A Financial Wellness Facilitator is typically someone who is interested in deepening his/her knowledge about the financial wellness industry and would like the opportunity to facilitate learning opportunities at their own workplace or at other organizations. Regardless, if you are a Financial Professional, a Wellness Professional or a Benefits Professional, this certification may be a good fit for you if you want to educate both Employers and Employees on financial wellness at the workplace.
The Foundation for Financial Wellness is recognized as a leading provider of financial wellness programs. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and motivation to take control of their financial futures. The Foundation’s curriculum is rooted in the principles of Behavioral Finance which makes every class taught by the Foundation unique, engaging, and extremely valuable.
Certified Financial Wellness Facilitators will receive the following:
The Case for Financial Wellness
5 Essentials for Financial Wellness
Lunch & Learn Training
Sales & Marketing of Financial Wellness Programs
Click the More Details button below to be directed to the National Wellness Institute web page for Financial Wellness Facilitator info
For additional questions, please email us at Facilitator@FFWTeam.org
A Certified Financial Wellness Educator is typically someone whose business is retirement and financial planning. As a Certified Financial Wellness Educator, you will have access to the marketing resources and robust curriculum available through the Foundation for Financial Wellness. These will add value to your offerings at your current employer client base or will be the differentiator that will open doors for new business opportunities.
The Foundation for Financial Wellness is recognized as a leading provider of financial wellness programs. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and motivation to take control of their financial futures. The Foundation’s curriculum is rooted in the principles of Behavioral Finance which makes every class taught by the Foundation unique, engaging, and extremely valuable.
Certified Financial Wellness Educators will receive the following:
The Case for Financial Wellness
5 Essentials for Financial Wellness
Lunch & Learn Training
Sales & Marketing of Financial Wellness Programs
Business Model, Operations and Workflow
5 Essentials for Financial Wellness as an Educator
Effective Professional Speaking
Step 1: Click the Apply Here button below to submit your application
Step 2: Receive an approval e-mail from us with an invoice. Submit payment for the training.
Step 3: Once invoice is paid, you will receive your login details and instructions on how to access your eLearning!
For additional questions, please email us at Educator@FFWTeam.org
A Certified Financial Wellness Counselor is typically a Financial Planner. As a Certified Financial Wellness Counselor, you will have access to the Foundation for Financial Wellness marketing resources and robust curriculum that may be offered at worksites. These will add value to your offerings at your current employer client base or will be the differentiator that will open doors for new business opportunities.
Financial Wellness Counselors agree to providing free one-hour sessions to each employee participant. Following the free one-hour session, several participants will ask the counselor to engage in additional counseling and will request to become a Client.
The Foundation for Financial Wellness is recognized as a leading provider of financial wellness education. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and motivation to take control of their financial futures. The Foundation’s curriculum is rooted in the principles of Behavioral Finance which makes every class taught by the Foundation unique, engaging, and extremely valuable.
Certified Financial Wellness Educators will receive the following:
The Case for Financial Wellness
5 Essentials for Financial Wellness
Lunch & Learn Training
Sales & Marketing of Financial Wellness Programs
Business Model, Operations and Workflow
5 Essentials for Financial Wellness as an Educator
Effective Professional Speaking
Delivering the 1:1 Counseling Session
Wealth Management Network Process
Step 1: Click the Apply Here button below to submit your application
Step 2: Receive an approval e-mail from us with an invoice. Submit payment for the training.
Step 3: Once invoice is paid, you will receive your login details and instructions on how to access your eLearning!
For additional questions, please email us at Counselor@FFWTeam.org
Download a “Financial Wellness Facilitator Certificate” course flyer for course objectives and CEC details.Individuals who complete the Financial Wellness Facilitator course will earn a certificate as a Financial Wellness Facilitator and up to 7* continuing education credits. The course provides certificate holders with the tools and knowledge necessary to carry out the “Living Financially Well” Lunch and Learn.
The Financial Wellness Facilitator Certificate course includes the following online modules. Approximate time for completion of each module is included in parentheses.
Individuals who complete the Financial Wellness Facilitator course will earn a certificate as a Financial Wellness Facilitator and up to 7* continuing education credits. The course provides certificate holders with the tools and knowledge necessary to carry out the “Living Financially Well” Lunch and Learn.
The Financial Wellness Facilitator Certificate course includes the following online modules. Approximate time for completion of each module is included in parentheses.
By taking part in the 2-credit eLearning course, wellness professionals will have access to tools and materials that will allow them to create a clear argument for financial wellness inside their organizations and community programs. This course is included in the Financial Wellness Facilitator Certificate course, but it may be taken a la carte.
Current NWI Members: $90 | NWI student members: $50 | Non-members: $120
Located in Englewood, Colorado, the Foundation for Financial Wellness was founded by its Executive Director Brent Hines. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and motivation to take control over their financial lives. The Foundation’s curriculum is rooted in the principles of Behavioral Finance which makes every class taught by the Foundation unique, engaging, and extremely valuable.
