National Financial Educators Council

FAQ 0

Getting Started 0

Your account 0

Your documents 0

Trial FAQs 0

Shared files 0

Deleted files 0

Premium features 0

Premium subscription 0

Financial Education Resources: Curriculum, Online Learning, Presentations & Branding Options 0

Who the Materials Designed For_1 0

Topics Taught & Standards Alignment 0

Personal Background & Requirements 0

How are Resources Delivered & Print on Demand Center_1 0

Client Management Systems 0

Custom Branding & Customization_1 0

Investment, Ordering & Guarantee 0

Coaching Business, Revenue & Marketing Details 0

Coaching Reporting Software & System 0

Business Aspects of Financial Coaching 0

Technical Skills Needed for Coaching Software 0

Marketing, Promotion, Interest Generators 0

What’s Included & Integration with Other Systems 0

Converting Coaching Clients 0

System Requirements 0

Investment & Delivery 0

Investment, Ordering, & Guarantee_2 0

Graduate Certification, Opportunities, & Promotions 0

Financial Coach Training (CPFC) Certified Personal Finance Consultant 0

Financial Coaching Program Benefits 0

Financial Coach Certification (CPFC) Testing Details 0

Personal Background & Requirements_1 0

Enrollment Dates & Details_1 0

Financial Coaching Course (CPFC) Details 0

Program Feedback / Correction Suggestions 0

Billing Department / Billing Support / Financial Support 0

Add Resources, Client Discounts & Program Sponsorship 0

General Feedback & Website Feedback 0

Educational Resources & Package Feedback 0

Certification Program Feedback & Corrections 0

Update Billing Information 0

Renewal Expiration, Financial Support on Renewals 0

Cancelling, Refunds, Billing Errors 0

Adding Resources & Client Discount Codes 0

Consultation & Ongoing Training 0

NFEC Funding & Program Sponsorship 0

Financial Educator: Certified Financial Education Instructor 0

Technical Support (All Products & Services) 0

Live Training, Consultations & Forum 0

Speaking & Promotional Opportunities 0

Graduate Certification & Recertification 0

CFEI Course Timeline & Testing Details 0

Course Technical Support 0

Login & Password Support 0

Onboarding Support 0

New Clients – Onboarding, Locating Resources & Course Access 0

Course Access & Locating Resources 5

• Client Education Resources Access / Curriculum Access & Welcome Email
• CFEI Client Welcome Email & Access
• Client Essentials Package Welcome Email
• Client Advanced Package Welcome Email
• CFEI Welcome Email / CFEI New Order

Invoicing & W-9 2

• I need an invoice.
• I need a W-9 form, Taxpayer Identification Number (TIN).

Full-Service Program Management 2

• Seeking managed financial education programming.
• Who leads or manages the programs.

Managed, Developed & Customized Financial Literacy Programs 0

International Program Development 2

• Do you offer programs for other countries outside the US? International programs.
• Do you offer programs in other languages?

Contact & Appointments 2

• What is your address?
• What is your phone number?

Speakers, Trainers & Workshop Leaders 6

• Internal: Speaker Booking Confirmation - Send to Speakers Selected for Event
• Internal: Speaker Request Email for Locating Local Speaker
• Internal: Speakers Selection Email – Send to the speaker that was selected.
• Internal: Speaker Select Check Arrived and Presentations Attached
• Book a NFEC financial education speaker, presenter, or workshop leader:

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Program Directors to Manage Enterprise Level Programs 2

• What does a program director do?
• Do you have program directors in my area? Are program directors on-site or off-site?

Financial Coaches for Organizations & Groups 3

• I want book a NFEC Certified financial coach to serve our organization or group of individuals.
• Can NFEC Certified financial coaches provide coaching service in person or virtually?
• How much are NFEC Certified financial coaches when booked to serve groups of individuals in my organization?

Community Sponsorship Opportunities 3

• Can I sponsor financial education in my community?
• Do your sponsorships provide category exclusivity or are their exclusivity options?
• Can I have my logo on the materials and promote my brand?

Adopt a Class, School or Nonprofit 3

• What do schools or nonprofit organization I support receive?
• Do you have schools or nonprofits in my areas I can sponsor?
• What is the pricing associated with adopting a class, school or nonprofit organization?

Sponsor Local Financial Educators 3

• What does the educator I sponsor and provide scholarship receive?
• What is the pricing associated with adopting a class, school or nonprofit organization?
• Do you have financial educators in my areas I can sponsor?

Custom Developed Programs 3

• Can you create custom financial education resources that match the personal finance topics that want taught?
• Can I custom brand or private label NFEC resources?
• What is the pricing of custom lesson development and how long does it take?

Personnel Support NFEC Certified Speakers, Coaches or Program Directors 0

Corporate Social Responsibility & Sponsorship Opportunities 0

Invoicing & Contact Information 0

CFEI Testing Details 4

• Tell me about the test, how do I take the test?
• Do I have to go somewhere to take the exam?
• When will I get my test results?
• If I do not pass, can I take it again?

Financial Educator Training (CFEI) Certified Financial Education Instructor 0

Financial Education Resources: Curriculum, 
Online Learning, Presentations & Branding Options 0

Turnkey Financial Education Program: 
Training, Resources & Support Packages 0

Research, Financial Literacy Standard 
& Financial Education Advocacy Campaigns 0

Financial Literacy Test Information 3

• Where can I take the national financial literacy test? How can I access your testing center?
• How can I view the results of my class that will take a test?
• Financial literacy test data. Where can I see results from the national financial literacy test?

Advocacy Promotions & Campaigns 2

• What are the latest advocacy campaigns?
• How can I be involved in advocacy campaigns?

Financial Literacy Research & Data 3

• Financial literacy test data. Where can I see results from the national financial literacy test?
• Where can I locate the latest research?
• Where can I see your latest surveys?

Financial Education Standards 3

• Standards & teaching framework for financial educators & teachers of personal finance.
• Financial education standards for learners, the latest financial education standards for learners.
• I would like an overview of the standards and guidelines of financial education.

Package Options 3

• What’s the differences between the packages? Essentials, Advanced, Professional, Enterprise?
• Can I get some resources from more advanced packages?
• Can I upgrade my package later?

Investment, Ordering, & Guarantee 8

• After I register, when can I access the resources?
• What happens after I register?
• What is the cost, what is the investment?
• How do I order?
• Do you provide scholarships or funding?

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Who the Materials Designed For 3

• What workshops are included?
• What ages do you have materials for, what ages do you serve?
• What socioeconomic condition were the materials designed for?

Access Complimentary Resources 3

• How do I get free resources, samples, complimentary, materials?
• I entered my email to receive complimentary resources but did not receive anything.
• Where can I get more information?

How are Resources Delivered & Print on Demand Center 3

• How do I print student guides to provide to my audience?
• What is the cost to print student guides?
• How does the print on demand center work?

Custom Branding & Customization 2

• Do you have material for a specific group? Example: pre-retirees, low-income, faith-based, workplace, nonprofits, etc.?
• Private labeling, white labeling, custom branding.

Investment, Ordering, & Guarantee_1 8

• After I register, when can I access the resources?
• What happens after I register?
• What is the cost, what is the investment?
• How do I order?
• What does my investment include?

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CFEI Course Details 6

• How long is the course, how much time does it take to complete?
• Where do I go for training, how is training delivered, will I have to go somewhere?
• After I register, when can I start the training?
• What happens after I register?
• What’s included in the course?

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Enrollment Dates & Details 3

• Why is enrollment limited?
• How can I enroll, how can I register, enrollment dates?
• When can I start the training?

Graduate Certification & Opportunities 5

• Do I receive a graduation certification, a certification of completion?
• Can I use the logo?
• Do you get CE (continuing education) credits for completion of the program?
• Is there a cost for the graduate webpage?
• I want to learn about opportunities and promotions for graduates.

Media & Interview Requests 2

• Can you provide raw data of your surveys & research?
• Media interview requests, How can I schedule an interview?

Topics Taught & Standards Alignment_1 2

• What are the standards, is it aligned with standards?
• Topics, what topics are taught?

Background & System Requirements 5

• What background is needed, background?
• I have a lot of experience already, do I need to complete the course?
• What are the system requirements, can I do on mobile, can I do on laptop?
• Does it come with presentations or curriculum?
• International certification. Can people outside the US earn the CFEI credentials?

Investment, Ordering & Guarantee_1 5

• How do I order?
• Do you provide scholarships or funding?
• What does my investment include?
• What is the cost of the CFEI course, what is the investment?
• What’s your guarantee, do you have a guarantee.

CFEI Course Benefits 4

• What does the training teach me, what’s covered, what are the topics taught, course syllabus?
• What are the standards, is it aligned with standards, who is this approved by?
• Comparison with other companies’ products, how does this compare with other companies?
• Why CFEI, what does the course do for me? What are the benefits? What will I learn?