NFEC Client Program Spotlights from a Variety of Industries

At the National Financial Educators Council, our mission is to empower people who are passionate about financial education – with the training, resources, and support to build and scale financial wellness programming.

We work with all levels of individuals and organizations seeking to execute a professional-level financial education program. Here are some stories and testimonials from our clients.

Quick Case Study Navigation – Click Your Industry:

Financial Education Entrepreneur

This NYC Program is Helping Teens Master Money Skills!

The Making Money Movers NYC Program is revolutionizing financial education for young New Yorkers! This dynamic initiative provides a comprehensive financial literacy curriculum designed specifically for adolescents and young adults in the NYC Summer Youth Employment Program (SYEP).

Government Organizations

NFEC Trains the Department of Defense Office of Financial Readiness Personnel

The Certified Financial Education Instructors (CFEI) course was tailored to help educators meet Department of Defense (DOD) mandated touchpoints while addressing areas for improvement identified through pretests. Post-program surveys underscored the training’s impact, with 100% of participants reporting increased confidence in delivering financial literacy education and an enhanced ability to adapt the curriculum to their audience’s needs. Additionally, all participants recommended the course to other financial educators, emphasizing its value in preparing educators for real-world application.

Banking Industry

How this Bank is Transforming Communities!

Old National Bank isn’t just about banking – it’s about empowering entire communities! With a mission to strengthen communities and help citizens take charge of their financial futures, this bank is making a real difference. Their innovative community education and outreach programs earned them not one, but two first-place American Bankers Association Community Commitment Awards.

Personal Finance Content Creators

Clever Girl Finance®: Empowering Women to Build Wealth and Financial Confidence

Clever Girl Finance® is a premier personal finance platform for U.S. women, consistently recognized by the Plutus Awards as ranking among the best finance websites. The platform was founded by Bola Sokunbi, a Certified Financial Education Instructor. Her mission is to empower women by providing free resources – including courses, mentor calls, articles, and multimedia content – to foster financial confidence and informed decision-making. Taking a fun, engaging, and non-judgmental approach, Sokunbi and her colleagues support their community to build wealth and make smart money decisions.

Financial Service Professionals

NFEC Teams Up with Ellis Cropper to Launch Massachusetts Financial Educators Council

The NFEC has joined forces with Ellis Cropper – Army Major (Ret.), ChFC®, CLTC®, and financial professional with New York Life Insurance – to establish the Massachusetts Financial Educators Council (MFEC). The initiative aims to increase access to top-quality financial education, advocate for higher standards, and foster statewide relationships to support financial literacy efforts.

Colleges & Universities

Federal Reserve Highlights NFEC’s Financial Literacy Program at Wake Tech (Sponsored by SunTrust) as a Best Practice

The NFEC designed, deployed, and managed a comprehensive financial literacy campaign at Wake Technical Community College, sponsored by the SunTrust Foundation. To achieve the goal of raising financial literacy competencies among students, staff, and community members, the NFEC developed branding for the initiative and implemented multimethod programming, including: live events lead by NFEC trained presenters, contests, eLearning, interactive experiences, and a personal finance mobile app, creating a dynamic and practical learning environment.

NFEC initiative highlighted by Federal Reserve as Best Practices for Multimethod Delivery.

NFEC initiative highlighted by Federal Reserve as Best Practices for Multimethod Delivery.

Nonprofit Organizations

This Nonprofit is Changing the Game for Women’s Financial Literacy

WISE (Women Investing in Security and Education) aims to empower women and girls from all walks of life by enhancing their financial literacy. WISE offers a variety of workshops and financial empowerment sessions that teach essential money skills.

Financial Coaching Entrepreneur

Tailored Financial Education to Support Informed Decision-making

Real Talk Finance is a comprehensive program designed to elevate financial literacy within your community. This initiative offers a suite of resources, including engaging workshops, interactive tools, and tailored curricula, all aimed at fostering financial empowerment. By participating, you can provide your community with the knowledge and skills necessary to make informed financial decisions, paving the way for a more secure and prosperous future.

Insurance Industry Organizations

Empowering Communities Through Financial Literacy: The LiSA Initiative

The LiSA Initiative by First Financial Security empowers communities with education, mentorship, and entrepreneurial opportunities to tackle financial challenges. Partnering with the NFEC, LiSA trains Certified Financial Education Instructors (CFEI®) to deliver workshops nationwide. LiSA is transforming lives by equipping communities with tools for financial security.

Primary Schools

Future-ready Students: NFEC Creates Financial Curriculum for Aspen Academy

The NFEC partnered with Aspen Academy to create a 200-hour financial education curriculum for PK-8 students, offering 20 hours per year. Designed to help students make sound financial decisions, this comprehensive program aligns with Common Core Standards. With guidance from Curriculum 21 consultants and Dr. Ann Johnson, the NFEC developed performance-based assessments and curriculum maps to achieve the Academy’s goals.

Community Groups

The Maverick Financial Literacy Program: Empowering Financial Futures Across Generations

The Maverick Financial Literacy Program empowers participants with essential financial knowledge through interactive learning methods focusing on budgeting, saving, investing, and debt management. This program caters to a diverse demographic, offering tailored guidance to individuals aged 15 to 56, adapting to their specific life stages and financial needs. The positive impact of the training is reflected in participants’ improved financial behaviors, increased savings, reduced debts, and overall financial empowerment, demonstrating the program’s effectiveness.

Social Impact Organization

TBL and NFEC Team Up to Drive Financial Literacy Across Communities

The NFEC and The Basketball League (TBL) have expanded their partnership to promote financial literacy nationwide. Through innovative programs, TBL teams engage their communities with financial literacy donations, interactive halftime events, and family-focused promotions like the Mother’s Day initiative. Players take the lead, earning financial education certifications while advocating for economic empowerment. This collaboration inspires communities to build stronger financial futures.

What Our Clients Say

“If you are looking for a course that will take you through ALL aspects of teaching/educating others toward proper financial health, this is it! I could not have designed it better. They provide FULL training, all templates and documents you may ever need – including surveys, handouts, power points, visuals and various reports. I paid for another finance coaching course, which costs a lot more, and it did not provide even 10% of what the NFEC provides. It is, in short, excellent.”  – Rudy Holthuis

This is an amazing, comprehensive, high-level training program for those interested in advancing the cause of financial literacy. I would recommend NFEC to all who want to create purpose and make an impact that will promote the importance of basic personal finance curriculums for students and adults.Felicia Raleigh

The curriculum for the NFEC training was very thorough, informative and educational. The resources they provide covers everything you can think of from surveys, assessments, activities to make sure you have a thorough plan to offer a successful program, and how make sure your program meets the needs of the stakeholders and the learners.Detra Cox

I just completed the Certified Financial Education Instructor (CFEI) course from National Financial Educators Council (NFEC). I am a former Cisco Systems and Microsoft curriculum developer and a Cisco Certified Academy Instructor and Microsoft Certified Trainer. With over 30 years of teaching experience, I must say that this course is one of the most comprehensive I have taken. It provides coverage not only of core personal finance topics, but also current pedagogy and proven educational methods. NFEC has developed a wealth of effective tools and resources for use by instructors implementing personal finance education programs. I was impressed with the variety and quality of instructional materials including customizable student handouts as well as the turnkey financial education packages and ongoing resources and support for certified instructors. I would recommend this program for anyone wishing to teach personal finance.Jim

The NFEC Certified Educator Instructor program is amazing!. While it is thorough, it is also very practical. The program helps you with content knowledge, helps you to understand why and what you are doing, and definitely teaches you how to serve and teach others with financial education and financial literacy. I am half way through the course, and looking forward to completing the program.Spencer Rogers Jr

We use this for all our staff and the results to date have exceeded our expectations. Tim Smith

I am completing an online training for Financial Educators, and I have been surprised at how thorough and comprehensive the material is, and at a reasonable price. Its breadth of information presented has definitely exceeded my expectations.Sandra Verthein

Solutions Used in the Case Studies

Join the movement! At the NFEC, we’re passionate about making financial literacy accessible to all. You can be a part of this powerful movement to empower financial independence. We provide turnkey solutions to establish professional-level financial wellness programming.

Certified Financial Education Instructor

Professional Development Training for Financial Educators

Turnkey Financial Education Solution

Everything You Need to Deliver a Professional Program

Accredited Personal Financial Wellness Consultant℠ Requirements

NFEC Managed & Niche Market Campaigns

Tailored to Achieve Your Social Impact and Business Objectives

Geographic Targeted Financial Wellness Initiatives

Localized Solutions for Maximum Community Impact