The NFEC’s Certified Financial Education Instructor program helps individuals acquire the expertise, credibility, and self-assurance necessary to teach money management lessons effectively. Graduates of this premier professional development course report that they experience greater enjoyment teaching and achieve better results from the audiences who attend their presentations.

This training is designed to help you increase your impact as a financial educator. You will develop skills and learn techniques that help you motivate, engage, educate and move participants of all ages to take positive financial action.

Teaching personal finance requires a broad scope of skill sets. The best educators understand that pedagogical, “one size fits all” methods do not work for teaching this subject matter. The topic of money elicits emotional reactions in people – anything from excitement, to anxiety, to shame. If your goal is to help participants get or change financial behaviors, simply imparting information is not enough. CFEI course graduates have learned how to better manage participants’ emotions to lead them toward financial wellness.

Other financial educator training programs fail to address behavior modification or financial psychology – they simply teach potential instructors how to deliver specific curriculum. Such training produces ineffective presentations that lack authenticity and fail to connect with the audience. The Certified Financial Education Instructor program is distinctive. It develops educators’ capabilities so they can effectively teach personal finance – no matter which curricula or presentations they use.

Because financial literacy is a unique subject, you need the skill sets teachers use in the classroom, techniques financial professionals use during client consultations, and instructional strategies employed by seasoned financial education experts. This training is divided into four areas: Planning and Preparation, The Classroom Environment, Instruction, and Professional Responsibilities.

Throughout this course, you are encouraged to bring your own unique experience and background to the educator role. The training helps you share your passion for teaching financial literacy in an authentic, believable fashion. Graduates become able to better connect with the audience and help them develop the habits they need to work toward their financial goals.

Enjoyment and Results

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The CFEI program helps instructors build expertise, credibility, and self-assurance to maximize instructor enjoyment and participant results.

Increase Impact

Pedagogical methods are not enough to teach personal finance effectively. CFEI instructors learn to address participants’ emotions around money and their financial psychology.

Unique Skill Sets

The NFEC’s financial education curriculum takes a learner-centered approach to bridge the gap between theory and practice.

100% Independent

The CFEI training distinctively teaches a unique set of skills that help instructors produce effective, authentic presentations that connect and resonate with audiences.

Click on Your Profession Below to View Industry-based Application of the CFEI Course

Organization Overviews

Wake Technical Community College

The NFEC designed, deployed and manage a campus wide campaign at Wake Technical Community College with the SunTrust Foundation as the sponsor since 2013. To meet the goal of raising financial literacy competencies among Wake Tech students, staff, and community members the NFEC developed the multimethod programming and developed the branding for the SunTrust Foundation Center for Financial Education at Wake Technical Community College.

Combining live events, financial education-based contests, an eLearning center, interactive experiences, and a personal finance mobile app, the NFEC built an authentic, dynamic learning experience while giving students access to practical financial education programming.

To date this initiative has included more than 150 live instructional events for students, parents, faculty and staff. In addition to live instruction, promotional events and contests encourage active participation while raising awareness about the program. Online and mobile learning also contribute to the educational mix. The NFEC’s proprietary eLearning platform forms the backbone of the Center’s online personal finance initiative.

Arizona State University & MidFirst Bank

The NFEC created a campus-wide peer financial literacy initiative for MidFirst Bank to deploy across Arizona State University. This program is going into its fifth year and was designed to widen the reach of financial literacy programming and improve the financial capabilities of its students.

The NFEC developed the core campus-wide campaign, including the materials they needed to host and promote their financial literacy programming. At the center of the campaign were their student-led program facilitators.

The program was peer-led, so Arizona State University students were trained and certified to deliver the customized workshops. Both live in-person and virtual training were provided to students who participated in the Certified Financial Education Instructor training course.

Oregon State University

OSU sought material for its financial literacy initiative that met the highest educational standards while being practical and usable. Their goal was to provide students with personal finance knowledge that will help them both in school and after graduation.

The NFEC developed for-credit coursework that met OSU’s detailed request. OSU personnel submitted a list of more than 70 topics to be addressed in the college-level personal finance course. The NFEC created customized lesson plans in accordance with their request in an effort to help students pick up fundamental financial skill sets.

The curriculum was designed for maximum flexibility; it can serve as a 1, 2, or 3 unit course and can be taught live or on e-learning platforms. The final deliverable was a custom branded curriculum package including: instructor guide, student guides, instructor’s resources, multimedia components, and rigorous testing.

To accommodate OSU’s specific needs, the NFEC created material that met ADA compliant regulations and standards set by OSU. The Certified Financial Education Instructor training program was also provided to ensure that the instructor felt confident to deliver the coursework effectively.

Individual Overviews

“Receiving the training and becoming certified by the NFEC has given the program the extra boost and noteworthiness. Since our certification has become public, we’ve received several calls from community service organizations and summer camps interested in our youth financial education program.”
Kimberly Knox, Financial Education and Marketing Coordinator, NCMSC
“Understanding more of the psychological dynamics of financial literacy will help me talk to people, motivate them and get them toward taking action. This course provided a real good way to shore up key areas of my public presentations.”
Patrick Zieger, Arizona Attorney General’s Office
“We chose to provide the NFEC curriculum because it balances practical application with core educational standards. The lessons are engaging, making it enjoyable for teachers and students alike. We also liked that it incorporates a comprehensive educator training program to empower those delivering the information with the tools to maximize the effectiveness of the coursework.”
Erica K. Jackson, Director Center for Financial & Consumer Outreach, Penn State University

Dan Hiebert

Dan has spent his 20+ year career in financial services providing individuals and professionals advice they need to live a better life. Dan is an NFEC Certified Financial Education Instructor. Currently, Dan consuls with financial advisors and firms on productivity improvements. He also is an adjunct professor at Minnesota State – Mankato, The American College, and The College for Financial Planning, where he teaches finance graduate programs.

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Victor Ricciardi

Victor Ricciardi is an Assistant Professor of Financial Management at Goucher College. He teaches courses in personal financial planning, financial management, investments, behavioral finance, and the psychology of money. Professor Ricciardi is the Coordinator of Behavioral and Experimental Research at the Social Science Research Network (SSRN). He is also an editor for SSRN eJournals on behavioral finance, financial history, behavioral economics, behavioral accounting, game theory, and decision making under risk and uncertainty. Professor Ricciardi is a leading expert on academic literature and emerging research issues in behavioral finance. He also has more than 15 years of experience in the financial services industry as a mutual fund accountant and consultant with financial planners and advisors.

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Cathrine Bena Thebe

Cathrine Bena Thebe is the founder of the Financial Literacy Trust in Botswana, Southern Africa, and is an NFEC Certified Financial Education Instructor. The organization is registered as a non-profit institution. The Financial Literacy Trust intends to promote the concept of financial Literacy in Botswana. The trust provides financial literacy mentorship for the youth, disadvantaged communities, and society at large through various financial literacy programs, projects and initiatives.

Organization Overviews

Transamerica

Transamerica had a vision to help educate a variety of beneficiaries (clients, personnel, prospective clients) and support their team of advisors. The NFEC was tasked with building a comprehensive financial education program that included development of a certification training program for financial professionals, customized curriculum, specialized testing and surveys, marketing promotions, and key note speaking for the program milestone events.

The overall program arms financial professionals with tools they need to improve financial literacy in whole communities. To access those resources, Transamerica requires each person to become “Certified Financial Education Instructors,” with a goal to deliver real results and have real impact on those they reach.

First Financial Security, Inc’s LiSA Literacy Program

The NFEC’s work on First Financial Security’s LiSA Literacy Project centered around developing private-labeled curriculum developed, marketing support, targeted studies (women & money), Certification for their instructors, initiative design, support staff training and promotions.

Sun Trust Foundation

The NFEC designed, deployed and manage a campus wide campaign at Wake Technical Community College with the SunTrust Foundation as the sponsor since 2013. To meet the goal of raising financial literacy competencies among Wake Tech students, staff, and community members the NFEC developed the multimethod programming and developed the branding for the SunTrust Foundation Center for Financial Education at Wake Technical Community College.

Combining live events, financial education-based contests, an eLearning center, interactive experiences, and a personal finance mobile app, the NFEC built an authentic, dynamic learning experience while giving students access to practical financial education programming.

To date this initiative has included more than 150 live instructional events for students, parents, faculty and staff. In addition to live instruction, promotional events and contests encourage active participation while raising awareness about the program. Online and mobile learning also contribute to the educational mix. The NFEC’s proprietary eLearning platform forms the backbone of the Center’s online personal finance initiative.

Individual Overviews

“Receiving the training and becoming certified by the NFEC has given the program the extra boost and noteworthiness. Since our certification has become public, we’ve received several calls from community service organizations and summer camps interested in our youth financial education program.”
Kimberly Knox, Financial Education and Marketing Coordinator, NCMSC
“Understanding more of the psychological dynamics of financial literacy will help me talk to people, motivate them and get them toward taking action. This course provided a real good way to shore up key areas of my public presentations.”
Patrick Zieger, Arizona Attorney General’s Office
“We chose to provide the NFEC curriculum because it balances practical application with core educational standards. The lessons are engaging, making it enjoyable for teachers and students alike. We also liked that it incorporates a comprehensive educator training program to empower those delivering the information with the tools to maximize the effectiveness of the coursework.”
Erica K. Jackson, Director Center for Financial & Consumer Outreach, Penn State University
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Debbie Todd

Debbie Todd is a “spunky CPA” and the founder of 1 Hour Impact.com, a dynamic online money stewardship lifeplan learning and guided resource community. 1 Hour Impact is devoted to providing practical, online and local in-person financial education in bite-sized chunks – which is understandable, family-friendly and yes, even FUN!
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Joseph Newtz

Joseph C. Newtz began his financial services career in 1988. He works with a select group of individuals, families, professionals and business owners during the accumulation and distribution phases of their financial life. He offers a bold, no-nonsense approach to money management and offers up simple, actionable techniques that anyone can use to be successful.
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Tomeka Brown

Tomeka Brown graduated with honors from Drexel University with a Bachelor of Science in Business Administration, concentrating in finance and marketing. While in attendance, she became a member of the Beta Gamma Sigma International Honor Society and the National Society of Collegiate Scholars. Tomeka’s most rewarding experience during her college career was her time as President of the Drexel University Student Chapter of the National Association of Black Accountants, Inc. from 2004-2006. With a motto of “Lifting As We Climb,” engraved in her heart, it was during a conference that she first fell in love with financial literacy after hearing a financial advising presentation. Tomeka took on a few positions in corporate finance before realizing that her specialty was developing one on one relationships with people through helping them identify their goals and financially planning accordingly.
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Stephanie Bowyer

Stephanie holds the Certified Financial Planner Professional (CFP®) designation and is an NFEC Certified Financial Education Instructor. She particularly enjoys teaching her clients how to organize their financial lives to achieve their long-term financial goals. Stephanie knows that clients often come to financial advisors when they have concerns. She finds it very gratifying to be a fiduciary, working with her clients to provide the best possible solutions and to ease their stress.
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Ryan Cravitz

Ryan Cravitz is a well-known financial educator with 16 years of professional financial insight. Ryan founded Milestone Wealth Management with the vision of helping people that are trying to manage their fast-paced lives between work, family, and other commitments, while not having to fully immerse themselves in the convoluted world of smart financial decision-making.

Organization Overviews

Arizona Attorney General’s Office

The Arizona Attorney General’s Office sought to expand its role of serving military and veteran families by hosting financial literacy and consumer protection initiatives. They contacted the NFEC to train their team of financial education instructors, provide resources, and support them through the grant application and funding process.

The Attorney General’s Office sought to serve a broad population, ranging from people experiencing financial problems to people who were financially sound. Beneficiaries of the training were referred through veterans’ court mandates, interested veterans and active duty personnel, first responders and their family members. The training team had experience teaching these various groups, but many expressed concern about their confidence to teach personal finance.

One of the AG Office’s top goals was to address those concerns and ensure that their team of instructors was capable and qualified to teach financial education subjects. They sought an instructor training course that would helped the educators gain a better understanding of each group they serve, engage with each participant in a meaningful way, and encourage positive behavior molding.

Mesa County, City of Grand Junction, School District 51

Karen Troester, Vice President of US Bank, did not wait around for someone else to make a difference. She took it upon herself to empower the youth in her community with financial literacy skills that can make a lasting, positive difference in their lives.

She hired the NFEC to build a financial education outreach promotion and create buzz to encourage financial literacy in her community. The campaign centered around a high-profile event designed to generate momentum for ongoing financial education programming.

After meeting with key stakeholders, the event solution Troester selected was Money XLive (MXL). Meeting their goals of gaining high-profile media coverage, attracting more than 100 attendees, and getting the community excited would take celebrity and entertainment draws. MXL is a show that leverages the power of sports stars, celebrities, DJs, live bands, and financial education experts to give today’s youth real-world advice about managing their finances.

Los Angeles County Department of Parks & Recreation

For the last six years, the Los Angeles County Parks and Recreation Department has charged the NFEC with the task of improving financial capabilities among youth participating in a work experience program. To address this goal, the NFEC developed custom programming to meet departmental objectives.

To meet their timeline goals and address the fact that some Parks and Recreation locations have no Internet connection, the program designed for LA Country Parks and Recreation centered around live presentations. These presentations were conducted by members of the NFEC’s Personal Finance Speakers Association and Certified Financial Education Instructor graduates.

Two of our graduates, Diane Larsen and Shannah Compton, conducted the last few events. Diane Larsen is a Certified Financial Education Instructor who was selected by the U.S. State Department to travel as a financial literacy ambassador to South Africa. Shannah Compton is a member of the NFEC’s Personal Financial Speakers Association and was named Certified Financial Planners Board Ambassador in 2014.

Individual Overviews

“Receiving the training and becoming certified by the NFEC has given the program the extra boost and noteworthiness. Since our certification has become public, we’ve received several calls from community service organizations and summer camps interested in our youth financial education program.”
Kimberly Knox, Financial Education and Marketing Coordinator, NCMSC
“Understanding more of the psychological dynamics of financial literacy will help me talk to people, motivate them and get them toward taking action. This course provided a real good way to shore up key areas of my public presentations.”
Patrick Zieger, Arizona Attorney General’s Office
“We chose to provide the NFEC curriculum because it balances practical application with core educational standards. The lessons are engaging, making it enjoyable for teachers and students alike. We also liked that it incorporates a comprehensive educator training program to empower those delivering the information with the tools to maximize the effectiveness of the coursework.”
Erica K. Jackson, Director Center for Financial & Consumer Outreach, Penn State University
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Brian Ross

Brian Ross has been a financial educator, counselor and speaker for over 16 years. He is an NFEC Certified Financial Education Instructor, an Accredited Financial Counselor (AFC), and a Certified Housing Counselor (CHC). He has served as Director of Financial Education with the U.S. Department of Interior’s Office of the Special Trustee for American Indians (OST).
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Jason Fields

In 2005, Jason M. Fields became the first African-American man to be elected to the Wisconsin State Assembly 11th District, where he was recently re-elected. He is an NFEC Certified Financial Education Instructor and holds a BS in Business Management from Cardinal Stritch University. Jason is the Founder and President of GlobalEx, LLC Holdings, and the Co-Founder and Partner of DiversifyForex, a Foreign Currency, Stock, and Binary Options Investment Education Firm. He is a published author, having written two books. He is currently working on his CHP (Certified Hedge Fund Professional) designation.

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Alita Gregg

Alita T Gregg is the Co-Founder of Classic Chic’s Consignment on Wheels, LLC where she is a personal shopper and stylist. She is also an NFEC Certified Financial Education Instructor. Being an avid shopaholic, she decided to turn around her very costly habit by raiding her own closet, and began offering substantial discounts for classic, chic, unique, designer clothing items, and shoes. Not only did this provide significant bargains for shoppers on a budget, Alita realized how much it helped other women increase their confidence levels starting from their hearts, through their clothes. Alita T Gregg has also served as the President of the Federal Triangle Chapter (FTC) of Federally Employed Women (FEW) and is the Vice-President of the Blacks In Government (BIG), DC Charter Chapter.

Organization Overviews

Penn State Center for Financial & Consumer Outreach

The NFEC partnered with Penn State CFCO to deliver comprehensive financial education programming across the state of Pennsylvania. This campaign featured more than 30 financial literacy assets provided by the NFEC, including special events, celebrity partnerships, a custom training website, performance testing, volunteer training and more.

At the center of this campaign was the effort to train educators and volunteers across the state with the Certified Financial Education Instructor Training. The NFEC trained the Director of the Center for Financial & Consumer Outreach, Erica Jackson, as the master trainer to lead in-person CFEI trainings across PA.

Educators from more than 100 schools and nonprofits participated in the NFEC’s Certified Financial Educator Instructor training program. This ongoing service now is offered across Pennsylvania; the influence and impact of the service is magnified as qualified people share the message of financial literacy with youth statewide.

Salvation Army National Veterans Foundation

The NFEC designed a custom adult financial literacy program to meet the needs of the Salvation Army Dallas and the National Veterans Foundation. The program, primarily focused on financial recovery, was geared toward the low-to-moderate income clientele these respective organizations target.

Both programs featured a custom eight-hour financial education workshop for clients. The program included custom PowerPoint presentations, co-branding, marketing material design, sponsorship outreach forms, student guides, and Certified Financial Education Instructor training.

The workshop was customized to best reach each individual group. For Veterans, the NFEC took special training to gain a deeper understanding about PTSD and its impact on personal financial decisions. For the Salvation Army, focus groups were held to ensure that the material met the needs of the people who receive support from this organization.

Individual Overviews

“Receiving the training and becoming certified by the NFEC has given the program the extra boost and noteworthiness. Since our certification has become public, we’ve received several calls from community service organizations and summer camps interested in our youth financial education program.”
Kimberly Knox, Financial Education and Marketing Coordinator, NCMSC
“Understanding more of the psychological dynamics of financial literacy will help me talk to people, motivate them and get them toward taking action. This course provided a real good way to shore up key areas of my public presentations.”
Patrick Zieger, Arizona Attorney General’s Office
“We chose to provide the NFEC curriculum because it balances practical application with core educational standards. The lessons are engaging, making it enjoyable for teachers and students alike. We also liked that it incorporates a comprehensive educator training program to empower those delivering the information with the tools to maximize the effectiveness of the coursework.”
Erica K. Jackson, Director Center for Financial & Consumer Outreach, Penn State University
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Steven Hughes

Steven Hughes is a NFEC Certified Financial Education Instructor and the Founder of Know Money, Incorporated, a non-profit organization that exists to create money savvy teens, college students, and young professionals in South Carolina. From his own life experiences, self-study, and ongoing research, Steven develops programs about budgeting, saving, investing, debt elimination, credit repair and recovery, and entrepreneurship.

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Brandy Speer

NFEC Certified Financial Education Instructor Brandy Speer has spent years motivating and inspiring audiences to step outside their comfort zone believe in themselves, take action and follow their dreams. After working in corporate America, she is now seen as the go-to motivational speaker for corporate, association and school organizations that want their people to improve their morale, communication skills, teamwork and to ultimately achieve better results. She has also served on non-profit, corporate and school boards and has held chair positions for numerous organizations and associations.
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Maria Riofrio

When Maria Riofrio met First Financial Security Co-CEO and LiSA Initiative Chair Debbie Gerlicher, Debbie shared with Maria the power of the First Financial Security business opportunity, as well as the empowering work LiSA was doing to help women. Maria saw meeting Debbie as the opportunity of a lifetime. She now had the chance to follow her passion and help others. Her diverse background as both an immigrant and a single mother trying to create a better future for herself and her family allowed Maria to connect with agents and her community. Her journey led her to become an integral part of both First Financial Security, Inc.’s Hispanic Outreach Program and LiSA Initiative.

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Kimberly Knox

Kimberly’s career in the nonprofit industry spans more than 16 years, most of which focused on community economic development, community outreach and advocacy. She founded the Youth Education for Savings (YES) Consortium Inc. in 2011. There, she orchestrates opportunities to educate, encourage and inspire youth to incorporate healthy financial management habits in their lives by collaborating with schools and like-minded organizations across the state.

Organization Overviews

Salvation Army

The NFEC designed a custom adult financial literacy program to meet the needs of the Salvation Army Dallas and the National Veterans Foundation. The program, primarily focused on financial recovery, was geared toward the low-to-moderate income clientele these respective organizations target.

Both programs featured a custom eight-hour financial education workshop for clients. The program included custom PowerPoint presentations, co-branding, marketing material design, sponsorship outreach forms, student guides, and Certified Financial Education Instructor training.

The workshop was customized to best reach each individual group. For Veterans, the NFEC took special training to gain a deeper understanding about PTSD and its impact on personal financial decisions. For the Salvation Army, focus groups were held to ensure that the material met the needs of the people who receive support from this organization.

Individual Overviews

“Receiving the training and becoming certified by the NFEC has given the program the extra boost and noteworthiness. Since our certification has become public, we’ve received several calls from community service organizations and summer camps interested in our youth financial education program.”
Kimberly Knox, Financial Education and Marketing Coordinator, NCMSC
“Understanding more of the psychological dynamics of financial literacy will help me talk to people, motivate them and get them toward taking action. This course provided a real good way to shore up key areas of my public presentations.”
Patrick Zieger, Arizona Attorney General’s Office
“We chose to provide the NFEC curriculum because it balances practical application with core educational standards. The lessons are engaging, making it enjoyable for teachers and students alike. We also liked that it incorporates a comprehensive educator training program to empower those delivering the information with the tools to maximize the effectiveness of the coursework.”
Erica K. Jackson, Director Center for Financial & Consumer Outreach, Penn State University

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Jesse Gathewright

Jesse Gathewright and his wife Lisa established a Financial Freedom Ministry over 20 years ago at their local church. It has since grown to include a business, career development, and community information link area, and most recently a Young Christian Millionaires chapter. YCM is designed for educating youth in the area of finances and preparing for college. Jesse is also the founder of Financial Destiny Inc., a non-profit agency devoted to increasing the financial skills of individuals and families, and to decrease the financial stress that can lead to sub-prime living.
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Bonita & Bradley Vinson

When Bradley and Bonita Vinson first taught financial literacy at their church, they found little interest. Then they learned about the NFEC, became Certified Financial Education Instructors, and were inspired to expand their existing curriculum and add youth-focused lessons. The NFEC also helped them build a promotional plan, resulting in both greater attendance and a partnership with Preparation for Adult Living (PAL), the Texas foster care system.

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Steve Repak

Steve Repak is one of NFEC’s lead Certified Financial Education Instructors and author of 6 Week Money Challenge: For Your Personal Finances, which inspires and motivates readers to change their financial lives by challenging them to commit to his biblical book camp. Each week, challenges consist of questions relating to the reader’s thoughts, ideas and attitudes toward money. The challenges include practical financial challenges, including taking control of spending and how to get out of debt, as well as spiritual challenges related to the reader’s relations with God.

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Debbie Todd

Certified Financial Education Instructor Debbie Todd is a “spunky CPA” with nearly 20 years of financial expertise in finance, credit, debt, spending and savings. Her Dollars and Good Sense money wellness and financial planning seminar focuses on teaching practical money strategies based on biblical principles – presented with humor, gentleness and accountability. Core program scriptures include Matthew 6:21 “For where your treasure is, there your heart will be also.” and Luke 6:38 “Give, and it will be given to you. A good measure, pressed down, shaken together and running over, will be poured into your lap. For with the measure you use, it will be measured to you.”

Individual Overviews

“Receiving the training and becoming certified by the NFEC has given the program the extra boost and noteworthiness. Since our certification has become public, we’ve received several calls from community service organizations and summer camps interested in our youth financial education program.”
Kimberly Knox, Financial Education and Marketing Coordinator, NCMSC
“Understanding more of the psychological dynamics of financial literacy will help me talk to people, motivate them and get them toward taking action. This course provided a real good way to shore up key areas of my public presentations.”
Patrick Zieger, Arizona Attorney General’s Office
“We chose to provide the NFEC curriculum because it balances practical application with core educational standards. The lessons are engaging, making it enjoyable for teachers and students alike. We also liked that it incorporates a comprehensive educator training program to empower those delivering the information with the tools to maximize the effectiveness of the coursework.”
Erica K. Jackson, Director Center for Financial & Consumer Outreach, Penn State University

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Bola Onada Sokunbi

Bola is an NFEC Certified Financial Education Instructor (CFEI), money coach, business strategist and founder of Clever Girl Finance, a platform that empowers and educates women to make the best financial decisions for their current and future selves.

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Stephanie Alvarez

Stephanie J. Alvarez is an NFEC Certified Financial Education Instructor and volunteers as the Program Manager for CHOICES, which is a workshop that empowers teens to achieve academic success in pursuit of their career and life aspirations. Stephanie also volunteers her time with many other organizations in the community that teach financial literacy. Stephanie serves on the Board of Directors as the Treasurer for the Discovery Bay Community Foundation..

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Mike Myer

Mike Myer has been in the insurance and financial services industry since 2007. His greatest desire is to educate his clients on what risks they may have and find ways to protect those risks. He has worked with a community program for first time home buyers, educating them about their insurance coverage when purchasing for the first time. He has also offered seminars on Medicare insurance options. Mike also offers financial education classes at his church as well as meeting with individuals from the classes for more personalized evaluations of their financial situation and developing a plan to achieve their financial goals.

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Whitney White

Whitney is an NFEC Certified Financial Education Instructor and the founder of My Interactive Finance, LLC. My Interactive Finance is a web-based financial education portal, created to equip consumers with the knowledge necessary to manage their day-to-day financial responsibilities. Through these online videos, Whitney provides invaluable financial literacy lessons to students, aspiring entrepreneurs, and professionals.

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Lay Hing De Kort Yee

Lay Hing de Kort-Yee is a young professional whose passion is to help communities and families thrive. She is an NFEC Certified Financial Education Instructor and the founder and managing director of Cornerstone Economics. “Our mission is to put our firm available to support and tackle social problems, improve communities, solve business and economic challenges with the aim to establish sound principles, maximize social impact, optimize financial value, inspire innovation and ultimately build stronger and sustainable organizations and communities.”

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Donna Bowman

Donna Bowman began her life of educating when she and her husband did missionary work in Papua New Guinea, but saw the need for financial literacy during the building of a successful construction business. Homeschooling her children lead to her opening a private Christian school, as well working as a substitute teacher and in academic administration. More recently, she became an NFEC Certified Financial Education Instructor and earned her Master’s of Education from West Texas A&M. She looks forward to spreading financial literacy to students, parents and families.

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Lynn Demmons

Lynn Demmons, founder of Demmons Enterprise, is a speaker, mentor, consultant, and financial rebound coach, who partners with individuals and businesses to help each discover the purpose, priorities, and motivation to achieve generational wealth. Her simple yet practical, effective systems empower clients to grow and focus on outcomes not incomes. As a result, her clients achieve the best financial life for their purposes. Lynn’s philosophy is “Be generous with what you have- no matter how big or small; results will follow.”

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Steven Hughes

Steven Hughes is a NFEC Certified Financial Education Instructor and the Founder of Know Money, Incorporated, a non-profit organization that exists to create money savvy teens, college students, and young professionals in South Carolina. From his own life experiences, self-study, and ongoing research, Steven develops programs about budgeting, saving, investing, debt elimination, credit repair and recovery, and entrepreneurship.