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