Consultant services

Our accredited organization's customization is the hallmark of our specialized design process for financial literacy education coursework.  We are leaders in financial literacy education program design and implementation that aligns specifically with the your organization's goals and standards.

  We utilize a three-step design process – Discover, Define, Design to guarantee that your organization gets exactly the type of education program that fits your community requirements that is relatable, adaptable, flexible, and measurable.  Creating a cohesive financial education program that delivers results, requires careful planning of all three phases. 

Our financial literacy education resources are engaging, drive participants to action, and meet core educational standards. The coursework has been widely recognized for its ability to connect with students and inspire participants of all ages and socioeconomic backgrounds to take positive financial action. 

 The overall results of any effective program are directly influenced by its initial design to effect change toward positive financial behaviors. 

We Train Educators To Effectively Teach Financial Literacy Education To Their Students

Our Financial Literacy Education Standards & Framework were developed to establish key benchmarks that guide efficient instruction and learning across core personal finance topics. 

 These standards set performance goals for students, guidelines for educators and tools for lesson plan preparation.  These standards, also, define what a student should know across 10 core, relevant, personal finance topics. 

 The framework is designed to drive learners to higher-order thinking skill sets so they can apply what they have learned to real-life situations.

We provide independent verification of an educator's accomplishments in improving financial capability and/or skilled to teach financial literacy education that meet STATE MANDATES.  

Our certifications are based on Bloom's Taxonomy of Higher Order Thinking and Webb Depth of Knowledge (DOK) theoretical framework.

Our financial literacy professional development program prepares Educators to deliver lessons across a full scope of financial literacy topics.   This training for Educators focuses on creating and deploying financial education programs and analyzing data from program delivery.   

Educators gain the skills, knowledge, and credentials needed to become a distinguished financial education instructor. 

  This program helps Educators acquire the expertise, credibility, and self-assurance they need to teach money management lessons effectively. 

The CFEI® coursework meets standards for the highest academic rigor while providing practical lessons that increase impact as a financial literacy educator.  

This training develops skills and techniques that help motivate, engage, and move participants of all ages to take positive financial action.