About: Mission, History, Values & Media

We are a group of Certified Financial Education Instructors, coaches, and consultants from all over the U.S. working in collaboration with the National Financial Educators Council (NFEC), and who are committed to provide a way for people to help themselves realize their dreams & goals of financial security.

Our Live Zoom events and workshops are fun & engaging – designed to empower you to take control of your finances no matter your starting point. Our trained and certified financial educators will help you re-design your money relationship in a completely new way, where you are empowered and full of possibilities.

A societal problem that crosses all demographic groups, is stress over financial circumstances. A systemic lack of financial education early in life is a major root cause of this stress. Our mission as Certified Financial Educators is to provide that quality financial education based on the successfully proven curriculum of NFEC, along with our personal experiences and professional expertise.

Mission & Social Vision

It’s a fact -- choosing a career, spending wisely, saving money, borrowing money, making investments (like buying a house or automobile) are all important actions that can make or break us financially. Being financially literate is critical to securing a strong financial future. Every day these decisions are being made without the proper comprehension about the language of money.

The Be Money Wise Project offers a program that provides learners with real-life money skills that enables them to immediately take action toward the achievement of their financial dreams and goals. You will gain insight into solutions designed to improve your financial well-being and the financial well-being of the lives of your loved ones.

NFEC’s Social Impact Strategy

The NFEC is a social impact company focused on advancing financial wellness. We work toward this goal daily, balancing profit and growth with social impact and community improvement. We are guided by these values:

Empowerment

Develop and mobilize community champions and empower them with the resources, knowledge, and processes they need to help their communities.

Independence

We create high-quality, unbiased financial wellness resources with the primary objective of helping people improve their financial outlooks.

Leadership

The NFEC spearheads the financial wellness movement around the world through advocacy and raising awareness.

Accreditation

As an IACET Accredited Provider, the NFEC offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.

Social Impact

As a Certified B Corporation, the NFEC meets the highest standards for socially responsible commerce, using the power of business to build more sustainable economies.

Setting Industry Standards

Until the NFEC, the financial wellness industry provided limited guidelines for financial education instructors and financial coaching professionals. There were existing standards for learners; however, those standards were not aligned with youth developmental needs and failed to address the behavioral aspects of adult education. The NFEC fixed this problem.

Working with a team of over a hundred professionals from financial services, traditional education, personal finance, and psychology – the NFEC developed standards for both the people delivering the education and those learning the subject matter.