CFEI® Tour – A Preview of the Course Before You Enroll

Preview the training, platform and requirements behind the Certified Financial Education Instructor® (CFEI®) credential. The course prepares educators to move beyond presenting financial facts and help learners build practical capability.

For financial wellness champions in the Philippines, this tour offers a way to understand NFEC’s global program and its mission before enrolling. Successful completion of the 48-hour course offers 4.8 CEUs.

NFEC is an IACET Accredited Provider. The current CFEI course comprises 48 development hours and awards 4.8 CEUs upon successful completion of the coursework and assessments.

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Teachers Most Critical Element in Student Achievement

Educator preparation matters to the quality of learning. Research on teaching effectiveness provides a foundation for professional development, while financial-literacy research helps explain the knowledge and decisions educators address. The studies cited here inform NFEC’s emphasis on qualified instructors and effective teaching practice.

CFEI® training develops both personal finance knowledge and instructional skills so educators can engage learners, assess progress and improve their programs.

[1] Annamaria Lusardi and Olivia S. Mitchell, NBER Working Paper No. 12585 (October 2006), Baby Boomer retirement security: The roles of planning, financial literacy, and housing wealth. Read the NBER paper.

[2] Bennett et al., BMC Geriatrics, 12:30 (2012), Correlates of health and financial literacy in older adults without dementia.

[3] Max Nisen, Business Insider (Sep. 16, 2013), Impact of Teachers on Lifetime Earnings.

[4] Pamela D. Tucker and James H. Stronge, Association for Supervision and Curriculum Development (2005), Linking Teacher Evaluation and Student Learning.
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Risk of Underqualified Instructors

Personal finance instruction can influence decisions with lasting consequences. Inaccurate explanations, ineffective teaching or a poor learning experience can undermine learners’ understanding and confidence. The studies below examine concerns about educator preparation and teaching quality.

The CFEI® program addresses these challenges through structured educator development, professional standards and practical teaching methods.

[5] Sanders, W.L. (2006). Taking ownership of the future. Financial Literacy and Education Committee.

[6] Webster, William J. & Robert L. Mendro (1997). The Dallas Value-Added Accountability System Report. Dallas, TX: Dallas Public Schools.

[7] National Financial Educators Council (2017). Underqualified educators pose risk.

CFEI® Course Tour — What You’ll Find

In this tour you will find the content, platform features, and requirements to enable you to decide with confidence.

1. Course structure & credential path

How the program is organized, standards for educators, and the step-by-step path to earn the CFEI® credential.

2. Seven core pillars (overview)

The high-level topics you’ll master (foundations, behavioral finance, pedagogy, subject matter, instructional design, execution, and professional standards).

3. Sample module & lesson flow

A real lesson sequence (objectives → activities → assessment) so you can see how a class is planned and delivered.

4. Video library & multimedia samples

Examples of the 100+ videos and mixed-format clips (talking heads, B-roll, PPT, demos) used across modules.

5. Interactive activities & case studies

Practice teaching tasks, role plays, and capstone projects that build applied skills.

6. Platform features & navigation

How the LMS works (quizzes, badges, progress tracking, reinforcement emails, and your Professional Resource Portfolio).

7. Assessments & badging

Chapter quizzes, pre/post measures, digital badges, and the final certification exam requirements.

8. Time commitment & recommended formats

Plan for 48 development hours of self-paced study, including lessons, activities and assessments.

9. Certification, CEUs, & renewal

Review the assessment requirements, 4.8-CEU award, certificate delivery and three-year recertification requirements.

10. Graduate toolkit & ongoing support

The Program Toolkit, case-study template, 30-minute consultation, graduate webpage, advocacy/promotional opportunities, and daily support calls.

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