Financial Literacy Consultation

National Financial Educators Councils’ (NFEC) consulting services are designed to increase the reach and effectiveness of financial literacy campaigns.  From creating financial education initiatives from scratch to modifying current campaigns, our team will design a program that helps you reach your objectives. 

Our financial education consultation services are great for schools, nonprofits, government organizations, corporations and concerned citizens  interested in empowering people with practical financial education.

Fill out this form for a no-obligation review of your program:

NFEC provides a variety of services for all stages of financial literacy programs and offers comprehensive financial education solutions that work with a variety of budgets.  This may include:

Financial Education Events.  Financial education events can set the stage for the overall program and generate excitement around your campaign.  Events can raise funds, increase awareness and are designed to meet your objectives.

Educator Training.  Ensure your financial education instructors can deliver the material effectively.  Certified educators motivate, educate and move participants to take positive action.

Parent Education.  Since most kids and teens receive their financial knowledge from their parents, parent education helps improve the overall effectiveness of your financial literacy campaign.

Financial Literacy Curriculum.  An engaging and practical financial education curriculum ensures participants retain the information they receive.

Collateral Material.  Gain access to products, services and events that can be custom-branded for your organization.

Continuing Education. Custom-branded multimedia learning centers and other continuing education material help extend the frequency of the message.

Awareness Campaigns. Combining the hot topic of financial education with impactful financial literacy programs, and the media takes notice.  Build community goodwill while you share the message of a practical financial education.

Fill out this form for a no-obligation review of your program:

We look forward to helping you create a sustainable financial literacy programs that allow you to maximize your community impact.  One of our solution experts will contact you shortly, so be sure to safe list our email address.

Article: Financial Education Consultant

A financial education consultant’s role is to help organizations effectively implement financial literacy programs so the participants pick up the material effectively. The time has come for colleges, schools, nonprofits and other organizations that are interested in providing today’s youth a practical financial education to get a financial education consultant. 

A financial education consultant role is to evaluate current financial literacy initiatives and the audience the financial literacy courses are being delivered to.  Consultants evaluate your goals, objectives and understand the direction you want to take your financial literacy program. 

A financial education consultant should also help to save your organization money.  Often they provide turnkey solutions to your financial literacy program needs.  A financial education consultant can provide a variety of services including: financial literacy curriculum, financial education camps, financial educator training and resources to help you receive sponsorship and financial literacy grants.

With the recent economy there is a major shortage of financial education consultants.  With the current trend to provide more and more people with a life changing financial education this is a career that offers a bright future.  To meet the growing demand organizations like the National Financial Educators Council have stepped up to the plate.

Vince Shorb, of the National Financial Educators Council and leading financial education consultant, states “so many organizations need financial education consultants that we started to train people in this field”.  He continued to mention that it is a long process.  The first step is to become a certified financial educator – a process that takes between 2 to 4 months.  Then graduates complete another 2 – 4 months training to become an advanced certified financial educator.  Once they reach this goal it is another 4 – 6 months before they can receive the financial education consultant designation.

The NFEC has worked with high school students in Washington and helped them w design a holistic financial education campaign for their peers.  A Money XLive event kicked off the campaign to get students motivated and ready to take positive action.  This was followed with teacher training, curriculum, live parent education, virtual parent education and multi-media learning centers provided to students.

In Mesa County, Colorado, the NFEC worked with the city, county and community leaders to put together a campaign that can be modeled by other communities looking to empower youth with financial literacy skills. Money XLive kicked off this campaign and is followed with volunteer training, financial education curriculum, parent’s education, virtual learning centers for local area nonprofits and pre & post testing to measure the results.

Vince Shorb states, “The training is extensive because a financial education consultant must have mastery of many areas.  They need to know how to teach financial literacy programs, evaluate the effectiveness, how to fund financial literacy programs, evaluate teachers, design financial literacy lesson plans, build financial education based business and a host of other responsibilities.”

A financial education consultant is committed to helping organizations effectively implement financial literacy programs.  Their role includes saving time, money and ensuring these organizations provide practical financial literacy instruction so the participant maximize the benefits they receive from the program.