Personal Finance Education
For organizations that need specialized personal finance education topics, the NFEC provides a solution. Our curriculum development team can create custom materials to meet your specific programming needs.
This process starts with the ‘discovery’ and ‘define’ process then the financial literacy program is ‘designed’ by qualified campaign developers to customize the initiative to meet your unique goals. Each group we work with has unique educational, organizational and philanthropic objectives that require experienced professionals to deploy specialized solutions.
Stay focused on your core business while you outsource development to our curriculum development team. They can handle all the aspects of research, development, and design to meet your specific personal finance education objectives.
Custom materials are developed to meet your goals and include these features:
U.S. – based Case Studies
U.S. Bank Grand Junction
Custom volunteer training, special event materials, and 12-month drip education systems developed. School tour educational materials created for tie-in promotion with NFL All-pro Seth Joyner.
Employee Benefit Plan Provider
eLearning modules were developed based on the company’s retirement plan and other benefits offered to their employees. Crib sheets and quick tip emails were distributed at set intervals to maximize understanding.
Orange County Juvenile Hall
Live presentations were built that focused on reintegration and self-sufficiency. Because of restrictions on items students could have in their possession, new activities were created and educational reminders were developed.
Employer Financial Services
In addition to our existing training, custom curriculum that explained CalPERS (California Public Employees’ Retirement System) and details on the company’s pension benefits were provided to their training staff for delivery.
J.G. Went Worth
Custom eLearning lessons on net present value and expanded debt payoff activities were developed to train their staff and clients.
Arora
Custom eLearning imagery, surveys and marketing pieces were created to meet the needs of their target demographic.
College Solution Providers
Custom handouts, live presentation resources, and eLearning center were built around CSP’s need to educate parents and students about available college funding options.
National Veterans Foundation
The 8-hour program developed was focused on financial recovery topics. The NFEC enlisted PTSD experts to aid with materials development to limit any triggers during the instruction.