State Chapter Stipend Training & Resource Package
CFEI Training & In-kind Resource Donation

Earning your CFEI® certification is the first step toward receiving a fully funded, turnkey financial education program at no cost.
This requirement exists because qualified financial educators are the cornerstone of effective personal finance programs. Well-trained instructors not only help learners achieve stronger outcomes, but they also elevate the credibility, impact, and sustainability of the programs they deliver.

The Certified Financial Education Instructor® (CFEI®) is an industry-leading credential from an IACET-accredited provider that prepares you to teach personal finance with confidence – and to prove your program’s impact.The CFEI® program gives you the training, credibility, and tools to make a measurable difference. The training teaches classroom-tested instructional methods, practical assessment techniques, and behavior-focused strategies that work for live workshops, online courses, employer programs, and community initiatives.

With more than 5,000 alumni, over 300,000 professional development hours, and the only established national standards for personal-finance instructors, CFEI® is the credential trusted by organizations that require rigor, accountability, and real-world results. Join a growing network of CFEIs who report greater enjoyment in teaching, stronger learner outcomes, and expanded opportunities to scale their programs.

State Chapter Stipend Training- Refundable Deposit Terms & Teaching Requirement

To confirm your commitment to student outcomes and program completion, a $147 refundable deposit is required upon enrollment in the Certified Financial Education Instructor℠ (CFEI®) training program. There are no ($0) annual renewals – to maintain credentials after year 3, there are ongoing training and testing requirements that may require an investment.

Refund Eligibility Requirements
To support your success and encourage real-world application of your training, a $147 refundable deposit is required upon registration. You may qualify for a full refund by completing the steps below:

Step 1: Graduate the CFEI® Training

  • Complete the Certified Financial Education Instructor℠ (CFEI®) training program within 6 months of registration.
  • Certification is awarded upon successful completion of the coursework and final exam.
  • The CFEI credential is valid for 3. In year 3, there is a recertification test investment required. This may be waived for select participants.
  • Upon graduation you will gain full access to a turnkey financial education program that includes comprehensive curriculum, assessments, promotional resources, funding tools, and more.

Step 2: Teach a Financial Education Class

To receive a refund of your deposit, you must conduct a qualifying class and submit documentation within 6 months of earning your certification.

Conduct a Training Program

  • Teach at least one financial education class, delivered in person or online.
  • Provide instruction to a minimum of 10 participants.
  • Each participant must complete at least 10 total hours of training.
  • All instruction must be delivered directly by a Certified Financial Education Instructor℠.

Submit Documentation

  • Complete and submit the CFEI® Program Outcomes Report Template (provided upon certification).

  • Your report must include:

    • A brief description of your training
    • Verified program outcomes
    • At least 2 photos from the class (or screenshots for virtual sessions)
  • All documentation must be submitted within 6 months of certification.

Step 3: Receive $147 Credit Upon Successful Verification:

  • Your $147 deposit will be refunded in full through PayPal.

  • You’ll also gain:

    • Access to advanced educator funding resources & support
    • Visibility for funding and partnership opportunities
    • Recognition for your impact in financial education
Learn More About the CFEI

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.

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.

Honor Code Statement

By attending and completing this course, you verify you are the individual authorized to complete this course and its assessments and receive any CEUs associated with the course. The individual to receive CEUs for this course is the same individual registering for this course.

Enroll in The CFEI® Course

CFEI® Professional Development Course

$396
  • $147 Refunded Upon Meeting Terms
  • Training & Resources: eLearning Education Center, Course Manual & Framework for Teaching, Personal Consultation Call, Continuing Education (live trainings)
  • Testing & Graduation: Certification Exam, CFEI® Credential & Digital Badge, Course Assessment, Continuing Education Letter & Topic Badging, Graduation Certificate
  • Awareness, Advocacy, & Funding: Custom Graduate Webpage, Publishing & Case Study Support, Eligibility for NFEC Campaigns, Graduate & Organizational Spotlights
  • Limited Bonus: Graduate Program Toolkit: Resources for each student touchpoint – before, during, and after programming; course assessments for learners; case study reporting template.
Enroll Now

Read terms at https://www.financialeducatorscouncil.org/cfei-terms/.