NFEC Overview and Client Spotlights

The National Financial Educators Council (NFEC) envisions a world where individuals are empowered to make informed financial decisions, take confident action, and achieve their personal, family, and global aspirations while meeting their essential needs.

Our partners play a vital role in this mission. We are dedicated to supporting their efforts by providing custom solutions to build and scale high-impact financial wellness initiatives. Together, we help partners achieve both their business objectives and social impact goals, driving meaningful change in communities.

Rooted in Providing Educational-grade Resources that Deliver a Social Impact

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.

IACET Accredited Provider

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.

Certified B Corporation

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

Customized Financial Wellness Solutions for Your Organization’s Impact

Having supported the development of over 2,500 financial wellness programs, the NFEC customizes campaigns based on your needs. We support organizations seeking:

Client-managed Campaigns (DIY)

The NFEC provides program design consultation, personnel development, and customized resources for those seeking to lead their own initiatives.

NFEC-supported
Initiatives

In addition to the consultation, professional development, and resources, the NFEC provides partial management of the campaigns or personnel to serve our clients’ needs.

NFEC-managed
Campaigns

The NFEC designs, deploys, and manages all aspects of the financial wellness initiative in alignment with our partners’ brand, exposure, compliance, and business development goals.

Next Steps – Customized Financial Education Plan

Simply complete a short 3-minute form, and we’ll email you a detailed report outlining the best programming options for your organization.

We respect your time and offer transparent pricing and program samples – no forced calls or demos required. You’ll receive a clear plan with pricing within 2 business days, and if it aligns with your needs, we’ll collaborate to refine the details and bring your vision to life.

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Client Spotlights & Case Studies
Client-managed Campaigns: Custom-branded Resources & Professional Development

We provide turnkey solutions for organizations seeking to create branded financial wellness programs, leveraging our accredited resources to deploy high-impact and scalable initiatives. Our approach empowers teams with the training, tools, and support needed to lead effective financial education programs, ensuring long-term success and meaningful community impact.

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.

This Nonprofit is Changing the Game for Women’s Financial Literacy

WISE (Women Investing in Security and Education) aims to empower women and girls from all walks of life by enhancing their financial literacy. WISE offers a variety of workshops and financial empowerment sessions that teach essential money skills.

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.

NFEC-supported Initiatives: Custom Financial Wellness Campaigns with Partial NFEC Management

The NFEC supports organizations by providing comprehensive program deployment assistance, helping them build and manage high-impact financial education campaigns. From custom resources development and strategic planning to execution, the NFEC ensures that every initiative is tailored for success and meaningful community impact.

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.

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.

Empowering Financial Professionals: Transamerica Partners with NFEC to Elevate Financial Literacy

Recognizing the need for financial professionals to teach financial literacy without added strain, Transamerica partnered with the NFEC to create a comprehensive education program. The NFEC delivered a tailored solution, including a Certified Financial Education Instructor program, customized curriculum, and online studio-quality training aligned with national standards. This initiative empowered professionals to advance financial literacy and foster collaboration.

NFEC-managed Campaigns: Custom Initiatives and Sponsorship Assets Deployed and Managed by the NFEC

The NFEC offers fully-managed financial education campaigns and customized solutions designed to help our partners grow their business while advancing financial wellness in their communities. By balancing social good with business objectives, our campaigns empower you to achieve sustainable growth while making a meaningful impact. Together, we can foster financial wellness, benefiting both your community and your bottom line.

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.

NFEC Trains the Department of Defense Office of Financial Readiness Personnel

The Certified Financial Education Instructor (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 audiences’ needs. Additionally, all participants recommended the course to other financial educators, emphasizing its value in preparing educators for real-world application.

Targeted Financial Education Made Easy with NFEC’s Niche Solutions

The NFEC offers 26 diverse financial literacy assets that can be customized to support niche financial education initiatives. These resources are designed to address specific needs, ensuring high-impact programming for targeted audiences. Connect with the NFEC’s extensive network to leverage data-driven strategies and engage effectively with communities passionate about financial literacy and empowerment.

Solutions Used in the Case Studies

Join the movement! At the NFEC, we’re passionate about making financial literacy accessible to all. You can be a part of this powerful movement to empower financial independence. We provide turnkey solutions to establish professional-level financial wellness programming.

Certified Financial Education Instructor

Professional Development Training for Financial Educators

Turnkey Financial Education Solution

Everything You Need to Deliver a Professional Program

Accredited Personal Financial Wellness Consultant℠ Requirements

NFEC Managed & Niche Market Campaigns

Tailored to Achieve Your Social Impact and Business Objectives

Geographic Targeted Financial Wellness Initiatives

Localized Solutions for Maximum Community Impact

Next Steps – Customized Financial Education Plan

Simply complete a short 3-minute form, and we’ll email you a detailed report outlining the best programming options for your organization.

We respect your time and offer transparent pricing and program samples – no forced calls or demos required. You’ll receive a clear plan with pricing within 2 business days, and if it aligns with your needs, we’ll collaborate to refine the details and bring your vision to life.

"*" indicates required fields

Name*
Participation Options (Select all that apply)*
Ages Served (select all that apply)*
What industry(ies) are you in? (Select all that apply)**
Estimated Budget (we use this to design a plan that best meets your needs)*