CFEI Course Details & FAQ’s

The Certified Financial Education Instructor training provides you everything you need to earn your credentials and become a highly-qualified and respected financial educator.

In this section we will answer the most common question we receive and provide additional FAQs to help you get the answers to your questions. At the bottom of this page, there are also details on our daily support calls where our program directors can answer any questions for you.

FAQs: Top 7 Most Frequently Asked Questions

Can I use the CFEI logo after I graduate? Yes. You will receive a Certificate, CE credit letter, and a logo for your use.

Is $297 the total cost of everything to take the training and receive my Certification? Yes. $297 is the total cost (state tax may apply). There are no other fees to earn your Certification.

How many hours in the CFEI training and what is the schedule? The course is self-paced; most people take about 40 hours to finish. Financial professionals and educators take about 30 hours to complete.

Why is enrollment limited? We provide each person enrolled with a personal consultant who provides one-on-one phone consultation and personal support. Enrollment is opened and closed based on consultants’ schedules.

Are there ongoing training requirements and annual fees? Yes. 3 to 5 hours of ongoing training is required every other year and the annual investment is $97 starting in year 2.

How long do I have to complete the course? There is no time limit and the training is self-paced. However, to maximize retention, we recommend taking between 2 to 8 weeks to complete. We do offer an optional 8-week instructor-paced course as well which you may join at no added cost.

I would like to work with others in the training. Can I? Yes, options exist to work with others signed up for the course via our Forum – the Financial Education Champions Forum.

Additional FAQs

CFEI Course Education: Subjects Covered, Course Materials, Standards, Table of Contents, Testing

What does the training teach me, what’s covered, what are the topics taught, course syllabus?

Thanks for asking. It’s comprehensive: the training covers 78 topics, over 6 main units:

1. Introduction to Financial Education; 2. Planning & Preparation; 3. Instruction; 4. Environment; 5. Professional Development & Responsibilities; 6. Recap & Final Exam.

Get a breakdown of the whole course by clicking here.

What are the standards, is it aligned with standards, who is this approved by?

Our materials align with national financial education, plus state and national education standards. Click here to learn more about these standards.

When you click above, you can learn about how our curriculum aligns with standards, and how we got involved in establishing national standards for educators, coaches, and learners.

What’s included in the course?

The CFEI course includes everything you need to build the skills to teach personal finance effectively and earn your certification. You also get access to the Patron Resource Center, which has materials that highlight your certification and help you promote your efforts. By clicking here, you can learn more about the materials and resources.

Tell me about the test, how do I take the test? Do I have to go somewhere to take the exam? Can I retake the exam?

The CFEI test has 108 questions, and a score of 75% or better is passing. If you don’t pass the first time, you can retake it at $0 cost. We’re glad to say that you complete the entire test online at the location of your choice.

When will I get my test results?

You’ll know if you have passed immediately after you submit your answers. If you do, you’ll gain instant access to your graduate resources.

Do you get CE (continuing education) credits for completion of the program?

We are pleased to offer CE credit, so check with the organization through which you’re seeking CE credits. Our program provides 40 Professional Development Hours (PDH) / 4 Continuing Education Units.

+ CFEI Training Details: Program Length, Schedule, Attendance Options, Graduate Opportunities

How long is the course, how much time does it take to complete?

As long as you need. Most people take 30 to 40 hours to finish, but there’s no time limit; you work at your own pace.

Where do I go for training, how is training delivered, will I have to go somewhere?

All the training is done virtually, so you don’t have to go anywhere. You also get a phone meeting with your program consultant.

After I register, when can I start the training?

We’re happy to say you can start the course right after you register. After you enroll, you’ll get a welcome email and a separate email with your receipt. You’ll also be directed to create your password. Once you do, you’ll be taken right to the materials.

Where can I get more information?

I’m glad to provide that. Learn more about the Certified Financial Education Instructor program and take a tour by clicking here.

Just enter your name and email on the page to view the video tour.

Why is enrollment limited?

I’m happy to answer that. Everyone who enrolls gets a counseling meeting with a program director. Because of this personal call, we have to limit enrollment to make sure people get their consultation calls timely. Click here to learn more about the consultation call.

What background is needed?

Thanks for asking. We have no background requirements for the course, just an interest in teaching personal finance.

I have a lot of experience already, do I need to complete the course?

We know some people have a great deal of experience. But because the NFEC administers and awards its own certifications, you need to complete all coursework and pass the exam for our programs. Your vast background will serve you well as you complete the certifications. You also may test out of some course elements, which will get you through faster.

After I graduate, can I use the logo? Do I get a Certificate?

After you graduate, you receive the CFEI Certified Financial Education Instructor logo, plus a graduate certificate and letter documenting your continuing education credits. For those in the US, we mail out the graduate Certificates. For those outside the US, the certificate is available online.

Do I receive a webpage when I graduate? Is there a cost for the graduate webpage?

You can choose to get a graduate’s webpage that highlights your credentials. There is no cost ($0) to you; your webpage is provided complimentary.

Enrollment Now Open

By now you understand that the Certified Financial Education Instructor financial literacy certification program provides the skill sets you need to teach financial literacy effectively. Completing the program gives you added credibility and confidence when teaching.

Enroll now in the certified financial education instructor course to earn your CFEI designation and maximize the impact you make when teaching personal finance. By now you understand that qualified financial educators are the cornerstone to successful programming and can make a meaningful difference in people financial lives.

Still Have Questions? Daily Support Calls Available.

Our daily support calls are led by our esteemed team of program directors. These calls are 100% dedicated to answering any questions you have and helping you build a high-quality program. This is NOT a presentation or sales pitch. You ask the questions via call or chat and we give you the support you need.

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