Building Sustainable Financial Education Partnerships and Funding

For those individuals looking to build organizational partnerships or secure clients, this training is designed to provide a structured approach to doing so. This training introduces a practical framework to help financial wellness professionals approach partnerships and funding with greater clarity. Expanding access requires coordination between professionals, organizations, and community stakeholders; and organizations typically engage partners who demonstrate professionalism, consistency, and the ability to communicate value effectively.

Learn how to build strategic partnerships with organizations, understand funding pathways, and develop financial education initiatives with a more structured approach. Delivering financial education is only part of the process. Expanding your work involves aligning with organizational goals, communicating clearly, and organizing your services in a way that supports collaboration.

Who This Training is Designed For

This training is for individuals enrolled in the CFEI or CPFWC programs who are seeking to partner with organizations or secure funding for financial education initiatives. It is intended for educators, coaches, nonprofit leaders, financial service professionals, and community-based professionals who want to take a more structured approach to engaging organizations and aligning their services with funding opportunities.

The training focuses on building professional relationships, navigating funding pathways, and delivering programs in a way that supports ongoing collaboration and measurable results. It provides a clear framework for financial wellness professionals looking to work with organizations and develop sustainable financial education initiatives.

What You Will Learn

This training provides a structured approach to positioning your services as a consultant and partner, building relationships with organizations, and aligning your work with their needs and priorities. It covers how to navigate funding pathways, communicate professionally, and use pilot programs to establish partnerships. You will also learn how to document results through case studies, structure pricing based on value, and organize your services to support consistency and long-term collaboration. The focus is on developing a clear, repeatable process that supports ongoing relationships and continued growth.

Position Your Services

  • Present yourself as a consultant and partner
  • Define your full scope of services beyond instruction
  • Communicate value in a way that resonates with decision-makers

Build Strategic Partnerships

  • Identify and engage realistic target organizations
  • Develop relationships through structured outreach and follow-up
  • Align your services with organizational needs and goals

Understand Funding Pathways

  • Navigate organization-paid funding models
  • Position your services to fit organizational priorities
  • Support organizations to make confident funding decisions

Build Trust and Reduce Risk

  • Use pilot programs as entry points for partnerships
  • Provide clear proposals and structured communication
  • Demonstrate professionalism across all interactions

Document Results and Demonstrate Value

  • Create case studies and outcome reports
  • Use results to strengthen partnerships and expand opportunities
  • Turn program outcomes into marketing and funding assets

Structure Pricing for Sustainability

  • Apply value-based and line-item pricing
  • Adjust scope while maintaining professional standards
  • Align pricing with full program delivery and support

A System for Long-Term Partnerships

  • Establish ongoing relationships with organizations
  • Deliver consistent, high-quality experiences
  • Use results to support continued collaboration and growth

Course Details

  • Self-Paced Learning
    Dive into a flexible online experience packed with videos, lessons, activities, and practical resources—all designed to deepen your understanding and help you immediately apply what you’ve learned. Move at your own pace, revisit key concepts whenever you need, and turn insights into real-world action.  Approximately 20 hours.

  • Prerequisites & Technical Requirements
    Must be enrolled in or graduated from the CFEI or CPFWC training. Learners must be at least 13 years old and have access to a computer, internet connection, and audio capability. The course provides the instruction and support needed for successful completion.

  • Final Exam & Knowledge Checks
    Successful completion of the program requires earning a score of 80% or higher on the final examination and 80% or higher on all chapter knowledge checks. Retake opportunities and instructional support are provided.

  • Accessibility & Accommodations
    Reasonable accommodations are available for learners with documented accessibility needs. Learners are encouraged to request accommodations in advance to support successful participation.

CEUs Issued Upon Successful Completion

The NFEC℠ is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET Continuing Education Units (CEUs) for its learning events that comply with the ANSI/IACET standards. IACET is internationally recognized as a standard development organization and accrediting body that promotes the quality of continuing education and training.

2 CEUs (19.9 professional development hours) are offered to those who successfully complete all the coursework and steps.

Verify our IACET Accreditation

NFEC Mission & Social Vision

The National Financial Educators Council’s mission is rooted in providing people with the knowledge and guidance they need to foster greater financial well-being. To accomplish that mission, we mobilize a diverse global force of financial wellness champions and empower them with resources and training so they can effectively support others in their communities to work toward greater financial security.

We do so by setting rigorous standards, developing evidence-based curriculum and assessments, and partnering with schools, employers, and community organizations to scale proven programs. By measuring outcomes and continuously refining our approaches, we ensure that our work produces real, lasting improvements in people’s financial lives.

Conflict of Interest Disclosure

This training program is designed to provide unbiased, research-based education. All program developers have disclosed any financial or personal relationships that could present a conflict of interest. Any potential conflicts have been reviewed and managed to ensure the integrity and objectivity of this course.

The National Financial Educators Council (NFEC) is an independent education organization. We do not offer financial products or services, and we do not accept compensation from financial institutions for promoting specific tools, services, or advice within the CFEI program. Our sole focus is on delivering high-quality, evidence-based financial education and empowering learners without commercial influence.

Furthermore, all NFEC instructors and Subject Matter Experts (SMEs) are also required to complete a formal conflict of interest disclosure and review process during onboarding and for subsequent learning events. Any reported potential conflicts are evaluated, documented, and approved or denied in accordance with established standards designed to protect participant trust, instructional impartiality, and the integrity of NFEC programs and accreditation requirements.

Equal Opportunity, Non-Discrimination, & Accessibility Statement

The National Financial Educators Council (NFEC) provides equal access and opportunity to all individuals seeking to enroll in the Certified Financial Education Instructor® (CFEI®) program. Enrollment decisions are based on program eligibility criteria and are not influenced by non-merit factors. The NFEC values the diverse backgrounds, experiences, and perspectives that learners bring to the financial education field.

The NFEC does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, marital or parental status, military or veteran status, political affiliation, or any other characteristic protected by applicable law.

The CFEI program is designed to be accessible to a wide range of learners. Reasonable accommodations are available for individuals with documented disabilities or accessibility needs. Learners who require accommodations or who have questions regarding technical, physical, or accessibility requirements for course participation are encouraged to contact the NFEC in advance or at any point during enrollment so appropriate support can be provided.

Learner Identity and Course Access Policy

To access online course content, each learner must use the same email address provided when the course was purchased or a seat was reserved. The learner must also create a unique password that meets NFEC password requirements. Login credentials may not be shared or used by another individual.

By registering for, accessing, and completing the course, including any required assessments, the learner confirms that they are the individual authorized to participate in the course. The person completing the coursework and assessments must be the same person registered for the course and identified as the recipient of any continuing education units (CEUs), certificates, or other completion credentials.

CEUS: 2 (20 development hours)

Criteria to earn CEUs: Pass all assessments with a score of 80% or higher

Prerequisites: CFEI or CPFWC

Material Requirements: Computer, Internet Connection, Computer Speakers or Headset

Course Summary: This training provides a structured approach to positioning your services as a consultant and partner, building relationships with organizations, and aligning your work with their needs and priorities. It covers how to navigate funding pathways, communicate professionally, and use pilot programs to establish partnerships. You will also learn how to document results through case studies, structure pricing based on value, and organize your services to support consistency and long-term collaboration. The focus is on developing a clear, repeatable process that supports ongoing relationships and continued growth.

For Current NFEC Clients Only

$197
  • Building Sustainable Financial Education Partnerships and Funding Professional Development Course
  • Self-paced online course access with 32 video lessons, activities, and training materials
  • Capstone project where you leave with a completed partnership and funding strategy
  • Program partnership and funding resources, communications, and strategy guidance
  • Optional weekly live training and Q&A sessions
  • Final exam and graduation budget
  • Full access as long as you are in good standing with the CFEI or CPFWC credentials.
  • $197 Total, One-Time
Register Now

For Non-NFEC Clients

$697
  • Building Sustainable Financial Education Partnerships and Funding Professional Development Course
  • Self-paced online course access with 32 video lessons, activities, and training materials
  • Capstone project where you leave with a completed partnership and funding strategy
  • Program partnership and funding resources, communications, and strategy guidance
  • Optional weekly live training and Q&A sessions
  • Final exam and graduation budget
  • Certified Financial Education Instructor CourseIncluded
  • $697 and $129 Annually
Register Now

Refund Terms

We offer a 30-day money-back guarantee if you’re not satisfied with the program.

To qualify for a refund, you must not have accessed less than 50% of the training pages within the program.

Definition of “Accessed”: A training page is considered accessed once you have viewed or opened it. Simply visiting pages to download resources without engaging with the training content does not qualify as proper use of the program.

Downloading resources or materials from any unaccessed sections will disqualify you from receiving a refund.

We reserve the right to review your account activity before approving any refund request.

Earnings Disclaimer

This training program, Building Sustainable Financial Education Partnerships and Funding, is provided for educational and informational purposes only. It is designed to teach strategies, frameworks, and best practices for building partnerships and pursuing funding opportunities for financial education initiatives.

There is no guarantee of any specific results. Participation in this program does not guarantee that you will secure partnerships, funding, contracts, clients, income, or any other particular outcome. Individual results will vary significantly and depend on many factors, including your experience, effort, execution, professional network, communication skills, market conditions, organizational priorities, and other variables outside our control.

Any examples, case studies, testimonials, or success stories shared during the training are provided for illustrative purposes only. They do not represent typical or guaranteed results. Past performance is not indicative of future results.

We make no representations or warranties regarding the outcomes you may achieve. By enrolling in this program, you acknowledge and agree that you are solely responsible for your own results and business decisions.