Leading training for financial educators: Certified Financial Education Instructor® & Accredited Personal Finance Instructor℠, Custom Training Options
Use the 2-step process to create your customized, in-person and online financial education package.
There are proven steps to building a quality financial education program. Answer these questions that span across the 6 core areas of quality financial education programming to design your solution.
+$0
+$297
+$594
+$1,188
Review the full Certified Financial Education Instructor program details. Summary: Self-paced, online training, 30 to 40 hours, completed on eLearning Center. Includes course manuals, workbooks and videos. Pass test online with 75% or better. Graduates earn Certified Financial Education Instructor (CFEI) credentials, receive logo, certificate & support. Annual investment $97 staring year 2 to maintain access & Certification. Terms & 1- year 100% Guarantee*
+$197
+$394
Quality financial education resources rooted in research-based educational methodologies and real-world application is essential to a building a program you can be proud of.
Specialty Pre-designed Workshops Included in Your Selection
Moving Out & Living on Your Own Car Buying Workshop Higher Education Financial Planning
Setting Up Essential Financial Accounts Career Planning Workshop Repaying Student Loan Debt
Debt Elimination Workshop Building Your Credit Rating Building Your Financial Foundation: 101
Investing & Personal Financial Planning Course Managing Risk: Understanding Insurance Options Home Ownership Workshop
Moving Out & Living on Your Own Car Buying Workshop Higher Education Financial Planning Setting Up Essential Financial Accounts Career Planning Workshop Repaying Student Loan Debt
Debt Elimination Workshop Building Your Credit Rating Building Your Financial Foundation: 101 Investing & Personal Financial Planning Course Managing Risk: Understanding Insurance Options Home Ownership Workshop
Review the full curriculum & presentation resources.Summary: The financial literacy presentation package comes with instructor guides, PowerPoint, integrated testing, and student guide reprint license. Annual investment $197 for a single license or $294 for both age group licenses staring year 2 to maintain access to resources. Terms.
+$495
+$695
+$1,995
If you already have a brand image, consider branding the resources to align with your look and feel. We provide a full brand experience options – using your color scheme and logo to highlight your messaging.
Custom External Cover
Full Private Labeling
View Full Custom Branding Options Details Samples of the materials are provided in advance and we guarantee the branding will match your color scheme and logo. Custom branding orders are not eligible for any refund as each order required a designer to modify the materials. Annual investment of $197 for Full Private Labeling or $97 for Custom External Cover is require to maintain access and keep the custom branded resources. Terms.
To build a quality financial education program, additional support resources are needed. These include: Program Design & Development Resources, User Experience Resources, Measurement & Reporting Tools, Business, Marketing & Funding Resources.
Program Design & Development Resources
User Experience Resources
Measurement & Reporting Tools
Business, Marketing & Funding Resources
View Full Support Programming Resources Details Summary: The support resources include materials needed to build a quality financial education program. Annual investment to maintain access to program development resources: $197. Terms.
Certified Financial Education Instructor (CFEI) Program
Presentation Licenses & Branding Options
ProgramResources
Total
$297
$97 Annually; Starting Year 2
$594
$194 Annually; Starting Year 2
$1,188
$388 Annually; Starting Year 2
Due to the integration of the tools, Program Resources cannot be purchased a la carte. Either a CFEI certification or the presentation materials must be purchased with the Program Resources. A CFEI certification license has been added to your selection. You may modify your selection.
$792
$294 Annually; Starting Year 2
$1,089
$391 Annually; Starting Year 2
$1,683
$585 Annually; Starting Year 2
$495
$197 Annually; Starting Year 2
$595
$791
$291 Annually; Starting Year 2
$1,385
$485 Annually; Starting Year 2
$695
$297 Annually; Starting Year 2
$691
$988
$1,582
$582 Annually; Starting Year 2
$990
$394 Annually; Starting Year 2
$989
$1,286
$488 Annually; Starting Year 2
$1,880
$682 Annually; Starting Year 2
$1,190
$494 Annually; Starting Year 2
$1,186
$1,483
$2,077
$779 Annually; Starting Year 2
$679 Annually; Starting Year 2
$2,490
$2,489
$2,786
$3,380
$2,690
$491 Annually; Starting Year 2
$2,686
$2,983
$3,577
$1,485
$1,484
$1,781
$2,375
$1,685
$591 Annually; Starting Year 2
$1,681
$1,978
$2,572
$876 Annually; Starting Year 2
$2,985
$2,984
$588 Annually; Starting Year 2
$3,281
$685 Annually; Starting Year 2
$3,875
$879 Annually; Starting Year 2
$3,185
$691 Annually; Starting Year 2
$3,181
$3,478
$782 Annually; Starting Year 2
$4,072
$976 Annually; Starting Year 2
There a few key areas to consider when developing an online financial literacy program. Over 3 questions we will customize a solution that best meets your needs. These questions will focus on:
+$199
+$497
+$795
+$1,737
+$2,975
Summary: View full Online Learning Platform details. Every participant that enrolls counts toward 1 student license. Terms.
Summary: View full Online Learning Platform details. Annual investment to maintain access to Learning Management System: $495. Terms.
+$3,995
If you already have a brand image, consider branding the resources (student guide & PowerPoint) to align with your look and feel. We provide a full brand experience options – using your color scheme and logo to highlight your messaging.
Basic Branding Option
Private Labeled Option
View Full Custom Branding Options Details Samples of the materials are provided in advance and we guarantee the branding will match your color scheme and logo. Custom branding orders are not eligible for any refund as each order required a designer to modify the materials. Annual investment of $695 is require to maintain access and keep the custom branded resources. Terms.
Learning Management System
Custom Branding Options
Program Resources
20 Student Licenses Package
$199
50 Student Licenses Package
$497
100 Student Licenses Package
$795
250 Student Licenses Package
$1,737
500 Student Licenses Package
$2,975
$694
$495 Annually; Starting Year 2
$992
$1,290
$2,232
$3,470
$2,194
$695 Annually; Starting Year 2
$2,492
$2,790
$3,732
$4,970
$2,689
$1,190 Annually; Starting Year 2
$2,987
$3,285
$4,227
$5,465
$4,194
$4,492
$4,790
$5,732
$6,970
$4,689
$4,987
$5,285
$6,227
$7,465
$1,189
$692 Annually; Starting Year 2
$1,487
$1,785
$2,727
$3,965
$892 Annually; Starting Year 2
$3,184
$1,387 Annually; Starting Year 2
$3,482
$3,780
$4,722
$5,960
$5,184
$5,482
$5,780
$6,722
$7,960
