Enrollment Final Call: Certified Financial Education Instructor (CFEI) 

Qualified financial educators form the cornerstone of any personal finance program. Effective educators help learners achieve better outcomes than less-qualified instructors. Programs taught by instructors with strong credentials are more credible and have far greater impact.

Why Training & Credentials are Needed to Teach Personal Finance

Because each person has his or her own pre-existing financial habits, relationship with money, and current financial situation, teaching personal finance is a unique subject that requires specialized expertise to teach effectively. To build the necessary skills and gain credibility, over 7,200 financial education champions have enrolled in the Certified Financial Education Instructor program.

The CFEI coursework meets standards for the highest academic rigor while providing practical financial education knowledge. Graduates possess the skills and teaching techniques that help them motivate, engage, educate, and move participants of all ages to take positive financial action.

CFEI requirements

Training

The CFEI course requires successful completion of the exam after approximately 40 hours of training (4 Continuing Education Units – CEU) – the training is self-paced and delivered via an online learning center. You may test out of portions of the training.

Online Training Center

Course Manuals & Workbooks

Final Testing

CFEI Enrollment Overview of COurse

Support

At the NFEC we have a vested interest in your success. At each phase we provide support to help you plan, develop, and deploy your financial education program.

All our patrons and clients receive personal support from the NFEC. Our team is committed to helping you build or expand your financial literacy initiative, and has the expertise to help you work toward your vision.

Personal Phone Consultation with Your Assigned Consultant

Optional - Weekly Training and Personal Phone Support

Community Forum to Connect with Others in the Course

Credentials

Highlight your successful completion of the most comprehensive, highest quality financial educator training on the market today. Upon graduation you will gain access to the graduate resource center, which provides materials and promotional resources that highlight your Certification.

Certificate Mailed to U.S. Graduates

(International graduates receive personalized electronic certificates)

Use of CFEI Acronym, Logo, & Certified Financial Education Instructor title

Continuing Education Credits Letter and Confirmation Site

Resources

Our commitment to your success continues after you graduate and earn your CFEI credentials. The NFEC provides our graduates with resources to highlight their accomplishments, help raise awareness, and garner funding for programs, plus initial educational resources. Get exposure to our website visitors (50,000+ monthly page views) and highlight your role as a top-quality provider of financial education.

Custom Graduate Webpage with Your Photo & Logo

Patron Resource Center (Marketing & Promotional Tools)

Funding Training and Resources, Partner Forms, Communications

About the NFEC & Who We Serve

No matter the size or scope of your initiative, the NFEC supports your efforts with scalable financial education programming. From single workshops to large ongoing initiatives – we provide support to any organization that desires high-quality financial education programming.

The NFEC is an IRS-recognized Benefits Corporation whose mission is focused on providing high-quality financial education programming. Our social impact-focused enterprise has supported the development of thousands of programs over the last decade. We work to reduce the cost and time needed to develop programming while providing the tools and training that increase program impact. Our resources, training, and programming processes have been used by thousands of organizations, including:

The NFEC Serves Government
The NFEC Serves CPAs
The NFEC Serves Insurance Professionals
The NFEC Serves Nonprofits
The NFEC Serves Entrepreneurs
The NFEC Serves Faith-based Organizations
The NFEC Serves Employers
The NFEC Serves Colleges
Iris Henry, Entrepreneur
The NFEC Serves Banks
The NFEC Serves Financial Service Professionals
Ismail Karfal, Insurance
The NFEC Serves Financial Coaches
The NFEC Serves Schools
The NFEC Serves Retirement Planners
The NFEC Serves Educators
The NFEC Serves Banks
Diane Keating
Sheena Robinson, Entrepreneur
Abang Abu
Lay Hing
Jeanne D'Arc Credit Union
University of California, Riverside
Old National Bank
Transamerica Tranform Tomorrow
United Way Worldwide
Penn State Erie, The Behrend College
x
x
x
x
x
x
x
x
x
x

NFEC Mission & Social Vision

The National Financial Educators Council’s mission is rooted in providing people with 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.

We do so by setting rigorous standards, developing evidence-based curriculum and assessments, and partnering with schools, employers, and community organizations to scale proven programs. By measuring outcomes and continuously refining our approaches, we ensure that our work produces real, lasting improvements in people’s financial lives.

Conflict of Interest Disclosure

This training program is designed to provide unbiased, research-based education. All program developers have disclosed any financial or personal relationships that could present a conflict of interest. Any potential conflicts have been reviewed and managed to ensure the integrity and objectivity of this course.

The National Financial Educators Council (NFEC) is an independent education organization. We do not offer financial products or services, and we do not accept compensation from financial institutions for promoting specific tools, services, or advice within the CFEI program. Our sole focus is on delivering high-quality, evidence-based financial education and empowering learners without commercial influence.

Furthermore, all NFEC instructors and Subject Matter Experts (SMEs) are also required to complete a formal conflict of interest disclosure and review process during onboarding and for subsequent learning events. Any reported potential conflicts are evaluated, documented, and approved or denied in accordance with established standards designed to protect participant trust, instructional impartiality, and the integrity of NFEC programs and accreditation requirements.

Equal Opportunity, Non-Discrimination, & Accessibility Statement

The National Financial Educators Council (NFEC) provides equal access and opportunity to all individuals seeking to enroll in the Certified Financial Education Instructor® (CFEI®) program. Enrollment decisions are based on program eligibility criteria and are not influenced by non-merit factors. The NFEC values the diverse backgrounds, experiences, and perspectives that learners bring to the financial education field.

The NFEC does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, marital or parental status, military or veteran status, political affiliation, or any other characteristic protected by applicable law.

The CFEI program is designed to be accessible to a wide range of learners. Reasonable accommodations are available for individuals with documented disabilities or accessibility needs. Learners who require accommodations or who have questions regarding technical, physical, or accessibility requirements for course participation are encouraged to contact the NFEC in advance or at any point during enrollment so appropriate support can be provided.

Learner Identity and Course Access Policy

To access online course content, each learner must use the same email address provided when the course was purchased or a seat was reserved. The learner must also create a unique password that meets NFEC password requirements. Login credentials may not be shared or used by another individual.

By registering for, accessing, and completing the course, including any required assessments, the learner confirms that they are the individual authorized to participate in the course. The person completing the coursework and assessments must be the same person registered for the course and identified as the recipient of any continuing education units (CEUs), certificates, or other completion credentials.

CEUS: 4.8 (48 development hours)

Criteria to earn CEUs: Pass all assessments with a score of 80% or higher

Prerequisites: None

Material Requirements: Computer, Internet Connection, Computer Speakers or Headset

Course Summary: The Certified Financial Education Instructor course was designed to equip educators with the knowledge, skills, and confidence to design and deliver high-quality financial education and prove the impact of their programming.

Total Investment is $396

(includes everything needed for Certification: training, testing, certification)

Guarantee, Terms & Renewal

A 30-Day No Questions Asked Guarantee; Plus a 1-Year 100% Guarantee.

You agree to the terms of the CFEI program and upon purchase our bound by the agreement. Read the complete terms and conditions.  Annual training and testing are required to maintain CFEI status. Starting year 2 (365 days after order), your annual investment is $129 and includes all the training, tools, and testing you need to keep your certification up-to-date.

Terms of the 1-year, 100% Guarantee: Graduates of the Certified Financial Education Instructor program complete the most comprehensive, highest quality and top recognized credentials of any financial educator training program on the market available today. This is backed with a 1 year, 100% money back guarantee. Read Full 1-Year Guarantee terms.

View Tour

Place an Order