Client Login
Contact & Support
CFEC Resources 2018-02-02T12:29:34-08:00

Resources for Certified Financial Education Consultants (CFEC)

To design, launch, and implement professional-level financial education programs – resources, systems and training are needed. Certified Financial Education Consultants receive the tools necessary to implement successful financial education programs.

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. CFEC Graduates ensure the program’s success by following the process outlined below:

Phase 1: Program

Phase 2: Launch

Phase 3: Program Implementation

Phase 4: Post-

Phase 1: Program Design

Using the marketing and promotions tools provided in the business part of the course, you’ve established a relationship with an organization that may be interested in a financial wellness program. Now you are ready to learn about all stakeholders’ needs, and design a program that meets organizational and participant objectives.

Each group has unique educational, organizational, and philanthropic objectives that require specialized solutions. In this section, you will gain access to resources that will help you uncover the needs of the organization served, define clear measures of success, and design appropriate programming.

Initial Interest

Discovery, Define, Design

Solution Presentation

Initial Interest – Get Initial Program Buy-in

First impressions count when introducing the idea of bringing financial education programming to the people and organizations you seek to serve. The materials in this section are designed to help you build initial interest, enlist stakeholders’ support, and obtain initial buy-in to explore the possibility of starting or expanding a personal finance education program.

  • Scripting and questions to ask during initial talks geared toward getting interested parties involved.
  • Communication resources to generate initial interest (emails, letters, and invitations).
  • Presentation that provides a high-level overview of financial education programming and possible options.

Discovery, Define, Design for Organizations & Groups


Understand the Stakeholders’ Needs

The discovery phase is where you learn about the needs of the organization and participants you will be serving. This process lays the foundation for defining programming objectives and helps you design a program for maximum impact.

  • Discovery meeting invitations and marketing pieces.
  • Stakeholder discovery meeting scripts, notes and questions.
  • Surveys for end users and other key stakeholders to accurately assess their objectives.


Establish Benchmarks to Measure Impact

The ‘define’ phase is where you will establish the measurement system that will demonstrate program impact. The defined goals will provide overall blueprints for the campaign and barometers of the program’s success. Receive the resources and knowledge you need to clearly measure results.

  • Training and resources to quantify program impact.
  • Organizational and learner objectives and framework spreadsheet.
  • Measurements used by the NFEC to empirically measure program impact.


Creating a Program Around Needs and Benchmarks

Properly designed programs are built with purpose: all campaign components work together to promote financial literacy and further your business objectives. During this phase, you will construct the program based on the goals stated in the discovery phase.

  • Training that helps you design programming to meet organizational goals.
  • Overall initiative design outlines, educational mix, delivery options, and ideas
  • Budget spreadsheets and cost estimator to help you accurately plan and allocate financial resources.

Solution Presentation & Follow-up

Presenting the program you designed and getting commitment to launch the financial wellness initiative is the final step in this phase. Feel confident delivering the financial education solution you designed with a professional proposal and state-of-the-art resources.

  • Detailed scripting and training that walk you through the presentation.
  • Professional, easily customizable proposal deck.
  • Follow-up correspondence and next step guidelines.

financial education program package details

Phase 2: Launch Preparation

You have already received initial buy-in, designed the program, and received approval. Now it’s time to finalize the educational components, train personnel, and prepare promotional resources

During the preparation phase, you finalize the actual training, customize promotional materials, train key stakeholders, and obtain necessary approvals. You will receive materials and learn from individuals who have successfully supported the launch of thousands of events and promotions.

Educational Materials & Mix

Personnel Training

Communication & Marketing

Educational Materials & Mix

Aligning the educational materials and mix with the needs of your stakeholders and learners forms the cornerstone of any financial education initiative. In this phase, you will finalize your educational materials and delivery methods.

  • Lesson Plans and Presentation Resources
  • eLearning and Online Education
  • One-on-one Consultation Resources

Personnel Training

To ensure that your team members are fully prepared for the financial education initiative, training is essential. During this step all client-facing volunteers, personnel, and assistants receive training to better communicate the program and/or lead the educational effort.

  • Course facilitator or educator training – Certified Financial Education Instructor.
  • Guest speaker protocol and guidelines.
  • Support personal and volunteer training – scripting and crib note training sheets.
  • Personnel training invitations, reminders and marketing.

Communication, Marketing, and Handouts

Successful programs include professional marketing resources and correspondence that promote the initiative, increase participation rates, and raise awareness. Receive 30 predesigned marketing pieces (trifolds, flyers, invitations, etc.) and communication tools that can be customized to your needs.

Phase 3: Program Implementation

Now that your program design is finalized and you are prepared to launch, it’s time to announce the program to your end users and implement the solution.

During the implementation phase, you launch the program and conduct the actual educational components. Throughout this process you will be gathering data and measurements needed for the post-programming phase.

Launch Option Resources

Support Materials


Launch Option Resources

Formal program announcements, launch events and other methods of letting your audience know about your financial education program raise awareness and encourage participation. All launch options do vary in size and scope, but do possess some common core design elements and goals.

  • Initial announcement options – event outlines and promotional materials.
  • Marketing materials and launch communications.

Support Materials

There are a lot of moving parts when you launch a professional-level financial education program. Gain access to resources that will help you stay organized and confident.

  • Event hosting training, checklist and support resources.
  • Promotions organizer and scheduler.
  • Additional resources to address a variety of common needs and questions that arise at this stage


Financial literacy programs that do not clearly define quantifiable measures of success in advance of development lack structure and deliver subjective results. These data-gathering methods empower you with data and reports by which program success can be judged. Receive testing, surveys, and online data-gathering recording options. All graduates receive the online Financial Wellness Indicator.

Phase 4: Post Programming

You had a successful program! Now it’s time to report your results, recognize stakeholders, and provide continuing education options.

In this final phase, you will report results and ensure that participants feel supported in the long-term. These steps will help your program continue to gain momentum and scale (if desired).

Participant Recognition

Attendee Follow-up


Participant Recognition

Build affinity toward your program by recognizing people who participate in the campaign and highlight the program’s success.

  • Graduation event outline and resources.
  • Participant certificates that can be customized.
  • NFEC Certification options. * Must meet additional requirements.

Attendee Follow-up

Do not forget about your participants after your program ends! Receive follow-up training resources that help them retain what they learned and continue to build upon their personal finance skill sets.

  • Attendee correspondence and post-marketing materials.
  • Ongoing education – program includes monthly training newsletters and additional education resources.


For people or organizations serious about achieving the best results and helping others improve their financial capabilities, measurements, data-gathering, and reporting are vital. Well-put-together reports highlight your success and professionalism.

  • Post-event surveys, testing, longer-term and behavior change measurement and wellness checker.
  • Testing results analysis software.
  • Reporting template pages that are easily customized to reflect your unique data.
  • Post-event presentation and stakeholder communication forms.

Program Resources & Enrollment Information

Next – review the business resources that are included in the program.  These ensure you are have a clear plan, professional image and are prepared to best serve your clients.

CFEC Overview

CFEC Resources

Business Resources


Read the complete terms and conditions.

Share This Article