Enterprise Clients:
Customized Training for Financial
Educator Professional Development
To accommodate enterprise clients who cannot allocate the full 80 hours of Certified Financial Education Instructor (CFEI) training, we offer a chapter-by-chapter CFEI content option packaged for workplace learning to align with your professional development hours.
Financial Knowledge is Not Enough – The Risk of Untrained Financial Educators
Content knowledge is the minimum foundation for any financial educator: understanding budgeting, saving, credit, loans, income, account management, and the supporting financial systems is critical to teach accurately and avoid misinformation.
But content alone is not enough. Educators must pair that foundation with behavioral finance, proven teaching methodologies, and strong instructional design to turn facts into lasting behavior change. Mastery of these areas ensures that you can meet learners where they are, answer questions with authority, and design practical activities that build real skills. Together, a solid content base plus pedagogical and psychological expertise produces ethical, measurable, high-quality financial education.
Having staff deliver financial education without proper training reduces program impact and can produce misleading or incorrect guidance. That leads to missed opportunities for behavior change, poorer learner results, and avoidable legal, reputational, and financial risks.
Targeted Learning, Proven Results
CFEI Chapter Modules deliver the complete content, activities, and assessments from individual Certified Financial Education Instructor chapters so your staff can train on the exact competencies they need without committing to the full program at once. Each chapter is a stand-alone, role-relevant learning unit that preserves instructional rigor and practical application.
Modules of the CFEI Available – For Those Teaching Personal Finance
Each chapter module maps to verifiable Professional Development Hours (PDH) and competency outcomes. Organizations may: complete single chapters for targeted PDH; combine chapter modules into role-based stacks that award stack badges and PDH bundles; or follow a mapped pathway that leads to eligibility for the full CFEI certification and associated PD requirements. The full CFEI course can be found here.
Foundations of Financial Education
Clarity of mission and role as educators, with an emphasis on the urgent need for financial literacy and advocacy across life stages and communities. Your team will gain the confidence and shared purpose they need to inspire change and expand access to financial education where it’s needed most. PDH Hours – 6.
Financial Psychology & Behavioral Finance
In-depth knowledge of behavioral finance principles, financial psychology, and change models that help learners overcome emotional, cultural, and cognitive barriers to sound money management. This expertise enables your team to connect with people on a deeper level and guide groups toward lasting behavior change rather than short-term fixes. PDH Hours – 10.
Educational Philosophies & Teaching Methodologies
Application of proven learning theories and instructional strategies to engage diverse audiences, foster retention, and build practical financial skills. By adapting these approaches, your team will become more effective at meeting learners where they are and driving measurable impact. PDH Hours – 16.
Personal Finance Subject Matter
Deep content knowledge across budgeting, saving, credit, loans and debt, income, account management, and supportive financial systems. Content knowledge is the minimum foundation for your team: understanding these core areas is critical to teach accurately, avoid misinformation, and answer learner questions with authority. PDH Hours – 15.
Instructional Design & Lesson Planning
Expertise in designing high-impact programs using the Discovery → Define → Design process to align with learner needs, standards, and measurable outcomes. This capability ensures that your team’s programs are professional, well-structured, and able to demonstrate success to funders and stakeholders. PDH Hours – 12.
Program Execution & Learner Experience
The ability to deliver sessions with professionalism and adaptability, creating safe, supportive, and engaging environments that motivate learners to take real-world action. Your team will gain practical strategies to handle classroom, workshop, and online settings with confidence and consistency. PDH Hours – 13.
Professional Responsibilities & Educator Standards
A commitment to ethical practice, professional presence, accurate recordkeeping, and continuous professional development. These practices help your team build trust, maintain credibility, and sustain long-term program excellence. PDH Hours – 8.
Training Module Completion Details
Completed module stacks can be combined into role-based PD bundles or used to satisfy eligibility requirements for the full CFEI certification. We also provide templated language and evidence packs to help employers record hours, claim CPD, and satisfy audit requests.
For your organization – We provide full documentation and competency evidence templates to support employer CPD records and audit requirements, including completion rosters, competency mappings, and exportable reports suitable for HR and funder review.
For your team members – Modules may be combined to meet individual PD/CEU requirements. Upon successful completion of one or more chapter modules, participants receive:
- A formal CEU / PDH completion letter (organization- and learner-ready).
- A stackable digital badge tied to the module competencies.
- An entry on a verifiable competency transcript listing completed modules, hours earned, and assessment results.
- A downloadable certificate of completion (printable and shareable).
Transparent Pricing – Chapter Modules
Maximum price: $50 per module, per person. Volume discounts apply for larger cohorts, and select industries or partner organizations may qualify for a reduced rate.
- Minimum commitment: $2,000 required per order; this amount is credited toward your per-module/per-person pricing (not an extra fee).
- Volume & industry discounts: Pricing scales down as enrollment increases; ask about partner/sector pricing for education, nonprofit, and government programs.
- Billing & delivery: Orders are invoiced upon agreement; credits are applied to your account and deducted from module fees at deployment.
- Mission support: Your purchase sustains NFEC’s independence and allows us to reinvest in new resources, research, and tools that advance the financial education field.