State Advisory Board Role and Qualifications
The National Financial Educators Council’s state chapters are designed to nurture economic empowerment through strategic advocacy, scalable financial wellness initiatives, and strong local relationships.
At the heart of these efforts is our Advisory Board – comprised of leaders who embody the mission of equipping individuals and communities with the tools and guidance they need to achieve long-term financial well-being. We measure the strength and alignment of our Advisory Board members based on seven key qualities that reflect our commitment to impact, integrity, and sustainability. These individuals drive the momentum of the financial literacy movement forward – state by state, community by community.
Our Board Member Qualifications
We measure the strength and alignment of our Advisory Board members based on seven key qualities that reflect our mission and the impact we aim to achieve:
Passion – A genuine commitment to advancing financial education and interest in advocating for higher financial education standards across the state.
Action – Active involvement and engagement in financial wellness-based activities.
Expertise – Demonstrated knowledge and experience within their professional niche.
Industry – A background in one of the following sectors: academia, financial services, financial education, coaching, nonprofit, faith-based, media, or legislative/legal affairs.
Geographic Relevance – Lives in or conducts business within the community or state represented by the chapter.
Ethical Standards – A clean record of no felonies and no compliance violations that violate fiduciary responsibilities in the past 10 years.
Prominence (Optional but Supported) – While not required initially, for those who meet the first six criteria, we provide the online assets and promotions to help establish and grow professional prominence through visibility opportunities, media exposure, and thought leadership development.
