Personal Finance Counselors & Consultants

The NFEC gives organizations access to financial consultants who offer personalized and unbiased financial education solutions.

NFEC personal finance counselors meet people at their point of need, progressing them toward their educational and financial goals. All programs are customized to the individual participant and clear measurements are in place to help them work toward financial wellness.

Assessing the financial situation and addressing major issues such as tax support, earned income tax credit guidance and education funding options.

Helping individuals build a strong financial foundation and moving them to a place where they can start saving for the future.

Support with retirement planning and investments to help people achieve financial security.

Consultant Training & Background

All NFEC personal finance counselors are graduates of the Personal Finance Consultant program, which meets national standards for financial education counselors. They have demonstrated their competency on teaching methods (andragogy, counseling, teaching techniques, and educational best practices) and content knowledge about personal finance topics. The NFEC offers three levels of counsel:

Delivery Options

In Person

Live Video Stream

Phone Calls

Educational Mix

Personalized consulting programs can be used as a stand-alone educational tool or combined with other educational assets. The consultant’s efforts can be maximized by adding other methods of delivery, including:

Technology-based Learning & eLearning.

The NFEC’s technology assets leverage best practices in eLearning and vivid design to create a unique learning experience where participants start to take action toward building a sound financial foundation. Participants complete real-world activities and all aspects are measured. Flexible design accommodates a variety of schedules and learning outcomes, and provides blended learning options.

Live Presentation Resources – In Person or Webinars.

The NFEC financial literacy curriculum and presentations are engaging and fun, yet also meet core educational standards. Materials are available for delivery via the NFEC or your team. The programming has been widely recognized for its ability to connect with students and inspire participants of all ages and socioeconomic backgrounds to take positive financial action.

Personal Finance Counselor

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Each person has a unique financial situation and needs expert advice to help navigate the increasingly complex financial landscape. Personal Finance Consultants ensure that individuals and host organizations feel supported through the relationship.