There are people who are relying on you to lead a personal finance initiative. You’re discovering now that bringing a quality program to those you serve is challenging and takes expertise.

Financial Education Program Package

Until recently, if you wanted to make a real impact on the financial capabilities of the people you serve, you’ve encountered significant barriers. New advancements now provide ways to bring a professional-level financial education program to organizations or communities.

Having served several thousand organizations over the last decade, we systemized our processes so we can transfer our expertise and share resources with you.

Our Goals as an Organization Include:

Common Challenges

Due to the cost, time, and expertise required to make a measurable impact on a person’s financial capabilities, many programs fall short. The current reality is that most financial education programs:


Lack measurement systems and evidence of program impact.

Suffer from low participation rates and limited brand benefits.

Provide a random mixture of resources that fail to align with educational best practices.

Lack a sustainable model, resulting in short-lived initiatives.

Many people who feel passionate about promoting financial literacy spend a lot of time on those details that take them away from serving others – writing emails, creating marketing materials, developing resources, etc. Now you can receive a turnkey system that significantly reduces the time and financial investment needed to deliver.

4 Phases to a Professional Financial Education Program

Most people go about financial education the wrong way. They start by focusing on the educational resources used to teach the program, instead of looking at the big picture. Follow these steps to ensure your program’s success:

Phase 1: Program

Phase 2: Launch

Phase 3: Program Implementation

Phase 4: Post-

Phase 1: Program Design

You’ve established a relationship with an organization that may be interested in a financial wellness program. Now you are ready to learn about all stakeholders’ needs, and design a program that meets organizational and participant objectives.

Each group has unique educational, organizational, and philanthropic objectives that require specialized solutions. In this section, you will learn about resources that will help you uncover the needs of the organization and/or the individuals served, define clear measures of success, and design appropriate programming.

Initial Interest

Discovery, Define, Design

Solution Presentation

Initial Interest – Get Initial Program Buy-in

First impressions count when introducing the idea of bringing financial education programming to the people and organizations you seek to serve. The materials in this section are designed to help you build initial interest, enlist stakeholders’ support, and obtain initial buy-in to explore the possibility of starting or expanding a personal finance education program.

  • Scripting and questions to ask during initial talks geared toward getting interested parties involved.
  • Communication resources to generate initial interest (emails, letters, and invitations).
  • Presentation that provides a high-level overview of financial education programming and possible options.

Discovery, Define, Design


Understand the Stakeholders’ Needs

The discovery phase is where you learn about the needs of the organization and individuals you will be serving. This process lays the foundation for defining programming objectives and helps you design a program for maximum impact.

  • Discovery meeting invitations and marketing pieces.
  • Stakeholder discovery meeting scripts, notes and questions.
  • Surveys for end users and other key stakeholders to accurately assess their objectives.


Establish Benchmarks to Measure Impact

The ‘define’ phase is where you will establish the measurement system that will demonstrate program impact. The defined goals will provide overall blueprints for the campaign and barometers of the program’s success. Receive the resources and knowledge you need to clearly measure results.

  • Training and resources to quantify program impact.
  • Organizational and learner objectives and framework spreadsheet.
  • Measurements used by the NFEC to empirically measure program impact.


Creating a Program Around Needs and Benchmarks

Properly designed programs are built with purpose: all campaign components work together to promote financial literacy and further your business objectives. During this phase, you will construct the program based on the goals stated in the discovery phase.

  • Training that helps you design programming to meet organizational goals.
  • Overall initiative design outlines, educational mix, delivery options, and ideas
  • Budget spreadsheets and cost estimator to help you accurately plan and allocate financial resources.

Solution Presentation & Follow-up

Presenting the program you designed and getting commitment to launch the financial wellness initiative is the final step in this phase. Feel confident delivering the financial education solution you designed with a professional proposal and state-of-the-art resources.

  • Detailed scripting and training that walk you through the presentation.
  • Professional, easily customizable proposal deck.

financial education program package details

Phase 2: Launch Preparation

You have already received initial buy-in, designed the program, and received approval. Now it’s time to finalize the educational components, train personnel, and prepare promotional resources

During the preparation phase, you finalize the actual training, customize promotional materials, train key stakeholders, and obtain necessary approvals. You will receive materials and learn from individuals who have successfully supported the launch of thousands of events and promotions.

Educational Materials & Mix

Personnel Training

Communication & Marketing

Educational Materials & Mix

Aligning the educational materials and mix with the needs of your stakeholders and learners forms the cornerstone of any financial education initiative. In this phase, you will finalize your educational materials and delivery methods.

  • Lesson Plans and Presentation Resources
  • One-on-one Design Consultation

Personnel Training

To ensure that your team members are fully prepared for the financial education initiative, training is essential. During this step all client-facing volunteers, personnel, and assistants receive training to better communicate the program and/or lead the educational effort.

  • Guest speaker protocol and guidelines.
  • Support personnel and volunteer training – scripting and crib note training sheets.
  • Personnel training invitations, reminders and marketing.

Communication, Marketing & Handouts

Successful programs include professional marketing resources and correspondence that promote the initiative, increase participation rates, and raise awareness. Receive 30 predesigned marketing pieces (trifolds, flyers, invitations, etc.) and communication tools that can be customized to your needs.

Phase 3: Program Implementation

Now that your program design is finalized and you are prepared to launch, it’s time to announce the program to your end users and implement the solution.

During the implementation phase, you launch the program and conduct the actual educational components. Throughout this process you will be gathering data and measurements needed for the post-programming phase.

Launch Option Resources

Support Materials


Launch Option Resources

Formal program announcements, launch events and other methods of letting your audience know about your financial education program raise awareness and encourage participation. All launch options do vary in size and scope, but do possess some common core design elements and goals.

  • Initial announcement options – event outlines and promotional materials.
  • Marketing materials and launch communications.

Support Materials

There are a lot of moving parts when you launch a professional-level financial education program. Gain access to resources that will help you stay organized and confident.

  • Event hosting training, checklist and support resources.
  • Promotions organizer and scheduler.
  • Additional resources to address a variety of common needs and questions that arise at this stage


Financial literacy programs that do not clearly define quantifiable measures of success in advance of development lack structure and deliver subjective results. These data-gathering methods empower you with data and reports by which program success can be judged. Receive testing, surveys, and online data-gathering recording options.

Phase 4: Post Programming

You had a successful program! Now it’s time to report your results, recognize stakeholders, and provide continuing education options.

In this final phase, you will report results and ensure that participants feel supported in the long-term. These steps will help your program continue to gain momentum and scale (if desired).

Participant Recognition

Attendee Follow-up


Participant Recognition

Build affinity toward your program by recognizing people who participate in the campaign and highlight the program’s success.

  • Participant certificates that can be customized.
  • NFEC Certification options. * Must meet additional requirements.

Attendee Follow-up

Do not forget about your participants after your program ends! Receive follow-up training resources that help them retain what they learned and continue to build upon their personal finance skill sets.

  • Attendee post-marketing materials.

Reporting & Report Templates

For people or organizations serious about achieving the best results and helping others improve their financial capabilities, measurements, data-gathering, and reporting are vital. Well-put-together reports highlight your success and professionalism.

  • Post-event surveys, testing, longer-term and behavior change measurement and wellness checker.
  • Testing results analysis software.
  • Reporting template pages that are easily customized to reflect your unique data.
  • Post-event stakeholder communication templates.

Single Site License

  • Serve 1 Organization at 1 Physical Address
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  • $295 annual renewal (starting 365 days after initial purchase) covers materials update and license renewal.

    Read the complete terms and conditions.

Multi-Site License (5)

  • Serve 5 Organizations at up to 5 Physical Addresses
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  • $395 annual renewal (starting 365 days after initial purchase) covers materials update and license renewal.

    Read the complete terms and conditions.

Multi-Site License (10)

  • Serve 10 Organizations at up to 10 Physical Addresses
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  • $595 annual renewal (starting 365 days after initial purchase) covers materials update and license renewal.

    Read the complete terms and conditions.