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CFEI Verify 2018-05-11T16:05:20+00:00

Verify CFEI Status or Report CFEI Misconduct

Verify the status of an individual holding the Certified Financial Education Instructor (CFEI) status or report misconduct of a CFEI.

Verify CFEI Status
Report Misconduct

 

NFEC Certified Verification Request

Complete the form below to verify a NFEC Certified instructor or consultant is in good standing.

NFEC Certificate holders meet the highest industry standards and serve their communities by presenting initiatives that improve people’s financial capabilities. Graduates of the certification programs participate in education, advocacy, measurements, platform-building, consultant training, client relations, and other activities that demonstrate their qualifications as distinguished financial education instructors or consultants.

For all verification requests, we will contact you via email within 3 days with the results of your requested verification.

Complete Request to Verify

Report CFEI Misconduct

The National Financial Educator Council developed a disciplinary process for NFEC Certified Financial Education Instructors and members of the Personal Finance Speakers Association to:

  • Ensure a quality financial education.
  • To protect the public from sub-par presentations.
  • To protect the public from misinformation.
  • To maintain public confidence in Certified Financial Education Instructors and members of the Personal Finance Speakers Association.
  • To uphold the highest standards of conduct in the profession.

The disciplinary process is tiered based on the incident.  The NFEC will review all incidents reported and take appropriate action.  The actions taken include but are not limited to:

  • Removal of Certification and speakers bureau ban.
  • Retraining and retesting to ensure you meet Certification quality guidelines
  • Other appropriate discipline.

The Certified Financial Education Instructors and members of the Personal Finance Speakers Association has the ability to appeal this decision.

Certified Financial Education Instructors and members of the Personal Finance Speakers Association must adhere to our code of ethics:

  1. Be prepared for all events, talks, workshops, etc and maintain the highest professional standard which includes: being on time, knowing the financial literacy curriculum, and educating the attendees.
  2. Certified educators are prohibited from giving specific investment or tax advice unless you have the professional certification that allows you to do so.
  3. Ensure all information you are providing is accurate and delivered effectively.
  4. Maintain the highest ethical and educational standards.
  5. Graduates may not have been convicted of a sex offense or other crime that the NFEC deems inappropriate.
Complete Misconduct Report

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info@financialeducatorscouncil.org

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