.
* I Agree
POPULAR ARTICLES: ADDITIONAL TOPICS OF INTEREST FOR FINANCIAL SERVICE
PROFESSIONALS
Brand Positioning that Stands Out Above Your Competitors
Be the ‘Financial Wellness’ provider your neighbors think of first for their
Financial Service needs. A subtle shift in brand can yield long-term returns.
Learn More
Join Our State Financial Education Advisory Board
Feel a passion for encouraging financial wellness and want to share your
expertise to support your community to work toward greater financial security?
Join our Advisory Board.
Learn More
Solve Your Major Marketing Challenges by Answering the Call to Public Service
Help us reach every corner of America with financial education programming. We
reciprocate by giving you a comprehensive, omnichannel marketing campaign.
Learn More
Corporate Social Responsibility Managed Programming
Fulfill your Corporate Social Responsibility (CSR) objectives and create a
measurable social impact in targeted geographic communities.
Learn More
Supporting the Business Growth of Our Financial Service Partners
How financial service providers can grow their businesses by making a
substantial difference in people’s lives in their communities.
Learn More
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
Schedule a Call
* About
* Contact
* Client Login
* NFEC Terms & Conditions
Copyright 2022 National Financial Educators Council | Terms & Conditions
facebooktwitterlinkedin
Notifications
We use cookies to optimize site functionality and give you the best possible
experience. If you continue browsing, you accept our Privacy & Cookie Policy
and Terms of Use Policy.
I accept