Financial Literacy Program Funding Support for Financial Wellness Programs

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.

We help programs secure and steward funding – whether through grants, sponsorships, fee-for-service contracts, or blended revenue models – so your work moves from one-off workshops to repeatable, measurable impact.

Three Common Funding Models: Organization-paid, Individual-paid, and Client Acquisition Models

Organization Model (B to B)

When your work is funded by another company or organization – through contracts, sponsorships, or grants – you’re operating a Business to Business (B to B) model. Winning this business requires clear evidence of impact, quality, repeatable delivery, and professional reporting.

Individual Model (B to C)

When participants pay directly for your workshops, content, or provide donations to support your organization – you’re using a Business to Consumer (B to C) model. If you’re serving individuals, it’s important to have a reputable online presence, sales funnels, and ability to reach your targeted audience.

Client Acquisition Model

Common for financial coaches, financial services, banking industry, colleges, and others seeking to gain clients. Programs are delivered at low or no cost to participants (or partner organizations) with the explicit purpose of generating leads or new clients for a service or business.

Financial Literacy Funding Sources

Per the Consumer Financial Protection Bureau, as a nation we spend about $670 million per year on financial education. A growing demand for such education is being spurred by regulatory pressures, increased funding, social interest groups, and increased competition among various corporate and nonprofit stakeholders. The chart below outlines how individuals and organizations can fund their continued involvement in financial education:

Three Ways the NFEC Supports Your Program Funding

1) NFEC Connections

All CFEI graduates and State Advisory Board Members in good standing are eligible to receive programming revenue sources. The amount of opportunities varies significantly on location, expertise, and professional profiles. These opportunities can come in two ways:

  • Program bookings. All requests made through the NFEC for financial education programs are serviced by our graduates. When organizations request financial education programming, we hire CFEI® graduates to fulfill those requests.
  • Graduate webpage & profile. Every graduate can create an SEO-optimized graduate webpage (your public profile). These pages are promoted across NFEC channels and make it simple for clients and partners to find your services, view your credentials, and contact you directly.
Programming Revenue Opportunities

2) NFEC Sponsored

The NFEC provides sponsorship funding to CFEI® graduates and State Advisory Board Members who document program outcomes using our reporting templates. To qualify, you must deliver a program with more than 20 hours of instructional contact, collect and submit pre/post measures and participation data, and report results in the NFEC format.

Sponsorship amounts vary based on program scope, instructional rigor, geographic reach, and the overall quality of the submitted data; funds are prioritized for programs that demonstrate measurable impact and potential to scale. See the full eligibility criteria and funding terms in your CFEI training and State Board materials.

NFEC Sponsorship Opportunities

3) Program – Funding Mentorship Program

Quarterly mentoring & training to help individuals and organizations optimize funding and scale their financial-education programs.

  • Discovery Session. Kickoff meeting and follow-up sessions so our program director understands your goals, reviews any existing programming, and pinpoints where support will have the biggest impact.
  • Personalized Plan & Business Model. We deliver a clear, step-by-step funding plan tailored to your mission and target markets, with prioritized actions and timelines you can follow. This plan includes everything from an online audit of your professional profiles to specific messaging to your targeted market.
  • Targeted Training. Your program director assigns training lessons that are specific to your needs and focused on your industry and needs.
  • Marketing & Promotion. Ready-to-use messaging, outreach templates, and campaign ideas to raise program visibility and attract funders or partners.
  • Funding Resources. A toolkit of plug-and-play assets: prewritten grant copy, conversion funnels, sponsor packages, pitch decks, sample invoices, and reporting templates to shorten your timeline to funding.
Funding Mentorship Program

Program Funding Mentorship Program Availability

Personalized mentoring and training to help individuals and organizations optimize funding and scale financial education programs. Because each participant receives one-on-one guidance and hands-on support, availability is limited; CFEI® graduates and State Chapter Board members receive priority enrollment.

Get additional information on the Program Funding Mentorship Program and we will keep you updated on the next available enrollment date:

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