Comprehensive Financial Counseling Program Goes Beyond Just Training
Helping people improve their finances as a professional Financial Counselor requires more than simply learning about personal finance topics. For that reason, we’ve built a comprehensive financial counseling program that includes not just training, but also systems, business planning, resource materials, and guidance that help graduates gain credentials and launch well-respected counseling practices.
Accredited Financial Counselor Program Offers Certification
To earn the coveted Certified Personal Financial Wellness Consultant designation, graduates from this accredited financial counselor program must prove that they meet the highest nationwide standards and gain expertise and skills that enable them to help others achieve their personal financial goals.
If you want to build your skill sets and credibility, become an effective financial counselor, and earn highly-respected credentials, this financial counseling program is for you. The NFEC training will increase your effectiveness as a counselor, and thus improve your impact on positive client outcomes.
Certification FAQs
Requirements for Certification
A Certified Financial Counselor NFEC Financial Coach distinguishes him or herself as above the average because this accredited financial counselor certification program meets top standards for the industry. Earning the NFEC Financial Coach designation requires passing a rigorous proctored exam, compliance with practice and professional guidelines, and undergoing a criminal background check with satisfactory results.
You do not need any specialized training to enter these financial counseling classes. Anyone with a passion to help others with their personal finances is welcome. The only requirement is that you pass the criminal background check.
NFEC Financial Counselors Do More
Those who graduate from the NFEC financial counseling program do much more than the average counselor, such as those who take limited credit counselor certification programs and who are likely only to talk with clients. NFEC Financial Coaches have access to a software program and reporting system that diagnoses clients’ situations and generates a full-scale report. The report draws on 31 measures of financial health to make this diagnosis, which you may modify based on your own knowledge and experience. Use the reporting feature also to track progress.
The proprietary financial counseling software includes the following:
State-of-the-Art Materials to Educate Clients
In addition to analyzing clients’ situations and clarifying their goals, good financial counselors give clients prioritized action steps and offer education to help them move forward toward goals. This process requires top-notch educational materials uniquely tailored for financial counseling. For example, you might direct a client to information about avoiding payday loans.
To guide clients toward education resources, the NFEC Financial Coach financial counseling program offers you full access to the NFEC’s high-quality curriculum package. This curriculum goes beyond personal finance topics to address individuals’ various habits, emotional connections, and circumstances related to money. It does so by placing additional focus on financial behaviors, systems, and sentiments.
Active learning makes up a good portion of the lessons, providing educational projects and activities that line up perfectly with the financial counseling software reports. This integrated system facilitates your role as you customize each client’s individual guidance. Education resources include live presentations, online learning, follow-up education, a mobile app, and social media education – all of which can be custom-branded.
Client Processes and Scripting Part of Accredited Financial Counselor Certification Program
Your business will stand out from the norm when you offer your clients an excellent experience. This financial counseling program helps you do so by streamlining client processes and support systems. A stellar onboarding routine, professional counseling services, and mindful communications are all key elements of the client experience.
Another important piece is deciding what you will do with your time in the gaps between counseling sessions. This program helps you think through all your client communications in advance and support them across multiple touchpoints – strategically positioning you as a competent, high-quality financial counselor who generates deep client trust.
Tools, Training, and Resources for Business Planning
Regardless of your business model – whether your financial counseling organization is corporate, nonprofit, academic, faith-based, or entrepreneurial – we offer clear strategies for pursuing funding options. Businesses of all types can generate funds by building high-quality programs, promotions, and conversion systems to attract and serve clients.
The Financial Coaching Program Includes All of These Resources
Training & Certification
Financial Coach Training
Includes All Training Resources:
Includes:
Coaching Resources
Financial Coaching Software
Includes:
Client Education Resources
Access the most comprehensive educational library designed for financial coaches:
Processes & Communications
Process Resources & Training
Includes process outlines and resources to:
Communication Resources
Includes:
Business Resources
Product, Pricing, & Funding Models
All graduates receive:
Marketing, Financial Education Package, & NFEC-provided Leads.
All graduates receive:
Packages & Pricing
This Financial Counseling Program is Guaranteed
We stand behind our claim that the NFEC Financial Coach training is the most comprehensive available in today’s market, based on three key program characteristics: 1) rigorous standards, 2) educational quality and applicability, and 3) range of client resources. We back it with a 100%, one-year money-back guarantee for the initial fees you paid upon NFEC Financial Coach enrollment if, within 12 months from enrollment, you send us a financial counseling program with offerings that exceed ours in each of those three categories and we agree with that claim. Eligibility requirements for the refund include being in good standing in the NFEC Financial Coach program; submitting all details on the official guarantee page; and sending us the comparable program in question. One claim per person only. You may not collaborate with other program enrollees and you must accept our NDA (non-disclosure agreement). Guarantee excludes monthly licensing or reporting fees.
Guarantee, Terms & Renewal
You agree to the terms of the financial coaching program and upon purchase our bound by the agreement. Read the complete terms and conditions. Annual training and testing are required to maintain NFEC Financial Coach status. Starting year 2 (365 days after order), your annual investment is $295 for the Certification and includes all the training, tools. Additional resources are $295 annually starting year 2. Testing and background check is $127 one time investment. Bonus coaching website terms.
Terms of the 1-year, 100% Guarantee: Those purchasing the complete financial coaching program receive the most comprehensive financial coaching program on the market available today. This statement is measured based on the following key traits: Highest Standards & Credibility, Education Quality & Practicality of Instruction, Scope of Client Resources. This is backed with a 1 year, 100% money back guarantee. Read Full 1-Year Guarantee terms.