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:
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.
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.
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.
Communication & Marketing
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
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.
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.
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.
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.
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