Exclusive Partner Campaign
The NFEC provides exclusivity opportunities for Partners who seek to promote financial education while receiving benefits aligned with their business objectives.
All programs are customized based on the needs of the sponsor with a focus on your organization’s bottom line. With more than 80 financial literacy assets (high-profile events, workshops, online learning centers, interactive education games, educator training, etc.) and a team of trained educators, the NFEC can deliver an affordable, targeted plan to use your sponsorship dollars for maximum impact.
The NFEC delivers an excellent value. Some benefits past sponsors have received include client acquisition, revenue generation, fulfilling CRA requirements, launching new product lines, reduced marketing costs, media awareness, community goodwill, and unique brand recognition. Programming is focused on more than just education; it includes promotions to gain added recognition for the sponsor and the overall financial literacy movement. An Exclusive Partnership campaign can help your organization meet its business objectives while you serve the community in a meaningful way.
To start, the NFEC conducts an initial review of your organization. To be considered for our Exclusive Country Partner, complete the application below.
*PLEASE NOTE: This is a general overview – each organization is different and the campaign will be modified to the needs of your organization and community.
Exclusive Partner Phase 1: Foundation (Months 1 – 4)
The foundation phase lays the groundwork for the Exclusive Partnership (EP). During this phase we gain a deeper understanding about your goals, build a brand style guide, start workshop customization and begin website development. The NFEC also conducts a statistically significant, nationwide survey to understand the audience and provide materials that can be used for future promotions.
Phase 1 Deliverables
Initial Meeting
Personal visit from executive team member for 1 ½ day immersion. During this meeting we will take time to clearly understand your philanthropic and business goals. We will meet with your executive team and key team members in you marketing, public relations, education and other supporting departments within your organization. After the meeting the NFEC will submit a comprehensive brief that outlines your program and lists the actions and responsibilities involved with developing a successful initiative.
- NFEC – Prepare meeting agenda.
- BOTH – Participate in 1 ½ day immersion.
- NFEC – Produce report.
- EP – Review and approve report objectives.
- BOTH – Leverage the report to guide the campaign.
Nationwide Survey & Research
The NFEC develops and conducts surveys that produce statistically significant data with a minimum 95% confidence interval (p-value equal to or less less than 0.05). Reach validated, representative respondents with surveys that yield results designed for media headlines. A comprehensive report is created based on survey data. Infographics and promotional materials are developed in preparation of the public announcement of the data to occur at a later date (typically at the end of phase 2).
- NFEC – Create survey.
- EP – Review & approve survey.
- NFEC – Conduct survey.
- NFEC – Produce report & webpage that highlights results.
- BOTH – Marketing, campaign naming brainstorm activity.
- NFEC – Develop marketing.
- EP – Review & approve marketing.
Brand Style Guide Development
The NFEC supports your brand development and develops a brand style guide that will provide clear direction through the course of this project. This style guide will be the template used for marketing, website and key messaging development.
- BOTH – Brainstorm and create clear objectives of brand and how its positioned in the community.
- EP – Provide NFEC brand look, feel and overall design concept (name, colors, motto, etc.).
- NFEC – Reviews and offers suggestions.
- EP – Reviews and modifies.
- NFEC – Provides brand style guide (color codes, font, spacing, logo variants, etc.)
- NFEC – Provides details on how to best position partner to accomplish stated objectives.
Website Development
The Community Resource Center is more than a website – it provides several vital functions that highlights the national campaign. The Center acts as a medium to gather local research, provide complimentary resources, promote advocacy campaigns, form a hub for your activity, and many other features. This will include testing & survey center, standards pages and other pages that highlight your financial literacy leadership and our partnership.
- NFEC – Build website draft based on branding style guide and modifying our existing content.
- EP – Approve initial draft webpages and navigation.
- NFEC – Finalize look and feel, build out initial core pages.
- EP – Approve initial website.
- NFEC – Make website live.
Design Workshops & Curriculum
The NFEC customizes curriculum to align with your cultures values, currency and other relevant details. Up to 60 hours of workshops are customized to meet your needs. The material is then custom branded to align with your brand.
- BOTH – Review information from surveys and past events to design program goals.
- NFEC – Select the learning outcomes that match goals and results.
- NFEC – Provide draft outline of program.
- EP – Approve draft.
- NFEC – Finalize content.
- EP – Approve content.
- NFEC – Layout & cover development.
- EP – Approve layout & covers.
- NFEC – Prepares for announcement of workshops and materials upon program launch.
Certified Financial Education Instructor Development
The NFEC customizes the Certified Financial Education Instructor training to align with our Exclusive Partners country. The online training center is custom branded and additional material is added to align with your country’s values and unique educational perspective.
- NFEC – Custom brand CFEI course.
- EP – Educators complete program and provide NFEC feedback.
- NFEC – Adds content & makes adjustments based on feedback.
- NFEC – Finalize content.
- NFEC – Prepares for announcement of program upon launch.
Exclusive Partner Phase 2: Launch (Months 5 – 8)
The second quarter of the Exclusive Partnership (EP) is where the NFEC finalizes the webpage and search engine optimizes the content so you rank high in your country based on organic search results. Analytics and lead generation systems are built into the website and auto-responders communicate customized messages to your visitors. The curriculum and workshops are completed and delivered.
Toward the end of Phase 2 we conduct a launch event, finalize the marketing, activate the public relations team and announce the survey results from Phase 1 to the media.
Phase 2 Deliverables
Search Engine Optimization
Search engine optimize website. Fifty (50) webpages will be created and search engine optimized for your country and keywords. The NFEC will conduct webpage development, keyword research, back linking, internal link stricture and other activities to rank the website.
- NFEC – Conduct keyword research.
- EP – Approve keywords.
- NFEC – Develop webpages.
- NFEC – Develop internal linking structure.
- NFEC – Develop blog page for updates.
- EP – Review & approve webpages.
Analytics & Lead Generation
Opt in lead generation & evergreen electronic communications developed and automated. Analytics will be installed that provide your team up to the minute reporting on web traffic, page views, sources, time on website and additional key data.
- NFEC – Develop opt in marketing.
- EP – Approve opt in marketing.
- NFEC – Develop autoresponders.
- EP – Approve autoresponders
- NFEC – Set up automated follow-up system.
- EP – Review & approve automated follow-up system.
Media Campaign
The NFEC provides a fully managed PR solution and coordinates efforts with your public relations department to ensure activation of your financial literacy initiative is in alignment of your branding and messaging. Each month of this campaign includes promotions that raise awareness for your efforts and promote financial wellness in your community.
- BOTH – Initial brainstorm meeting.
- NFEC – Develop public relations messaging.
- EP – Approves.
- NFEC – Conducts ongoing public relation related activities that include: issuing press releases, direct media outreach and participates in other awareness opportunities.
Marketing Development
The NFEC develops a customized marketing package that includes: trifold brochures, event fliers, sponsorship deck, handouts, newsletter templates, info cards and more. All materials align with the brand style guide and messaging highlights the campaign.
- NFEC – Develop draft of marketing and promotion resources.
- EP – Approve draft.
- NFEC – Complete marketing and promotions design.
- EP – Approve final deliverables.
- NFEC – Delivers resources to EP
Launch Event
The NFEC kicks off your Campaign with announcements and promotions designed to raise awareness about the resources made available with your Exclusive Partnership. The launch promotions include event development, invitations, social media campaigning, high profile spokesperson, direct media contact outreach and lead collaboration with your PR team.
- BOTH – Brainstorm event.
- NFEC – Designs event.
- EP – Creates Invitation list.
- EP – Approves event design.
- NFEC – Sources speakers and entertainment.
- BOTH – Promotes event.
- NFEC – Produces and hosts event.
- BOTH – Participate
Exclusive Partner Phase 3: Sustainability (Months 9 – 12)
Now that the foundation has been laid and campaign officially launched, the NFEC expands the marketing and public relation in efforts to raise awareness and attract funding opportunities. In this phase the NFEC also develops educator & learner standards for your country – this solidifies your leadership positioning. Annual promotions are developed and the campaign is marketed via online methods – Adwords, retargeting and social media.
Phase 3 Deliverables
Online Marketing
The NFEC develops a comprehensive online marketing campaign designed to raise awareness about the Exclusive Partnership and drive traffic to the website. This includes Google AdWords campaign to drive new visitors to the website and a retargeting marketing campaign to reengage past visitors.
- NFEC – Sets up Google AdWords and retargeting marketing platforms.
- NFEC – Designs advertisements.
- EP – Approves.
- NFEC – Fully manages online marketing.
- EP – Reviews reports.
Funding Model Execution
The NFEC assists Exclusive Partners to ensure the sustainability of the initiative. The NFEC develops a sponsorship deck, grant applications and builds out revenue models for the Exclusive Partner. Promotions and outreach are conducted to attract potential sponsors, donors and various types of patrons.
- BOTH – Brainstorm revenue model.
- NFEC – Build our revenue model.
- EP – Approve revenue model.
- NFEC – Build out collateral materials.
- EP – Approve.
- BOTH – Execute funding plan.
- NFEC – Conducts promotions designed to attract partners and conducts funding outreach.
Educators Standards Development
The NFEC’s educators and learner standards help schools and other organizations across your country set clear benchmarks. The NFEC developed the only national standards for financial educators with the Danielson Group – creators of the most widely used educator standards in the US that have been adopted by over 20 states. These will be modified and customized for your country.
- BOTH – Develop curriculum advisory board.
- NFEC – Lead board to modify educator standards that meet the needs of your community.
- NFEC – Develop comprehensive report and national educator’s standards.
- EP – Review and approve educator standards.
- NFEC – Develop promotions and media announcements to be used for future promotions.
Learner Standards Development
Financial Literacy Framework & Standards. These learner standards developed by the NFEC represent the best practices in the industry. The overall purpose of the framework is to improve the quality and enhance the impact of instruction in financial literacy. These will be modified and customized for your country.
- BOTH – Develop curriculum advisory board.
- NFEC – Lead board to modify learner standards that meet the needs of your community.
- NFEC – Develop comprehensive report and national learner standards.
- EP – Review and approve learner standards.
- NFEC – Develop promotions and media announcements to be used for future promotions.
Annual Promotion Campaigns
The NFEC develops a signature annual promotion and brings the Financial Educators Day to your country as well. Signature annual campaigns give others a promotion to become involved with and improve recognition of the initiative.
- BOTH – Brainstorm signature annual campaign
- NFEC – Develop signature campaign materials, marketing and promotions.
- NFEC – Customizes Financial Educators Day resources.
- EP – Approves.
- NFEC – Develops webpages that highlight signature annual campaign.
- NFEC – Promotes both campaigns.
Social Media Pages Development & Roles
The NFEC creates Twitter, Facebook and LinkedIn pages for the campaign and designs them according to the brand style guide. Upon launch, the NFEC promotes these pages to drive followers and raise awareness about the partnership.
- EP – Approve design.
- NFEC – Writes tweets, posts and articles for social media.
- EP – Approves.
- NFEC – Schedules approved tweets, posts and articles for automated delivery on social media.
- EP – Communicates with followers.
Online Learning Center Deployment
The NFEC’s eLearning platform leverages best practices in online personal finance education, high-grade content, and vivid design to create a unique learning experience where participants start to take action toward building a sound financial foundation. The online personal finance lessons are interactive, practical and fun, yet also meet core educational standards. Select lessons are customized and branded for Exclusive Partners.
- BOTH – Select top lessons to feature on online learning center.
- NFEC – Provide draft outline of program.
- EP – Approve draft.
- NFEC – Finalize content.
- NFEC – Design website in accordance with brand style guide.
- EP – Approve content.
- NFEC – Launch online learning center.