Certified Financial

Education Instruction
Course Overview
 Course Sections

01 07
CFEI Welcome, Instruction: Communicating
Introduction, & Training Strategies for Teaching
Warm-up Activities Personal Finance

02 08
Needs, Role & Mission
Instruction: Education
of Financial Education
Methodologies
Instructors

03 09
Financial Educator Skill
Instruction: Movement to
Sets: Overview, Standards
Action Strategies
& Reasons

04 10
Environment: Creating
a Positive Education
Content Knowledge
Environment at all
Touchpoints

05 11
Professional Development
Planning & Preparation:
& Responsibilities:
Program Design
Professionalism & Growth

06 12
Recap, Final Exam,
Planning & Preparation:
& Certification
Measurements
Requirements
CFEI Welcome, Introduction, & Training Warm-up Activities

• Welcome & Course Overview

• CFEI Course Pre-test

• Purpose of the Introduction Section

• Graduation Requirements

• Understanding the Learner: Learning Style & Stages of Change

• Warm-up Activity: Know, Want to Know, Reasons (KWR)

• Warm-up Activity: Learning Experience Reflection

• Existing Knowledge Activity: VIQQS

• Preview Activity: THIEVES

• Warm-up Activity: Case Method – Instructors

• Warm-up Activity: Case Method – Presentations

◄ Back to Course Sections 3

Needs, Role & Mission of Financial Education Instructors

• Introduction - Needs, Role, & Mission

• Financial Problems

• Financial Educators’ Impact

• Benefits of Financial Education

• Services Financial Educators Provide

• Financial Education vs. Financial Services & Coaching

• What is Financial Literacy & Why People Want to Learn

• Reflection & Visualization

• Your Personal Reasons & Our Shared Mission

• Mission Statement & Advocacy

◄ Back to Course Sections 4

Financial Educator Skill Sets: Overview, Standards & Reasons

• Introduction – CFEI Overview

• Reason for Expertise: Financial Literacy is a Unique Subject

• Reasons for Expertise: Money and Emotions Connection

• Reasons for Expertise: Financial Psychology Factors

• Course Overview: Content Knowledge

• Course Overview: Planning & Preparation

• Course Overview: Classroom Environment

• Course Overview: Instruction

• Course Overview: Professional Responsibilities

• Preview: Framework for Teaching Personal Finance Standards

◄ Back to Course Sections 5

Content Knowledge

• Introduction – Content Knowledge

• Savings, Expenses, & Budgeting Content Knowledge

► Budgeting Fundamentals & Overview
► Setting Savings Goals & Creating a Savings Plan
► Prioritizing Expenses & Opportunity Costs
► Identifying & Reducing Your Expenses
► Create Your Budget & Automate
► Analyzing Your Budget & Addressing Gaps
► Major Expenses – Automobile
► Major Expenses – Renting a Home
► Homeownership Budgeting

• Account Management & Financial Team Content Knowledge

► Choosing Where to Bank
► Banking Essentials & Management
► Banking Essentials & Management
► Debit Cards vs Credit Cards
► Building a Trusted Team

• Loans & Debt Content Knowledge

► Types of Debt
► Loan Fundamentals
► Risk of Debt
► Loan Qualification
► How to Pay Off Debt
► Credit Cards 101
► Automobile Financing - Loan & Lease Options
► Qualifying for a Home Loan

◄ Back to Course Sections 6

Content Knowledge

• Credit Profile Content Knowledge

► Credit Profile Basics
► Benefits & Consequences of Credit
► Understanding Your Credit Profile
► Access Your Credit Report
► Addressing Problems with Your Credit
► Identity Theft Protection

• Income Content Knowledge

► Aligning Your Passion with Income Sources
► Minimizing Income Security Threats
► Evaluating Your Skills and Income Compensation
► How to Prepare for and Identify Income Opportunities
► Income Diversification & Multiple Income Streams

• Economic & Government Influences Content Knowledge

► Introduction to Taxes
► Income Tax
► Consumption Tax
► Investment Tax
► Inflation: Understanding & Planning

• Optional: Risk Management & Insurance Content Knowledge

► What are My Risks & How do I Manage Them
► How Insurance Helps Reduce Risk
► Types of Insurance & Which You Should Consider
► Selecting an Insurance Company & Managing Your Policies
► Estate Planning
► Disaster Preparation

◄ Back to Course Sections 7

Content Knowledge

• Optional: Investing & Personal Financial Planning Content Knowledge

► Why People Invest
► Investment Risk
► Assessing Your Net Worth
► Identifying Your Future Needs
► Investment Preparation
► Personal Retirement Plans
► Employer Sponsored Retirement Plans
► Investment Basics
► Understanding Compounding Interest
► Types of Investments & Risk Tolerance
► How the Stock Market Works
► How People Participate in the Stock Market
► Types of Investment Strategies
► Investing in Bonds
► All About Annuities
► Real Estate: Risks & Rewards

◄ Back to Course Sections 8

Planning & Preparation: Program Design

• Introduction – Program Design Framework

• Design Process Step 1: Discover

• Design Process Step 2: Define

• Design Process Step 3: Design

• Design: Touchpoints & Delivery Methods

• Design: Topics & Life Event Education

• Design: Holistic Approach to Expand Your Audience

• Design: Considering User Experience

• Designing for Program Funding: Understanding Funding Considerations

• Designing for Program Funding: Benefits for Funding Organizations

• Program Execution Framework

• Venue Considerations

• Hosting Your Own Event Case Studies & Considerations

• Program Design Activity: Defining & Segmenting Your Audience

• Program Design Activity: Designing a Thoughtful User Experience

◄ Back to Course Sections 9

Planning & Preparation: Measurements

• Introduction – Measurement & Reporting

• Outcome Measurements for All Stakeholders

• Transtheoretical Model of Behavior Change

• Content Knowledge Measures, Surveys, & Reporting

• How to Quantify Content Knowledge

• Participant Impact & Behavior Change

• Case Study Reporting

◄ Back to Course Sections 10

Instruction: Communicating Strategies for Teaching Personal Finance

• The Brain & Learning

• Communication Strategies: Pass Brain Filters

• Communication Strategies: Neurolinguistic Programming (NLP) Methods

• Communication Strategies: Learning Styles & Interest

• Communication Strategies: Connecting Financial Literacy to Lifestyle

• Common Pitfalls to Avoid when Teaching Personal Finance

◄ Back to Course Sections 11

Instruction: Education Methodologies

• Introduction – Instruction

• Understanding the Learner

• Introductions

• Warm-up Activities

• Educational Reasons

• Visual Education

• Lesson Previews

• Learner-led Education: Case Method

• Skill-building Activities

• Lectures

• Project-based Learning

• Project-based Learning (continued)

• Ongoing Education

◄ Back to Course Sections 12

Instruction: Movement to Action Strategies

• Education Sales Method Strategy: Overview

• Education Sales Method Strategy: Preparation

• Education Sales Method Strategy: Listening & Rapport

• Education Sales Method Strategy: Offer Solutions

• Education Sales Method Strategy: Take Action

• Education Sales Method Strategy: Feedback

• Education Sales Method Strategy: Wrap Up

• Teaching Method Essentials: Motivate

• Teaching Method Essentials: Engage

• Teaching Method Essentials: Educate

• Teaching Method Essentials: Move to Action

• Instruction Design Activity: Stories that Encourage Action

◄ Back to Course Sections 13

Environment: Creating a Positive Education Environment at all Touchpoints

• Introduction – Environment

• Pre-programming

• Launch Preparation

• Implementation: Environment

• Implementation: Learning Environment of Respect & Rigor

• Implementation: Program Measurement Reminders

• Implementation: Authentic Voice

• Implementation: Language & Tone

• Implementation: Addressing Distractions

• Post-programming

• Post-programming (Continued)

◄ Back to Course Sections 14

Professional Development & Responsibilities: Professionalism & Growth

• Continuing Education

• Developing Professionally

• Case Study Building

• Participant Management

• Developing Professional Relationships

• Building Your Professional Image

• Financial Education: Patron Resource Center

Recap, Final Exam, & Certification Requirements

• Steps to Complete Your Certification

• Testing Recap & Preparation

• Graduate Resources, Opportunities, & Support

• Take the Final Exam

◄ Back to Course Sections 15