National Financial Educators Council

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 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?