Subjects Covered & Outcomes
Because money is so tied in with people’s lives, teaching personal finance requires diverse skill sets that range from financial psychology and teaching methods to content knowledge and moving people to action.
In this part of the tour, you will discover the topics covered in the course and download a full course Table of Contents. You will graduate from the training with confidence in both content knowledge and education methods so you can best help people strengthen their finances.
What’s Covered in the Course
The CFEI course covers content knowledge and education methods. If you are already familiar with the content knowledge, you can test out of that part of the training. Also the content knowledge section is not required for those teaching kids below the fifth-grade level or for our international students.
Download Full Table of Contents
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.