Financial Education Business Development Cohort
The Training, Resources, & Support You Need to Build a Top-quality Financial Education Program
The program focuses on the business aspects of building a financial education enterprise by offering lessons in key areas essential for growth and success. You’ll join a cohort of like-minded professionals all working toward the same goals, gaining valuable insights and support as you build and expand your financial wellness initiative.
To support your business development efforts, the NFEC provides a comprehensive package of resources and support that help you scale your program.
Financial Wellness Business Growth Cohort
Training, Resources, and Collaboration
Looking to expand your financial wellness business? Join our 12-week cohort designed for financial educators, coaches, and content creators. Gain expert training, valuable resources, and collaborate with like-minded professionals to grow and scale your program.
*Spaces are limited – secure your spot and take your business to the next level.


6 Areas Included in the Turnkey Financial Literacy Programming Package
1) Financial Educator Training & Certification
Because teachers are the single most important influence on student success, having competent instructors to lead the program is the most important aspect of financial education.
Individuals who complete the NFEC’s financial educator training take their place among the most highly-qualified financial educators in the country. Earning the Certified Financial Education Instructor (CFEI) designation proves that you meet top national standards and possess the skills and expertise to help others work toward their personal finance goals.
This program is for those individuals who want to gain the skills they need to be effective financial educators, make a real difference in the lives of their participants, and build their credibility with respected credentials.

2) Presentations, Curriculum, Online Learning
For Kids, Teens, & Adults.
Empower the people you serve with financial literacy education resources that provide high-quality content and practical lessons that focus learners on applying the lessons to real-life situations.
NFEC financial education resources are grounded in research-based educational methodologies and real-world application. They not only focus on knowledge, but also address financial behaviors and establishment of systems to encourage long-term benefit for the learners. Resources available include:

3) Program Support Resources
The NFEC supports your program design needs to ensure that your participants receive a meaningful learning experience. Having developed thousands of financial education campaigns, we are capable of providing the resources and expertise to make your program successful. What we offer includes:

Program Customization Resources
Easily customize the program to your unique audience.

Design Training
Learn the step-by-step process to organize your financial literacy program.

Program Templates & Checklist
Become well-prepared for your program with these support tools.
4) Learner Experience Resources: Before, During & After
From start to finish, the impressions a financial education program makes influence how your program is received and its overall results. From initial communication through continuing contact through ongoing education – using high-quality resources at each touchpoint gives your program a well-polished feel.
A smooth pre-programming experience ensures that learners gain confidence in your abilities from the moment of your first impression, and can help build interest. We provide comprehensive resources that can be deployed at various stages of the program, including:

Pre-program Resources
Marketing materials, registration forms, invitations, pre-assessments.

During Program Resources
Customizable signage, educational handouts, anticipatory education tools.

Post-program Resources
Audience recognition, systemization, ongoing education, report templates.
5) Measurement & Reporting
Proving the program’s impact should be the primary goal for anyone in the financial education industry. Demonstrating results highlights your competencies as a top-quality provider of financial education programming and opens up future opportunities.
Highlight your abilities as a qualified financial educator with the measurements, data gathering systems, and report templates provided by the NFEC. These resources help you clearly demonstrate your program results with reports that showcase your initiative’s success and your expertise. Resources include:

6) Funding & Business Resources
Building a program that can benefit people for many years in the future requires having a clear business model, successful program results, and management systems to organize the many moving parts. Programs best positioned to achieve success have proven results, built a top-quality image, and put their business matters in order.
Receive the plans and resources that help you fund and scale a financial wellness program in your community. Our program provides the materials, training, and resources to highlight your image as a financial education professional – putting you in better position to fund and scale your program. Resources include:

About the NFEC & Who We Serve
No matter the size or scope, the NFEC supports your efforts with scalable financial education programming. From single workshops to large ongoing initiatives – we provide support to any organization that desires high-quality financial education programs. We help individuals and organizations reduce the cost and time needed to develop programming while providing the tools and training that increase program impact.
The NFEC is an IRS-recognized public Benefits Corporation that has supported the development of 2,500+ programs over the last decade, built over 80 financial literacy assets, and led the development of national financial education standards; and our materials have served more than an estimated 1 million people across 50 countries, making us a recognized thought leader in the space.
Financial Wellness Business Growth Cohort & Turnkey Financial Education Package
By now you understand it takes more than just someone reading curriculum to lead successful financial literacy programs. We empower you with the systems, resources, and expertise that optimize financial education program development and reduce barriers to entry – lowering the cost per impact and increasing the ability for programs to scale.
*3 Age Groups: Kids (PK-8th Grade), High School & College, and Adult Learners.
Growth Package
- 1 Instructor Training & CFEI Certification
- Presentations & Curriculum Resources with 200 Student Licenses
- Online Learning Center with200 Student Licenses
- Online Learning Management System NOT Included
- Basic Learner Experience Resources
- Full Measurement & Reporting Resources
- Basic Business & Funding Resources
- Annual Renewal $395













































































