
The NFEC supports those in the financial industry who seek to expand their businesses while becoming recognized as financial education professionals serving their community. Combining the Certified Financial Education Instructor training with lead generation and retention tools helps financial professionals grow their business while helping to improve the financial capabilities of those they reach.
Becoming a Certified Financial Education Instructor helps you build a positive brand image, gain clients, and generate referrals. Other organizations have leveraged the Certification to:
- Acquire New Clients
- Develop Existing Clients
- Reduce Marketing Costs
- Receive Media Awareness
- Build Community Goodwill
- Develop Unique Brand Recognition
- Build a Lasting Legacy
“I have received constant e-mails. The buzz seems to be growing instead of slowing down. I love that the community I have lived in for so long has been blessed by all of this. Thank you so much for all you do. What you have put together is great.”
Karen Troester, Vice-President, US Bank Grand Junction, Colorado

The NFEC provides nonprofit, community, and religious organizations with turnkey solutions to their financial education program needs. The Certified Financial Education Instructor training helps your organization improve the financial capabilities of the people you serve, while simultaneously meeting its financial and outreach objectives. Other organizations have leveraged the Certification to:
- Raise funds through sponsorships, grants and fundraisers
- Expand their programming and services available
- Connect with patrons and supporters to diversify funding base
- Garner media coverage and community goodwill
- Expand volunteer base
- Add value to their program
- Empower those they serve with money management knowledge
“I did not know where to begin before I reached out the NFEC. I knew I had a passion for teaching personal finance, but did not know how to leverage that. The National Financial Educators Council provided the training and guidance that supported my desire to serve others. The Certification helped me to expand Youthful Savings—an organization dedicated to helping others improve their financial capabilities.”
Somya Munjal, Youthful Savings

The National Financial Educator Council’s college-level money management programs help universities accomplish a variety of objectives as they empower students with practical knowledge about personal finances. Colleges and universities that had their staff graduate the Certified Financial Education Instructor course report they were able to:
- Recruit new students
- Proactively take action to reduce student loan default
- Educate students in an effort to improve graduation rates
- Garner media awareness and recognition
- Work toward protesting title IV funding
- Build community goodwill and form collaborative relationships
- Raise funds through sponsorships, grants and patron support
“We chose to provide the NFEC curriculum as part of our outreach in Pennsylvania because it balances practical application with core educational standards. The lessons are engaging making it enjoyable for teachers and students alike. We also liked that it incorporates a comprehensive educator training program to empower those delivering the information with the tools to maximize the effectiveness of the coursework.”
Erica K. Jackson, Director Center for Financial & Consumer Outreach, Penn State University

The National Financial Educators Council provides public and private schools with turnkey solutions to their financial literacy program needs. The Certified Financial Education Instructor course helps educators achieve measurable improvement in their students’ financial capabilities, while also making progress toward their overall school goals. Other schools have leveraged the Certification to:
- Add a financial education class or afterschool program
- Integrate financial literacy into Common Core coursework
- Raise funds through sponsorships, grants and fundraisers
- Connect with patrons and supporters.
- Garner media coverage and build community goodwill.
- Add value to the students and their families

An employee financial wellness program not only improves the financial capability of the employees it reaches, but the program’s impact also may help the company achieve its organizational goals. Having a Certified Financial Education Instructor deliver personal finance classes offer many benefits, including:
- Creating a positive environment
- Increasing the productivity of employees
- Reducing stress and financial worry
- Staying in compliance with DoL and ERISA regulations
- Reducing absenteeism
- Increasing satisfaction with pay
- Improving health and employee wellness
Providing financial education for employees is a cornerstone of any workplace wellness program. In fact, the Cambridge Human Resource Group states that a lack of financial education for workers is “the most critical unaddressed workplace issue.” To quote the Met Life report Financial Education—An Essential Component of Your Wellness Strategy, “The addition of a financial wellness component can offer significant advantages for a company’s bottom line and increase appreciation for the benefits they already offer.”
The current economic situation has many of your employees worried about their personal finances. As USA Today recently reported, “Financial stress is having an impact on the workplace, potentially draining productivity and increasing emotional stress on the job.” Employee stress correlates directly with reduced productivity levels, increased absenteeism, and low morale. In short, employee stress hurts your company’s bottom line.

The NFEC supports concerned citizens and entrepreneurs who desire to promote financial wellness in their community. Whether you want to start a financial literacy business, or build a program to give back to the community, becoming a Certified Financial Education Instructor can help you accomplish your objectives. Others have used the Certification to:
- Build their credibility as a financial educator
- Start or expand a financial education or financial coaching business
- Conduct camps, workshops or other promotions
- Build a sustainable program funded through sponsorships, grants, paid attendees or other methods
- Connect with volunteers and supporters
- Garner media coverage and build community goodwill
- Empower their community money management knowledge.
“Working with the NFEC was an excellent opportunity for us to learn and perfect our implementation strategies for our outreach program. He helped us think through our curriculum and fine-tune our approaches. Receiving the training and becoming certified by the NFEC has given the program the extra boost and noteworthiness. Since our certification has become public, we‟ve received several calls from community service organizations and summer camps interested in our youth financial education program.”
Kimberly Knox, Financial Education and Marketing Coordinator, NCMSC
Patron Resource Center
Education, Awareness, and Sustainability are the three pillars on which the NFEC’s financial education initiatives are built. The NFEC has coined the term “campaign approach” to describe programs that focus on these three vital components and provides you a comprehensive Graduate Resource Center to help you leverage this campaign model.
The Graduate Resource Center provides you the resources that help you highlight your expertise, engender strong community support, reach a wide audience, and reach your philanthropic, educational and business objectives. Graduates may leverage all the resources necessary to launch a successful financial literacy initiative.


