Financial Wellness Program: Overview & Pricing Options

It seems simple – to help people with their personal finances, provide them with high-quality education. But there’s much more to it.

Designing a financial wellness program that creates measurable increases in financial capabilities while supporting your organizational objectives takes expertise.

Having served several thousand organizations over the last decade, we have developed proven systems that provide you with educational-grade content, a positive user experience, and measurable outcomes.

Top Options to Consider when Developing a Financial Wellness Program

Select Delivery Methods: Presenters, Coaches

How Do You Want the Training Delivered?

Qualified course facilitators, educators, and financial coaching professionals form the cornerstone of any personal finance program. Programs led by qualified personnel with strong credentials and experience have a greater impact. In-person program delivery, online training, and hybrid options are available. The NFEC provides you with access to highly-skilled personnel, including:

– Presenters, Trainers, & Classroom Educators

– Keynote & Popular Personal Finance Personalities

– Financial Coaching Professionals

Financial Wellness Program Resources: Handouts, Guides, & Online Resources

Choose Financial Wellness Program Resources: Handouts, Guides, & Online Resources

What Participant Education Resources Do You Need?

Top-quality financial education resources rooted in research-based educational methodologies and real-world application is essential to a building a program of which you can be proud. The NFEC provides educational-grade resources with practical lessons that encourage participants to take real-world action. We provide extensive resources that range from:

– Live Presentation Resources (Student Guides, Handouts, etc.)

– Ongoing Follow-up Financial Education Resources

– Online Learning Center & Self-guided Education

– Custom Branding Available on All Resources

Program Director, Design, & Program Support (Program Structure, Plan, & Personnel)

What Level of Financial Wellness Program Director Support Do You Need?

Well-designed programs are built with purpose with support from experienced personal finance program directors. Their role is to create a cohesive financial education program that benefits participants and leaves them with a positive learning experience. This process requires careful planning around all programming details to promote financial literacy and to accomplish your overall objectives. The NFEC provides these options for different levels of support:

– Programming Support (All Clients Receive a Consultation)

– Design, Development, & Deployment Support

– Full Programming Management

Best financial wellness programs with director support resources

Top financial wellness programs Participant Experience Resources

Participant Experience Resources (Marketing, Registration, Signage)

What User-experience Resources Will Help You Deliver a Professional Program?

Programs start at the first communication, and continuing education should go on indefinitely. Viewed from this perspective, the flow of information is a critical element to consider. From the first interaction through ongoing follow-up, each touchpoint provides us an opportunity to help learners progress forward. The NFEC provides support across three important stages in a financial education program timeline:

– Pre-programming (Marketing, Registration, & Communications)

– Program Implementation (Banners, Décor, Handouts)

– Post-programming (Completion Letters, Certificates, Continuing Education)

Reporting & Measurement
(Reporting Options to Measure Program)

Would You Like Support with Measuring & Reporting on Program Results?

By taking measurements and reporting on the results, you can empirically prove your program’s impact. Structured data-gathering methods that highlight the program results in well-put-together reports showcase your initiative’s success and your expertise. The NFEC provides detailed reporting and measurement options that include:

– DIY: Survey & Testing Package (Pre- & Post-tests & Surveys)

– NFEC: Survey & Testing Reporting (Report Delivered Via Excel Spreadsheet)

– NFEC: Survey & Testing Reporting (Fully Designed & Customized Report)

Managed or Supported Financial Wellness Programming Options

It seems simple – to help people with their personal finances, provide them with high-quality education. But there’s much more to it.

Designing a financial wellness program that creates measurable increases in financial capabilities while supporting your organizational objectives takes expertise. Having served several thousand organizations over the last decade, we have developed proven systems that provide you with educational-grade content, a positive user experience, and a team of experts working for you.

The NFEC Provides Complete Solutions to Your Financial Wellness Programming Needs

Financial behaviors, sentiment, knowledge, and management systems start forming in childhood and often form into habits by the time a person reaches adulthood. The problem here is that, once habits form, they are difficult to break and therefore one’s financial situation becomes harder to change.

Types of Organizations We Serve

To Plan Your Initiative, Consider the 5 Fundamental Program Elements

There are proven steps to building a financial education program that delivers measurable results and that can scale to help more people.

financial wellness program process

Expert Design that Considers Your Organizational Objectives

Well-designed programs are built with purpose. Components work together to promote financial literacy and further your overall objectives. The NFEC’s team of financial education experts are there to support your programming design needs and ensure that your participants receive a meaningful learning experience.

Having developed thousands of financial education campaigns ranging from community workshops to statewide initiatives, and a country-wide campaign that serves more than half a million people, our team has the expertise to make your program successful.

3-Step Process to Design

Qualified Educators

Personal finance is a unique subject that requires specialized expertise to teach effectively. The NFEC’s team of more than 4,000 enrollees in the Certified Financial Education Instructor program provide you access to local talent who possess the skills and credentials to lead effective financial education programming.

Graduates of the Certification program meet national standards set for financial education instructors and have demonstrated their competency in both teaching methods (pedagogy, teaching techniques, & educational best practices) and content knowledge of personal finance topics.

Certified Financial Education Instructors lead financial wellness programs

The NFEC’s team of Certified Financial Education Instructors are available in every state and over 50 countries.


Quality Education Resources

Empower the people you serve with financial literacy education resources that provide high-quality content and practical lessons that focus learners on the application of the lessons to their lives.

Financial education resources should be grounded in research-based educational methodologies and real-world application. They should not only impart knowledge, but also focus on changing financial behaviors and establishing systems to encourage long-term benefit for the learners.

The NFEC’s financial education resources meet the highest educational standards while having participants complete activities where they build the skills and lay the foundation they need to work toward greater financial security. Our educational resources include:

Financial wellness programming presentations

Our resources include: Live Presentation Curriculum, eLearning, Continuing Education, Mobile Learning, Social Education Campaign. All can be branded to your organization.


Thoughtful User Experience

From start to finish, the impressions a financial education program make influence how your program is received and its overall results. From initial communication, through continuing contact, through ongoing education – high-quality resources at each touchpoint give your program a well-polished feel.

We provide comprehensive resources that can be deployed at various stages of the program. By adding programming touchpoints, we can help increase retention rates, inspire participant action, and improve overall results from the programming.

Measurement & Reporting

Proving program impact should be the primary goal for anyone in the financial education industry. Demonstrating results highlights your competencies as a top-quality provider of financial education programming and opens up future opportunities.

Most financial education programs fail to gather data and prove their impact. By knowing what information to gather, how to collect data, and how to put together a case study report – your program will stand out from the ordinary.

NFEC Support: Highlight your abilities as a qualified financial educator with the measurements, data gathering systems, and report templates provided by the NFEC. These resources help you clearly demonstrate your program results with reports that showcase your initiative’s success and your expertise.

About the NFEC

The NFEC is an IRS-recognized Benefits Corporation that has supported the development of 2,500+ programs over the last decade, built over 80 financial literacy assets, and led the development of national financial education standards; and our materials have served more than an estimated 1 million people across 50 countries, making us a recognized thought leader in the space.

Recent process and technological advancements developed by the NFEC provide individuals and organizations with financial literacy programming that aligns with best practices for teaching and promoting long-term behavior change. We empower organizations and individuals with the systems, resources, and expertise that optimize financial education programming.

High-profile financial wellness events are a great way to generate momentum and encourage participation in your financial education program. The events on this page are promotional in nature, with a goal of raising awareness and buzz for your program (we also offer a variety of financial literacy programs).

Events have many moving parts and the people managing them are under tremendous pressure. Locating the right personal finance speakers and deciding what topics to present, what materials to provide, and the overall event structure are just the tip of the iceberg.

The NFEC provides the materials and support needed to give you confidence as the event date approaches, and ensuring that the event leaves participants excited about your initiative. Following are a few common types of promotional events we produce.

  • Launch Event: Financial wellness launch events are essential to those who want to create buzz, raise awareness, and encourage broad participation. Launch events are unique to each organization. They vary in size and scope, but do possess some common core design elements and goals.
  • Enrollment and Exhibitor Events These events are designed for areas with foot traffic – conferences, on-campus booths, etc. These types of events typically involve quick activities that catch the eyes of people walking by. The NFEC’s Money Booth and the Wheel of Money are among the most popular.
  • Graduation & Award Ceremonies Hosting graduate ceremonies is a great way to recognize people who participate in the campaign and highlight the program’s success. These events are often annualized and serve to wrap up the year’s programming and launch the following year’s campaign.

Event Materials and Support

The NFEC offers organizations turnkey solutions to their financial wellness event needs. Whether you need expert guidance, materials, or complete solutions – we have the team and resources to help.

DIY Package

For those who want to host their own financial literacy events, the NFEC provides all the resources needed (presentations, banners, handouts, invitations, online registrations, etc.). Select from more than 80 marketing and presentation resources to ensure that you are prepared for the event.

Event Consultations

Each organization has different goals, target audiences, and desired learning outcomes for participants. Our team will help you design a financial wellness solution that best fits your needs.

NFEC Presenters & Keynotes

Members of the NFEC’s Personal Finance Speakers Association deliver presentations that best meet your goals and the goals of your audience. From affordable educators to celebrity and influencer keynote presentations, we have a presenter to meet your budget and align with your vision.

NFEC Managed Events

For select clients the NFEC designs and deploys financial wellness events aligned with your vision. An experienced event management partner handles all the details to ensure that your event is a hit.

Financial Wellness Programs for Employees Support Your Teams Financial Health

An essential part of any wellness program is providing financial education for employees. Whether your employees are concerned with saving for retirement or trying to pay off debt – supporting their path to financial security address root causes financial wellness programs seek to improve.

The NFEC has Solutions for Those Seeking:

  • Programming that Meets a Variety of Goals: Length of Course, Learning Outcomes and Alignment with Organizational Objectives
  • Practical Lessons that Meet Academia Standards: Coursework is used by Universities as a For-Credit Program
  • Comprehensive Testing & Reporting: Clear Reports that Measure Outcomes and Organizational Objectives
  • 100% Independent Provider: Not Affiliated with any Financial Institution and 100% Educational
  • Flexible Delivery Options: Online, Live Presentations (by NFEC Team or Your Staff) and Blended – a Combination of Online & Live
  • Expert Support & Strategic Advice: Gain a Partner with Over 10 Years of Success in Financial Education

Building an Ideal Financial Wellness Program

Are you looking online for the top strategy for organizing your very own financial wellness program? Your search is finally over! We’ve carefully developed an in-depth walkthrough that fully describes exactly what steps you need to take if you want to successfully achieve your objective. Continue reading below to see how to craft one of the top financial wellness programs your bosses have ever witnessed.

Orchestrating a Winning Strategy

In the scenario that follows, you’ll be learning about an example of a professional who successfully sought some much-needed help to plan the perfect financial wellness program for his job:

Hiromi is the main coordinator for a state university’s high school outreach initiative, where he supervises 9 current college students who get paid to travel to local high schools to tutor and mentor disadvantaged students. Several of his team members had approached him with personal questions about money, so Hiromi decided to start planning some type of course or program that would help them with their personal finance issues. He wanted to plan one of the best financial wellness programs for his team. He was very familiar with the members of this group already, and he was very much in-the-know on personal finance matters – but he knew that some extra assistance would be necessary if he was going to really wow them.

Following Hiromi’s completion of a quick, informal survey among the group, he instantly realized that this program would need to start from the core fundamentals of personal finance.

Goals for Top Financial Wellness Programs

Hiromi had already decided on his short-term objective for this group: quickly boost their understanding on the topic so that they could apply it to their own financial lives. Thanks to the restricted schedules and limited free time that his team members had, he was able to see that the group would be able to participate – at the very most – two hours every week. For this reason, Hiromi had no issue with planning a slightly more condensed financial wellness program.

For this particular program, Hiromi planned an end goal for the group to reach the “Analyzing” level of mastery when it came to the topic of personal finance.

Delivery is Key

Now that Hiromi had a clear vision for his practical objectives, he needed to figure out would be his ideal delivery method. This particular collection of university employees had schedules that were all over the map, so he began to design the financial wellness program similar to an achievement-based course, so they would be motivated to continue through each phase.

The Best Financial Wellness Programs Have Focus

Hiromi then had to whittle down the focus of his first program. After all, he wanted to plan one of the top financial wellness programs that this group would ever see. The vast majority of this group was made up of state college students, so he decided to make the focus of this first experience center on healthy spending habits and establishing credit history.

Reaching Out to Find Support

After that, Hiromi needed to reach out to an experienced educator that would be able to help him convey this crucial material to the team of mentors and tutors. He was hoping to procure an instructor that had both a verifiable track record, as well as established teaching skills that could benefit this group.

The presenter he ended up selecting for his soon-to-launch program was a Certified Financial Education Instructor (CFEI).

How to Craft the Best Curriculum

If Hiromi was going to organize one of the top financial wellness programs that this team had ever seen, without sacrificing quality, he would need to be clever. He needed something that could still work inside of these particular scheduling constraints he was faced with. With that in mind, he opted to start building a flexible financial wellness program that would be intelligently broken up into smaller modules that could be done whenever the employees had some free time on their hands each week.

Translating the Results

Of the 9 university employees that took part in Hiromi’s first program, 8 managed to complete it with an average improvement of 14%. Hiromi then compiled the resulting data so that he could whip up a detailed report that would be able to convey exactly how impactful the online-based course had been for this group. The data would also, hopefully, prove why he believed it was one of the best financial wellness programs he could have planned.

The Importance of Recognition

Hiromi knew that this group would be best served if they were to continue receiving robust support further down the road. When the first program came to an end, he printed out individual certificates of participation, so that they would all be motivated to continue learning and improving their personal finances.

Then, Hiromi decided to keep helping this group by offering some of the best financial wellness programs as follow-up courses that they could also do online, once per month. This way, they could retain and apply what they had already learned with him the first time around.

Employee Financial Wellness Programs

An employee financial wellness program not only improves the financial capability of the employees it reaches, but the program’s impact also may help the company achieve its organizational goals.

The NFEC offers solutions that can benefit your employees as it increases productivity, lowers stress, and creates a positive environment. An employee financial wellness program also helps employers (if they offer retirement benefits) comply with DoL and ERISA regulations.

From full-service programs to in-house service, the NFEC offers a variety of workplace financial education solutions.

Full-Service Employee Education

Let the NFEC handle your next employee financial wellness program. Complete event solutions that align with your organization’s objectives.

Compliance Workshop

This presentation is designed for organizations that offer retirement plans. Attendees earn 4 hours credit from the HR Certification Institute and learn about DoL and ERISA guidelines.

Turnkey Workplace Education

Receive a complete solution for hosting an employee financial wellness program. Designed for internal company personnel or third parties interested in workplace education.