Enroll in The CFEI Course

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.

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.

CFEI Enrollment Packages

Single CFEI

$396
  • Single CFEI License
  • $129/yr starting Year 2 (Month 13)

Review Resources for Certified Financial Education Instructor (CFEI)

The CFEI coursework meets standards for the highest academic rigor while providing practical lessons that increase your impact as a financial educator. You will develop skills and learn techniques that help you motivate, engage, and move participants of all ages to take positive financial action.

Training Resources

eLearning Platform

The virtual classroom includes both the Methods of Teaching and Content Knowledge components of the course. The comprehensive Learning Management System includes full production videos, interactive learning features and activities that improve your capabilities as a financial education instructor.

Course Workbook

The course workbook is aligned with the eLearning Platform. The workbook provides additional instruction and activities that expand the knowledge you gain from the online training and helps you integrate them into your own teaching style to create personalized presentations. Digital version included with course.

Framework for Teaching Personal Finance

The Framework identifies the responsibilities of financial educators proven by empirical studies and theoretical research to produce the highest gains in participant test scores, and provides clear benchmarks to enhance educators’ professional development. Digital version included with course.

Testing

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

Optional Ongoing Training

The NFEC hosts monthly group training sessions that keep instructors up-to-date with industry best practices. You can participate in the live training events or listen to the recordings.

Graduate Resources: Credibility

Certified Financial Education Instructor Title

Graduates may use the CFEI acronym and term Certified Financial Education Instructor after successfully passing the final exam and remain in good standing with the NFEC by following the CFEI code of conduct.

Certification Logo

Graduates in good standing may feature Digital Badges, such as the Certified Financial Education Instructor logo, on marketing materials and online to boost credibility as financial educators.

Certification Award

To recognize your accomplishments, a personalized Certification Award will be mailed* to you after you pass the test.

*US residents only; those outside the US will receive the award digitally.

Continuing Education Credit Letter

For those satisfying Professional Development Hours, the NFEC provides a letter documenting satisfaction of your Continuing Education Units.

Graduate Resources: Awareness

Personal Finance Speakers Association

All graduates who seek speaking opportunities are accepted as members of the NFEC’s Personal Finance Speakers Association.

Speakers Webpage

Graduates interested in gaining added exposure will receive a complimentary customized webpage that features your speaker’s profile & bio.

Advocacy Center

Gain access to the complete Advocacy Center which includes the tools, tips, and resources to help you promote financial wellness in your community and make a positive impact in your fellow citizens’ lives.

Promotional Resources

Graduates receive a promotional package they can use to highlight their accomplishment and promote financial literacy. The package includes: social media posts, emails, press releases, and a brochure that helps you promote your services. You also are eligible to participate in NFEC promotional campaigns such as Financial Educators Day.

Graduate Resources: Sustainability

Funding Tools

We assist graduates to build sustainable financial education programs by providing resources that can help them fund their initiatives, including sponsorship forms, grant materials, client solicitation letters, and more.

Funding Training

Nonprofits, financial professionals, entrepreneurs, schools, and all others – each have unique models to fund their programs – you may participate in monthly live or recorded calls to learn about the options.

Planning & Consultation

At the NFEC we have a vested interest in the success of our graduates. You receive a 30-minute call with an expert to help you plan out your financial literacy initiative – including funding, business aspects, programming options, etc.

CFEI Enrollment Packages

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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NFEC Mission & Social Vision

The National Financial Educators Council’s mission is rooted in providing people with the knowledge and guidance they need to foster greater financial well-being. To accomplish that mission, we mobilize a diverse global force of financial wellness champions and empower them with resources and training so they can effectively support others in their communities to work toward greater financial security.

We do so by setting rigorous standards, developing evidence-based curriculum and assessments, and partnering with schools, employers, and community organizations to scale proven programs. By measuring outcomes and continuously refining our approaches, we ensure that our work produces real, lasting improvements in people’s financial lives.

Conflict of Interest Disclosure

This training program is designed to provide unbiased, research-based education. All program developers have disclosed any financial or personal relationships that could present a conflict of interest. Any potential conflicts have been reviewed and managed to ensure the integrity and objectivity of this course.

The National Financial Educators Council (NFEC) is an independent education organization. We do not offer financial products or services, and we do not accept compensation from financial institutions for promoting specific tools, services, or advice within the CFEI program. Our sole focus is on delivering high-quality, evidence-based financial education and empowering learners without commercial influence.

Furthermore, all NFEC instructors and Subject Matter Experts (SMEs) are also required to complete a formal conflict of interest disclosure and review process during onboarding and for subsequent learning events. Any reported potential conflicts are evaluated, documented, and approved or denied in accordance with established standards designed to protect participant trust, instructional impartiality, and the integrity of NFEC programs and accreditation requirements.

Equal Opportunity, Non-Discrimination, & Accessibility Statement

The National Financial Educators Council (NFEC) provides equal access and opportunity to all individuals seeking to enroll in the Certified Financial Education Instructor® (CFEI®) program. Enrollment decisions are based on program eligibility criteria and are not influenced by non-merit factors. The NFEC values the diverse backgrounds, experiences, and perspectives that learners bring to the financial education field.

The NFEC does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, marital or parental status, military or veteran status, political affiliation, or any other characteristic protected by applicable law.

The CFEI program is designed to be accessible to a wide range of learners. Reasonable accommodations are available for individuals with documented disabilities or accessibility needs. Learners who require accommodations or who have questions regarding technical, physical, or accessibility requirements for course participation are encouraged to contact the NFEC in advance or at any point during enrollment so appropriate support can be provided.

Learner Identity and Course Access Policy

To access online course content, each learner must use the same email address provided when the course was purchased or a seat was reserved. The learner must also create a unique password that meets NFEC password requirements. Login credentials may not be shared or used by another individual.

By registering for, accessing, and completing the course, including any required assessments, the learner confirms that they are the individual authorized to participate in the course. The person completing the coursework and assessments must be the same person registered for the course and identified as the recipient of any continuing education units (CEUs), certificates, or other completion credentials.

CEUS: 4.8 (48 development hours)

Criteria to earn CEUs: Pass all assessments with a score of 80% or higher

Prerequisites: None

Material Requirements: Computer, Internet Connection, Computer Speakers or Headset

Course Summary: The Certified Financial Education Instructor course was designed to equip educators with the knowledge, skills, and confidence to design and deliver high-quality financial education and prove the impact of their programming.

Single CFEI

$396
  • Single CFEI License
  • $129/yr starting Year 2 (Month 13)