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CFEC Enrollment 2018-10-18T07:46:18+00:00

Enrollment Now Open

Open Enrollment Information

NFEC Certified Consultants are among the top-qualified educators in the financial education space. They meet the highest industry standards and serve their community by presenting initiatives that improve people’s financial capabilities.

Those enrolled in the advanced Certification programs participate in education, advocacy, measurements, platform-building, consultant training, client relations, and other activities that demonstrate their qualifications as distinguished financial education consultants.

Because the advanced Consultant Certifications require personal support and guidance, the NFEC is limits enrollment to 50 individuals per class.

Certified Financial Education Consultant Training & Resource Package

CFECs bring a valuable service to their community – professional financial education programming for organizations and groups of individuals.

NFEC Certified Consultants are among the top-qualified educators in the financial education space. Those enrolled in the CFEC program participate in education, advocacy, measurements, platform-building, consultant training, client relations, and other activities that demonstrate their qualifications as distinguished financial education consultants.

Because the advanced Consultant Certifications require personal support and guidance, the NFEC is limiting enrollment. Register now to ensure enrollment.

 

Payment Plan

$995
  • + $195/mo for the first 12 Months
  • Then $97/mo starting Year 2 (Month 13)
  • Select This Option

Full Payment

$2,995
  • Then $97/mo starting Year 2 (Month 13)
  • .
  • Select This Option

View Terms & Conditions

Review Resources for Certified Financial Education Consultants (CFEC)

The NFEC provides CFEC’s a clear system to lead financial education programming for organizations and groups. You receive all the materials and resources that will help you effectively serve your clients.

View Training Resources
View Programming Resources

Training Resources Step 1: Welcome & Foundation Training

Welcome & Orientation

Our main goal is to produce the most highly-qualified financial education consultants in the industry. To achieve that objective, we will give you the training, resources, and guidance you need to build your initiative.

Foundational Training

The NFEC’s educator training helps individuals acquire the expertise, credibility, and self-assurance they need to teach money management lessons effectively.

Understanding Your Resources

Through the CFEC, a large inventory of assets is available to you. To prepare you for the business planning phase, it is important for you to understand how these resources will be integrated into your business.

Training Resources Step 2: Business Foundation

Brand & Bio

Positioning yourself as a community leader who brings a much-needed service to the community will help you fulfill your business, personal, and philanthropic goals.

Revenue Planning

Building a sustainable financial education business model is key to addressing the financial illiteracy epidemic. Organizations can build funding and revenue centers to promote financial wellness with solutions that scale.

Online Presence

As a financial education professional, your ‘storefront’ is your web presence. By the time you graduate, you will have an online image of which you can be proud.

Training Resources Step 3: Initial Event Training

Solution Presentation

Discover, define, and design a customized solution presentation to outline your offer to the client and highlight the value of what you will deliver.

Initial Event Execution

The process of going through the initial events will help you gain confidence and build the process habits you need to ensure success as you scale.

Report Presentation

Gather key assets such as photos, testimonials, pre- and post-test scores, surveys, and media attention to put together high-quality reports that showcase the program’s results.

Training Resources Step 4: Final Exam, Demonstrating Leadership, & Announcement

Final Examination

Leveraging all the training and practical application, the final exam acts as the cap stone to your achievements.

Graduate Recognition Resources

Resources to highlight your achievements and distinguish you as one of the most highly-trained financial educators in the industry.

Demonstrating Leadership

The financial education industry needs champions – those who demonstrate expertise and leadership.

Training Resources Step 5: External Marketing & Funding Acquisition

Market
Exploratory

Short introductory pieces to quickly convey your service line and position in the financial education market.

External Communication Tools

Customizable marketing pieces, emails, press releases and scripts.

Funding
Acquisition

Funding application training, form letters and grant list.

Programming Resources Phase 1: Program Design

Building Initial Interest

Materials to introduce financial education to the organization, spark interest among stakeholders, and obtain the organization’s initial buy-in to proceed.

Discovery, Define, Design Training

Resources to uncover the needs of the organization and target audience; establish benchmarks to accurately measure program impact; and design a custom program that meets those needs and benchmarks.

Solution
Presentation

Professional proposal and state-of-the-art resources to confidently present the program you’ve designed and get the organization’s commitment to launch the initiative.

Programming Resources Phase 2: Launch Preparation

Educational Materials & Mix

Resources to align your educational components and delivery methods with the stakeholders’ and learners’ objectives.

Personnel
Training

Training materials to prepare client-facing personnel, assistants, and volunteers to competently communicate and/or lead the program.

Communication & Marketing

Marketing handouts and correspondence to promote the campaign, raise awareness, and attract participants.

Programming Resources Phase 3: Program Implementation

Launch Option Resources

Formal program announcements, launch events, and other ways to let the audience know about the campaign, raise awareness, and encourage participation.

Support
Materials

Resources to help you stay organized and confident as you manage all the moving parts involved with launching a professional-level financial education program.

Measurements

Structured data-gathering methods to clearly define quantifiable results for measuring program impact. Testing, surveys, and online data gathering tools empower you with data and reports to showcase your initiative’s success.

Programming Resources Phase 4: Post Programming

Participant Recognition

Providing recognition and thanks to the people who participated and contributed to your initiative helps build affinity toward your program and highlight its success.

Ongoing Training

Resources to continue the educational process or provide continued engagement with the students you serve. Self-paced educational resources, ongoing communication templates and take-home materials.

Reporting

Measurement, data-gathering, and reporting are vital for achieving the best results and helping people improve their financial capabilities. Well-put-together reports highlight your expertise and professionalism.

Enrollment Now Open

Bring a valuable service to their community – professional financial education programming for organizations and groups of individuals.

Payment Plan

$995
  • + $195/mo for the first 12 Months
  • Then $97/mo starting Year 2 (Month 13)
  • Select This Option

Full Payment

$2,995
  • Then $97/mo starting Year 2 (Month 13)
  • .
  • Select This Option

View Terms & Conditions



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