Clients Community Impact

We take pride in the impact our graduates and patrons are making. Their work brings NFEC standards, tools, and evidence-based instruction into classrooms, workplaces, and community centers – translating national best practices into measurable local results that improve lives.

Multiplying Community Impact

We provide the training, resources, and implementation support; our graduates bring the passion, skill, and commitment to drive real change. Together they improve financial knowledge, shift behaviors, strengthen daily money routines, and boost long-term confidence and resilience. By documenting outcomes and sharing lessons learned, our network multiplies impact: individual successes inform better practice, partners see proven results, and more communities gain access to high-quality financial education.

Scope of Our Graduate & Client Reach

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CFEI Graduates & 8,000 Clients
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People Reached
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US States & 71 Countries

Program Spotlights

No matter the size or scope of the program, we value every patron’s contribution to our shared mission. Their efforts help turn standards into real programs that change lives. Below are a few spotlight stories that illustrate the difference NFEC graduates and patrons are making in communities around the globe.

We celebrate these successes not to boast, but to share lessons: what worked, what was adapted, and how others can replicate similar results. If you have a program to nominate for a spotlight or want help turning your outcomes into a publishable case study, submit your story – we’ll help you tell it and amplify your impact.

Community Groups

The Maverick Financial Literacy Program: Empowering Financial Futures Across Generations

The Maverick Financial Literacy Program empowers participants with essential financial knowledge through interactive learning methods focusing on budgeting, saving, investing, and debt management. This program caters to a diverse demographic, offering tailored guidance to individuals aged 15 to 56, adapting to their specific life stages and financial needs. The positive impact of the training is reflected in participants’ improved financial behaviors, increased savings, reduced debts, and overall financial empowerment, demonstrating the program’s effectiveness.

Social Impact Organization

TBL and NFEC Team Up to Drive Financial Literacy Across Communities

The NFEC and The Basketball League (TBL) have expanded their partnership to promote financial literacy nationwide. Through innovative programs, TBL teams engage their communities with financial literacy donations, interactive halftime events, and family-focused promotions like the Mother’s Day initiative. Players take the lead, earning financial education certifications while advocating for economic empowerment. This collaboration inspires communities to build stronger financial futures.

The Executive Reboot: Transform Money, Leadership, & Life

The Executive Reboot empowers high-achieving professionals, executives, and entrepreneurs to redefine success by transforming their relationship with money, leadership, and well-being. Through dynamic keynotes, immersive workshops, and tailored executive coaching, participants surface and release scarcity-driven patterns and replace them with an abundance mindset. Measurable results include clearer priorities, healthier work–life balance, stronger financial decisions, and sustained performance improvements.

Roselyn Pérez of Insightful Essence

Susan Doty: Building Financial Resilience for First Responders

Susan Doty, Executive Director at the University of Texas at Tyler, created First Responder Finance – a three-tiered program of for-credit certification, professional development, and community outreach – built through stakeholder input and targeted grant support. Using her “Doty Mantra,” she teaches finance through economics (opportunity cost + behavior change) and is driving teacher training, policy, and workforce initiatives to make personal finance part of professional preparation nationwide.

Insurance Industry Organizations

Empowering Communities Through Financial Literacy: The LiSA Initiative

The LiSA Initiative by First Financial Security empowers communities with education, mentorship, and entrepreneurial opportunities to tackle financial challenges. Partnering with the NFEC, LiSA trains Certified Financial Education Instructors (CFEI®) to deliver workshops nationwide. LiSA is transforming lives by equipping communities with tools for financial security.

Federal Reserve Highlights NFEC’s Financial Literacy Program at Wake Tech (Sponsored by SunTrust) as a Best Practice

The NFEC designed, deployed, and managed a comprehensive financial literacy campaign at Wake Technical Community College, sponsored by the SunTrust Foundation. To achieve the goal of raising financial literacy competencies among students, staff, and community members, the NFEC developed branding for the initiative and implemented multimethod programming, including: live events led by NFEC trained presenters, contests, eLearning, interactive experiences, and a personal finance mobile app, creating a dynamic and practical learning environment.

NFEC initiative highlighted by Federal Reserve as Best Practices for Multimethod Delivery.

NFEC initiative highlighted by Federal Reserve as Best Practices for Multimethod Delivery.

Bola Sokunbi: Empowering Women Through Smart, Shareable Finance

Bola Sokunbi, founder of Clever Girl Finance, is a 5x bestselling author, speaker, and leader of one of America’s largest personal finance platforms for women. A Certified Financial Education Instructor, Bola shares proven strategies for creating high-quality, engaging content, growing meaningful exposure, and building a connected community – plus insights from her latest workbook, Clever Girl Finance Workbook: My Wealth Plan and the systems she uses to scale impact globally.

Financial Education Entrepreneur

This NYC Program is Helping Teens Master Money Skills!

The Making Money Movers NYC Program is revolutionizing financial education for young New Yorkers! This dynamic initiative provides a comprehensive financial literacy curriculum designed specifically for adolescents and young adults in the NYC Summer Youth Employment Program (SYEP).

Government Organizations

NFEC Trains the Department of Defense Office of Financial Readiness Personnel

The Certified Financial Education Instructors (CFEI) course was tailored to help educators meet Department of Defense (DOD) mandated touchpoints while addressing areas for improvement identified through pretests. Post-program surveys underscored the training’s impact, with 100% of participants reporting increased confidence in delivering financial literacy education and an enhanced ability to adapt the curriculum to their audience’s needs. Additionally, all participants recommended the course to other financial educators, emphasizing its value in preparing educators for real-world application.

Banking Industry

How this Bank is Transforming Communities!

Old National Bank isn’t just about banking – it’s about empowering entire communities! With a mission to strengthen communities and help citizens take charge of their financial futures, this bank is making a real difference. Their innovative community education and outreach programs earned them not one, but two first-place American Bankers Association Community Commitment Awards.

Bobby P. Kinzer: From the Court to Community Impact

Bobby P. Kinzer, President of the Literacy Institute for Financial Enrichment (LIFE) and a Certified Financial Education Instructor, draws on nearly 31 years at the FDIC as a Senior Community Affairs Specialist. He shares his journey from professional basketball to financial services and offers practical strategies for promoting economic inclusion and scaling community-based financial education – essential listening for educators, policymakers, and community leaders.

Financial Service Professionals

NFEC Teams Up with Ellis Cropper to Launch Massachusetts Financial Educators Council

The NFEC has joined forces with Ellis Cropper – Army Major (Ret.), ChFC®, CLTC®, and financial professional with New York Life Insurance – to establish the Massachusetts Financial Educators Council (MFEC). The initiative aims to increase access to top-quality financial education, advocate for higher standards, and foster statewide relationships to support financial literacy efforts.

Financial Pathways Carolina – Young Money Matters

Miles Raymond, a 16-year-old founder of Financial Pathways Carolina, ran Young Money Matters – a free five-week Zoom program teaching NFEC-aligned lessons (saving, budgeting, credit) to ~45 rising 5th–8th graders. Using interactive tools (Nearpod, Pear Deck), family projects, and pre/during/post surveys, the program delivered measurable learning gains; graduates received certificates and resource folders. Miles also launched SmartStart Stocks, a free stock-simulator for classroom use, and earned local media and strong parent praise.

Miles Raymond of Financial Pathways Carolina

Skyler Harwood, Financial Education Instructor of the Year 2024

2023 Financial Education Instructor of the Year Paul Goebel

2022 Financial Education Instructor of the Year Sunny Istar Lee

Bola Sokunbi, Financial Education Instructor of the Year

Sharita Humphrey, Financial Education Instructor of the Year

NFEC Financial Education Instructor of the Year Award Recipients – 2014 to 2025 Spotlights

Our past Instructors of the Year are leaders who built high-impact programs and delivered measurable results – more savings, less debt, and stronger budgeting skills. Honorees include classroom teachers, nonprofit directors, and corporate trainers who scale best practices, train others, influence policy, and expand access to top-quality financial education. Their work sets the standard for what effective, evidence-based instruction can achieve.