3 Opportunities for Financial Services Professionals to Bring Financial Education to Their Communities
In today’s economy, people need financial education like never before. For a professional in the financial services sector, being poised to offer such education has many benefits. First, you would bring a valuable service to community members at a time when they need it most. Second, you would open up opportunities to build strong relationships, position yourself as a community leader, and enhance your business and brand. Third, you can fulfill your corporate social responsibility objectives and gain a reputation for making a meaningful social impact in your community.
Toward helping industry professionals accomplish these goals, the NFEC offers three avenues through which financial services individuals and organizations can bring financial education to their communities.
Instructor-led Programming
Instructor-led program options include one-on-one teaching with individuals; presentations and standalone workshops; online education guided by an instructor; and group events. Financial services professionals may elect to have the NFEC manage the entire program, or undertake training to become certified financial education instructors and lead programs themselves. Custom branding options allow professionals to showcase their impact in the community.
Sponsor the Community
Industry professionals also can select the community campaign sponsorship option. This option allows the professional to sponsor complimentary financial education resources in his or her community, which simultaneously fulfills social impact goals while bringing much-needed knowledge to community members. Sponsoring the community with free financial education helps a financial services professional demonstrate a commitment to social good while also receiving a positive ROI for the business.
Coaching
The third possibility for financial services professionals is to gain expertise as a financial coach. The NFEC’s coaching certification program prepares individuals to become expert, credible, self-assured financial consultants who can help clients and community members reach greater financial wellness. The training includes resources and tools for building a successful coaching business.
