Where to Find the Best Financial Coaching Resources

The National Financial Educators Council is the go-to source for financial coaching resources. Their comprehensive set of materials is based firmly in research evidence, best practices for educational methods, and sound principles for financial literacy training. The NFEC resources can be accessed by individuals and organizations that wish to offer financial counselor programming to their neighbors and communities.

The NFEC developed its coaching resources in partnership with an expert team comprised of some of the top financial education professionals in the business. The resources were created with customization in mind, and can be adjusted to fit the demographic features, backgrounds, and financial situations of any given audience.

Founded on Empirical Understanding

All the NFEC’s financial coaching resources are designed in alignment with the latest experimental research in educational methods and best practices for financial counseling. In other words, the financial counseling resources and materials are designed to help clients develop and sustain positive personal finance behaviors as well as attain knowledge about money management subjects. They also encourage clients to set up systems that help them improve their financial security. NFEC resources are based on current empirical knowledge regarding pedagogy and behavior modification.

Every person has his or her own set of embedded habits, emotional responses, and current situations concerning money. That’s why NFEC resources are easy to modify to meet the needs and goals of each individual client, and were created to support various learning styles and personal finance benchmarks. The educational materials are modular in structure, so the coach can scaffold a client’s learning toward reaching predetermined objectives.

Financial Coaching Resources Content and Highlights

Diverse Options for Delivering NFEC Financial Coaching Resources

In addition to being grounded in research evidence, the NFEC’s financial coaching resources are designed to provide several options for delivery method. Offering a diverse delivery mix helps learners retain the information better and gives them timely reminders at key moments in each life stage. Every component of this comprehensive, up-to-date resource package works in tandem with the others toward achieving the central goals.

The best client outcomes are reached by using resources that combine in-person, online, and continuing education features. The NFEC accomplishes this optimal mix by connecting with clients at multiple touchpoints. Their coaches ask the best financial coaching questions at the outset to analyze the client’s situation. Messaging targets clients before, during, and after the programming to maintain interest and ensure maximum applicability of the learning.

Financial Coaching Resources to Improve Financial Behaviors

Financial Coaching Resources Case Study