The CFEI® Course Platform & Learning Experience

The Certified Financial Education Instructor (CFEI®) program is built on a dynamic learning platform that blends structure, interactivity, and real-world application. Instead of passive presentations, you’ll engage with videos, readings, reflections, and case studies that build both knowledge and teaching confidence.

Each module develops essential educator skills while guiding you to create a Professional Resource Portfolio you can use long after training. With diverse video styles, quizzes, activities, and reinforcement emails, the platform ensures you retain what you learn and can apply it immediately.

The result is a streamlined system that equips you to teach with confidence and make a lasting impact.

Diverse Video Library

With more than 110 videos in multiple formats, the course keeps you engaged and accommodates different learning styles. You’ll learn through:

  • Expert Videos – Insight from experienced educators and subject specialists.
  • Explainer Videos – Clear breakdowns of key concepts.
  • PPT Videos – Concise, visual summaries of important lessons.
  • Training Videos – Practical demonstrations to model real-world teaching.

Sample Longer Format Training

Sample Training Clip

Sample Instructor Led PowerPoint

Sample Various Presenters

Course Guide & Manual

You’ll also receive a Course Manual – a streamlined “cliff’s notes” version of the training. This guide houses all your skill-building activities, provides space for note-taking, and serves as your quick-reference resource even after the training is complete.

Interactive Training Experience

Learning goes far beyond static presentations. This mix allows you to actively apply what you’re learning, not just absorb information. The program combines:

  • Videos, readings, and guided reflections.
  • Application activities and role-plays.
  • Case studies and practice teaching exercises.

Easy to Navigate & Modular Design

The CFEI® training is organized into step-by-step modules that build from core knowledge to advanced teaching skills. The platform’s simple navigation makes it easy to follow the full sequence or jump to specific lessons when you need a quick reference.

Reinforcement & Retention

To strengthen retention and ensure long-term success, the course includes:

  • Lesson Recaps to reinforce major takeaways.
  • Reinforcement Emails that keep concepts fresh between sessions.
  • Capstone & Skill-building Activities at the end of each chapter to deepen your mastery.
  • Throughout the course, you’ll build a Professional Resource Portfolio – a curated toolkit of lesson plans, activities, and reference guides.

Assessments & Recognition

Every chapter ends with quizzes and practice tasks to test your understanding. Completion unlocks digital badges that showcase your progress. By the end of the program, you’ll demonstrate mastery across all seven core training areas and earn your CFEI® credential.

Enroll Now
Next Page in Tour