Major Milestones & Timeline of Financial Wellness Programming
Financial wellness programs that create measurable increases in financial capabilities while supporting your organizational objectives require expert design and execution. Having served several thousand organizations over the last decade, we have developed proven systems that provide you with educational-grade content, a positive user experience, and a team of experts working for you.
The processes and resources developed by the NFEC create a positive learner experience and give your event a well-polished feel. We supply and support you with all the resources you need at each program touchpoint.
Program Design
The initial design of such a program should align with your educational, philanthropical, and organizational objectives at every step. We take the time to understand your needs, clearly define program objectives, and design a customized program to best meet your larger objectives. Creating a successful financial education campaign requires specialized expertise; our experts are there to help you build a winning program.
Launch Preparation
During the preparation phase, your campaign director will finalize the actual training, customize promotional materials, train key stakeholders, and obtain approval from your organization. This phase will last up until the actual announcement to the end users.
Program Implementation
Now that your program is designed and prepared to launch, it’s time to announce the initiative to your end users and implement the program. During this phase, we launch the program and the actual educational components are conducted. Throughout this process, we take measurements and make data-driven enhancements as indicated.
We provide Certified Financial Education Instructors who bring top-quality educational materials to create a great user experience. Signage, volunteer training, and curriculum are included.
Post-programming
Many financial education programs simply fizzle out, missing an opportunity to make long-term impact on participants’ financial behaviors. Post-programming provides an excellent time to acknowledge participants and offer them ongoing, action-based financial education.
