Financial Literacy Certification

Certified Financial Education InstructorThe NFEC’s Certified Financial Education Instructor (CFEI) training program helps individuals acquire the expertise, credibility, and self-assurance necessary to teach money management lessons effectively.  CFEI graduates are recognized as the most qualified financial literacy educators in the industry.  They report feeling more secure and experience greater enjoyment when delivering financial literacy presentations.

For those interested in earning their financial literacy certification – the NFECs’ CFEI coursework has been accepted for continuing education (CE) credits by the Certified Financial Planner Board of Standards®, and is used by those that possess a desire to teach people of all ages about money (kids, teens, young adults, adults, and seniors).  The Certified Financial Education Instructor training program has been utilized by over 30 colleges and organizations, including: Jeanne D’Arc Credit Union, the Salvation Army Dallas, Nurture Smart, North Carolina Minority Support Center, Penn State Erie, Wake Technical Community College, and by financial professionals and concerned citizens worldwide.

Graduates are registered as Certified Financial Education Instructors and a graduation certificate is mailed to those that successfully complete the testing and training.  Upon completion, financial educators may officially identify themselves as Certified Financial Education Instructors, are accepted in the Personal Finance Speakers Association and have the opportunity to conduct financial literacy presentations.

 

Take-The-Tour-ButtonTake a Tour of the Certification Course

 

Opportunities for Graduates

Becoming a Certified Financial Education Instructor adds to your effectiveness and credibility as a financial educator.  The CFEI designation can open doors.  Kimberly Knox of the NCMSC Support Center states, “Receiving the training and receiving our financial literacy certification 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.”  The NFEC is committed to highlighting the value the participants of the CFEI led courses receive through high-profile promotions, awareness campaigns and collaborative partnerships.

Those that graduate the CFEI teaching money management coursework have the opportunity to be featured speakers, teach classes, host financial literacy events and select individuals may be chosen to conduct NFEC events.  There are a variety of organizations that seek to deliver personal finance programs to those they serve, including: nonprofits organizations, colleges, religions groups, schools, businesses and community centers.  Many professional and companies leverage the NFEC material to align with their business and organizational objectives.

The Certified Financial Education Instructor program provides training specifically designed to improve the participant’s ability when teaching money management.  For those interested in building an outreach business or adding a financial literacy component to a current business model, the NFEC also offers turnkey financial education services and packages.

The National Financial Educators Council has a vested interest in the success of our graduates.  The more people you are able to reach with money management training, the closer it brings us to accomplishing our mission of “creating a world where people are informed and able to make qualified financial decisions that improve their lives, the lives of those they love, and the lives of those they impact around the globe.”

 

NFEC’s Educational Objectives

The NFEC’s educational journey is based on four principles: to motivate, engage, educate, and move participants to take positive action steps to achieving financial wellness.

Motivation takes two forms.  First we want to motivate participants to listen; second, we want to motivate them to take action.  After the event is over, we want them to continue to learn, and we want them to take positive action steps toward their financial futures.

Engagement around financial education topics is easy—that’s what makes this topic so rewarding and fun to teach.  The NFEC training covers a variety of engagement techniques.  For those that pick up the financial literacy curriculum, engagement activities are built right into the material, so if you follow the lesson plans you’ll already be on the right track toward engaging your audience.

Education is critical to make sure participants can apply the skills they learn to real-world life situations.  That’s why the NFEC has develop basic core lessons designed to meet the practical financial demands placed on real people.

Movement to action is really the key trait of those that teach financial literacy effectively.  What good are a bunch of lessons unless people change their behavior?  This should be your overarching goal—to motivate participants to take initial steps toward financial wellness.

 

CFEI Financial Literacy Training Topics

The National Financial Educators Council identified 6 topics and subject matter essential to delivering impactful financial literacy instruction.  These areas include psychology aspects of money, knowledge of personal financial matters, understanding the curriculum, student experience, measurement and bridging core education standards with real world usability.  A breakdown of these topics is included below:

Financial Psychology. People of all ages (kids through adults) have a pre-existing relationship with money, and their past experiences are brought into the classroom.  CFEI instructors know how to assess the class and adjust the coursework to meet the needs of the participants.  Understanding the emotional connection that is involved with making financial decisions is a critical skill financial educators should possess. The training program helps educators understand the key motivators of change so they can propel the participants to achieve a state of financial wellness.

Educational Measurements. CFEI graduates know how to quantify the success of the program which helps to build a demand for the program and educator.    Understanding how to measure the program’s success is also an important factor in receiving funding (sponsorships & grants).  The CFEI training shows participants how to measure performance objectives and provides the tools and training that enable the instructors to quantify the growth in students’ financial capability.

The Participants Experience. Financial education programs that have high retention and usage rates successfully deliver content in ways that motivate, educate, engage and move participants to take action.  Understanding the educational theories and framework allow graduates to share the training and employ teaching styles to meet specific student needs. This aspect of the training help CFEI’s design and deliver effective financial literacy coursework.

Personal Financial Knowledge. The CFEI training provides virtual training on money management topics so graduates feel confident and possess the skills to teach the personal finance curriculum effectively.  Core personal finance topics include: financial goal setting, accounts, savings, budgeting, credit, long-term planning, insurance, risk management, investing, skill development, income and entrepreneurship. The NFEC has trained people that possess various levels of financial capabilities and upon graduation they report feeling confident teaching money management.

Certified Financial Education Instructor SealFinancial Literacy Curriculum. The NFECs’ financial literacy curriculum provides usable, real world, education that is aligned with core curriculum standards.  The curriculum was designed by a team of educators, financial professionals, and experts in personal finance.  Many schools and other organizations that have an interest in bringing a personal finance course to those they serve seek financial educators and material that integrate financial literacy training into core standard requirements.

The Certified Financial Education Instructor program is unique.  Other financial educator training programs teach potential instructors how to deliver specific curriculum. Such training produces boring presentations that lack authenticity and fail to connect with the audience.  Each person brings their own unique experience and background to the educator role; therefore the NFEC training gives educators skills to share their passion for teaching financial literacy in an authentic, believable fashion.  Graduates understand how to connect with the audience, the educational principles that move people to action and possess the confidence to deliver presentations effectively.

Register now and experience greater enjoyment when teaching money management lessons.  You receive access to the coursework through a virtual learning center that delivers online instructional videos and testing.  You also receive a physical course manual / workbook shipped to you.  This manual is divided into two parts.  Part one, is a workbook style manual that provides detailed instruction and practical activities. Part two, provides the slides used in the online video portion of the course.  For live, in person training, contact us.

 

Invest $297 now to receive the
Certified Financial Education Instructor Program.

Order Button

For check or PO payment, click here

Annual training and testing are required to maintain Certified Financial Education Instructor status. Read the complete terms and conditions and course requirements. The annual investment is $97 and includes all the training, tools and testing needed to keep your certification up-to-date.

 

*Optional:  Add the Presentation Package to the CFEI Training

Add the NFEC’s comprehensive and turnkey presentation package to your Certified Education Instructor Training.  Instructors guide, student guides and presentation material provide you everything needed to teach a class or host a financial literacy event.

The NFECs’ financial literacy curriculum and presentations provide usable, real world, education that is aligned with core curriculum standards.  The curriculum was designed by a team of educators, financial professionals, and experts in personal finance to ensure the material is practical in nature while meeting core standard requirements.

All age groups listed below cover 10 key areas of personal finance: Credit & Debt, Accounts & Budgeting, Financial Psychology, Skill Growth, Income, Business Relations, Risk Management, Social Enterprise, Investments and Long-Term Planning.

Kids Curriculum & Presentation
Levels:  1 and 2 (ages 4 – 10)

Includes:

Instructors guides, student guides, PPT and instructors resources.

Over 40 engaging lessons and 10 project based learning activities.

Modular format that fits all scheduling needs.

Specially designed around children’s learning abilities.

Award-winning video and student workbook.

Youth Curriculum & Presentation
Middle, High School & College

Includes:

Instructors guides, student guides, PPT and instructors resources.

Over 80 engaging lessons, 12 project based learning activities and interactive Real Money Experience Game.

Modular format that fits all scheduling needs.

Includes over 15 videos – great for schools, camps, workshops, afterschool programs and more.

Adult Curriculum & Presentation
Basic Foundation Coursework

Includes:

Instructors guides, student guides, PPT and instructors resources.

12 to 15 hours of presentation with real world activities that benefits the participants.

Modular format that fits all scheduling needs.

This coursework is designed specifically for those seeking to build their financial foundation and/or recover from financial issues.

Discounted to $199
with the CFEI Educator Training.
($496 total)

For check or PO payment,
click here

Discounted to $199
with the CFEI Educator Training.
($496 total)

For check or PO payment,
click here

Discounted to $199
with the
CFEI Educator Training.
($496 total)

For check or PO payment,
click here

The NFEC appreciates you interest in improving the financial capabilities of those in your community.  Feel free to chat live or contact us anytime, we are happy to be of service.

Share This Article

facebooktwittergoogle_pluspinterestlinkedin