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

  • Live Group Training – 1 Session / 1 Hour
    One live training session via Zoom is required. Enrollees must attend one scheduled session on Friday, June 5 at 2:00 PM Central Time. The remainder of the course is completed online at your own pace.

  • Self-Paced Learning – Approximately 15 hours
    This self-paced portion of the pilot program is designed to document actual learner time on task. While initial internal estimates indicate approximately 10 to 15 instructional hours, total completion time may vary. Those participating in the pilot program will inform the final decisions on instructional 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.

Enroll Now: Cost: $0 for Pilot Phase Participation

The Building Sustainable Financial Education Partnerships and Funding is undergoing its piloting phase. Individuals who enroll during this period must participate in the pilot feedback process. Participation is designed to support program evaluation, time-on-task validation, and continued quality assurance.

Participants who 1) track training time and turn in an excel sheet documenting time of the lessons; and 2) provide feedback via two surveys – those who complete these pilot requirements prior to July 1 and turn in their time tracker will receive this program at $0 cost.

A $97 deposit is required to confirm enrollment and ensure participation from those committed to completing the program by July 1, 2026. Enrollment is limited for this pilot program. After the pilot, the investment will increase by several hundred dollars.

Agree to All Below to Enroll in The Pilot Program

Participants who 1) track training time and turn in an excel sheet documenting time of the lessons; and 2) provide feedback via two surveys – those who complete these steps prior to July 1 and turn in their time tracker will receive this program at $0 cost. Those who do not meet this condition will receive no refund. No refunds are provided after enrollment.

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.

This disclaimer applies to the current pilot program (offered at $0 cost with a refundable $97 deposit) as well as any future versions of the training.