Financial Coaching Education Resources

As a financial coach, your primary duties are first to understand clients’ situations and goals, and then help them prioritize action steps and educate them on how to work best toward their personal financial plans. To do this effectively, you need top-quality educational resources built especially for financial coaching.

Because every person has different financial habits, emotional connections with money, and current financial realities, we as financial coaches need to consider more than just content knowledge when developing a client’s program. High-quality financial literacy curriculum also must focus on their behaviors, establishment of systems, and sentiments; and help them work toward positive outcomes.

The NFEC financial literacy lesson plans also include project-based learning lessons that perfectly align with the reporting software. This integration makes it easy for you to guide your client down a customized educational path.

Built for Financial Coaches

Multimethod Delivery Options

Select the delivery method and mode your clients prefer. You have access to a broad range of resources that help you better support your client education needs.

financial coaching education resources delivery options

Designed around Research-based Educational Methodologies & Standards

Because every person has different financial habits, emotional connections with money, and current financial realities, we as financial educators need to consider more than just content knowledge when developing a client’s program. High-quality financial literacy curriculum also must focus on their behaviors, establishment of systems, and sentiments; and help them work toward positive outcomes.

To achieve these goals, the NFEC’s resources are built around research-based instructional methodologies, including:

  • Backward planning to ensure that lessons and activities build upon each other to support learner progress toward pre-defined outcomes;
  • Active learning techniques, including visual, social, self-regulated, and project-based learning;
  • Audience adaptation to enable instructors to scaffold and adjust activities to support learners of all different motivations, knowledge levels, and learning styles;
  • Engagement with the affective dimension of learning and motivation in general, and of changing financial behaviors more specifically;
  • Recommendations for system development and long-term follow up and support to encourage permanent change.

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About the NFEC & Who We Serve

The NFEC is an IRS-recognized Benefits Corporation whose mission focuses on providing high-quality financial education programming and bringing educational-grade content to coaching professionals. Our resources, training, and financial coaching programming processes have been used by thousands of organizations, including:

Financial Coaching Education Resources 1-Full Year Guarantee

We eliminate your risk with a 1-year guarantee up to 100% of the purchase price. The guarantee is simple: we offer the most comprehensive and highest-quality financial education programming based on these 4 important criteria: Educational Quality, Scope of Resources, Overall Quality, and Alignment with Financial Coaching Standards. If you find any other program that exceeds the NFEC’s resources on these 4 criteria – you are eligible to receive a refund up to $995 or up to the purchase price of the curriculum, whichever is less. Read the complete terms – click here.