Bring a CFEI to Lead Your Next Even
Financial Educators Committed to Student Outcomes
Bring measurable learning to your next event. Book a Certified Financial Education Instructor (CFEI®) to deliver instruction deliberately designed to change knowledge, confidence, and real behavior – not just provide a presentation. CFEI instructors use standards-aligned lesson design, active learning, and practical takeaways so participants leave with skills they can apply.
Outcome-Focused Instruction for Every Audience
Our instructors arrive ready to teach, assess, and report results. They tailor content to your audience (students, employees, families, or community groups), run pre/post measures to document learning gains, and deliver a concise post-event impact report you can share with stakeholders. Sessions include participant resources, action-oriented worksheets, and clear next steps to reinforce learning after the event.
Available in formats from focused workshops to multi-session programs, CFEI® delivery reduces your planning load while increasing program credibility and measurable outcomes. Book a CFEI® instructor to convert one-time interest into sustained learning and demonstrable results.
Educator Quality: The Strongest Predictor of Student Achievement
Teachers are the single most important influence on student success. Effective educators help learners achieve better outcomes. Students of highly-qualified educators accomplish more positive outcomes than those taught by less-qualified instructors. For example, students of qualified financial educators may expect higher lifetime earnings and greater security upon retirement, as well as improved mental and physical health and well-being.
The effects of educator qualifications on student achievements are realized in various ways. Although few studies have examined the specific effectiveness of financial educators, much parallel evidence can be found in research in the general education sector indicating that well-qualified teachers produce better-qualified graduates across a wide range of academic disciplines. Extending those results to include financial literacy education seems a logical conclusion.
The Risk of Underqualified Financial Educators
Because of the unique challenges teaching personal finance poses, underqualified financial educators can cause significant harm. Unlike other subjects that do not have a direct impact on people’s well-being, the topic of money does. Something as simple as giving incorrect information or turning a student off learning can cause major problems that affect many areas of their lives.
The effects of poor teaching can continue to affect students’ lives for many years after instruction ends.[11] Underqualified teachers reduce overall student achievement levels and tend to be paired with at-risk students – thus exacerbating the risk of future economic problems.[12] Most financial literacy instructors today lack the training and knowledge about personal finance topics they need to teach effectively.[13] This puts students at risk.
For organizations, the risks go beyond learner outcomes. Employing underqualified financial educators not only jeopardizes participants’ well-being but can also harm institutional reputation, reduce program credibility, and increase exposure to potential legal or compliance issues.
CFEIs Set the Standard for Financial Educator Excellence
There’s a profound difference between presenting information and teaching it. With a polished slide deck, anyone can present. But it takes a trained educator to create understanding, build confidence, and inspire lasting behavior change.
Certified Financial Education Instructors (CFEI®) are more than speakers – they are educators dedicated to measurable student outcomes. Their instruction is deliberately designed to improve knowledge, confidence, and real-world financial behaviors. CFEI instructors apply research-based teaching practices, active learning techniques, and behaviorally informed strategies so participants leave with skills they can use immediately. Every session is tailored to the audience and built around clear, measurable outcomes. These instructors have undergone rigorous training that includes:
- Foundations – Teach with purpose, integrity, and fiduciary care.
- Behavioral Finance – Translate emotion into action and mindset into progress.
- Teaching Methods – Engage learners, enhance retention, and inspire application.
- Finance Mastery – Build trust and credibility through subject expertise.
- Design & Planning – Create standards-based lessons with measurable objectives.
- Execution – Deliver inclusive, results-driven sessions for diverse audiences.
- Professionalism – Model ethics, accountability, and continuous improvement.
Services CFEI Financial Educators Provide
This data reflects responses from 2500+ graduates who reported their experiences, outcomes, and the ways the CFEI® program has influenced their ability to deliver effective financial education.
Education (more than just speaking)
CFEI® instructors build outcomes-first lessons with clear objectives, applied practice, and built-in assessment – far beyond lecture-only talks. Using evidence-based instructional and behavioral techniques, they design learning that transfers to real financial behaviors, measures progress, and produces verifiable outcomes you can share with stakeholders.
Program Consultation & Design
CFEIs tailor learning objectives, format, and outcomes to your audience – whether teaching a short workshop or a multi-month program. That customization includes audience needs analysis, a tailored lesson plan, turnkey materials, logistics support, and a clear timeline so your event runs smoothly and delivers results.
Learner Experience
Every CFEI touchpoint is designed to boost learning: before the session instructors use checklists, brief surveys, and email sequences to set expectations and surface needs; during the event they bring signage and professionalism; and after the event they reinforce progress with certificates/badges, short follow-up assessments, and continuing education resources to measure early impact and encourage ongoing growth.
Assessments & Reporting
We administer pre/post measures and track key indicators, then deliver a concise post-event impact report showing knowledge gains, early behavior changes, and recommended next steps. Packaged as a professional case-study report, these materials are ready to share with key stakeholders to demonstrate program impact.
Student Resources
Every participant receives practical takeaways – worksheets, checklists, action plans, and follow-up resources – plus optional digital access and prompts to reinforce learning and support sustained progress.
Bring a Certified Financial Educator Onboard
Book a CFEI Instructor
Education that produces outcomes requires time, rigor, and follow-up. Short presentations may raise awareness temporarily, but lasting change requires instructional time, active practice, assessment, and reinforcement. Our CFEI® instructors deliver comprehensive programs for organizations seeking true financial education – not random financial information.
We partner CFEI® graduates with organizations that want measurable results. Start the process by completing the form below and we’ll match you with an instructor and format that fits your goals.
Financial Educators for Top-quality Events
Highly Qualified Educators
NFEC Certified & Approved
Peace of Mind
Systemized Speaker Processes, Live Updates
Quality Educational Materials
Aligned with Your Brand
Expert Consultation & Support
Direct Contact with Lead
The financial educators listed here have passed the NFEC’s stringent requirements to attain certification and approval. Rest easy knowing these financial educators will adhere to proven speaker processes and give you live updates throughout planning and delivery. They will come to the event prepared and equipped with best-quality educational resources, all custom-tailored with your brand. Direct contact with a lead counselor gives you expert consultation and support as needed.
The Well-thought-out Process for Financial Educators
Your choice of a personal finance speaker will be accompanied by the services of an experienced campaign director, who will be your direct point of contact and manage all campaign aspects toward reaching your objectives. Directors assume responsibility to coordinate communications, promotions, and connections with sponsors; they also brief the speaker so the presentation will be tailored to match your desired outcomes. 
Stringent Criteria Met by Qualified Financial Educators
Qualified Financial Educators are those who meet the standards posed in the Framework for Teaching Personal Finance, developed by the NFEC along with the Danielson Group (a leading developer of educator standards). Every financial education instructor and personal finance expert the NFEC certifies has proven his or her ability to meet these stringent criteria for personal finance education impact and quality. 
Case Study – LA County Parks & Recreation Department
The National Financial Educators Council provided speakers and custom materials for the Los Angeles County Parks and Recreation Department’s program to improve youth financial capabilities. This program reached young people participating in a work experience program. The NFEC trained and prepared speakers to integrate classroom-based instruction with engaging games and activities, to entertain students while giving them crucial money management skills. The speakers, who were trained and certified by the NFEC, arrived several hours early to the event and were fully prepared to lead lecture-style instruction, financial literacy games, and multimedia events alike. The branded support materials created for this campaign include pre- and post-testing and surveys, conducted to demonstrate program impact. The students took quizzes which indicated positive results, showing that participant knowledge of personal finance topics had improved through attending the program. In post-program evaluations, most students indicated that they believed the lessons they learned would have positive impact on their future lives.
Financial literacy has become a hot topic among parents, employers, and schools. Groups all over the country are beginning to realize that, in today’s economy, personal finance training is one of the best ways to promote citizen well-being. And with this awareness comes the need for certified and qualified financial educators to give effective presentations. Now the National Financial Educators Council (NFEC) has created the Personal Finance Speakers Association (PFSA)—the first national bureau of finance speakers—which features advocates specifically trained in financial literacy topics. All members in this Association have completed a stringent certification course designed to give them the knowledge, credibility, and confidence to deliver dynamic presentations with maximum impact. These trained financial education speakers come from diverse backgrounds and various levels of expertise and visibility. Thus the NFEC can provide a speaker to meet the demands of any budget. The NFEC handles booking, facilitates contract negotiations, and serves as liaison between the speaker and the organization. Whether you’re looking for a high-profile celebrity or just an affordable presenter, the NFEC has a qualified speaker to match your needs. Members of the PFSA are people with a demonstrated passion for spreading the message of financial education and improving the lives of their fellow citizens. They all have been carefully trained in interactive methods for establishing rapport, entertaining and engaging an audience. These financial educators have gained their credentials by successfully completing the rigorous NFEC Certified Financial Education Instructor (CFEI) coursework. This professional development course is the top recognized financial educator training package in the country. Graduates of the CFEI receive continuing education credits approved by the Certified Financial Planner Board of Standards, become certified members of the PFSA, and take their place among the finest financial educators in the world.