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Workplace Financial Education


The NFEC supports those financial professionals, community leaders, and concerned citizens who seek to share the financial literacy message while building their businesses.  To ensure the sustainability of your outreach efforts, the NFEC is committed to helping you accomplish your objectives. 

This webpage is designed for third parties (i.e., financial advisors or concerned citizens) who want to deliver financial education programs to organizations.  For employers who seek to deliver employee financial education to their workplaces.

The NFEC financial education packages are much more than just PowerPoint presentations.  These comprehensive campaigns will position you as a community leader who provides valuable resources
to a variety of channels: corporations, nonprofit organizations, individuals, community groups, and schools.  Taking this holistic approach to outreach can help you build a positive brand image, gain clients, and increase referrals. 
 
Workplace Financial Education – 3rd Party Instructors
 
The NFEC’s Financial EduNation campaign package was designed around two key objectives:
 
Empower People through Financial Education. For those passionate about helping people gain financial skills – the NFEC wants to give you the tools you need to make a long-lasting difference in the lives of people you serve. To maximize the number of people you reach with the financial literacy message, the NFEC designed this campaign around a sustainable outreach model that serves both youth and adult markets.
   
Sustainability. The NFEC understands that a truly sustainable campaign must build in features that benefit our outreach partners. Besides empowering people with financial knowledge, this campaign focuses on delivering you and your organization a measurable return on investment. We accomplish this goal by aiding in client acquisition, media exposure, reduced marketing cost, referral programs, community goodwill, viral campaigns, and prospects reached via grassroots-style outreach.

The NFEC provides an annual ROI Report describing progress in the aforementioned areas to ensure that your efforts benefit not only the community, but also your business.
   
Combining financial literacy with lead generation and retention tools helps maximize the reach of our financial literacy efforts while you build key areas of your business.  The NFEC Financial EduNation Campaign is designed to help you:
 
Deliver a measurable ROI. By combining financial literacy outreach with a sustainable business model, the NFEC’s financial education programs can improve people’s lives while helping you build your business.
Workplace financial education class attendees
Build your personal brand and reputation. The outreach tools are designed to help you deepen your connection with current clients while gaining new prospects.
   
Reduce marketing risk. Getting in front of prospective clients with little or no marketing cost can save you time, money, and energy.
   
Stand out from the competition. This unique system gives you territory exclusivity and helps you stand out from all the “standard” marketing campaigns conducted by many of your peers.
   
Increase your referrals. The true power in the NFEC system is the ability to quickly build referral sources through grassroots promotion efforts conducted on your behalf by the NFEC team.
 
Promotions
Most workplace financial education programs are simply PowerPoint presentations with a few marketing tools.  In contrast, the NFEC conducts comprehensive promotions twice a year to maximize your organization’s visibility and increase awareness about financial literacy. 
 
The NFEC is committed to helping your organization become recognized as a community leader that offers its members a valuable service – financial education.  To highlight your contribution, the NFEC conducts semi-annual outreach and public relations campaigns featuring your organization. 
 
The semi-annual promotional campaign consists of media messages (you approve the material), direct outreach by our staff, and high-level promotions.  Our goal is to help you achieve front-of-mind awareness regarding financial issues, so you can build your business while you continue to spread the financial literacy message.
 
Media Promotions.  The NFEC conducts media promotions on your behalf twice a year.  The comprehensive media outreach campaign includes local press release distribution, direct contact with your local media, and leveraging relationships to issue media releases that feature your organization.
 
Outreach Campaigns.  The NFEC conducts grassroots-style outreach campaigns to increase your exposure.  On your behalf, we reach out to pre-approved groups to form mutually-beneficial strategic relationships.  For example, through such efforts the NFEC hosted a single event with attendance of more than 1,100, with a total paid marketing cost of $0. The outreach campaign helps build your personal brand, and the messages are aligned with the media promotions. 
 
Custom Public Service Announcements.  The NFEC will record a radio PSA that features your organization’s name and details.  There is no additional cost for this service; however, each ad requires a minimum amount of exposure – which can be satisfied through either paid or donated advertising.  Radio stations often play PSAs complimentary or at a discount, providing you with increased exposure. 
 
Promotion Package.  You also receive the NFEC Promotion Package, which comprises marketing materials, sponsorship forms, media releases, strategic partner requests, outreach material, fliers, emails, letters, and more.  We conduct promotional campaigns on your behalf semi-annually, and you have the material and momentum you need to keep the buzz going all year.  
 
Celebrity Endorsements.  Positive celebrity and sports star role models are involved in the campaign launch and ongoing promotions.  These celebrities donated the Financial EduNation youth campaign to leading nonprofit organizations and schools while helping to raise awareness for financial literacy—and you benefit from the added exposure and positioning.
 
January 2012 Campaign. All those who register prior to the end of December 2011 will be included in the Financial EduNation Campaign. This outreach campaign, conducted on your behalf by the NFEC, begins with the donation of the Financial EduNation Resource Center to local community groups.
 
The Financial EduNation Resource Center provides our youth, and those who support their development, with a comprehensive financial literacy resource. The material will be donated to the community groups, schools, and nonprofit organizations you choose. Donation of the center is followed by the aforementioned media campaign and outreach.
This outreach helps you connect with a variety of people and organizations while positioning you as a community leader in the financial education arena.  The goal is to get the community behind the financial education movement.  Your success is directly tied to our success. 
 
Training, Material, and Client Deliverables
The NFEC’s Financial EduNation Campaign gives you a comprehensive financial education outreach solution, NOT just PowerPoint presentations.  The adult and youth programs include pre- and post-testing, surveys, virtual learning center, internal marketing material, promotions, training, and other material designed to help you create maximum impact.   
 
The NFEC financial literacy solutions could be sold to prospective clients.  More commonly, the material is used as a funnel to help financial professionals and community leaders build clientele and increase exposure.  You receive:
 
Promotion Training.  On top of the promotions the NFEC conducts on your behalf, extensive training is provided to maximize your reach and bottom-line results.  Group webinars and one-on-one training are designed to get you up and running quickly.  You also are invited to join us for the annual two-day training event in Surf City - Huntington Beach, CA.

Past Partners, Sponsors and Media include:

Certified Financial Education Instructor Training.Our virtual training center helps maximize the impact of your training while you earn Certified Financial Education Instructor status.  This training can also help your sales process; the NFEC built its education programs around sales strategies.  Thus our educational philosophy is to motivate, educate, engage, and move to action.

Training Manuals.  Comprehensive training manuals are provided featuring topics that will support your success.  These educational guides get you up and running quickly and serve as excellent reference material as you progress.

Instructor and Student Guides.  These manuals provide clear instructions on how to deliver the presentations while students follow along in their workbooks.  All instructor manuals plus one set of student guides are provided complimentary.

 
Consultation and Support. The NFEC is committed to your success and our consultants will remain available via email and phone.  Achieving our objectives is directly tied to helping you create sustainable outreach and promotion efforts.  
 
Presentations
The engaging NFEC presentations will position you as a trusted educator.  Combining emotional trigger points, interaction, and benefit-driven statements, this type of instruction helps move participants to take positive action toward their financial future.
 
The NFEC presentations offer flexibility to help you best accomplish your objectives.  The workshops are designed for a variety of key target demographics.  All lessons are in modular format so you can host workshops that meet a variety of time requirements, from 60 minutes to a full weekend and lengths in between. 
 
The PowerPoint presentations give you the freedom to feature products you want to promote.* Each presentation includes blank PowerPoint slides where you can insert specific information you feel is important.  For instance, if you would like to introduce a specific type of annuity or insurance product, you can simply type in the relevant information.  *Restrictions apply and content must be preapproved by the NFEC.
 
Building Your Financial Foundation.  This presentation is designed for those looking to pick up basic financial literacy skill sets and build (or rebuild) their financial foundation.  This program is great for people who have experienced financial challenges, young adults just starting on their own, or anyone who desires to pick up basic financial skills.  Topics include:  Financial goal-setting, automating a savings plan, effective debt elimination, insurance basics, preparing to invest, how to qualify for loans with the best terms, credit history, budgeting, and setting up the proper account structure.
 
Road to Retirement (basic).  This coursework introduces participants to basic investing and insurance concepts while helping them build a solid financial foundation.  Aligned with ERISA 404c requirements, this presentation provides lessons on basic investment concepts, risk management, insurance needs, and increasing savings.
 
Road to Retirement (advanced).  For those looking to plan out their future financial and insurance needs, the advanced Road to Retirement presentation provides the knowledge they seek.  This presentation covers key financial principles for making educated investment and estate planning decisions.  This course covers estate planning, risk management, income planning, asset protection, investment comparisons, and creating a long-term personal financial plan.  It is also aligned with ERISA 404c requirements.
 
Adult Education Series.   This is an eight-hour training course that can be delivered over one full day or in eight one-hour courses.  This program covers all the topics included in the Building Your Financial Foundation, plus the Road to Retirement (both basic and advanced) coursework.
 
Parent & Teen Workshop. Designed for parents and teenagers, this coursework helps open up lines of communication between family members, with an emphasis on preparing youth for the financial challenges awaiting them when they move out on their own.  This program is great for college planners.
 
Youth Education Presentations.  The NFEC provides the Youth Financial EduNation Resource Center which provides an assortment of material you can deliver or donate to local nonprofit organizations and schools. Afterschool programs, 54-minute classroom presentations, and complete semester-long coursework are all provided to help you share practical money management lessons with youth.  Each program includes an adult education portion so you also can connect with parents and teachers.
 
Additional Client Offerings
Virtual Learning Center.  You can provide the NFEC Virtual Learning Center to organizations you serve.  This basic course provides videos, quick notes, guides, financial calculators, and articles that deliver basic financial education skills (budgeting, credit, savings, financial goals, etc).
 
Surveys, Pre & Post Testing.  The NFEC is dedicated to producing measurable results and satisfied clients.  Our surveys and testing instruments allow us to measure program impact while providing another tool you can use to impress the organizations you serve. 

Comprehensive Report.  For highly-valued organizations, you can provide a comprehensive financial education initiative that can have a value up to $10,000 (depending on organization size).  These campaigns take more work; thus they are optional and suggested only for highly-targeted organizations with which you seek to build a long-term relationship. The NFEC provides a customized report highlighting the success of your initiative, which acts as a high-value marketing tool that can help you get rebooked over and over again.  The NFEC provides you with two such complimentary reports per year.
Marketing Material & Websites
The NFEC provides marketing material you may use to effectively reach your target audience.  The goal of this material, which is aligned with the NFEC promotions, is to help you and/or your organization achieve front-of-mind awareness with your prospective clients.
 
Custom Web Sites.  The NFEC will create two custom-branded webpages for you or your organization.  These pages will help promote your youth and workplace financial education services.   Since many organizations don’t want to bring in a financial services salesperson, these sites are designed to help position your financial literacy and community outreach efforts.

You also receive a custom branded Youth Financial EduNation Resource Center donated on your behalf to local nonprofit organizations, schools, and community groups.  This center contains more than $4,000 worth of financial literacy tools and training.
 
Follow-Up System. Our automated email follow-up system provides your contacts with timely information about your outreach efforts. This system puts your relationship-building with prospective clients on autopilot.
 
Promotion Package.  You also receive the NFEC Promotion Package comprised of marketing materials, sponsorship forms, media releases, strategic partner requests, outreach material, fliers, emails, letters, and more.  We conduct promotional campaigns on your behalf semi-annually, while you have the material and momentum necessary to keep the buzz going all year.  
 
Response Cards and Client Relation Material.  Turn your educational event into one-on-one meetings with the NFEC’s response forms.  
 
Positioning
The NFEC’s goal is to position you and your organization as a community leader dedicated to providing people with critical knowledge to better manage their finances.  Over time this campaign will help you build a “trusted advisor” brand in your target area.

Your community brand will be created through promotions, media outreach, marketing, and the other initiatives discussed on this page. 
 
Campaign.  The Financial EduNation Campaign is a national movement that provides complimentary services to adults, youth, and communities across the country.  Together with our celebrity supporters, you are positioned as a campaign ambassador—recognition which opens doors and increases the impact of the promotions.  
 
Community Ambassador Award.  The NFEC presents all its outreach partners with the Community Ambassador Award upon successful completion of their first event, and announces the award through traditional public relations channels. 
 
Certified Financial Education Instructor (CFEI) Status. NFEC Certified Instructors are skilled at delivering financial literacy lessons, connecting with the audience, and motivating people to take positive action toward a healthy financial future. Having trained educators from around the world, the NFEC and its Certified Financial Educator designation are growing in recognition and esteem.

Build Your Expert Resume.  Each year the NFEC updates its National Financial Education Standards and Financial Capability Curriculum.  The NFEC will include its qualified outreach partners on the curriculum and standards advisory council.
 
Marketing, Promotions and Outreach.  All the outreach efforts discussed in other areas are designed to position you as an expert and feature you as a community leader who provides a commendable service. 
 
Leverage the NFEC resume.  The NFEC is an industry leader in the financial literacy niche.  We have revolutionized both campaign outreach methods and the way in which people learn about money.  Having served more than 100 nonprofit groups and contributed to programs designed to reach half a million working poor, the NFEC’s reach has become global.
 
In partnership with top celebrities and sport stars, the NFEC produced one of the largest full-production financial literacy events in the country – Money XLive.  Other partners include the National Veterans Foundation, Penn State University, Simon Scholars, Mesa County, and other notable community and nonprofit organizations worldwide.
 
The NFEC is a social enterprise that promotes ethical capitalism. The financial illiteracy epidemic can be solved through capitalistic endeavors and collaboration that offers mutual benefits to supporters of the cause.  You have chosen to help the NFEC spread the message of financial literacy; we in turn are dedicated to helping you reach your business objectives.   
 
The NFEC offers flexibility to design a program that is fully aligned with your objectives—from exclusive market area arrangements to single-use licenses.   Call us at 714.960.4665 or contact us via email.