Foundation for Financial Wellness logo

Certifications

Facilitator
Why would someone become a Financial Wellness Facilitator?
Educator
Why would someone become a Financial Wellness Educator?
Counselor
Why would someone become a Financial Wellness Counselor?
National Wellness Institute

Financial Wellness Facilitator

Why… would someone become a Financial Wellness Facilitator?

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.

What… are the benefits of being certified through the Foundation for Financial Wellness?

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:

  • Foundation for Financial Wellness marketing material
  • Knowledge gained by completing the 5 Essentials of Financial Wellness eLearning class
  • Curriculum for delivering the “Living Financially Well” Lunch & Learn
  • Curriculum for delivering the “Case for Financial Wellness” webinar/seminar
  • Ability to offer free 1:1 financial counseling with our Certified Financial Wellness Counselors to participants of all Foundation for Financial Wellness courses you facilitate

What… is the cost of becoming a Financial Wellness Facilitator?

  • Time: 7 hours of interactive eLearning (The 5 Essentials of Financial Wellness), 60-minute online exam
  • Effort: Your buy-in, commitment and focus to be a champion of the Financial Wellness movement
  • Dollars:
    • Current National Wellness Institute members: $545
    • Non-members of National Wellness Institute: $675 (Join now to save!)

What… is the agenda?

The Case for Financial Wellness

  • A Picture of Financial Distress
  • Impact on Organizations and Communities
  • A New Approach: Financial Wellness

5 Essentials for Financial Wellness

  • Complete all 5 Essentials as a Student

Lunch & Learn Training

  • How to Deliver the Lunch & Learn version of the 5 Essentials for Financial Wellness

Sales & Marketing of Financial Wellness Programs

  • How to Promote the Foundation for Financial Wellness
  • Learn Effective Sales Techniques

How… it Works

Click the More Details button below to be directed to the National Wellness Institute web page for Financial Wellness Facilitator info

Sign up today… Our e-Learning platform is available 24/7 for your convenience.

More Details

For additional questions, please email us at Facilitator@FFWTeam.org

Financial Wellness Educator

Why… would someone become a Financial Wellness Educator?

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.

What… are the benefits of being certified through the Foundation for Financial Wellness?

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:

  • Foundation for Financial Wellness marketing material
  • Knowledge gained by completing the 5 Essentials of Financial Wellness eLearning class
  • Curriculum for delivering the “Living Financially Well” Lunch & Learn
  • Curriculum for delivering the “Case for Financial Wellness” webinar/seminar
  • Ability to offer free 1:1 financial counseling with our Certified Financial Wellness Counselors to participants of all Foundation for Financial Wellness courses you deliver
  • Access to Wealth Management Network (for qualified financial advisors only)
  • Access to all 24 Instructor-led courses

What… is the agenda?

The Case for Financial Wellness

  • A Picture of Financial Distress
  • Impact on Organizations and Communities
  • A New Approach: Financial Wellness

5 Essentials for Financial Wellness

  • Complete all 5 Essentials as a Student

Lunch & Learn Training

  • How to Deliver the Lunch & Learn version of the 5 Essentials for Financial Wellness

Sales & Marketing of Financial Wellness Programs

  • How to Promote the Foundation for Financial Wellness
  • Learn Effective Sales Techniques

Business Model, Operations and Workflow

  • A Look Back – 10 Years of Lessons Learned
  • Financial Wellness Business Models
  • Class Coordination
  • Pre & Post-Class Workflow

5 Essentials for Financial Wellness as an Educator

  • Essential #1 – Behavior, Budgets and Busting Debt
  • Essential #2 – Risk and Insurance
  • Essential #3 – Investing and Building Wealth
  • Essential #4 – Understanding Taxes
  • Essential #5 – Life & Legacy

Effective Professional Speaking

  • Behavior and Neuroscience
  • Audience Engagement
  • Process Orchestration

What… is the cost of becoming a Financial Wellness Educator?

  • Time:
    • 5 hours of Financial Wellness Facilitator, interactive eLearning
    • 3 hours of Financial Wellness Educator, interactive eLearning
    • 60-minute online exam
  • Effort: Your buy-in, commitment and focus to be a champion of the Financial Wellness movement
  • Dollars: $1,495 fee ($500 annual renewal)
    • If you have already earned the Financial Wellness Facilitator certificate, your reduced cost for the Educator certificate will be $820

How… it Works

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!

Apply Here

For additional questions, please email us at Educator@FFWTeam.org

Financial Wellness Counselor

Why… would someone become a Financial Wellness Counselor?

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.

What… are the benefits of being certified through the Foundation for Financial Wellness?

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:

  • Foundation for Financial Wellness marketing material
  • Experience of completing the 5 Essentials of Financial Wellness eLearning course
  • Curriculum for delivering the “Living Financially Well” Lunch & Learn
  • Curriculum for delivering the “Case for Financial Wellness” webinar/seminar
  • 1:1 financial counseling session to participants of Foundation for Financial Wellness courses
  • Access to Wealth Management Network (for qualified financial advisors only)
  • Access to all 24 Instructor Led courses

What… is the agenda?

The Case for Financial Wellness

  • A Picture of Financial Distress
  • Impact on Organizations and Communities
  • A New Approach: Financial Wellness

5 Essentials for Financial Wellness

  • Complete all 5 Essentials as a Student

Lunch & Learn Training

  • How to Deliver the Lunch & Learn version of the 5 Essentials for Financial Wellness

Sales & Marketing of Financial Wellness Programs

  • How to Promote the Foundation for Financial Wellness
  • Learn Effective Sales Techniques

Business Model, Operations and Workflow

  • A Look Back – 10 Years of Lessons Learned
  • Financial Wellness Business Models
  • Class Coordination
  • Pre & Post-Class Workflow

5 Essentials for Financial Wellness as an Educator

  • Essential #1 – Behavior, Budgets and Busting Debt
  • Essential #2 – Risk and Insurance
  • Essential #3 – Investing and Building Wealth
  • Essential #4 – Understanding Taxes
  • Essential #5 – Life & Legacy

Effective Professional Speaking

  • Behavior and Neuroscience
  • Audience Engagement
  • Process Orchestration

Delivering the 1:1 Counseling Session

  • The Power of a System
  • System #1 – Triage and Scheduling
  • System #2 – Boundaries, the Emotional Brain and Roadmap to Action

Wealth Management Network Process

  • Wealth Management Network/Foundation for Financial Wellness Relationship
  • Two Models:  IMO-partners and Fee-based Partners
  • Servant Selling (on-going reinforcement)
  • Leverage WMN Infrastructure and Community (CRM, Video, Marketing)

What… is the cost of becoming a Financial Wellness Counselor?

  • Time:
    • 5 hours of Financial Wellness Facilitator, interactive eLearning
    • 3 hours of Financial Wellness Educator, interactive eLearning
    • 2 hours of Financial Wellness Counselor, interactive eLearning
    • 60-minute online exam
  • Effort: Your buy-in, commitment and focus to be a champion of the Financial Wellness movement
  • Dollars: $2,495 annual fee ($1,000 annual renewal)
    • **Through January 21, 2019, take advantage of our 15% discounted rate (saving you $375) for your training!**

How… it Works

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!

Apply Here

For additional questions, please email us at Counselor@FFWTeam.org

Download a “Financial Wellness Facilitator Certificate” course flyer for course objectives and CEC details.

Financial Wellness Training with the National Wellness Institute & the Foundation for Financial Wellness

The National Wellness Institute (NWI) has partnered with the Foundation for Financial Wellness (FFW) — whose team includes the former Wellness Program Director at NASA, an award-winning educator, and a top-performing financial advisor — to develop courses that look at financial wellness through the lens of NWI’s Six Dimensions of Wellness model. Typically, people say that after taking part in one of FFW’s learning experience, their employees are less distracted, more engaged, and more satisfied with their work and pay, thus enhancing their overall wellness.
 
Trainings include two self-paced, interactive eLearning courses that align with the NWI Wellness Promotion Competency model and offer evidence-informed tools and training:
  1. A 7-credit* “Financial Wellness Facilitator Certificate” course
  2. A 2-credit “The Case for Financial Wellness” course (Note: this course is included in the Facilitator Certificate course but can be taken a la carte).

Financial Wellness Facilitator Certificate Course

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.

  • Module 1 (2 hours): “The Case for Financial Wellness”
  • Module 2 (3 hours): “5 Essentials for Financial Wellness”
    • Thought Barriers to Financial Wellness
    • Essential 1: Budgeting
    • Essential 2: Investing (Getting Started and Retirement)
    • Essential 3: Risk and Insurance
    • Essential 4: Taxes
    • Essential 5: Life and Legacy
  • Module 3 (2 hours): “Living Financially Well” Lunch and Learn

Financial Wellness Facilitator Certificate Course

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.

  • Module 1 (2 hours): “The Case for Financial Wellness”
  • Module 2 (3 hours): “5 Essentials for Financial Wellness”
    • Thought Barriers to Financial Wellness
    • Essential 1: Budgeting
    • Essential 2: Investing (Getting Started and Retirement)
    • Essential 3: Risk and Insurance
    • Essential 4: Taxes
    • Essential 5: Life and Legacy
  • Module 3 (2 hours): “Living Financially Well” Lunch and Learn

“The Case for Financial Wellness” Standalone eLearning Course

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.

Download a “Case for Financial Wellness” course flyer for course objectives and CEC details.

Standalone eLearning Course Registration Fee

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.

Foundation for Financial Wellness logo
©2021 Foundation for Financial Wellness | All Rights Reserved.

17011 Lincoln Avenue, #615 
Parker, Colorado 80134

Phone: 855-672-9051
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