CFEI® Graduate Bonus: Learner Experience and Measurement Resources

Graduating from the CFEI® program brings both a professional credential and resources to support program delivery. NFEC’s current graduate bonus includes a complimentary Program Toolkit, listed at a US$349 value, with tools for the learner experience, assessments and reporting.

These resources help educators in the Philippines organize professional programs and demonstrate their results. They are the established NFEC graduate resources described below.

Bonus 1: Assessments & Reporting Template

Ten customizable assessments (hundreds of questions in total assessment bank) to capture learner sentiment, behaviors, systems, and long-term results – so you can prove impact. These assessment banks include specific measures across these areas:

  • Behaviors – Observable actions that support their journey to becoming effective stewards of their finances.
  • Systems – The routines, tools, or structures they’ve developed to support their personal finance management.
  • Stage of Change – Their readiness and willingness to apply what they’ve learned.
  • Sentiment – Their feelings, confidence, and mindset toward applying what they learned in the lessons.
  • Learning Style Survey – Measure how learners prefer to receive, process, and engage with information.
  • Interest – Their level of engagement and motivation to learn the subject matter.
  • Content Knowledge – What learners understand about teaching personal finance topics. (Available with curriculum only.)
  • Support – The networks, resources, or people they access to help them succeed.
  • Actions – Specific steps learners take as a direct result of the training.
  • Outcomes – Real-world impact and measurable results stemming from their learning experience.

Case Study Report Template:
A professional tool to document your program’s success and showcase outcomes to funders, employers, and community partners.

Bonus 2: User Experience Package

Running a high-quality financial education program takes more than great content – it requires deliberate preparation, professional delivery, and sustained follow-up that turns learning into lasting behavior change. To help you deliver a world-class experience, we’ve assembled a complete suite of resources that guide you from pre-program planning through implementation and post-program reinforcement. These tools are designed to reduce your prep time, standardize quality across facilitators and sites, and ensure that every session reflects professional standards and clear learning outcomes.

Everything is customizable to your brand and context – from registration workflows and facilitator checklists to outcome-measurement systems and ongoing education content – so you can provide learners with a professional experience.

This comprehensive package allows you to focus on what matters most: creating powerful learning experiences that help participants build knowledge, shift behaviors, and achieve lasting financial health.

  • Pre-programming
    Preparation checklists, pre-participant surveys, registration workflows, and email templates to build anticipation and set the tone.
  • Implementation
    Professional banners, event handouts, measurement tools, and facilitation checklists to ensure smooth, impactful delivery.
  • Post-programming
    Recognition templates, outcome measurement systems, and ongoing education materials to reinforce learning and strengthen long-term outcomes.

This is a limited graduate bonus offer. Check the current NFEC enrollment information for the offer and its conditions.

Certified Financial Education Instructor® (CFEI®)

The Leading Financial Literacy Certification for Individuals Teaching Personal Finance

The Certified Financial Education Instructor® (CFEI®) is an industry-leading credential that prepares you to teach personal finance with confidence – and to prove your program’s impact.

CFEI® training combines instructional methods, practical assessment techniques and behavior-focused strategies for classroom, online, workplace and community education. Graduates receive teaching frameworks, measurement resources and a digital credential that supports their professional identity.

NFEC’s global program has more than 5,000 alumni and over 300,000 professional development hours. The credential supports educators who want to teach with greater confidence, document results and grow their contribution to financial well-being.

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Who the CFEI® Serves

For educators across industries, delivery modes, and experience levels – CFEI® provides practical pedagogy, adaptable materials, and a clear path to teach with measurable impact.

All Industries are Welcome

Teachers, entrepreneurs, financial service professionals, content creators, nonprofit leaders, HR and benefits teams, community organizers, and volunteers. If you support people making better financial decisions, the CFEI® helps you teach with impact.

All Education Modes are Welcome

Classroom courses, workshops, employer wellness days, community programs, blended learning, webinars, and live streams. Whether you deliver small-group training or reach thousands online, our materials and instructor support adapt to your format and audience.

All Experience Levels are Welcome

Beginner or veteran, academic or self-taught, young or experienced – anyone with a passion for teaching personal finance can succeed. We provide clear learning pathways, pedagogy training, and ready-to-use resources so you can move from interest to measurable instruction.

Topics & Requirements

The CFEI® coursework meets standards for the highest academic rigor while providing practical financial education knowledge. Graduates possess the skills and teaching techniques that help them motivate, engage, educate, and move participants of all ages to take positive financial action.

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Topics Covered

The core modules covered in the CFEI training equip educators with the knowledge, skills, and tools to design and deliver high-quality financial education that produces measurable results.

Foundations of Financial Education Practice

Clarity of mission and role as an educator, with a focus on the urgent need for financial literacy and advocacy for learners across all life stages and communities. You’ll gain the confidence to position yourself as a leader in this movement, equipped to inspire change and expand access to financial education where it’s needed most.

Financial Psychology & Behavioral Finance

In-depth knowledge of behavioral finance principles, financial psychology, and change models that empower learners to overcome emotional, cultural, and cognitive barriers to sound money management. This knowledge helps you connect with people on a deeper level, guiding them to lasting behavior change rather than short-term fixes.

Educational Philosophies & Teaching Methodologies

Application of proven learning theories and instructional strategies to engage diverse audiences, foster retention, and build practical financial skills with confidence. By learning how to adapt your approach, you’ll become a more effective educator who can meet learners where they are and drive real impact.

Personal Finance Subject Matter

Deep content knowledge across the core pillars of financial literacy: budgeting, saving, credit, loans and debt, income, account management, and supporting financial systems. You’ll be fully prepared to answer questions and guide learners through everyday money decisions with clarity and authority.

Instructional Design & Lesson Planning

Expertise in designing high-impact programs using the structured Discovery → Define → Design process, ensuring alignment with learner needs, educational standards, and measurable outcomes. This skill ensures that your programs are professional, well-structured, and capable of demonstrating measurable success to funders and stakeholders.

Program Execution & Learner Experience

The ability to deliver live sessions with professionalism and adaptability, creating safe, supportive, and engaging environments that motivate learners to take real-world action. You’ll gain practical strategies to handle any teaching environment with confidence, whether in classrooms, workshops, or online sessions.

Professional Responsibilities & Educator Standards

A demonstrated commitment to ethical practice, professional presence, accurate recordkeeping, and continuous professional development – ensuring trust, credibility, and long-term program excellence. This foundation strengthens your reputation as a trusted professional whose work meets the highest standards in education.

The CFEI® program is designed to be flexible, accessible, and supportive.

Graduation Requirements

  • Study: 48 professional development hours, delivered online and self-paced.
  • Continuing education: 4.8 CEUs upon successful completion of the coursework and required steps.
  • Assessment: at least 80% on the final exam and all chapter knowledge checks.
  • Access: a computer, internet connection and audio capability; no previous teaching or financial experience is required.
  • Participation: the main-site course information specifies a minimum age of 13 and offers a process for requesting reasonable accommodations.

Review the consolidated course information and complete enrollment terms below before purchasing. See the learning and credentialing path.

  • Prerequisites & Technical Requirements
    No prior experience is required. Learners must be at least 13 years old and have access to a computer, internet connection, and audio capability. The course provides the instruction and support needed for successful completion.

  • No Prior Experience Needed
    All you need is a passion for teaching personal finance. The course provides the knowledge, tools, and support to help you succeed.

  • Self-paced learning

    The CFEI course comprises 48 development hours. Plan time for lessons, practice activities and assessments; successful completion awards 4.8 CEUs.

  • Online Delivery
    Learn through videos, activities, workbooks, and lessons – all online. Optional live Friday sessions provide extra support and connection.

  • Final Exam & Knowledge Checks
    Successful completion of the program requires a score of 80% or higher on the final examination and 80% or higher on all chapter knowledge checks. Retake opportunities and instructional support are provided.

  • Accessibility & Accommodations
    Reasonable accommodations are available for learners with documented accessibility needs. Learners are encouraged to request accommodations in advance to support successful participation.

  • Certification and recognition

    Successful graduates receive the CFEI® credential and CEU documentation. Full recertification, including required training and testing, is required every three years.

  • Renewal and recertification

    US$129 annually starting in year 2; full recertification is required every three years. Read the complete CFEI terms for the applicable requirements.

Graduate Survey Data

NFEC collects feedback throughout the course to understand participants’ progress and improve the training. The figures below summarize self-reported experiences from 1,655 graduates of the global program, including their confidence and their experience delivering financial education.

93%

Increase of Confidence

Do you feel more confident and qualified to empower others with financial wellness programming?

93%

Recommend

Would you recommend that other financial educators complete this class before teaching financial literacy?

Public Feedback

For the most updated ranking click here.

Standards for Financial Educators

The NFEC developed the Framework for Teaching Personal Finance, the first – and only – national industry standards for financial education instructors. The Framework establishes clear benchmarks to help educators teach more effectively and equip learners with practical financial skills.

Developed in collaboration with the Danielson Group and aligned with InTASC, the Framework adapts Charlotte Danielson’s educational model for financial literacy. Grounded in constructivist learning, the standards define 22 evidence-based components that specify the knowledge, competencies, and performance expectations educators must demonstrate; and provide a roadmap of instructional practices tied to measurable participant gains and ongoing professional development. Danielson’s Framework for Teaching is backed by evidence-based research and widely accepted by educators, administrators, policymakers, and academics. The framework defines the skill sets distinguished educators should possess and performance levels that define educator capabilities. The Framework for Teaching has been adopted as a model approved in more than 20 states, making it the most widely-used teaching model in the US.

What’s Provided in The CFEI® Coursework

Training & Resources

Receive the training and resources you need to earn your Certified Financial Education Instructor® credential. The program combines practical lessons, hands-on activities, and tools designed to build your teaching skills and demonstrate measurable impact.

  • eLearning Education Center
    Over 100 videos, interactive modules, and real-world activities.
  • Course Manual & Framework for Teaching
    Digital instructor guide plus standards and guidelines.
  • Personal Consultation Call
    A 30-minute one-on-one planning session with the program director.
  • Continuing Education
    Optional live training (weekly Friday sessions) and ongoing learning opportunities.
Practical real-world tools

Testing & Graduation

The certification exam is delivered online; a passing score of 80% is required. If you don’t pass on your first attempt, you may retake the exam. Once you pass the final exam and all chapter tests, you have officially graduated and receive the following:

  • Certified Financial Education Instructor® & CFEI® Credentials
    Use of titles, digital logos, and credentials for use on websites and professional profiles.

  • Testing & Course Assessement
    Take the timed exam on your computer with no added cost for testing.

  • CEU letter and topic badges. Successful completion of the current 48-hour course awards 4.8 CEUs.

  • Certificate of Completion Upon Graduation
    Delivered electronically

Earn Your Certification

Awareness, Advocacy, & Funding

To highlight your accomplishments, help you raise awareness, and garner funding for your program, the NFEC provides an awareness package that builds your reputation as a qualified financial educator. Get exposure to our website visitors and highlight your role as a financial education advocate with these complimentary resources:

  • Custom Webpage for Graduates
    Features Your Personal Photo & Bio, Your Organization, and/ or Your Event

  • Demonstrate Expertise & Leadership
    Publishing, Case Study Building, & Advocacy Opportunities

  • Eligible to Participate in NFEC Promotional Campaigns
    Financial Educators Day, Cash for Candy, and 6 Other Advocacy Campaigns

  • Graduate & Organizational Spotlights
    Select Graduate Webpages, Organization Spotlights, & Events are Featured via NFEC Social Media Accounts

Build Your Reputation

Limited Bonus for CFEI Graduates

CFEI® graduates receive a complimentary Program Toolkit, listed on NFEC’s main course page at a US$349 value. The resources support a professional learner experience and help educators document their programs:

  • Before delivery: checklists, pre-participation surveys, marketing and registration templates, and email sequences.
  • During delivery: organizer support resources, promotional handouts and event checklists.
  • After delivery: recognition materials, follow-up assessments and continuing education resources.
  • Measurement and reporting: assessment banks, KPI templates, impact reporting and a case-study template.
$349

US$349 value, provided complimentary to CFEI® graduates.

Enroll in The CFEI® Course

CFEI® training develops the skills, confidence and professional credibility to teach personal finance effectively. The course draws on input from educators, financial specialists and behavioral scientists and aligns with professional teaching standards. Join NFEC’s global financial education movement by reviewing the course information and enrolling below.

NFEC Mission & Social Vision

The National Financial Educators Council’s mission is rooted in providing people with the knowledge and guidance they need to foster greater financial well-being. To accomplish that mission, we mobilize a diverse global force of financial wellness champions and empower them with resources and training so they can effectively support others in their communities to work toward greater financial security.

We do so by setting rigorous standards, developing evidence-based curriculum and assessments, and partnering with schools, employers, and community organizations to scale proven programs. By measuring outcomes and continuously refining our approaches, we ensure that our work produces real, lasting improvements in people’s financial lives.

Conflict of Interest Disclosure

This training program is designed to provide unbiased, research-based education. All program developers have disclosed any financial or personal relationships that could present a conflict of interest. Any potential conflicts have been reviewed and managed to ensure the integrity and objectivity of this course.

The National Financial Educators Council (NFEC) is an independent education organization. We do not offer financial products or services, and we do not accept compensation from financial institutions for promoting specific tools, services, or advice within the CFEI program. Our sole focus is on delivering high-quality, evidence-based financial education and empowering learners without commercial influence.

Furthermore, all NFEC instructors and Subject Matter Experts (SMEs) are also required to complete a formal conflict of interest disclosure and review process during onboarding and for subsequent learning events. Any reported potential conflicts are evaluated, documented, and approved or denied in accordance with established standards designed to protect participant trust, instructional impartiality, and the integrity of NFEC programs and accreditation requirements.

Equal Opportunity, Non-Discrimination, & Accessibility Statement

The National Financial Educators Council (NFEC) provides equal access and opportunity to all individuals seeking to enroll in the Certified Financial Education Instructor® (CFEI®) program. Enrollment decisions are based on program eligibility criteria and are not influenced by non-merit factors. The NFEC values the diverse backgrounds, experiences, and perspectives that learners bring to the financial education field.

The NFEC does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, marital or parental status, military or veteran status, political affiliation, or any other characteristic protected by applicable law.

The CFEI program is designed to be accessible to a wide range of learners. Reasonable accommodations are available for individuals with documented disabilities or accessibility needs. Learners who require accommodations or who have questions regarding technical, physical, or accessibility requirements for course participation are encouraged to contact the NFEC in advance or at any point during enrollment so appropriate support can be provided.

Learner Identity and Course Access Policy

To access online course content, each learner must use the same email address provided when the course was purchased or a seat was reserved. The learner must also create a unique password that meets NFEC password requirements. Login credentials may not be shared or used by another individual.

By registering for, accessing, and completing the course, including any required assessments, the learner confirms that they are the individual authorized to participate in the course. The person completing the coursework and assessments must be the same person registered for the course and identified as the recipient of any continuing education units (CEUs), certificates, or other completion credentials.

CEUS: 4.8 (48 development hours)

Criteria to earn CEUs: Pass all assessments with a score of 80% or higher

Prerequisites: None

Material Requirements: Computer, Internet Connection, Computer Speakers or Headset

Course Summary: The Certified Financial Education Instructor course was designed to equip educators with the knowledge, skills, and confidence to design and deliver high-quality financial education and prove the impact of their programming.

CFEI® Professional Development Course

US$396
  • US$129 annually starting year 2
  • Training & Resources: eLearning Education Center, Course Manual & Framework for Teaching, Personal Consultation Call, Continuing Education (live trainings)
  • Testing & Graduation: Certification Exam, CFEI® Credential & Digital Badge, Course Assessment, Continuing Education Letter & Topic Badging, Graduation Certificate
  • Awareness, Advocacy, & Funding: Custom Graduate Webpage, Publishing & Case Study Support, Eligibility for NFEC Campaigns, Graduate & Organizational Spotlights
  • Limited Bonus: Graduate Program Toolkit: Resources for each student touchpoint – before, during, and after programming; course assessments for learners; case study reporting template.
Enroll Now

Guarantee, Terms, & Renewal

We offer a 30-day, full-money-back guarantee. An annual maintenance fee of US$129 is required beginning 365 days after purchase and covers ongoing access to training, tools, and testing needed to complete your certification and keep your enrollment active. Full recertification – including required training and testing – is required every three years to maintain CFEI® status. Read the complete terms and conditions.