Partnering with Our Clients & Graduates to Expand Financial Literacy in Your Community

The NFEC recently launched its first state chapter – California Financial Educators Council – and we are taking this model nationwide. These state chapters are focused on three core areas: 1) increase access to financial education programming; 2) raise awareness and advocate; and 3) build and nurture local relationships.

Our first step in this expansion to other states is to give opportunities to our current clients and partners to get involved and become founding members of your state’s chapter.

This page will explain the opportunities available to you through the launch of your state chapter.

Win-Win-Win Opportunity

Together we can help your community work toward greater financial wellness. Because we seek local long-term partners to help us build financial education programs that can scale and grow in perpetuity, we built this campaign to offer benefits to all parties.

Win for Your Community

Resources and Certified personnel to deploy top-quality local financial wellness programs that achieve measurable results.

Win for the Cause

Our mission is rooted in advocating for financial education. Our partners and their communities benefit as we spread the financial wellness message at the local level.

Win for Your Business

We provide value to our patrons that bridges social impact with direct benefits to core aspects of your business.

Business Benefits for Financial Educators & Coaches

Besides the positive impact you can make in your community, involvement in our state chapters provides our educators and coaches with business benefits.

Revenue
Compensation for sponsor introductions, paid speaking or coaching opportunities, sponsorship funding for your programs.

Brand Building
Brand assets and publicity that highlights your expertise, thought leadership, and/or community service.

Awareness
Marketing, advertising, and media promotions that connect you with your target audience.

Relationships
Connect with state advisory board members, local community organizations, and individuals.

2 Options to Participate

*Financial Service Companies not eligible for offers on this page. Financial service companies – click here.

Option 1) No Investment Required

Simply introduce the NFEC’s campaign to local financial service providers – we provide you with the emails and info sheet that directs them to talk with our sales team. If anyone you introduce becomes a sponsor within one year after introduction, you receive these bonuses:

  • Revenue – Earn 10% of the total sponsorship revenue generated for the first 12 months from any sponsor you introduce to the NFEC.
  • State Board Member – You receive a seat on the Board and are listed after sponsors.
  • Promotions – You and/or your company are mentioned in select promotions.
  • Local Paid Speaking or Coaching Opportunities – *Must have CFEI, APFI, or CPFWC.
  • Sponsorship of Your Program or Content – Funds are available to sponsor your program or content. *Must meet sponsor’s requirements.

Option 2) Investment Required

Sponsor the launch of the NFEC state chapter. This investment funds the development of the full state website and support processes (see California chapter) and the initial launch of the campaign.

We are only releasing five states on a first come, first served basis. Pricing is $2,500 and to participate you must agree to be featured in our case study and video interview. Additional states will not be made available until next fall. These benefits apply only to the first five states sponsored.

  • Advisory Board – Graduates and patrons receive a seat on the State Board and preferred positioning for a year after your professional brand enhancement is complete.
  • Article Features – Four articles and webpages are optimized for Google SEO to highlight your expertise, community leadership, advisory board participation, and company.
  • Press Release – Press release that highlights the campaign, you, and your company via targeted distribution and direct media outreach.
  • Visual Assets – 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.
  • Board Feature – The NFEC highlights the role of advisory board members and their contributions to financial wellness.
  • Social Media Promotions – Through our social channels (LinkedIn, Twitter, Facebook, Instagram), we highlight your role on the board and contributions to financial wellness.
  • Donations in Your Name – We donate financial wellness programming support to local community groups in your name.
  • Video Promotion – Participate in a video promotion showcasing your leadership in your community financial wellness initiative.
  • Networking & Speaking Opportunities – Board members receive the first opportunity for speaking events and connections to our board network.
  • Promotional Resources – Receive monthly promotion resources and opportunities to network and raise awareness about your efforts in the community.

Learn More and Register Here: https://www.financialeducatorscouncil.org/nfec-advisory-board-nominees-and-invited-candidates

I Want to Participate (select your option)

No Investment Option

We provide training (30 minutes), emails, and a marketing piece for you to use to reach out to local financial service companies. The marketing pieces we provide direct potential sponsors to talk with our sales team. You must submit a list of potential sponsors to whom you reached out that includes date, organization, name, title, company, email.

Investment Option ($2,500)

Schedule a call with our program director so the benefits package is customized based on your needs and goals. The program director will coordinate a roll-out plan for you and manage all aspects of the campaign.

*Note that once 5 states are secured, we will reschedule any later appointments for late summer 2023.