Learner Experience Complimentary Resources

Building a positive environment for a financial education program starts before the first lesson and matters at every touchpoint – pre-programming, implementation, and post-programming. Our complimentary sample resources are designed to create a warm, respectful participant experience so learners feel safe, valued, and supported from initial outreach through long-term follow-up.

We provide complimentary sample materials across those touchpoints that are editable for local piloting and due diligence. Use these samples to test delivery, assess fit, estimate impact, and confirm the full package before committing.

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Complimentary Learner Experience Resources

These sample resources give you a few materials you can customize for your use. The full Learner Experience Package includes comprehensive tools that help you create powerful learning experiences that support your participants’ learning and build respect for your program.

Pre-programming

Preparation checklists, pre-participant surveys, registration workflows, and email templates to build anticipation and set the tone.

Implementation

Professional banners, event handouts, measurement tools, and facilitation checklists to ensure smooth, high-impact delivery.

Post-programming

Recognition templates, outcome-measurement systems, and ongoing education materials to reinforce learning and strengthen long-term outcomes.

This Complimentary Resources Usage License (“License”) is made between The National Financial Educators Council (“Licensor”) and the Licensee who accesses NFEC Materials (“Licensee”).

  1. Grant of License. Subject to these Terms, Licensor grants Licensee a limited, non-exclusive, non-transferable license to use the NFEC Resources (the “Resources”) solely for educational purposes.

  2. Permitted Use. Licensee may share student guides and provide online learning access to up to thirty (30) participants per implementation. Any use beyond these limits requires prior written permission from the Licensor.

  3. Ownership. Licensor retains all copyrights and other intellectual property rights in the Resources. Except for the limited rights expressly granted herein, no rights or licenses are implied or granted.

  4. Restrictions. Licensee shall not sublicense, resell, modify for resale, reproduce beyond the permitted distribution, or create derivative works for commercial distribution without prior written consent. Licensee must not remove, alter, or obscure Licensor’s copyright, trademark, or attribution notices.

  5. Term & Termination. This License is effective upon access to the Resources and continues until terminated. Licensor may terminate immediately for breach or misuse. Upon termination, Licensee must stop using the Resources and destroy or return all copies as directed.

  6. Acceptance. By accessing or using the Resources, Licensee acknowledges and agrees to these Terms and any additional usage policies posted by Licensor.

  7. Liability & Warranty. Resources are provided “as is.” Licensor disclaims all warranties to the extent permitted by law. Licensor shall not be liable for indirect, incidental, or consequential damages arising from use of the Resources.

  8. Governing Law. This License is governed by the laws of the Licensor’s state of incorporation, without regard to conflict-of-law principles.

  9. Read the full terms and conditions.

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Additional Resources

APFI℠ Requirements

Learn About Our Learner Experience Package

CFEI℠ Requirements

Certified Financial Education Instructor Program

Complete Program Execution Package