Personal Finance Training Program: Training, Action, & Support
Our personal financial situation affects most areas of our lives – from our relationships and our ability to afford life experiences to our security and, yes, even our happiness. Our money situation is the key to being able to achieve financial security and live the lives we desire.
Yet most people have never received any professional-level financial training or support. This subject isn’t taught in most schools and most parents never educate their children about money. And unless you have a high net worth, most financial professionals won’t give you the time of day.
So Where do You Turn?
Up until quite recently, you had limited options to receive professional-level financial education. Most financial education resources are produced by a single author and have limited alignment with research-based learning principles. The alternative was enrolling in a high-cost college course and taking generic coursework that may not be aligned with your specific needs.
New Opportunity to Receive a Personalized & Custom Financial Education
For those individuals looking to improve their financial capabilities and take a professional-level program designed specifically based on their needs, the NFEC offers an immersive personal finance program that provides personalized, professional-level financial education.
The course was developed with the input of several hundred educators, financial professionals, personal finance experts, and scholars with behavioral finance knowledge. The coursework meets educational standards while still being practical and providing real-world information that can improve your finances.
All participants are assigned a course instructor and receive structured lesson plans, assignments, and a formalized testing process. Your assigned team is there to support your learning and encourage you to complete the coursework.
Course Details
The NFEC’s personal finance course combines traditional education methods with the latest technology and distance learning. All participants receive customized coursework designed to help them work toward their personal goals in the most effective manner. Here’s what you receive:
Personal Support
Course Counselor
Our team of Certified educators welcomes you to the program via a scheduled online orientation and develops personalized training lessons based on your needs.
Course Instructors
The coursework is led by trained and NFEC-certified instructors. In addition to video training, you have personal access to our course instructors to ask questions and receive support.
Program Customization & Reporting
Personal Assessments
Your assessments give you and your course counselor insight into your current financial situation, knowledge levels, and behaviors so your counselor can best prescribe customized lesson plans.
Progress Reports & Graduation
Receive progress reports and complete the tests and activities to finish the program. Those who complete the coursework can also earn their personal finance Certificate.
Educational Resources
Financial Education Training Resources
Clear and structured lesson plans that are designed to address your specific needs. The resources meet the highest educational standards and are designed to help you gain knowledge, support positive behaviors, and guide you to work toward your financial goals.
Personal Financial Action
As you go through your training, you will be taking action on the financial matters most important to you now and defining your plan for the future.
Enterprise Client Materials are Now Available to You
Since 2007, we have been providing high-quality financial education programming to colleges, schools, financial service organizations, nonprofits, and governmental and other organizations. Now the NFEC is making the same educational-quality resources we offer to our large corporate clients available to individuals at a significantly reduced investment.
Ages Served & Estimated Time Investment
This program requires an investment of your time and energy. Although the learning is self-paced, we do suggest that you invest a minimum of 1 hour per week. Our recommended pace is for you to complete the program in 3 to 6 months; and you will start implementing what you learn in the individual lessons at each stage of the course.
The course serves a variety of ages and is customized based on your current financial situation or need. Listed below are typical course lengths based on your unique situation.
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| 1 – 2 Hours Per Week | 3 – 5 Hours Per Week | |
|---|---|---|
| Youth Programs (for ages 13 – 24 year old) | 6 – 12 Months | 3 – 6 Months |
| Adult Programing: | ||
| Recovery (overcoming financial problems) | 8 – 12 Months | 4 – 6 Months |
| Foundation (building near-term security & starting long-term planning) | 6 – 12 Months | 3 – 6 Months |
| Growth (solid foundation and focus on long-term planning & execution) | 4 – 8 Months | 2 – 4 Months |
8-month Guarantee: Tuition Enrollment Reimbursement
Graduate from the course within 8 months and receive back 75% of your enrollment fees. This money will be deposited to your savings or retirement account (if you don’t have a savings account or retirement account now, you will after you complete the program). Those who graduate are also eligible for our annual award and recognition.
We invest in those people who invest their time working toward more secure financial futures. Simply complete the course, including all the tests and activities, within 8 months to receive a 75% tuition reimbursement. Limit 1 per person and household. The 8-month time window starts on the date ordered and expires 8 months later.
Package Options
Basic Personal Finance
Training Program
- $0 Monthly Renewal
- Introduction Call
- Optional Live
Group Training - Placement
Testing - Graduate Certificate
- Full Access to eLearning Center, Course Manual, & Ongoing Education
- Personal Financial
Planning Guide
Advanced Personal Finance Training Program
- $19 Monthly Renewal
- 2 – 30 Minute Calls
- Optional Live Group Training and Q & A Sessions
- Placement Testing & Personalized Lesson Plans Based on Results
- 2 – Progress Reports & Graduate Certificate
- Full Access to eLearning Center, Course Manual, & Ongoing Education
- Full Access to Personal Financial Planning Guide
Premium Personal Finance Training Program
- $39 Monthly Renewal
- 4 – 30-minute Calls
- 2 – Personal Training Calls & Optional Live Group Training and Q & A Sessions
- Placement Testing & Personalized Lesson Plans Based on Results
- 4 – Progress Reports & Graduate Certificate
- Full Access to eLearning Center, Course Manual, & Ongoing Education
- Full Access to Personal Financial Planning Guide & Counselor Review
The National Financial Educators Council, a public benefits corporation, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and agents (referred to as “NFEC”) do not offer, recommend, or sell any financial products. The NFEC is a financial education company – all of the information is purely educational. The NFEC is not a financial adviser or licensed to sell any financial products. The NFEC does not and is not licensed to sell securities, insurance, investments, or any financial products. None of the information provided is intended as investment, legal, tax, insurance, or financial advice. The NFEC does not endorse any financial service companies, offer or solicitation of an offer to buy or sell, or provide an endorsement of any company, security, fund, or other offering. Every financial decision carries risk and results of our educational services always vary. The content is provided ‘as is’ and without warranties, either expressed or implied. The NFEC does not promise or guarantee any financial outcome from your use of our education or coaching services. Under no circumstances will the NFEC be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, advice, or other content. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, or other content.
Topics to Study in Personal Finance.
University and High School Collaboration on Financial Literacy.