Contact Us
About Us
Finance Certifications 2018-11-14T09:38:06+00:00

Financial Certifications Complimentary Reports: Educator & Learner Standards & Best Practices

Gain instant access to both reports.  Enter your information in below.

Financial Educator Standards & Certifications

The NFEC teamed with the Danielson Group, developers of the most widely referenced educator standards in the industry. This collaboration yielded the first and only national standards for financial educators and 4 types of finance certifications. The Framework for Teaching Personal Finance defines the skill sets distinguished educators should possess and performance levels that define optimal educator capabilities.

The NFEC developed the Framework for Teaching Personal Finance to share benchmarks with the financial education industry and provides clear performance criteria. The qualifications set forth in the Framework give public assurance that financial education instructors are held to the highest standards of practice.


Certified Financial Education Instructor (CFEI) program is for those that desire to be an effective financial educator and demonstrate they are qualified to teach personal finance. 20 to 30 training hours.

Certified Financial Education Consultant (CFEC) program is for those seeking to lead comprehensive financial literacy initiatives and implement financial education programming on an organizational or community level.  240 training hours.

Certified Personal Finance Consultant (CPFC) program graduates participate in financial coaching & counseling, lead group training and accountability programs. 320 hours of training.

Graduates that earned their finance certifications

Learner Standards

The NFEC made the Framework and Standards available to the public to provide educators and learners with guidelines for improving financial capabilities and to develop finance certifications. The overall purpose of the Framework is to improve the quality and enhance the impact of financial literacy instruction.

In the Financial Literacy Framework and Standards report you will find big ideas, supporting standards, and essential questions. The big ideas provide the context of what students should learn and demonstrate relationships between critical components. The standards describe what is necessary to achieve the big ideas. These pieces work together to help educators and administration plan clear learning outcomes for participants.

Learner Certifications

Learner Certifications are based on Blooms Taxonomy of Higher Order Thinking and Webb’s Depth of Knowledge (DOK).  These frameworks outline cognitive rigor of material and provides a clear framework for assessments.  Three Certificate levels are available: Personal Finance Logician Certificate (DOK Level 1 – Recall), Personal Finance Analysis Certificate (DOK Level 2 & 3 – Skill/Concept/Strategic Thinking), Personal Finance Tactician Certificate (DOK Level 4 – Extended Thinking).

Financial Literacy Framework & Standards


(Ages 3 – 7)

3rd – 5th Grade

(Ages 7 – 11)

6th – 8th Grade

(Ages 11 – 13)

Financial Literacy Framework & Standards

High School, College
& Adult

(ages 14+ with Beginner, Intermediate & Advanced Levels)

Finance Certifications Offered through Several Options

If you want to gain expertise as a credible financial educator, you should pursue the Finance Certifications available through the National Financial Educators Council. These financial certifications are awarded to those who undertake practical coursework that prepares them to become confident educators capable to achieve maximum impact on their target audiences.

A wide range of activities are covered in these Finance Certifications that demonstrate one’s qualifications as a distinguished financial educator who meets national standards. Some of these activities include advocacy, data collection, platform-building, and student/community relations.

Finance Certifications Standards

To ensure that all its certified instructors are qualified at the top level, the NFEC created a set of standards laying out the criteria for obtaining financial certifications. The NFEC has shared these standards with the financial education industry as a whole. The criteria encompass the teaching framework, teacher preparation and performance, learner outcomes, and communication skills all certified instructors must achieve.

Financial Certifications at Work in the Real World

We have observed how individuals can put their Finance Certifications to work in real-world situations where they become uniquely positioned to help others raise their money management capabilities. Here’s an example:

With a passion for helping people improve their lives, a young man recently decided he wanted to teach personal finance classes. But where to start? He found out that the NFEC had an educator certification program – a chance to gain expertise, build credentials, and become a confident, effective teacher.

He graduated a few months later, and used his certification to reach out to adults in his area. It wasn’t long before he had completed a couple of events that had positive results. That experience empowered him to decide he needed a private label. With the aid of the NFEC, he developed a brand and logo that was embossed onto all his live presentation materials. Every NFEC certificate holder automatically gains access to this private labeling service.

His partnership with the NFEC also gave him opportunity to receive program funding, conduct public speaking, have his blog entries featured on the NFEC website, and highlight the contributions of his organizational partners and sponsors.

Email Us


Chat with Us

Start Live Chat


Or Schedule a Future Appointment