Mission & Support

Without the NFEC’s Support, Developing a High-quality Financial Program Requires Substantial Money, Time, and Personnel with Specialized Experience.

We Make It Easier, Faster, and Cheaper for Individuals and Organizations to Bring a High-quality Financial Education Program that Makes a Meaningful Difference to their Community.

Our mission is to make top-quality financial education programming more accessible. We do so by providing all the resources individuals and organizations need to develop, deploy, and scale comprehensive financial education programming.

We provide you the training, resources, and expertise to build an effective financial literacy program that makes a meaningful difference in the lives of the people you teach; while reducing the cost, time, and personnel required to build an effective, scalable financial education program.

Financial Education Programming Challenges

To address the epidemic of widespread personal financial problems, financial literacy programs are sprouting up in communities across the country. Passionate individuals and organizations are dedicating their efforts to helping others; but are encountering substantial challenges to create a program that makes a measurable difference.

The problem is, developing a program costs hundreds of thousands of dollars. Even just creating one simple marketing piece can run a few hundred dollars. Besides the large cost of developing a program, it takes many years to have something ready to roll out. And even then, it will take more years of testing and revision to deliver results.

That’s where the NFEC comes in – we have done the work for you. We can provide turnkey solutions for anyone looking for a high-quality financial education program.

To Develop an ‘Average’ Financial Education Program Without NFEC Support: Cost, Time, Personnel

To Develop an ‘High-Quality’ Financial Education Program With NFEC Support: Cost, Time, Personnel

Phase 1: Foundation

Hire or Train Financial Education Instructors & Program Directors

Build Research-based Resources that Align with Your Audience

Hire or Train People to Build a Financial Education Program Plan

Phase 2: Execution

Develop User Experience Resources, Marketing, Signage, Registration Site

Build Ongoing Education Resources & Participant Recognition Program

Develop Measurement Tools & How to Report Results

Phase 3: Growth

Create a Clear Business & Funding Model to Obtain Resources

Build Business Aspects of Programming Systems & Infrastructure

Design Revenue & Funding Proposals, Invoices, & Communications

About the NFEC & Who We Serve

No matter the size or scope, the NFEC supports your efforts with scalable financial education programming. From single workshops to large ongoing initiatives, we provide support to any organization that desires high-quality financial education programming.

The NFEC is an IRS-recognized Benefits Corporation that has supported the development of 2,500+ programs over the last decade. We help individuals and organizations reduce the cost and time needed to develop programming, while providing the tools and training that increase program impact. Our resources and programming processes have been used by tens of thousands of organizations, including:

Financial Literacy Programming Packages

The NFEC helps organizations reach more people with financial education programming and deliver better results. How? By reducing the cost, time, and personnel required to build an effective, scalable financial education program.

By now you understand that it takes more than just someone reading curriculum to lead financial literacy programs. We empower you with the systems, resources, and expertise that optimize financial education program development and reduce barriers to entry – lowering the cost per impact and increasing the ability for programs to scale.

	A la Carte Options	Essential Package	Advanced Package	Professional Package	Enterprise Package
Training & Professional Development
Certified Financial Education Instructor Training (CFEI)	$297	1 Person	2 People	4 People	8 People
Program Director Training (CFEC)	$1,995			1 Person Trained as Director or Coach	2 Persons Trained as Director or Coach
Certified Personal Finance Coach Training (CPFC)	$1,995			1 Person Trained as Director or Coach	2 Persons Trained as Director or Coach
Support Personnel Training	$149		1 Person	5 Person	10 Person
Financial Education Resources
Currciulum & Presentations	$495	1 Age Group / 150 Student Licenses	2 Age Groups / 500 Student Licenses	All 3 Age Groups / 750 Student Licenses	All 3 Age Groups / 1000 Student Licenses
Online Learning Program	$4.95 to $9.95 each depending on volume	25 Student Licenses	100 Student Licenses	200 Student Licenses	500 Student Licenses
Online Learning Management System	$995 Annually			✔	✔
Ongoing Education System	$995 Annually	250 Student Licenses	500 Student Licenses	750 Student Licenses	1000 Student Licenses
Automated Ongoing Education Distribution	Available in Packages Only			✔	✔
Mobile Learning Access	Available in Packages Only			✔	✔
Social Media Education Campaign	$995 Annually	4 Posts Annually	24 Posts Annually	52 Posts Annually	104 Posts Annually
Program Design & Approval
Discovery Resources
Basic Discovery Training	Available to All Clients	✔	✔	✔	✔
Full Program Discovery Training & Communications	Available in Packages Only		✔	✔	✔
Program Exploration Presentation & Script	Available in Packages Only			✔	✔
Defining Program Outcomes
Basic Define Outcome Training & Measurement Tools	Available to All Clients	✔	✔	✔	✔
Full Program Development Training	Available in Packages Only		✔	✔	✔
Online Data Gathering System	Available in Packages Only			✔	✔
Design Resources
Basic Design Training	Available to All Clients	✔	✔	✔	✔
Education Standards Guide	Available to All Clients	✔	✔	✔	✔
Full Program Development & Budget Training	Available in Packages Only		✔	✔	✔
Solution Presentation & Script	Available in Packages Only			✔	✔
User Experience Resources
Pre-programming Package
Basic Pre-programming Training & Marketing Resources	Available in Packages Only	✔	✔	✔	✔
Full Pre-programming Training	Available in Packages Only		✔	✔	✔
Full Marketing & Partner Activation Resources	Available in Packages Only			✔	✔
Implementation Resources
Basic Décor Package & Event Checklist	Available in Packages Only	✔	✔	✔	✔
Full Décor Package	Available in Packages Only			✔	✔
Educational Handouts	Available in Packages Only		✔	✔	✔
Post-programming Resources
Certification Templates & Communications	$995	1 Design	2 Design	Full Certificate Library	Full Certificate Library
Measurement & Reporting Package
Learner Measurement Tools
Testing & Survey Bank	Included in Any Curricula	✔	✔	✔	✔
Long-term Outcome Surveys	Available in Packages Only		✔	✔	✔
Online Data Gathering System	Available in Packages Only			✔	✔
Organization Measurement Resources
Organization Measure Training	Available in Packages Only		✔	✔	✔
Organization Measurement Tools	Available in Packages Only			✔	✔
Case Study Reporting
Report Development Training & Basic Template	Available to All Clients	✔	✔	✔	✔
Complete Report Template	Available in Packages Only		✔	✔	✔
Report Delivery Communications	Available in Packages Only			✔	✔
Business & Funding Resources
Mission, Brand & Target Market
Basic Brand & Target Market Training	Available in Packages Only	✔	✔	✔	✔
Positioning Resources	Available in Packages Only			✔	✔
Marketing & Promotions	$995	1 Design	4 Designs	Full Template Library	Full Template Library
Online Presence
Speaker's Webpage	Available in Packages Only	✔	✔	✔	✔
Organization Spotlight Webpage	Available in Packages Only		✔	✔	✔
Online Promotion Participation	Available in Packages Only			✔	✔
Funding Foundation & Execution
Basic Funding Training	Available in Packages Only	✔	✔	✔	✔
Full Funding Training & Sponsorship Forms	Available in Packages Only		✔	✔	✔
Pricing & Invoicing System	Available in Packages Only			✔	✔
NFEC Support
Personal Phone Consultations	Available to All Clients	30 Minute Call via Appointment After Training	4 - 30 Minute Calls via Appointment	3 Hours Total Calls via Appointment	6 Hours Total Calls via Appointment
Program Review & Guidance	Available in Packages Only		30 Minute Program Review or Design Support	2 Hours Program Review or Design Support	3 Hours Program Review or Design Support
Resource Updates	Available to All Clients	Included	Included	Priority Updates	Priority Updates
Resource Branding Options
Curriculum Branding	$495 / $1,995			Basic Branding	Full Branding
OLC & Online Measurement Branding	$1,995 / $4,995			Basic Branding	Full Branding
Marketing, Promotions, & Other Resource Branding	Available in Packages Only		DIY - Add your logo	DIY - Add your logo	Full Branding
		$595	$1,495	$4,995	$12,995