Congratulations!

You Have Been Approved for the NFEC State Chapter Advisory Board

Action Required: Complete the Final Step to Confirm Your Board Seat

Congratulations on successfully completing the Advisory Board interview process. You have been selected to join a committed group of leaders working to strengthen financial education, elevate the financial wellness profession, and advance economic empowerment.

You were selected because we believe your experience, perspective, relationships, and leadership can add meaningful value to this work. We appreciate your willingness to contribute and look forward to having you involved.

You Are Joining an Established National Effort

NFEC State Chapters work across three connected areas of impact to advance our shared mission:

  • Empower Learners through Greater Access & Quality.
    Expand access to top-quality financial education, strengthen programming, support qualified educators, and improve measurable learner outcomes.

  • Elevate the Financial Wellness Profession & Expand Opportunities.
    Advance higher standards, strengthen professional recognition, build stronger connections, demonstrate impact, and create greater opportunities for qualified financial wellness professionals and organizations.

  • Advance Economic Empowerment.
    Help more people build financial stability, expand economic opportunity, make informed financial decisions, and strengthen their ability to create more secure financial futures.

Our goal is not simply to promote financial education. It is to build the standards, professional capacity, relationships, and infrastructure needed to produce meaningful and measurable improvements in people’s financial lives.

Connect with Leaders Who Share Your Commitment

One of the strengths of the State Chapter model is the people it brings together.

You will be part of a network that includes financial educators, financial wellness professionals, researchers, nonprofit and business leaders, policymakers, media professionals, community advocates, and others committed to improving financial well-being.

These relationships can create opportunities to exchange ideas, develop partnerships, collaborate on initiatives, expand professional visibility, identify new opportunities, and connect with people who share your commitment to the mission.

Your Role on the Advisory Board

Your primary role is to provide strategic guidance.

Board Members bring professional expertise, local knowledge, community perspective, and real-world experience to help shape State Chapter priorities and strengthen the quality of our work.

Advisory Board Members generally participate in 4 to 5 virtual meetings each year.

Beyond those meetings, you may choose to participate in additional opportunities based on your interests, expertise, relationships, and availability. These opportunities may include research, advocacy, partnerships, events, media, working groups, community initiatives, and other special projects.

There is no expectation that every Board Member participates in every activity.

Benefits Package for Advisory Board Members

We lead the campaign to create a win for you, your community, the cause, and your business through this comprehensive benefits package.

Advisory board membership, brand enhancement and preferred positioning.

Advisory Board Seat

Receive a seat on your State Board and preferred positioning for one year after your professional brand enhancement is complete.

Advisory board members will be promoted in NFEC articles

Spotlight Webpage

Spotlight webpage optimized for search engines and AI discovery, highlighting your background, expertise, and passion.

The NFEC creates visual assets that feature the quotes, name, and photo (or logo) of advisory board members and post them for Google Image search features.

Company, Event, or Product Spotlight Webpage

Spotlight optimized for search engines and AI discovery, featuring your company, organization, product, or financial wellness initiative.

Advisory board member press releases

National Press Release with Local Targeting

Receive a national press release announcing your Board involvement, with local targeting to help increase visibility in your community.

The NFEC highlights the role of advisory board members and their contributions to financial wellness.

Social Media Promotions

Receive social media promotions highlighting your Board involvement and financial wellness efforts.

We donate financial wellness programming support to local community groups in your name.

Donations in Your Name

Financial education resources may be donated in your name to support financial wellness efforts in your community.

Advisory board members receive first opportunities for speaking events and connections to our board network.

Networking & Speaking Opportunities

Board Members receive the first opportunity for speaking events and connections to our Board network.

Advisory board members gain access to NFEC turnkey financial education packages.

Financial Education Resources

Those looking to conduct financial education events receive access to all our programming resources.

Promotional Resources

Receive monthly promotional resources and opportunities to network and raise awareness about your efforts in the community.

Advisory board member video promotions.

Community Impact Promotion Campaign

NFEC-managed campaign that increases your professional visibility and community engagement. Choose from nine unique campaign options.

Annual Benefits Packages

Annual Financial Wellness Champion Award and receive a customized benefits package.

Custom Benefits

If there are other ways we can support your professional goals, let us know. We will do our best to accommodate requests and identify additional opportunities that align with your work and our mission.

Board of Advisors Role

Your Contribution Supports the Work

NFEC State Chapters are funded through Board Member contributions and financial support from the National Financial Educators Council.

These funds support Chapter operations, financial education initiatives, research, advocacy and outreach efforts, Board Member support, and promotional activities that recognize the people contributing to the mission.

Board Member contributions also help keep our State Chapters independent, without reliance on advertising or corporate sponsorships. This allows our priorities and advocacy to remain focused on the mission, community needs, and measurable impact.

Annual Advisory Board Equitable Contribution

To keep Advisory Board participation accessible to qualified leaders from different professional and economic backgrounds, the required annual contribution depends on who is paying.

If Your Employer or Another Company You Do Not Own or Control Is Paying

The annual Advisory Board contribution is $2,500. *Special contribution rates may apply when the contribution is paid by a small business with less than $1 million in annual revenue that you do not own or control.

To protect the independence of NFEC State Chapters, contributions are not accepted from businesses whose products or practices conflict with our financial wellness mission. This includes payday and title lenders, credit card companies, rent-to-own businesses, gambling and sports betting companies, and similar organizations.

NFEC may also decline any contribution that could compromise the credibility, independence, or mission of the State Chapter.

If You Are Paying Personally or Through a Business You Own or Control

Your minimum contribution is based on the higher level indicated by either your household income or household investable assets. Investable assets exclude your primary residence.

For example, if your household income is $60,000, that would place you at the $1,000 level. However, if you also have $300,000 in investable assets, that would place you at the $1,500 level. Because the higher of the two levels applies, your minimum annual contribution would be $1,500.

Household Income Investable Assets  Annual Contribution
Under $100,000  Under $250,000 $1,000
$100,000 – $199,999 $250,000 – $499,999 $1,500
$200,000+ $500,000+ $2,500

Board Benefit Package Based on Contribution Level 

All qualified Advisory Board Members receive the core benefits associated with Board participation. Certain promotional and professional brand-building benefits require higher contribution levels because of the direct costs involved in producing and distributing those services.

*You may choose a higher contribution level than the one listed for your household income, but not a lower level. For example, if your household income is $60,000 and you have $80,000 in assets, your minimum contribution is $1,000, but you may choose the $1,500 or $2,500 level.

Contribution Level 1

$1,000
  • Advisory Board Seat
  • Personal Spotlight Webpage
  • Financial Education Resources — Limited
  • Promotional Resources
  • Social Media Promotion
  • Networking Opportunities
  • Donations Made in Your Name — Limited
  • Speaking Opportunities
  • Community Impact Promotion Campaign
Enroll Now

Contribution Level 2

$1,500
  • Advisory Board Seat
  • Personal Spotlight Webpage
  • Financial Education Resources
  • Promotional Resources
  • Social Media Promotion – Enhanced
  • Networking Opportunities
  • Donations Made in Your Name
  • Speaking Opportunities
  • Special Promotions – Events, Products, etc.
  • Company or Product Spotlight Webpage
  • Community Impact Promotion Campaign
Enroll Now

Contribution Level 3

$2,500
  • Advisory Board Seat
  • Personal Spotlight Webpage
  • Financial Education Resources
  • Promotional Resources
  • Social Media Promotion – Enhanced
  • Networking Opportunities
  • Donations Made in Your Name
  • Speaking Opportunities
  • Special Promotions – Events, Products, etc.
  • Company or Product Spotlight Webpage
  • National Press Release with Local Targeting
  • Community Impact Promotion Campaign
  • Customized Annual Benefits Package
Enroll Now