Personal Finance Education Trevor Stoll
Personal Finance Education Custom Development
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.
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:
Flexible Delivery Options
You select how you want to deliver the materials (i.e. live presentations, eLearning, etc).
Aligned with Educational Standards
All materials are developed to align with set financial education standards.
Testing & Measurement
Built into all custom development projects so you can measure your program’s impact.
Present Usable Information
Real-world and action-based activities are included when possible.
Expertise of Design Team
With more than 100 contributors to our curriculum on the team, the NFEC has an expert in your space.
Test results are analyzed after delivery to initial groups and modifications made as needed.
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.
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.
Delivered customized educator training program and live presentation materials in alignment with the Kenya Vision 2030 initiative. Presentation resources were also developed to help them promote the initiative.