National Financial Educators Council

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.

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:

View all 6

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?