Financial Literacy Program Design with Sponsorships in Mind

TweetShareDesigning an educationally effective financial literacy program is important; but creating a sustainable program is equally important. When developing a program, you also should consider the benefits you can provide potential funding sources. A well-funded program reaches more people and makes longer-lasting difference in the community. Learn More. Designing a Sustainable Financial Literacy Initiative Return …

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Certified Financial Education Instructor – CE Credits

The NFEC’s Certified Financial Education Instructor coursework is now approved by the Certified Financial Planner Board of Standards for continuing education credits. Learn more.

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Financial Literacy Curriculum Advisory Board

TweetShareThe NFEC’s financial literacy curriculum was designed by a team of educators, personal finance experts, and financial professionals. The resulting content meets educational standards while offering practical tools to help people prepare for the financial “real world.” Learn more about the Curriculum Advisory Board. The NFEC’s financial literacy curriculum was designed by a team of …

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Financial Literacy Program Design with Sponsorships in Mind Certified Financial Education Instructor – CE Credits Financial Literacy Curriculum Advisory Board

Feb
14

Financial Literacy Program Design with Sponsorships in Mind

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Designing an educationally effective financial literacy program is important; but creating a sustainable program is equally important. When developing a program, you also should consider the benefits you can provide potential funding sources. A well-funded program reaches more people and makes longer-lasting difference in the community. Learn More.

Designing a Sustainable Financial Literacy Initiative

Return on Investment. In today’s age of frugal spending and cutbacks to philanthropical programs, a program must be designed to provide a ROI to its potential sponsors. A strong ROI will allow you to approach not only an organization’s philanthropic department, but also its marketing department. For example, the NFEC has learned through conversations with C-level people in the banking and credit union industry that it costs them approximately $150 to acquire a customer using traditional means. If your program can deliver new account clients at a lower investment, your program is in a unique position to receive marketing funds.

Media. The NFEC is known for its ability to get media attention—attention that sponsors love. The Colorado Money XLive event garnered more than $50,000 in free media exposure for our organization and its sponsors. Ensure that your program is designed to gain media exposure by following these basic tips: design a unique event, issue press releases that tie in national stories to local angles, leverage the power of celebrities, include promotion partners, and become a valuable resource to reporters. These tips will help you get media attention and increase the value of your proposed sponsorship.

Sponsor Connection. Giving potential sponsors a chance to connect with participants is an important part of any program design. Many sponsors like to build personal connections with the community; designing a program that provides opportunity for face-to-face time is an important element. The NFEC designed the Real Money Experience event with sponsorship in mind. This event features more than 12 booths designed to be sponsored by different industries: banking, insurance, lifestyle, health, financial advisors, estate planning, and more.

Successful Program. No sponsor is likely to agree to support an ineffective program. Prove your program’s value using quantifiable means. Detailed measurement, testing, and long-term surveys can help prove the value of the financial literacy program. Establishing clear, quantifiable goals and demonstrating that your program can meet or exceed them is important both to gain sponsors and to raise money through financial education grants.

Your quest for sponsorship dollars begins before you design a financial literacy program. The NFEC offers a broad range of turnkey programs for all age levels designed to help you acquire sponsorships and financial literacy grants. Browse the financial literacy related products and services included on the website and contact us if we can be of service.

The NFEC provides sponsorships to organizations that can help increase the reach of its message. The key criterion for our review team is the ability of programs to get attention. If your program is designed to get media coverage, connect with influencers, and make a lasting difference in participants’ lives, visit the financial literacy funding page to apply.

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Feb
14

Certified Financial Education Instructor – CE Credits

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The NFEC’s Certified Financial Education Instructor coursework has been approved by the Certified Financial Planner Board of Standards for Continuing Education Credits. The CFP Board of Standards is a regulatory organization that creates uniform standards of competency and ethics for financial planners. Financial advisors who complete the CFEI educator training program receive four hours of continuing education (CE) credit.

The NFEC’s coursework helps educators, financial professionals, and concerned citizens teach financial literacy effectively. The coursework covers a range of topics including testing, delivery, measurement, and outcomes, with special emphasis on motivating students to take positive action toward their financial futures. The training helps graduates to bridge the gap between education and motivation, so participants are more likely to implement what they learn.

Besides instruction on teaching financial literacy, this course also educates participants on how to enlist parent support. The NFEC embraces a holistic approach to teaching personal finance. Thus resources and training are designed to get parents, communities, educators, and concerned citizens involved in improving the financial capability of youth on a global scale.

The Certified Financial Education Instructor program also devotes time to helping organizations develop sustainable money management initiatives. The NFEC seeks to involve coursework participants in the design process, thus ensuring that many future generations of youth continue to benefit from the financial literacy program. This increases program longevity and maximizes the number of youth reached.

For those with a passion for sharing money management knowledge with students, and who want to teach financial literacy effectively, visit: http://www.financialeducatorscouncil.org/teaching-financial-literacy.html

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Feb
14

Financial Literacy Curriculum Advisory Board

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The NFEC’s financial literacy curriculum was designed by a team of educators, personal finance experts, and financial professionals. The resulting content meets educational standards while offering practical tools to help people prepare for the financial “real world.” Learn more about the Curriculum Advisory Board.

The NFEC’s financial literacy curriculum was designed by a team of educators, personal finance experts, and financial professionals. The resulting content meets educational standards while offering practical tools to help people prepare for the financial “real world.”
Past collaboration with experts yielded the current “Core 12” and “Core 80” financial literacy curriculum packages, which are widely used by schools, government, community groups, and non-profit organizations worldwide. Since inception more than 50 financial literacy experts, educators, and financial professionals have contributed to curriculum development. This collective group has now provided education to over a million people and reviewed the personal financial statements of more than 50,000 people across the United States.

The NFEC’s 2012 Curriculum Advisory Board includes:

• Diane Larsen, 2008 Outstanding Educator of the Year as designated by the Jump$tart Coalition. Mrs. Larsen is an award-winning economics teacher and served with the U.S. State Department as an international ambassador.

• Laura Adams is award-winning author of the 2010 best-seller Money Girl’s Smart Moves to Grow Rich, and produces a weekly podcast that receives more than 500,000 monthly downloads. She won the Excellence in Financial Literacy Education Award and is considered one of the leading financial literacy experts in the country.

• Vince Shorb, CMO of the NFEC, has an extensive background in the financial world. Having begun investing at age 18 and reviewed the personal financial statements of more than 10,000 people, he possesses expert-level knowledge in the area of personal finance.

• Peter Rasmussen, former Program Director to the Consumer Credit Counseling Service, is a current bank auditor. He is dedicated to sharing financial literacy with his community and is actively involved in the Money Smart Week promotions held during financial literacy month.

• Stan Webb is a financial professional with a passion for improving the financial capability of his clients and community. He is a Certified Fund Specialist and Certified Senior Advisor and has hosted financial literacy promotions and educational events throughout Kansas.

• Victor Ricciardi teaches Financial Management at Goucher College and has earned his BBA, MBA, and APC designations. Professor Ricciardi teaches a variety of subjects related to financial literacy for individuals and organizations, with special expertise in behavioral finance.

• Amy Jo Johnson is President of the North Dakota chapter of the Jump$tart Coalition. She works for the Credit Union Association of the Dakotas as Director of Learning. Both Ms. Johnson and the organizations she represents provide personal finance resources to credit unions across the Dakotas. She is chairperson of the annual financial education conference hosted by the Jump$tart Coalition.

All NFEC Curriculum Advisory Board members possess expert-level knowledge about personal finance topics. Although each brings a unique view to the curriculum, they share one common trait: dedication to improving the financial capability of people around the world.

If you would like to join the Curriculum Advisory Board, visit http://www.financialeducatorscouncil.org/curriculum-advisor-board.html

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Feb
11

The Real Money Experience Financial Literacy Game

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After much demand, the NFEC has converted the full-production Real Money Experience event into classroom financial literacy games. For students age 12 to 24 the RMX personal finance curriculum will have them making financial decisions they will face when they move out on their own. Watch the video below to see what the students learn.

Financial Literacy Games – RMX

The RMX financial literacy game has students playing twelve different games that has them making the real world financial decisions they will face as they mature. During the personal finance game, students will complete their personal budgets as they make financial decisions on their: housing, transportation, insurance, credit, investment, philanthropy, education, employment, savings and other options that everyone that pays their own bills faces.

The total class time required to complete the coursework is approximately 4 hours and because the game is designed in modular format, it works well even when broken up into multiple class sections. It is suggested that the RMX financial literacy game is limited to less than fifty students per instructor; however, the best results are seen when class size is smaller.

Like other NFEC products, the Real Money Experience Financial Literacy Game was designed through a collaborative effort of the NFEC Curriculum Advisory Board which is made up of educators, financial professionals and financial literacy experts. The team was able to create a personal finance game that meets educational standards while being practical in nature to benefit participants in the real world.

Bring the RMX experience into your classroom to provide the youth you serve an engaging learning experience which can improve retention rates and get students taking action on the financial literacy lessons learned.

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Jan
10

The ‘Real Money Experience’ financial literacy workshop tour announced.

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The NFEC has chosen five locations to host the Real Money Experience (RMX) financial education workshop 2012 tour. There will be an additional seven locations added in the first quarter.

The RMX financial literacy workshop was designed to fun and engaging while meeting national financial education and core subject standards. This event leverages experiential learning techniques to improve participant interest and retention rates. As students visit 12 booths, they make financial decisions that align with their personal goals. They will decide on their housing situation, transportation, insurance, account structure, savings and investment plans.
Past Real Money Experience events have been hosted for Penn State Erie, the Behrend College, the Simon Family Foundation and several other non-profit organizations.

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