We Collaborate with Financial Service Professionals to Nurture Economic Empowerment through Financial Education

The National Financial Educators Council expands access to top-quality financial education programming nationwide, leads advocacy campaigns, and empowers local support to build scalable financial wellness initiatives.

In collaboration with our partners, we spearhead personal finance programs that deliver measurable outcomes for learners while helping our partners enhance brand equity, increase exposure, align with meaningful causes, and drive business development.

How We Work With Financial Service Partners

The National Financial Educators Council specializes in building and scaling financial education programs that not only benefit the community, but also align with the business objectives of our financial service partners.

Custom Brand Focus Financial Education Solutions

Geographic Targeted Campaigns – Community Financial Education Opportunities

For those targeting specific communities, we offer fully-managed geographic campaigns that increase exposure, build brand equity, and drive business development, while supporting the creation of high-impact financial literacy programs.

Custom Brand Focus Financial Education Solutions

Custom-branded DIY Financial Education – Turnkey Solutions for People Conducting Presentations

We provide everything needed for individuals leading personal finance workshops to deliver professional, high-impact sessions, boosting both your credibility and your audience’s financial literacy.

Custom Brand Focus Financial Education Solutions

Expert, Leadership, and Community Service Positioning – Cause-aligned Promotional Campaigns

We position you as a leader by creating cause-based campaigns that showcase your expertise and community commitment, building trust, enhancing credibility, and driving long-term growth.

Industry Leader that Delivers Value to Communities and Our Partners

As the only Accredited Provider in its financial education vertical, the NFEC delivers leading programming that helps communities, schools, nonprofits, and community groups scale their initiatives. With a track record of working with more than 1,400 financial services clients, including three of the top 20 banking, financial services, and insurance companies, we customize campaigns to meet our partners’ needs.

Accreditation

As an IACET Accredited Provider, the NFEC offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.

Social Impact

As a Certified B Corporation, the NFEC meets the highest standards for socially responsible commerce, using the power of business to build more sustainable economies.

Standards

The NFEC set industry standards for the financial education and financial coaching industry These standards are used to review and recognize programs that align with these standards.

NFEC Financial Literacy Standard Alignment Verified

Schedule a Consultation

If you’re passionate about promoting greater financial wellness in your community and would value the benefits we offer our partners, let’s explore potential opportunities to collaborate. All campaigns are customized to meet our partners’ objectives.

Changemaker Chronicles & Case Study Spotlights

Geographic Targeted Campaigns – Massachusetts Financial Education Campaign

Ellis Cropper (ChFC®, CLTC®, and financial professional at New York Life) generously sponsors the Massachusetts Financial Educators Council. His sponsorship has been instrumental in building a campaign that is making a meaningful impact across Massachusetts and advancing the financial education movement.

In gratitude for helping us serve over 82 nonprofits, schools, and community groups, the NFEC provided these benefits to support Ellis’s business objectives: Impressions 148,517, Engagements 11,873, Website Impressions 4,405, and the first 11 Google search results, with more following.

Old National Bank Community Program – Custom-branded Financial Education Resources

Strengthening communities and empowering citizens to manage their own financial futures form two cornerstones of the mission and vision of Old National Bank (ONB). The NFEC supported ONB’s vision by providing custom-branded resources and programming support.

ONB’s community education programs earned the bank two first-place American Bankers Association Community Commitment Awards and have served over a hundred thousand people with financial education programming. ONB recognizes the powerful positive impact financial education can have on individuals and communities alike.

Expert, Leadership, and Community Service Positioning – Cause-aligned Promotion Campaigns

Richard Cason’s generosity supported the development of a statewide financial education initiative that raised awareness about key advocacy issues nationwide. This campaign positioned Richard as a leader, expert, and community champion across Google search and media outlets. The campaign was customized to fill the gaps in Richard’s online presence to improve his brand equity and exposure.

Schedule a Consultation

If you’re passionate about promoting greater financial wellness in your community and would value the benefits we offer our partners, let’s explore potential opportunities to collaborate. All campaigns are customized to meet our partners’ objectives.