Financial Wellness Training with the National Wellness Institute & the Foundation for Financial Wellness
- A 7-credit* “Financial Wellness Facilitator Certificate” course
- 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).
Click below to hear the NWI Podcast interview with FFW Executive Director Brent Hines, CFWE, CFWC, on these unique new financial wellness trainings.
Financial Wellness Facilitator Certificate Course
- 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
Facilitator Certificate Course Registration Fee
Current NWI members: $545 | Non-members: $675 (Join now to save!)
Registration includes the PowerPoint slide deck, facilitator notes, handouts, and additional tools to aid in presenting the “Living Financially Well” Lunch and Learn.
*Participants who have earned 2 credits for completion of “The Case for Financial Wellness” course prior to registering for the Financial Wellness Facilitator Certificate course earn 2 fewer CECs for completion of the Facilitator Certificate, as credits cannot be awarded twice for the same training.
“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.
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.