Building a Financial Literacy Education or Financial Coaching Program?

We Empower Financial Wellness Champions

Providing the Resources, Training, & Support to Financial Educators & Financial Coaches Called to Help Communities Work Toward Greater Financial Well-being.

How We Empower You – the Financial Wellness Champion

You want to make a difference in people’s financial lives, but you need resources & guidance to support your vision. That’s where we come in.

We provide educational-grade resources, vetted training, and systems that reduce the cost, time, and personnel needs required to build an effective, scalable financial wellness program. You receive a complete system that allows you time to focus on helping your community work toward a better financial situation.

Defining the Champions We Serve

Anyone who feels passionate about helping people improve their finances and takes steps toward sharing financial knowledge and guidance qualifies as one of the champions we serve.

We support a diverse range of champions and budgets. From individuals looking to teach a class or build a smaller program, to organizations seeking to have wider impact – no matter your size or budget, we support your efforts to build a high-quality financial wellness program.

NFEC’s Mission, Social Vision, & Values

The National Financial Educators Council’s mission is rooted in giving people the knowledge and guidance they need to foster greater financial well-being. To accomplish that mission, we mobilize a diverse global 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.

In partnership with our champions, we are creating a world where people are informed to make qualified financial decisions and confidently take effective financial action that best helps them meet their basic human needs and moves them toward fulfilling their personal, family, and global community goals.


Mobilize, develop, & empower community champions.


Unbiased financial wellness resources that set industry standards.


Spearhead financial wellness via advocacy, awareness, & partnerships.

We Help Individuals & Organizations Build Top-quality Financial Education Programming that Delivers Better Results and Makes a Meaningful Difference in the Lives of the People You Serve


By providing educational-grade financial literacy resources, training, and systems that reduce the cost, time, and personnel needs required to build an effective, scalable financial education program.

Personal Finance Epidemic

Financial illiteracy and personal financial problems have reached epidemic level.

Little is being done – personal finance is not taught at most schools or by most parents. People are still learning about money via the “school of hard knocks” and have few trusted sources for content with true educational value. This situation leads many to persistent long-term financial problems, obstacles, and stress.

Financial education and personal coaching programs led by champions around the globe have mobilized to tackle the financial illiteracy epidemic; yet most of them need financial education resources, support, and guidance to make a meaningful difference.

Our Mission

Empower individuals and organizations that are seeking to build or enhance a financial education or coaching program by providing resources, training, and expertise that reduce the cost per impact, deliver measurable results, and maximize learner achievement so programs are in a better position to scale and empower communities with a critical life skill – financial literacy.

We reduce the cost and increase the impact and speed at which individuals and organizations can participate in the movement to encourage a financial education in a way that makes a meaningful difference.

Our Core Competencies Include

Train, Equip & Support

Over 80 financial literacy assets which can be branded to meet your organization’s objectives.

Design, Deploy & Scale

A global team of facilitators to handle managed solution or sponsorship opportunities for your business.

Advocate, Research & Fund

Innovative promotional strategies and promotes research for 100% independent education.

Train, Equip, Support

The NFEC offers training and certification for financial educators and coaches. Once trained, we empower individuals and organizations with do-it-yourself (DIY) financial education programming packages that help reduce the cost, time, and personnel needed to implement a successful financial education initiative. With over 80 financial literacy assets that can be branded to meet your organization’s objectives, we are positioned to provide you the tools to successfully deliver programming that makes a measurable difference in your community.


“We chose to provide the NFEC curriculum as part of our outreach in Pennsylvania because it balances practical application with core educational standards. The lessons are engaging making it enjoyable for teachers and students alike. We also liked that it incorporates a comprehensive educator training program to empower those delivering the information with the tools to maximize the effectiveness of the coursework.”

-Erica K. Jackson, Director Center for Financial & Consumer Outreach, Penn State University

“Working with the NFEC was an excellent opportunity for us to learn and perfect our implementation strategies for our outreach program. Receiving the training and becoming certified 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.”

-Kimberly Knox, Financial Education and Marketing Coordinator, NCMSC

“We just received the Financial Literacy Event Report. Wow! This is fantastic! We can easily show our board how much students learned. We’ve just begun planning our summer conference and would like to offer the scholars your amazing financial workshop. Are you available on August 8th? Same time as last year. Thank you again! I can’t wait to share this.”

-Joanna Mueller, Program Director, Simon Family Foundation

“They [students] got a lot from the event and it’s motivating them in the class according to some of the teachers. I love it that the community I have lived in for so long has been so blessed by all of this. Thank you so much for all you do. What you have put together is so great.”

-Karen Troester, Vice-President, US Bank

Design, Deploy, Scale

For those who seek a managed solution or sponsorship opportunities, the NFEC and our global team of facilitators can handle all aspects of your financial education and coaching programming. From program design and development, through execution and measurement, to data-driven program expansion, the NFEC deploys programs that make a measurable difference in the financial capabilities of your audience while simultaneously meeting your organizational objectives.

Advocate, Research, Fund

Creating lasting change requires data, money, and adoption. The NFEC advocates for the financial literacy movement though innovative promotional strategies and promotes research focused on 3 core areas: evaluation of strategies that guide programming for maximum impact, financial educator best practices, and learner standards. Our social enterprise model allows us to fund our philanthropic footprint, which targets select communities with 100% independent education.


The National Financial Educators Council is an IRS-recognized Public Benefits Organization dedicated 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 reach around the globe.

As the leading provider of educational-grade financial literacy resources, the NFEC has developed more than 80 financial literacy assets designed to provide practical education, raise awareness, and help ensure maximum program impact well into the future.

As a financial literacy advocate and thought leader, the NFEC delivers data and promotional opportunities that further the financial education and coaching industry. This approach to promoting financial literacy engages the whole community in the financial education process to present a far-reaching, appealing, sustainable program.

Financial Education Leads to Financial Literacy

The stock market may be going up; however the financial wellness of citizens across the country continues to decline. The continuing global economic crisis is impacting lives and the average person still face epic financial struggles. In today’s age, the need for financial education has never been higher.

The National Financial Educators Council (NFEC) is committed to addressing the issues associated with financial illiteracy. The NFEC offers a broad range of financial education programs, services, and personal finance resources available to address this need and bring the financial literacy message to communities around the globe. The National Financial Educators Council is an independent company with social enterprise business model. The NFEC’s team has designed and/or reviewed more than a thousand financial literacy programs and developed best practices for teaching personal finance.

The NFEC’s focus on financial education, awareness, and sustainability help organizations develop successful money management programming. Through independent and unbiased financial education resources, programs and training people are empowered with personal finance lessons that can change lives. The NFEC’s holistic approach to teaching financial literacy not only empowers, it also builds global awareness about the financial education movement.

The money management certification and school financial literacy curriculum form just a portion of the vast array of financial education services, programs and resources the NFEC developed – over 80 financial literacy assets in total. To accomplish their mission of providing the masses access to personal finance resources, the NFEC has turnkey financial education campaigns to meet the needs of a wide range of organizations. All ages are served – from PK to adult financial education. (Read more and learn the answer to the question – what is financial literacy)

The entire financial literacy curriculum offered has been reviewed the NFEC Curriculum Advisory Board formed of personal finance educators, professionals, and other experts. The Advisory Board ensure that the financial education lesson plans are engaging, effective and evidence-based. Hands-on activities and age-appropriate games ensure that the participants retain the personal finance skills that can benefit them throughout life.

For the NFEC, measuring success is another key component the financial literacy programs. Surveys, pre- and post-tests, indicate the impact of the personal finance initiative. Garnering empirical evidence that these money management lessons really work attracts funding, media coverage, and community awareness – in turn these benefits help to build a lasting, sustainable financial literacy program that continues to serve the community in the long-term.

NFEC financial literacy curriculum and campaigns are proven effective and have been aligned with educational standards. The materials use fun personal finance games and practical financial education activities that bridge the gap between theory-based education and real-life application. Organizations are able to leverage the NFEC’s financial education courses and other resources to build comprehensive financial literacy campaigns that have a measureable impact on the whole community.

The National Financial Educators Council’s team is made up of people with a passion for helping others. They have demonstrated their dedication to improving the financial capabilities of those they serve and promote the need for personal finance education. Their efforts continue well past Financial Literacy Month and they are working year round to deliver financial education where it is needed most. The NFEC welcomes those with a shared vision to work with our organization – whether you desire to teach a personal finance class or launch a full-scale financial literacy campaign – the NFEC provides turnkey solutions.

Those who desire to gain the credibility and knowledge to start teaching financial literacy, the National Financial Educators Council offers highly-respected financial literacy certification program. The CFEI program has recently been expanded to include a comprehensive research guide that covers the global best practices for teaching personal finance. The Certified Financial Education Instructor course prepares graduates to present the financial literacy curriculum effectively and with confidence. Graduates of the CFEI coursework are eligible to become a member of the NFEC’s Personal Finance Speakers Association (PFSA) – the first national speakers’ bureau dedicated to financial literacy topics. The PFSA provides personal financial literacy educators a way to connect with organizations and fulfill their speaking needs.

Holistic Approach to Financial Education Ensures Success

The NFEC is a financial education resource provider that supports organizations seeking to share practical money management lessons with their communities. These solutions reduce the time, cost, and personnel required to establish an effective financial education program.

The NFEC offers comprehensive financial literacy training and materials, including over 80 personal finance assets that are available to organizations and individuals. You will find complete turnkey solutions for your financial literacy programming needs.

Education, Awareness, and Sustainability—these three components form the cornerstones of a successful financial education program, says the National Financial Educators Council (NFEC). The NFEC is an independent, financial education services company dedicated to the promotion of unbiased financial education resources. They have adopted a holistic approach to teaching personal finance wellness. This approach not only empowers people with money management lessons that can change their lives. It also builds global awareness about the financial literacy movement and initiatives that become sustainable over time.

Education: The NFEC is a 100% independent educational organization. The materials they have created focus solely on improving the financial capabilities of individuals and communities. That is, the NFEC curriculum, lesson plans, and/or speakers never serve as commercial tools to sell products or services. All their resources are based on the latest research and best practices for financial education.

The NFEC has chosen a social enterprise business model. Thus they make their financial education resources available complimentary to a wide range of audiences including individuals, teachers, schools, colleges, financial professionals, and non-profits. These financial literacy resources have been created with one goal in mind: to improve financial capabilities. From preschool kids to mature adults, classes and curriculum are available for participants at any life stage.

All the courses that make up the NFEC curriculum programs are practical in nature. While participants learn about personal finance, they also rehearse important skills they can apply to real-world situations. People from all demographics feel empowered and entertained by the fun games and activities these classes employ. Participants in the NFEC’s financial education courses have reported feeling much more competent to manage their own money.

All the financial education assets the NFEC promotes were developed in collaboration with a Curriculum Advisory Board comprised of respected financial literacy experts, educators, and financial professionals. The NFEC’s extensive resources include curriculum, lesson plans, speakers, a certification program, consultation services, and technical assistance to obtain grants and other funding.

Awareness: No program can achieve success if no one knows about it. That’s why the NFEC’s business plan demonstrates a commitment to raising awareness about the financial literacy movement. Promotion and advocacy form important pieces of all NFEC initiatives. The targeted individuals and communities become involved in the financial education process, maximizing program reach and impact.

When schools and other community groups enter into partnership with the NFEC, they gain access to high-profile media messaging and celebrity endorsements that allow them to reach and influence more people.

A further channel through which to spread the financial literacy education message can be found in the NFEC’s Personal Finance Speakers Association. This group is the first money management speakers’ bureau to be founded at the national level in the U.S. This speakers’ association provides trained, motivational personal finance speakers to speak at events all around the world – from financial education for children events to keynote financial literacy events for those in the financial literacy industry.

Sustainability: Another NFEC prime objective is to ensure that its campaigns are sustained in communities over time. One of the best ways to build sustainability is making sure the financial education resources continue to be cutting-edge and effective.

Collaboration supports sustainability as well. By aligning financial literacy programs with the objectives of school and college clients, non-profit groups, sponsors, and other partners, the NFEC secures long-term support to give financial education lasting power.

Behind every successful financial education campaign stands a talented, committed team. The NFEC team is made up of people with a passion for helping others. Their dedication to improving financial capabilities while raising awareness about the widespread need for money management education has earned public commendation and media recognition. The NFEC offers multiple modes for individuals and organizations alike to get involved in spreading the financial literacy message. Whether you are inspired to teach classes designed to provide financial education for kids, receive certification, or launch a full-scale campaign, the NFEC has a financial education solution that’s been proven to work.

The NFEC provides financial education services and promotions. From financial literacy month events and personal finance for kids programming to financial literacy tests and financial literacy grants – the NFEC is a resource provider with over 80 educational and promotional to serve you.