Financial Education Program Execution Resources

Turnkey solutions for high-impact financial literacy education.

No matter where you are – starting from scratch or refining an existing initiative – we provide the tools and expertise to help you maximize impact and expand reach. Our financial education program execution package combines ready-to-use materials, measurement tools, and implementation support so programs run smoothly and produce measurable results.

We solved the major challenges of scaling financial education programming. Historically, programs required building and testing materials, recruiting and training personnel, and creating outreach and business models. Even when those steps were completed, many efforts stalled due to high cost per impact and weak data documentation. Our resources remove those barriers by providing packaged curricula, assessment and reporting tools, and implementation guidance that reduce costs, increase fidelity, and prove outcomes.

Curriculum & Presentations with Custom Branding Options

The NFEC boasts the largest financial education library, catering to all age groups – kids, teens, and adults. Modular design allows you to combine lessons to create custom workshops. Comprehensive, standards-aligned curriculum is built on proven instructional methodologies and flexible delivery formats. The modular design lets you choose lessons that match your learners’ needs; and customizable branding options ensure that materials reflect your organization’s identity.

NFEC custom-branded materials: After, with custom branding

Assessments & Reporting

Highlight your expertise with NFEC’s measurement tools, data-gathering systems, and report templates, enabling you to showcase your program’s success with clear, high-impact reporting. Our assessment bank offers diverse instruments that track outcomes across ten core domains, measuring progress at every stage – from baseline and mid-program checks to post-program and follow-up. These measures capture knowledge, skills, behaviors, sentiment, and other indicators to give a full picture of participant growth. Built-in reporting templates turn your data into polished, funder-ready impact reports.

Measurement & Reporting

Student Experience Resources

From initial communication, to continuing contact, to ongoing education – using high-quality resources at each touchpoint gives your program a well-polished feel. Our Learner Experience toolkit provides the operational resources you need to deliver consistent, professional instruction from kickoff through reinforcement. Materials and training are provided for every stage – before, during, and after delivery – so learners enjoy a positive experience and your organization builds a reputation for professionalism.

Program Design Support

We help you design measurable programs and manage deployment logistics – from lesson sequencing and business modeling to data gathering and learner experience – so your initiative launches smoothly and achieves results. Our one-on-one consultations with program leaders diagnose needs, set priorities, and produce an actionable roadmap to launch, improve, or scale your financial education program.

During Program Resources

Package Options

By now you understand that the NFEC offers comprehensive resources for every phase of your financial education program. Register below for our package option or add resources individually.

*Discounted Rates:
CFEI Graduates – $295 & $97 annually – Order Here.
State Advisory Board – $0
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Financial Education Program Execution Resources Package (non-CFEI graduates)

$695$197 annually
  • Curriculum & Presentations for 1 Age Group (non-branded)
  • Assessment Bank & Reporting Resources
  • Student Experience Resource Package
  • Program Design & Personal Support

Other Popular Add Ons

Certified Financial Education Instructor (CFEI®)

The CFEI® is an industry-leading credential from an IACET-accredited provider that prepares you to teach personal finance with confidence and to prove your program’s impact. The CFEI® program gives you the training, credibility, and tools to make a measurable difference. The training teaches classroom-tested instructional methods, practical assessment techniques, and behavior-focused strategies that work for live workshops, online courses, employer programs, and community initiatives.

Program Funding Support

At the National Financial Educators Council (NFEC), our mission is to help financial wellness programs grow and scale so they reach more people and deliver lasting improvements in financial capability. No matter your industry, funding is a critical component to sustain quality instruction, hire and retain staff, deliver follow-up and reinforcement, collect and report outcomes, and scale programs to serve more learners.