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Financial Education Consultation

Financial Education Consultation 2016-12-23T12:30:42+00:00

Financial Education Consultation

The National Financial Educators Council implements comprehensive financial literacy campaigns that align with client objectives. The NFEC’s holistic, campaign-focused financial literacy initiatives engender strong community support, reach a wide audience, and employ fun, motivating instructional techniques to keep participants interested and engaged.

For smaller campaigns or individual services, visit the main financial literacy webpage.  The current page is dedicated to those looking for comprehensive financial education consultation and solutions.

 Many financial literacy programs are one-dimensional, fail to align with larger objectives, and lack an overall campaign strategy.  Such education typically presents little usable information; many existing programs are boring—alienating participants from the learning process—and suffer from low attendance.

 In contrast, the NFEC’s holistic campaign approach engages target communities in the financial education process to present a far-reaching, appealing, sustainable program.  Such initiatives are designed to be fun, engaging, and motivating—inspiring participants of all ages to take positive action.  In turn, NFEC clients benefit as well.  They experience improved retention rates and observe measurable changes in the money skills of their members.  And the financial literacy campaign helps groups meet their organizational objectives:  client acquisition, media exposure, community connections, leadership positioning, cross-sales, goodwill, and other organizational goals.

The NFEC’s approach to designing and implementing financial literacy campaigns is described in the case studies below.  To schedule a consultation, contact us.

Case Studies – Financial Education Campaigns

Penn State:

The NFEC developed a comprehensive statewide initiative aimed to empower Pennsylvania residents with practical financial education. In partnership with Penn State Erie’s The Behrend College and the Center for Financial & Consumer Outreach, the NFEC designed an outreach campaign closely aligned with partner objectives.

The pre-launch phase was spent building relationships and creating a program that met University program objectives.  A comprehensive awareness campaign was begun and further focus was placed on developing relationships with schools and nonprofit organizations.  These efforts aligned with Penn State’s objective to connect with community groups to encourage higher education.

The ongoing campaign launched with a high-profile event:  the High School Symposium.  More than 400 youth, educators, and volunteers participated in this two-day event.  Youth from 15 high schools took part in the NFEC’s Real Money Experience hands-on financial literacy workshop.  Here students visited 12 booths where they received tools for handling the financial decisions they would face post-graduation.  At the same time, educators and volunteers took part in the NFEC’s Certified Financial Education Instructor training program so they could continue delivering the lessons the students learned at the RMX event.

The High School Symposium launched the statewide educator training initiative.  Educators from more than 100 schools and nonprofits undertook a portion of the NFEC’s Certified Financial Educator Instructor training program.  The NFEC trained the Director of the Center for Financial & Consumer Outreach to teach volunteers, educators, and concerned citizens how to deliver financial literacy lessons. This ongoing service is now offered across Pennsylvania; the influence and impact of the service is magnified as qualified people share the message of financial literacy with youth statewide.

The educator training outreach launched phase three of the initiative:  the Financial EduNation Campaign.  The Financial EduNation Resource Center provides complimentary personal finance resources to parents, students, educators, and community groups.  These materials, developed by the NFEC’s highly-qualified team of educators, financial professionals, and financial education experts, include curriculum, multimedia learning centers, training, and access to turnkey money management programs.  The Resource Center was custom-branded for Penn State.

The fourth phase focused on awareness and expansion of the Financial EduNation Campaign.  A solid foundation of supporters, partners, and internal advocates are currently building this initiative from the foundation laid in its first three phases.  The high-profile High School Symposium and Real Money Experience events were annualized to provide signature events for the community.  The NFEC’s public relations team is launching a comprehensive media outreach campaign, starting with a statewide Public Service Announcement and enlisting celebrity supporters to bring the initiative into the mainstream.

The Penn State campaign has achieved sustainability.  Partners, sponsors, and collaborative efforts have ensured that the outreach associated with the campaign pays for itself.  Thus the program reaches the largest number of youth and people across Pennsylvania who support youth development.

Ostrofe Financial Consultants

The NFEC teamed up with Ostrofe Financial Consultants to help Ostrofe achieve its objective of bringing a comprehensive financial literacy campaign to their community to serve clients, the community, and local high school students.  The inaugural events and media promotions that took place during financial literacy month launched an ongoing financial literacy initiative that continues to serve the community year round.

The NFEC provided a speaker to host several high school events that served more than 2,000 youth.  These events, designed to spark the student’s interest in learning about money, featured exclusive celebrity videos from the NFECs’ Money XLive event.  After the events, Ostrofe Financial Consultants donated the NFEC curriculum to the schools.  NFEC consultants met regularly with high school administrators to help them develop an ongoing school-based financial literacy initiative.

The evening event was dedicated to Ostrofe Financial Consultant clients.  The NFEC speaker engaged the audience by sharing tips to help families open up lines of communication about their personal finances.  The speaker clarified that communication was the key to becoming financially prepared.  Between presentations the NFEC spokesperson took part in several interviews to help raise community awareness. 

After the kickoff event, Ostrofe continued to promote financial literacy through a series of Public Service Announcements produced by the NFEC.  These PSAs create top-of-mind awareness both for the subject of financial literacy and for Ostrofe Financial Consultants.  The substantial radio play these PSAs received resulted in a second year of even larger-scale events and promotions.

PSA and Celebrity Campaigns

The NFEC is recognized as a leader in generating awareness for the financial literacy movement.  One of the top objectives of the Financial EduNation Campaign, launched in 2012, is to build mainstream awareness about the importance of providing youth a financial education.  Organizations that become involved in the financial literacy movement benefit when the NFEC raises awareness about the dangers of financial illiteracy and the many benefits of a practical financial education.

The NFEC created “The Talk” PSA campaign elicit an emotional response that encourages parents to have “The Talk” with their kids about personal finances.  This campaign not only generated mainstream media awareness; the message went viral through the social media too. The NFEC collaborated with top celebrities, sports stars, and other influential figures to create buzz around the financial literacy movement. These celebrities provided videos, spoke at Money XLive events, participated in “The Talk” PSA campaign, and donated the Financial EduNation resource center to nonprofit organizations they support.  They also graciously helped promote the financial literacy movement via PR efforts, social media, and interviews.

The awareness-raising campaign not only benefited individuals around the world, but also those within the financial literacy community.  The NFEC invites you to see the celebrities involved and encourages you to support their endeavors.

National Credit Union Administration

The NFEC designed a presentation for the National Credit Union Administration (NCUA).  Credit union representatives from more than 100 organizations received education in how to develop a financial literacy program tailored to low- and moderate-income communities.  The objective of the presentation was to foster development of credit union financial literacy initiatives.

The NCUA presentation focused on helping credit unions develop comprehensive, sustainable financial education initiatives.  The NFEC promotes a “holistic campaign” approach to credit union financial literacy programs.  In other words, they seek to engage the target demographic and inspire participants to take positive action toward their personal finances, while leveraging financial literacy initiatives to align with the credit union’s overall organizational goals. Credit union financial literacy goals might include client acquisition, cross-selling, improving use, connecting with members, and garnering positive media attention.  The overall goals of the NFEC outreach are to help credit unions produce measurable changes in their members’ personal financial knowledge while meeting their organizational objectives.

Read the white paper the NFEC put together for the presentation on Financial Literacy delivered to the National Credit Union Administration

US Bank, Mesa County, School District 51, and the City of Grand Junction

The NFEC partnered with Mesa County, US Bank, School District 51, and the City of Grand Junction to raise awareness for financial literacy while educating families throughout the community with a high-profile event. The “Money Month Mesa County” campaign was kicked off with the Money XLive celebrity financial education event and a comprehensive media blitz.

The Money XLive event and media campaign reached tens of thousands of people and received more than $50,000 worth of free media exposure, including live television and radio interviews, donated television commercials, radio and newspaper advertisements. This public relations campaign was enhanced with grassroots promotion supported by schools, nonprofits, and other groups with a passion for sharing the message of financial literacy. “Money Month Mesa County” was developed by Karen Troester, Vice President of US Bank. The campaign launched with the Money XLive event, which sent more than 100 volunteers into local classrooms to teach financial literacy to students at various grade levels.

Working in close collaboration with Ms. Troester, the NFEC developed the branding for “Money Month “Money Month Mesa County” was developed by Karen Troester, Vice President of US Bank. The campaign launched with the Money XLive event, which sent more than 100 volunteers into local classrooms to teach financial literacy to students at various grade levels. Working in close collaboration with Ms. Troester, the NFEC developed the branding for “Money Month Mesa County,” formed collaborative partnerships with more than 20 organizations, and provided resources to fast-track the overall campaign.


The National Financial Educators Council partnered with the North Carolina Minority Service Center (NCMSC), an organization that serves credit unions. The partnership performed a number of services including event production, custom curriculum design, volunteer training and certification, media outreach, speaking, consultation, program design, and the initial roll-out of the campaign. These campaigns served multiple schools, credit unions, and nonprofit organizations in North Carolina.

NFEC created custom youth financial education materials and training for youth from kindergarten through 8th grade. The NCMSC was looking for an interactive financial literacy for kidsgame to deliver to junior high students.

They wanted a branded solution to add credibility to their growing financial education program, and standardized lessons to be taught through various venues. The complete curriculum includes six characters and a personal lifestyle budget choice scenario that helps students learn about budgeting, taxes, income, car purchases, renting, savings, investing, credit, and more. The Learn, Save and Excel program served thousands of youth from the community.

To help the NCMSC effectively share the new material, the NFEC provided educator training and certification.  Six credit union employees and two student interns received live webinar training to deliver the new financial literacy curriculum effectively.

“Working with [the NFEC] was an excellent opportunity for us to learn and perfect our implementation strategies for our outreach program.  They helped us think through our curriculum and fine-tune our approaches. Receiving the training and becoming certified by the NFEC has given the program extra boost and noteworthiness.  Since our certification has become public, we’ve received several calls from community service organizations and summer camps interested in our youth financial education program,” stated Kimberly Knox, Director of NCMSC Marketing & Youth Financial Education.

Salvation Army Dallas and National Veterans Foundation

The NFEC designed a custom adult financial literacy program to meet the needs of the Salvation Army Dallas and the National Veterans Foundation.  The program focused on financial recovery, and was geared toward the low-to-moderate income clientele targeted by these respective organizations.

Both programs featured a custom eight-hour financial education workshop for the clients.  The program included custom PowerPoint presentations, co-branding, marketing material design, sponsorship outreach forms, student guides, and Certified Financial Education Instructor training.The NFEC also conducted a PR campaign event for the National Veterans Foundation to honor graduates and other veteran participants the week before the 4th of July.  This event received local news coverage and gave the participants a sense of pride for their commendable accomplishments.  The NFEC encourages you to support the Salvation Army and National Veterans Foundation for their service to communities around the country.

International Organization

The NFEC was lead consultant on an international project that currently serves more than 45,000 individuals, with plans to reach over 500,000 people over the next 24 months.  The NFEC generated a comprehensive GAP Assessment report that was used to design and implement a multi-million dollar financial literacy campaign.

The GAP Assessment report was designed and written by the NFEC and included a survey of more than 1,000 people living in the areas targeted by the program.  To reach rural, poor villages across the countryside, the team of surveyors conducted in-person interviews so they could receive input from those people who were unable to read. The NFEC team of survey developers, educators, and personal finance experts compiled and reported the data collected via face-to-face interviews.

Once the data were gathered, the NFEC gave specific recommendations for outreach, educator training, curriculum, subject matter, and overall program design.  The data were used to build out a comprehensive, sustainable financial education initiative that will continue to serve people for many years.

Pathstone Family Services

Pathstone Family Office reached out to the NFEC for a solution to help their high net worth and multi-generational family clients ensure that their children possess the financial capability necessary to carry on their financial legacies.

The NFEC designed a custom Financial EduNation Resource Center featuring tools both for the clients and for Pathstone Family Office advisors.  Client tools included custom-branded multimedia learning centers, guides, video resources, and live training programs.  Pathstone advisors received comprehensive training and tools to conduct events for youth age 3 and up.  This solution helps Pathstone achieve its goal to help client families become capable to handle their estates.

Pathstone Family Office also desired to improve financial capability of the general public.   The NFEC provided outreach tools to allow Pathstone Family Offices to share the resources with the communities they serve.

LA County Parks and Recreations

The National Financial Educators Council produces a personal financial literacy program for the Los Angeles County Parks and Recreation Department to improve the financial capability of youth participating in a work experience program.

The program designed for LA Country Parks and Recreation was a full-day event that integrated lecture style instruction with games and activities.  Participants played the Real Money Experience classroom financial literacy game and watched videos from the Money XLive celebrity financial literacy event production.  Youth participants were both entertained and engaged.

Pre- and post-testing and surveys were conducted to quantify the impact of the personal financial literacy program.  Quiz and survey results were quite positive, demonstrating that participants improved their knowledge of money management matters.  Most participants felt the lessons they learned will have a positive impact on their futures.

Nurture Smart

Kenya: The NFEC partnered with Nurture Smart in Kenya to launch an Africa-wide financial literacy campaign.  This initiative aligns with Kenya Vision 2030, the development blueprint covering the period 2008 to 2030.  Kenya Vision 2030’s stated objective is to transform Kenya into a “middle-income country providing a high-quality life to all its citizens by the year 2030.”

Nurture Smart was seeking consultation services, curriculum design, funding initiatives, media outreach, and educator training courses.  All initiatives were focused on helping Kenya reach its quality-of-life objectives.

Initial campaign rollout brought together financial literacy experts and leaders from around the country, including Prof. James Ole Kiyiapi, Permanent Secretary of the Ministry of Education.  Financial literacy is a new topic to Kenya, and the first event met key objectives including community awareness, key leader support, media coverage, and creating a collaborative platform.

The second phase of the Kenyan campaign is in process. The NFEC educator training program and curriculum have been adapted to align with Kenyan and African values. An educator training event and media campaign are being prepared to serve more than 300 teachers located in Kenya and surrounding African countries. Sponsorship forms, marketing material, and outreach efforts are in place to fund the initiative.

Simon Scholars

The NFEC is celebrating its third year as host of the financial literacy event at the Simon Family Foundation’s Summer Conference. In each of these years, 100 college-bound youth participated in a three-day event offering training in various life skills; the NFEC provided complete event production for the financial education portion.

The NFEC hosted the Real Money Experiencefinancial literacy game generated comprehensive reporting, collaborated with organizations to secure volunteers, and produced marketing material designed to help raise funds, awareness, and support from community influencers.  The NFEC produced a promotional video that was used in a viral video marketing campaign. The video promotion coincided with a traditional media outreach campaign that generated more than 100,000 impressions.


Article: Financial Education Consultant

A financial education consultant’s role is to help organizations effectively implement financial literacy programs so the participants pick up the material effectively. The time has come for colleges, schools, nonprofits and other organizations that are interested in providing today’s youth a practical financial education to get a financial education consultant.A financial education consultant role is to evaluate current financial literacy initiatives and the audience the financial literacy courses are being delivered to.  Consultants evaluate your goals, objectives and understand the direction you want to take your financial literacy program.A financial education consultant should also help to save your organization money.  Often they provide turnkey solutions to your financial literacy program needs.  A financial education consultant can provide a variety of services including: financial literacy curriculum, financial education camps, financial educator training and resources to help you receive sponsorship and financial literacy grants.With the recent economy there is a major shortage of financial education consultants.  With the current trend to provide more and more people with a life changing financial education this is a career that offers a bright future.  To meet the growing demand organizations like the National Financial Educators Council have stepped up to the plate.

Vince Shorb, of the National Financial Educators Council and leading financial education consultant, states “so many organizations need financial education consultants that we started to train people in this field”.  He continued to mention that it is a long process.  The first step is to become a certified financial educator – a process that takes between 2 to 4 months.  Then graduates complete another 2 – 4 months training to become an advanced certified financial educator.  Once they reach this goal it is another 4 – 6 months before they can receive the financial education consultant designation.

The NFEC has worked with high school students in Washington and helped them w design a holistic financial education campaign for their peers.  A Money XLive event kicked off the campaign to get students motivated and ready to take positive action.  This was followed with teacher training, curriculum, live parent education, virtual parent education and multi-media learning centers provided to students.

In Mesa County, Colorado, the NFEC worked with the city, county and community leaders to put together a campaign that can be modeled by other communities looking to empower youth with financial literacy skills. Money XLive kicked off this campaign and is followed with volunteer training, financial education curriculum, parent’s education, virtual learning centers for local area nonprofits and pre & post testing to measure the results.

Vince Shorb states, “The training is extensive because a financial education consultant must have mastery of many areas.  They need to know how to teach financial literacy programs, evaluate the effectiveness, how to fund financial literacy programs, evaluate teachers, design financial literacy lesson plans, build financial education based business and a host of other responsibilities.”

A financial education consultant is committed to helping organizations effectively implement financial literacy programs.  Their role includes saving time, money and ensuring these organizations provide practical financial literacy instruction so the participant maximize the benefits they receive from the program.

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