Until recently, if you wanted to make a real impact on the financial capabilities of your community’s citizens, you’ve faced significant barriers. Materials had to be created and tested, personnel needed to be located or trained, outreach and business models had to be constructed. Even when all the steps are completed successfully, many programs have problems with scaling, due to a high cost per impact and insufficient data documentation.
There are proven steps to building a financial education program that delivers measurable results and that can scale to help more people. This process starts by building a solid foundation based on researched-based education principles and a clear plan, followed by creating a positive user experience and proving your program’s impact. When these steps are followed properly, opportunities open to fund, grow, and expand your programming.
There is a big need for financial education programs in communities across the country. This model was designed to help those who are championing initiatives to get better results and scale their programming so more people can receive vital personal financial information.
Receive the training, resources, and expertise that help you build a maximum-impact financial literacy program that makes a meaningful difference in the lives of the people you teach.
The NFEC makes it possible for you to make a measurable difference in the lives of your community’s citizens and build a professional-level financial education program that aligns with best practices for teaching and promoting positive financial behaviors.
We reduce the cost, time, and personnel required to build an effective, scalable financial education program. Due to recent process and technological advancements developed by the NFEC, you can access turnkey financial education package that highlights your professionalism and stands out above the average financial literacy programs.
Step 4: User Experience Considerations
From start to finish, the impressions a financial education program makes influence how your program is received and its overall results. From initial communication through continuing contact through ongoing education – high-quality resources at each touchpoint gives your program a well-polished feel.
A smooth pre-programming experience ensures that learners gain confidence in your abilities from the moment of your first impression, and can help build interest. Post-programming is an excellent opportunity to extend program impact. Adding touchpoints through multimethod ongoing training can help increase retention rates, inspire participant action, and improve overall results from the programming.
We provide comprehensive resources that can be deployed at various stages of the program. What impression do you want to make? Here’s the impression our partners make when they lead financial literacy programs:
Step 5: Measurement & Reporting
Proving your program’s impact should be the primary goal for anyone in the financial education industry. Demonstrating results highlights your competencies as a top-quality provider of financial education programming and opens up future opportunities.
Most financial education programs fail to gather data and prove their program’s impact. By knowing what information to gather, how to collect data, and how to put together a case study report – your program will stand out from the ordinary.
Highlight your abilities as a qualified financial educator with the measurements, data gathering systems, and report templates provided by the NFEC. These resources help you clearly demonstrate your program results with reports that showcase your initiative’s success and your expertise. Resources include:
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 origination that desires high-quality financial education programming.
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:
About the NFEC
The NFEC is an IRS-recognized Benefits Corporation that has supported the development of 2,500+ programs over the last decade, built over 80 financial literacy assets, and led the development of national financial education standards; and our materials have served more than an estimated 1 million people across 50 countries, making us a recognized thought leader in the space.
Recent process and technological advancements developed by the NFEC provide individuals and organizations with financial literacy programming that aligns with best practices for teaching and promoting long-term behavior change. We empower organizations and individuals with the systems, resources, and expertise that optimize financial education programming.
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 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.
Build Your Customized Solution
|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||1 Person Trained as Director|
|Certified Personal Finance Coach Training (CPFC)||$1,995||1 Person Trained as 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|
|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||✔||✔|
|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|
|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||✔||✔|
|Basic Décor Package & Event Checklist||Available in Packages Only||✔||✔||✔||✔|
|Full Décor Package||Available in Packages Only||✔||✔|
|Educational Handouts||Available in Packages Only||✔||✔||✔|
|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|
|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||✔||✔|
|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|