Certifications that mean something

  • Helping clients...

    Find out How >

  • Helping clients...

    Find out How >

  • Helping clients...

    Find out How >

Financial Wellness is a critical component of success for organizations and their people.

As an expert whom your clients rely on for expertise and wisdom, you are uniquely positioned to positively impact their lives. Your ongoing eduction and professional development lets them know that you are serious about your craft. You are someone to be trusted and are in high demand for your services.

Check out all we have to offer for those professionals who want to stand out from the crowd. We want to be your trusted partner and pursuer of excellence, just like you!

Program Features

5 Essentials for Financial Wellness

The Ultimate Program in Getting Your Financial House in Order.

Our flagship 5-course program delivered in-person or online, includes counseling.
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Lunch & Learns

The Case for Financial Wellness– for Employers and the Advisors who work with Employers

Living Financially Well– for Individuals and Employees
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Library of Select Courses

Custom Build a Full Financial Wellness Offering for Every Age & Stage of Life.

Choose from our growing 24-course curriculum, delivered in-person. Includes counseling.
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Certifications

Certified Financial Wellness professional
Why would someone become a Financial Wellness Professional?
Financial Wellness Facilitator
Why would someone become a Financial Wellness Facilitator?
Certified Financial Wellness Coach (COMING SOON)
Why would someone become a Financial Wellness Coach?
Educator
Why would someone become a Financial Wellness Educator?

Certified Financial Wellness Professional

Why would someone become a Financial Wellness Professional?

The day is coming when clients will expect financial wellness certification from their financial professionals. Beyond investments, taxes, mortgages, estate planning, or simply helping with budgeting and credit counseling, clients want industry experts who are solid communicators, behavioral scientists, financial mentors, motivational coaches, and overall wellness gurus. It’s one thing to say you possess these traits. It’s another to have the certification to back it up. Some of the greatest wellness practitioners have collaborated to develop the Foundation for Financial Wellness’s Financial Wellness Professional Certification Program™. 

What competencies are required to become a Certified Financial Wellness Professional?

Seeking Foundation certification in financial wellness will unlock seven modules with a multitude of courses and chapters inside each. The modules cover topics like behavior change, counseling and coaching, facilitation, and education. Participants will also get access to the Foundation’s world-famous 5 Essentials for Financial Wellness™ curriculum. Upon completion of the program, an exam allows the practitioner the opportunity to show competency in all aspects of financial wellness.

Listing of Competencies

What time commitment is required to become a Certified Financial Wellness Professional?

Approximately 20 hours of coursework can be completed at a go-at-your-own pace prior to taking the certifying exam. 

What happens after I pass the certification exam?

Pass the exam and receive a certification mark that will show both current and future clients that your practice goes beyond analyzing the market and making recommendations. You care about the overall wellbeing of everyone with whom you encounter. The certification program caters to the busy professional. Once certified, you will join a community of like-minded wellness professionals and have access to world-class livestreams, videos, and curriculum curated by the Foundation for Financial Wellness. Annual continuing education requirements for certification renewal provides further opportunities to show your commitment to the wellness of your clients.

What is the cost of the certification program?

An individual certification costs $2,500. A group program (5-20 certifications) costs $2,245 per person. An enterprise program (21+ certifications) costs $1,945 per person. The annual renewal fee is $495 for individuals and less for groups and enterprises.

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Financial Wellness Facilitator

The National Wellness Institute (NWI) has partnered with the Foundation for Financial Wellness to develop courses that look at financial wellness through the lens of NWI’s Six Dimensions of Wellness model.

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. 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

Certified Financial Wellness Coach (COMING SOON)

Why would someone become a Financial Wellness Coach?

The Financial Wellness Coach™ certification training has been created in collaboration from two well-known organizations in the financial wellness and coaching industries. Real Balance Global Wellness is a global leader in wellness coaching, and the Foundation for Financial Wellness being a financial wellness advocate and provider to some of the world’s largest organizations and their people.

The concept of Financial Wellness Coaching, may at a glance seem to be intuitive. Interestingly enough, Finance and Wellness have only recently merged into integrated disciplines which are delivered together.

Being financially stable, becoming wealthy, getting out of debt or solving a financial problem have been recurring themes throughout the years, but now we take a more holistic approach by bringing together thought leaders to create a methodology that has not been delivered in this way before.

There’s no better way to illustrate the depth and robustness of expert-designed training than to take a walk through the contents of this training:

1. Financial Wellness from the Inside Out

2. The Mindset Shift

3. The Coaching Alliance

4. Stages of Readiness

5. Assessment & Exploration

6. Accountability & Support

7. Wellness MAPPING 360

8. Ongoing Evaluation

9. Clear & Measurable Outcomes

Coming Soon!

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

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