5 Core Skills Necessary for Financial Education Instructors
Instructional Techniques. Understanding of research-based educational methodologies to increase learner application.
Subject Matter Knowledge. Sufficient understanding of the topics being taught to lead programming with confidence.
Lesson Planning & Preparation. Knowledge of how to design an educational path that matches learners’ abilities.
Manage Classroom Environment. Ability to create a learning environment that gives learners a feeling of security.
Behavioral Finance & Psychology. Knowledge of the psychological principles that affect financial literacy education.
Sheena is the founder of Diva 4 Wealth, an organization dedicated to helping women reach financial success through private coaching and group sessions. She conducts various workshops throughout the year centered on the organization’s core values: Education, Empowerment, Entrepreneurship, and Economic Success. She also runs her own insurance agency.
Diane Keating is an accomplished nonprofit executive with 10-years of experience in developing, administrating and teaching personal financial education programs for low-income youth and adults in New York City. She formed High Water Women’s Financial Literacy program in 2009 in partnership with the Muriel Siebert Foundation. The program covers services to NYC communities in all five boroughs, and currently provides financial literacy instruction for 3000 teens and adults annually.
Richard is the president of Richard Allan White and Associates, LLC, a financial consulting firm. He currently serves as an adjunct professor for Southern New Hampshire University and the College for Financial Planning in their online programs, as well as Seminole State College of Florida.
Effective educators help learners achieve better outcomes than do poorly-qualified instructors. Programs taught by instructors with strong credentials are more credible and have far greater impact. These educators can confidently engage audiences, manage the classroom environment, adapt presentations to meet various learners’ needs, and increase the overall impact of the instruction.