Financial Literacy Branding Process & Case Studies

Step 1) Upload Your Logo & Color Scheme

After your order, we invite you to upload your logo and color scheme to the branding center.

Step 2) Select Cover Options

Select from 6 cover designs and 18 photo combinations. You have the option to provide a photo that matches your brand.

Step 3) Title & Information

Create your own title or select from our title options. Include special messaging, contact information, or slogan.

Step 4) Additional Copy in Materials (Advanced Only)

You have the option to include inside title page copy, contact information, and copy for the back cover to share important messaging with your audience.

Michael Burton is a US Navy Veteran and an NFEC Certified Financial Education Instructor who founded Mill Prep Monday – a financial literacy company based in Atlanta, Georgia. Michael and his growing team are teaching live presentations (both in-person and virtual) and providing access to student-led online learning.

Michael has developed a brand built around a holistic approach to money management and other supporting topics that are important to one’s overall well-being. He has started making a name for himself in the financial education space and wanted to highlight his brand on all the resources.

He custom branded both the online learning center and the live presentations to enhance his offerings and give participants a cohesive experience. The branding acts as marketing and positions Mill Prep Monday as an organization that delivers high-quality content.

Transamerica had a vision to help educate a variety of beneficiaries (clients, personnel, prospective clients) and support their team of advisors. The NFEC was tasked with building a comprehensive financial education program that included development of a certification training program for financial professionals, customized curriculum, specialized testing and surveys, marketing promotions, and keynote speaking for the program milestone events.

The overall program arms financial professionals with tools they need to improve financial literacy in whole communities. To access those resources, Transamerica requires each person to become a “Certified Financial Education Instructor” with a goal to deliver real results and have real impact on the people they reach.

While the certified instructor program was in production, the NFEC customized curriculum to meet Transamerica’s specific needs. Our team worked with their compliance department and project leaders to ensure that the final version satisfied their needs. An extremely flexible, ready-to-use library of teaching tools was developed, including private-labeled PowerPoint presentations, instructor’s guide and script, student guides, pre- and post-session assessments, homework activities, and certificates. These downloadable materials can be customized with each financial advisor’s logo and printed through the print-on-demand portal.

Financial Literacy Educators of America (FLEA, Inc.) is committed to building the framework for finances in the United States and around the world. For 20 years, Capri M. Truvillion has changed many lives by offering financial education to underserved communities. With the launch of her eponymous foundation, Chairman Truvillion is harnessing decades of resources and connections to prepare people for success in the 21st-century workforce, lift the underserved, and connect corporations to new, highly-skilled pools of talent amid increasing global competition.

Because of her 20 years of work and solid brand, Capri private-labeled the online learning center. This package was well-received by existing clients and provided opportunities to increase the population the organization serves.

The University of Nevada, Las Vegas leverages the NFEC’s branded resources for several different departments to serve their students. The university uses a broad range of custom-branded resources to generate a cohesive campaign across departments, including: online learning, curriculum and presentation resources, and live speaker events with custom-branded marketing and registration processes.

The Center for Academic Enrichment and Outreach at UNLV leverages the custom-branded online learning center to provide innovative educational opportunities to a diverse community through targeted services and research that promote personal success. The online learning portal is part of the overall program, which includes live presentations by NFEC Certified graduates.

The university’s Office of Student Diversity & Social Justice has trained Certified Financial Education Instructors on staff and uses custom-branded curriculum to provide students with both in-person and online live training sessions.

Award-winning Old National Bank exhibits a clear commitment to promoting financial wellness. In 2015, ONB’s community education and outreach programs earned the bank well-deserved recognition in the form of two first-place American Bankers Association Community Commitment Awards.

The first award was given to Old National’s 12 Steps to Financial Success, a program designed to empower at-risk adults – specifically those incarcerated for non-violent offenses – to take control of their futures. The second recognition was given to ONB financial empowerment officer Ben Joergens, who was awarded the American Bankers Association George Bailey Distinguished Service Award – a distinction given to a non-CEO bank employee who shows outstanding initiative, demonstrates commitment to the bank’s customers and communities, and inspires others.

In addition to the ABA awards, ONB demonstrates its commitment to empowering communities through its financial literacy education, volunteer, and community engagement programs. In 2015, ONB associates taught over 900 total financial education sessions that reached 17,000 individuals. This Real Life Finance program was delivered in partnership with the National Financial Educators Council, with curricula designed to be custom-tailored to the needs of each individual or group being served.