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On March 9, 2004, Senate Resolution 316 was passed designating April 2004 as “Financial Literacy Month.” Senator Daniel Akaka [HI] sponsored the bill, which resolved to raise public awareness about the importance of financial education in the United States and the serious consequences associated with a lack of understanding about personal finances.


NOMINATE A FINANCIAL EDUCATOR

The people who lead the coursework form the backbone of Financial Literacy education.


The NFEC’s CEO, Vince Shorb states, “Teachers are the single most important influence on student success. The qualifications of financial educators have a direct impact both on short-term student outcomes and on their long-term financial well-being.”

30-MINUTE FREE INDIVIDUAL CONSULTATION

Be Money Wise serves individuals from different financial situations, from financial recovery to financial growth, and can support you through key life events.


No matter where you’re starting, our goal is to help you move toward greater financial security.


TAKE YOUR CHILD TO WORK DAY - EVEN IF IT'S VIRTUAL!

On the fourth Thursday of every April, we observe National Take Your Child to Work Day


This day was set aside for parents to take their children into the workplace to show them what ..................

Brandy Speer

NFEC Certified Financial Education Instructor Brandy Speer has spent years motivating and inspiring audiences to step outside their comfort zone believe in themselves, take action and follow their dreams. After working in corporate America, she is now seen as the go-to motivational speaker for corporate, association and school organizations that want their people to improve their morale, communication skills, teamwork and to ultimately achieve better results. She honed her skills to motivate audiences with her engaging and fun personality. Brandy connects with her audiences and delivers content that they can immediately use.


As an executive in charge of business development and client management, Brandy’s background gives her tremendous insight into business protocol, talent and acquisition, marketing and sales.

She brings extensive consulting experience focused in human resources, executive management, and organizational development experience along with accounting/finance. With her background as a certified human resource professional holding positions in both Fortune 500 and start-up companies, she provides a consistent and impressive performance by leading ground‐breaking initiatives and fostering long‐term success across a broad spectrum of work.

Case Study

financial education Program CASE STUDY REPORT

It’s Time to Get Right with Your Money!


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 are to provide a quality financial education based on the successfully proven curriculum of the

National Financial Educators’ Council (NFEC).


It’s a fact -- choosing a career, spending wisely, saving money, borrowing money, and 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 of the language of money.


The Be Money Wise Project offers learners real-life money skills that enable them to immediately take action

toward the achievement of their dreams and goals. This Case Study was based on a 6-week webinar series

where attendees gained insight into solutions designed to improve their financial well-being

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