Upon graduating the certification course you receive all the material included below:
The Transamerica Financial Educators Academy presentations are designed to help you conduct financial education events that reach your targeted demographics. Graduates of the CFEI course can use these presentations for a variety of events to serve a broad range of audiences: corporations, community groups, schools, nonprofits, religious organizations, and your own current clients.
This turnkey presentation material includes an instructor’s guide, student guides, PowerPoint, testing tools, and surveys. The modular format allows you to accommodate most schedules and provide high-impact, professional-level presentations.
The Transamerica Financial Educators Academy Presentations provide practical lessons to help your participants develop long-term financial plans.
Download Samples of End-Student Education Materials
Private Label to Your Brand
When finalizing your student guides for delivery to the end-student, the Transamerica Financial Educators Academy document store allows you to:
Financial Education Promotions
Upon completing the CFEI coursework you will receive financial education presentations, testing/survey resources, and more tools to help you make a positive difference in the financial well-being of others.
Taking a comprehensive campaign approach helps you build positive brand image, gain clients, and generate referrals. You can leverage this turnkey system to:
Support Your Community
Acquire New Clients
Receive Media Awareness
Build Community Goodwill
The promotions package can help your organization meet its business objectives while you serve the community in a meaningful way. The package helps position you as the advocate and leader who brought a comprehensive financial education program to your community.
The Transamerica Financial Educators Academy and the NFEC commend you for your interest in teaching personal finance. It is our shared goal to provide you with financial literacy initiatives that engender strong community support, provide practical financial lessons, and create a sustainable model that aligns with your business objectives.
Your Investment is $264
*An annual investment of $154 is required to maintain Certified Financial Education Instructor status. Read the complete terms and conditions. The annual investment starts 1 year after you register and includes all the training, tools, and testing you will need to keep your certification up-to-date.
*FINRA does NOT approve or endorse any professional designation. Nor does a designation’s inclusion in this database imply that FINRA considers the designation to be acceptable for use by a registered representative.
*All curriculum to be delivered to your students is fulfilled through the Transamerica Financial Educators Acadmy Document Store. The TFEA document store is managed by a 3rd party fulfillment company: OCPC. All guides for end-student materials are purchased directly from OCPC through the document store.
*The Certified Financial Education Instructor course is a program developed by the NFEC to ensure financial educators meet the standards set by the Framework for Teaching Personal Finance.