Certified Financial Education Instructor – Financial Literacy Certification (CFEI)

Because each person has his or her own preexisting financial habits, relationship with money, and current financial situation, teaching personal finance is a unique subject that requires specialized expertise to teach effectively.

Qualified financial educators form the cornerstone of any personal finance program. Effective educators help learners achieve better outcomes than less-qualified instructors. Programs taught by instructors with strong credentials are more credible and have far greater impact.

If you’re looking to lead personal finance classes, present workshops, or offer a variety of financial education options, the NFEC’s Certified Financial Education Instructor is the training for you.

The CFEI program helps individuals acquire the expertise, credibility, and self-assurance they need to teach money management lessons effectively. Graduation from the NFEC’s financial literacy certification program demonstrates that you are qualified to teach the subject matter and increases your credibility as a financial education instructor.

Those who earn the CFEI financial literacy certification report that they experience greater enjoyment teaching and achieve better results among the audiences who attend their presentations.

Topics & Requirements

The CFEI coursework meets standards for the highest academic rigor while providing practical financial education knowledge. Graduates possess the skills and teaching techniques that help them motivate, engage, educate, and move participants of all ages to take positive financial action.

The CFEI course requires successful completion of the exam after approximately 40 hours of training (4 Continuing Education Units – CEU). You may test out of parts of the training.

The topics covered range from personal finance content to psychology and educational principles. You will participate in active virtual training and develop your teaching style and overall program design as you complete the course.

Standards

The NFEC teamed with the Danielson Group, developers of the most widely referenced educator standards in the education industry. This collaboration yielded the first and only national standards for financial educators – the Framework for Teaching Personal Finance.

The Framework defines the skill sets distinguished educators should possess and performance levels that define optimal educator capabilities. This framework identifies the responsibilities of financial educators proven by empirical studies and theoretical research to produce the highest gains in participant test scores.

The CFEI program was designed around the Framework for Teaching Personal Finance. The qualifications set forth in the Framework give public assurance that financial education instructors are held to the highest standards of practice.

Who We Serve

View Profiles of a Few of Our CFEIs

All CFEI Graduates receive a speaker’s profile page like this – complimentary.

Course Ratings

641 Recent Graduates Completed This Post-Training Survey

Increase of Confidence

Do you feel more confident in your knowledge of how to deliver financial literacy topics?

94.97%
98.74%

Incorporation of Content

Will you incorporate what you learned next time you teach financial literacy?

Adaptation of Curriculum

As a result of this training, my capacity to adapt the curriculum to meet the needs of my audience has improved.

95.60%
96.23%

Recommend

Would you recommend that other financial educators complete this class before teaching financial literacy?

Guaranteed Leading Financial Educator Training

Graduates of the Certified Financial Education Instructor program complete the most comprehensive, highest quality and top recognized credentials of any financial educator training program on the market available today. This is backed with a 1 year, 100% money back guarantee. If within 1 year after your purchase date you send details on a course that exceeds our training on those three areas and we agree – we will refund you 100%. For those looking to earn your Certification from the leading training program that set national standards, this guarantee gives you piece of mind.

What’s Provided in The CFEI Coursework

Training & Resources

Receive all the training and resources you need to earn your Certified Financial Education Instructor credentials. During the training you will participate in comprehensive lessons and activities that improve your capabilities as a financial education instructor delivered through:

Testing & Graduation

The Certification exam is delivered online and you must pass the final exam with a score of 75% or higher. If you do not pass the first time, you may take the exam again. Upon graduation you receive:

Personal Consultation & Ongoing Call-in Support

At the NFEC we have a vested interest in the success of our graduates. We provide support to help you plan and build out your financial literacy initiative – including funding, business aspects, programming options, and all aspects of program development. You receive:

Awareness, Advocacy, & Funding

To highlight your accomplishments, help you raise awareness, and garner funding for your program, the NFEC provides an awareness package that builds your reputation as a qualified financial educator. Get exposure to our website visitors (50,000+ monthly page views) and highlight your role as a financial education advocate with these complimentary resources:

Enroll in The CFEI Course

By now you understand that the Certified Financial Education Instructor program provides the skill sets you need to teach financial literacy effectively. Completing the program gives you added credibility and confidence when teaching. Simply register below or contact us using your preferred method.

The CFEI course is in its fifth iteration and over 100 experts have contributed to its development. Because of the psychological and behavioral components of personal finance, professionals in various spaces have contributed: experts in education, finance, psychology, and niche financial topics. Their contributions are aligned with research-based educational standards.

Right now, you are invited to join the financial literacy movement. Become an active participant working toward solutions proposed in the National Financial Capability Strategy. Your investment also will help support a variety of programs funded through the NFEC’s social enterprise model.

Open Enrollment Now Available

By now you understand that qualified financial educators are the cornerstone to programming – click “Enroll Now” to register.

Total Investment is $297
(includes everything needed for Certification: training, testing, certification)

Guarantee: 1 year, 100%.  Terms: Graduates of the Certified Financial Education Instructor program complete the most comprehensive, highest quality and top recognized credentials of any financial educator training program on the market available today. This is backed with a 1 year, 100% money back guarantee. If within 1 year of your purchase date you send details on a course that exceeds our training on those three areas and we agree – we will refund you 100%. For those looking to earn your Certification from the leading training program that set national standards, this guarantee gives you piece of mind.
Annual training and testing are required to maintain CFEI status. Starting year 2 (365 days after order), your annual investment is $97 and includes all the training, tools, and testing you need to keep your certification up-to-date. Read the complete terms and conditions.

The NFEC appreciates your interest in improving the financial capabilities of your community members. The more people you reach with money management training, the closer it brings us to accomplishing our mission of “creating a world where people are informed and able to make qualified financial decisions that improve their lives, the lives of those they love, and the lives of those they reach around the globe.

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