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THE VOICE OF THE WELLNESS COMMUNITY
Financial Wellness

Online Financial Wellness Facilitator Certificate Course

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

Registration

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

Don’t just learn it — facilitate it yourself!

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 provided to lead a 55-minute “Living Financially Well” Lunch and Learn to enhance the financial wellness 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. 

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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.

An NWI Education Partnership

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 [email protected] or call NWI at 715-342-2969.


NWI Event Cancellation Policy: Should you be unable to attend, a substitute delegate is welcome at no extra charge. A charge of 10% of the registration fee will be made for cancellations received in writing (or e-mailed with confirmation received) more than 15 business days prior to the start of the event. A charge of 50% of the registration fee will be assessed for cancellations received 15 or less business days prior to the start of the event. If you have any questions regarding your registration, contact NWI.