Financial Wellness

A Better Relationship with Money!

One of the most important life skills needed to thrive is the ability to manage stress.  Coping with stress is a critical skill, but the best way to manage stress is to reduce what is causing it.  At the top of the list of stressors is finances.  The solutions being offered today tend to focus on budgeting, debt reduction, and retirement planning.  All very important, but unless the individual’s relationship with money changes, nothing will change.  The 5 Essentials for Financial Wellness and The Case for Financial Wellness courses included in our Financial Wellness Facilitator Certificate course prepare you to offer financial life skills that will help employees make better decisions with their money for years to come.  

Financial Wellness

Online Financial Wellness Facilitator Certificate Course

Obtain the knowledge, skills, and resources to enhance the financial wellness of the populations you serve.


Current NWI Member: $545
Non-NWI Member: $675
(Join now to save!)

This 100% online, self-paced 6-week course includes “The 5 Essentials for Financial Wellness” and “The Case for Financial Wellness” eLearning courses

Participants in the full Facilitator Certificate course can use the training, slides, and handouts to facilitate a 55-minute “Living Financially Well” seminar to enhance the financial wellness life skills of the populations they serve. Individuals who successfully complete the course through NWI will earn a certificate as a Financial Wellness Facilitator and 7 continuing education credits.

Course Content

The 7-credit Facilitator Certificate course includes the following online modules. Approximate time for completion of each self-paced module is included in parentheses. Each module and its associated quiz must be successfully completed before the participant is given access to the next module.

  • Module 1 (2 hours): “The Case for Financial Wellness”
  • Module 2 (3 hours): “5 Essentials for Financial Wellness”
    • Thought Barriers to Financial Wellness
    • Essential 1: Budgeting
    • Essential 2: Investing (Getting Started and Retirement)
    • Essential 3: Risk and Insurance
    • Essential 4: Taxes
    • Essential 5: Life and Legacy
  • Module 3 (2 hours): “Living Financially Well” Lunch and Learn Facilitator Training

Continuing Education Credit

Participants can earn 7 continuing education credits upon completion of this course. Click here for more details and a current list of organizations that have pre-approved this course for credit. 

NWI’s Partnership with the Foundation for Financial Wellness

The National Wellness Institute (NWI) has partnered with the Foundation for Financial Wellness (FFW)— whose team includes the former Wellness Program Director at NASA, an award-winning educator, and a top-performing financial advisor—to develop courses that look at financial wellness through the lens of NWI’s Six Dimensions of Wellness model. Typically, people say that after taking part in one of FFW’s learning experience, their employees are less distracted, more engaged, and more satisfied with their work and pay, thus enhancing their overall wellness.


Located in Greenwood Village, Colorado, the Foundation for Financial Wellness was founded by its Executive Director Brent Hines. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and motivation to take control over their financial lives. 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.

Questions about this course?

Email or call NWI at 715-342-2969.


Download Your Copy of the Organizational Wellness Inventory PDF

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