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.

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Complimentary Resources Usage License Terms

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

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.
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.
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.
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.
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.
Acceptance. By accessing or using the Resources, Licensee acknowledges and agrees to these Terms and any additional usage policies posted by Licensor.
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.
Governing Law. This License is governed by the laws of the Licensor’s state of incorporation, without regard to conflict-of-law principles.
Read the full terms and conditions.

Pre-programming

A great first impression counts. Many financial literacy programs miss the opportunity to create a positive experience before training even begins, leaving participants underwhelmed from the start. Pre-programming is more than generating interest – it’s where trust starts to build. From the first contact, learners should feel heard, valued, and confident in your ability to guide them.

Marketing & Registration Tools
Including customizable predesigned flyers, copy, and registration workflows.
Surveys & Pre-participation Measures
To capture goals and expectations.
Pre-programming Checklist
A guide to ensure readiness before programming starts.
Email Templates
For reminders, pre-assessments, and pre-event engagement.

Pre-Program Engagement Tools

Program Implementation

The implementation phase is where all your preparation comes to life. Whether in person or online, every interaction, material, and teaching moment shapes how learners feel, what they retain, and whether they take action.

If you’ve laid the groundwork during pre-programming, participants arrive with trust and readiness. Implementation is where you confirm that trust, engage learners meaningfully, and deliver focused, professional instruction that transforms knowledge into action.

Banners
Professionally designed visuals to create a polished, credible environment.
Program Implementation Checklist
A step-by-step guide to ensure that your sessions run smoothly and professionally.
Event Handouts
Promotional materials to give participants at events.
Measurement Tools
Mid-programming measures.

Professional Program Delivery

Post-programming

Your work as an educator doesn’t end with the last lesson. Some of the most lasting impact happens afterward. The post-programming phase is your chance to reinforce behavior change, recognize accomplishments, and provide ongoing support that extends learning well beyond the classroom. When done well, it strengthens participant outcomes, builds long-term relationships, and enhances your program’s credibility and reach.

Recognition Tools
Templates for certificates, award letters, and event ideas to celebrate learner success.
Ongoing Education Materials
Newsletter samples, refresher lesson outlines, webinar guides, and group coaching resources.
Post-programming Checklist
Keeps you on track to establish long-term relationships and data gathering.
Outcome Measurement Systems
Follow-up survey templates, data collection forms, and behavior-based progress indicators.