Recognition for Distinguished Personal Finance Content Creators
The Distinguished Personal Finance Content Creator designation helps consumers distinguish qualified professionals who meet the highest industry standards for business practice, ethics, and alignment with research-based educational principles.
Programs that display the Distinguished Personal Financial Content designation have content creators who meet standards across business, compliance, and professionalism qualifications and align with proven educational methodologies.
Our goal is to give top creators recognition for creating professional-quality personal finance content that meets the highest standards to help them further their social impact and business objectives.
Challenge Facing Personal Finance Influencers
Given the recent massive growth in the personal finance content creator market, many consumers report a lack of trust in financial influencers and turn to others for advice.
3% of all Americans cite financial influencers as their most trusted source of financial advice.
Northwestern Mutual Planning & Progress Survey
Among Gen Z the percentage only increases to 6%.
Northwestern Mutual Planning & Progress Survey
32% say they trust financial influencers.
Yahoo Finance
Recognition for Qualified and Trusted Providers of Personal Finance Content
The goal of the Distinguished Personal Finance Content recognition is to help qualified individuals gain trust and exposure to solidify their brands as leading financial influencers. This recognition accomplishes the following:
Recognition from an Accredited Organization with Leading Industry Standards
The NFEC is the only Accredited financial education organization in our vertical. We promote the highest standards in personal finance education and help those delivering top-quality content to get the recognition they deserve.
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.
Case Study: Distinguished Personal Finance Content Creator
Clever Girl Finance® is a premier personal finance platform for U.S. women, consistently recognized by the Plutus Awards as ranking among the best finance websites. The platform was founded by Bola Sokunbi, a Certified Financial Education Instructor. Her mission is to empower women by providing free resources – including courses, mentor calls, articles, and multimedia content – to foster financial confidence and informed decision-making. Taking a fun, engaging, and non-judgmental approach, Sokunbi and her colleagues support their community to build wealth and make smart money decisions.
All Types of Personal Finance Creators are Eligible
To meet the qualifications, you must be actively involved in producing content that meets our educational guidelines across these 3 main channels:
Designation Standards
To earn the seal of approval, personal content creators complete a rigorous evaluation process that measures these key areas:
Business Structure & Compliance (Must pass 100% of criteria)
The content creator fulfills the necessary business prerequisites and has showcased compliance with regulatory bodies, maintaining a positive standing. The creator possesses the requisite personnel to offer support and has established a track record of upholding high business standards.
Professionalism & Qualifications (Must pass 100% of criteria)
The content creator not only satisfies the criteria showcasing expertise in the personal finance domain, but also upholds the highest standards of professionalism. The creator has effectively showcased the organization’s well-defined mission and robust business infrastructure, ensuring effective client service delivery.
Research-based Education Methodologies (Must pass 90% of criteria)
The content creator adheres to research-backed educational principles endorsed by esteemed academic institutions. The creator employs diverse educational strategies to inspire action among the audience, offers clear steps for achieving success, and applies educational methods that conform to industry standards and best practices.
Education Methodologies Review Process & Standards
There are best practices in personal finance content development. You likely are following many of those practices now, but may have no idea you are practicing research-based educational methodologies. For example, if you use educational infographics, arrows to key points, or bold typeface on key concepts – those are examples of the educational principle of ‘visual learning cues’.
We work with you to ensure that you earn your credentials and provide feedback that helps you align your content with industry best practices. We provide detailed instructions regarding areas where you can improve to ensure that you meet the highest standards and earn your DPFC designation.
What the DPFC Designation Process Includes
Standard
- Review Application Review & Feedback Second Review & Feedback (if needed) Additional Reviews ($197 if needed)
- Designation Designation Award Letter Designation Award Plaque Website Listing with Backlink
With Promotions
- Review Application Review & Feedback Second Review & Feedback (if needed) Additional Reviews ($197 if needed)
- Designation Designation Award Letter Designation Award Plaque Website Listing with Backlink
- Expanded Promotions Email to 70k+ Subscribers Video Interview & Clips State Advisory Board Seat
*Before Ordering & Refund Policy
Review the Qualifications Guidelines – this is the exact form you will complete. You likely will not have examples of all the education methodologies – that’s OK as we provide you with guidance to produce new content so you can earn the credentials. We provide feedback and detailed guidance so you can pass the review.
Because we schedule a team, set a timeline for your program review, and limit registration – there are no refunds at any point.