For organizations looking to empower their education staff with the knowledge and confidence necessary to teach personal finance, there are financial educator training solutions available.

Financial Educator Training for Your Staff

The NFEC ensures that your financial education staff members successfully demonstrate their competencies and possess the skill sets necessary to teach personal finance effectively. Financial educator training will help your team acquire the expertise, credibility, and self-assurance to teach personal finance lessons effectively.

The coursework can be customized to the needs of your staff. Programs are designed to meet standards for the highest academic rigor, while providing practical lessons that increase your team’s impact as financial educators.

Training Options

Customized Training Options

The NFEC’s focus is on maximizing training time and efficiency during the professional development of your staff / volunteers. Programs can be customized to match your time, budget, and desired outcomes. The two common types of customized training are:

Placement-based Training

Performance evaluations and assessments enable us to determine your staff’s unique skill development needs. Financial educator training is developed to meet their needs, and learning barometers are established to measure their progress.

Need-based Customization

After meeting and gathering data from your leadership team, the NFEC develops programming based on your needs. Common customizations are centered around subject-based, end-user-based, and time-based needs, while balancing those needs with your outcome goals.

Full Financial Educator Training

For those seeking highly qualified financial education instructors who are proficient across a broad range of financial education topics, the full training is recommended. Participants enrolled in the complete course undergo 30 hours of training (Professional Development Hours – PDH, 3 Continuing Education Units – CEU). Upon completion, you can choose to have your staff participants registered as Certified Financial Education Instructors.

Review the full coursework requirements below or click here to learn more about the full Certified Financial Education Instructor training. Although the full coursework is recommended, the full course can be refined based on your time and training needs.

(1.5 CEUs / 15 PDHs)

(1.5 CEUs / 150 PDHs)