CFEC Business & Promotional Resources
In the first part of this course, you built your educational foundation and credibility. Now it’s time to solidify your business model and identify your marketing and funding sources. This step will help you sustain and scale your program so you can continue to help more people.
Many in the financial education space lack clear revenue and promotional strategies that support continued expansion. Becoming an effective consultant requires having a clear business model, online presence, and systems to gain exposure. The NFEC supports your efforts by providing resources and conducting promotions that help you bring a financial wellness program to your community.
Business & Funding: Training, Models & Resources
Having a clear funding strategy and business plan is the cornerstone of any organization. There are recognized best practices for scaling a financial wellness initiative. The NFEC provides you with expertise to save time spent going down the wrong path. Having worked with thousands of organizations, we can provide business and revenue models that align with your vision.
Revenue & Funding Models
Revenue & Funding Resources
Brand Development & Expert Positioning
Those recognized as experts in their field receive higher compensation and qualify for more opportunities. We provide the materials and services to ensure that NFEC Certified Financial Consultants have a professional image and brand. Highlighting your credibility and advocacy and demonstrating your professionalism will help you serve your community better.
Branding
Online Presence
Marketing & Communication: Training, Models & Resources
Receive training and resources to effectively communicate with potential clients. These assets include outreach scripts, relationship-building resources, referral materials, and communication funnels to help move leads to clients.
Pitch Presentation
Marketing Resources
NFEC-led Promotions
Our graduates leverage the NFEC’s reputation to launch and promote their initiatives. We work with you to secure your online reputation, co-promote advocacy campaigns, and launch media promotions to help you gain momentum.
Launch Promotions
Online Promotions
Advocacy Promotions
Donation Resources
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