1.) Financial Wellness Facilitator
Why… would someone become a Financial Wellness Facilitator?
A Financial Wellness Facilitator is typically someone who is interested in deepening his/her knowledge about the financial wellness industry and would like the opportunity to facilitate learning opportunities at their own workplace or at other organizations. Regardless, if you are a Financial Professional, a Wellness Professional or a Benefits Professional, this certification may be a good fit for you if you want to educate both Employers and Employees on financial wellness at the workplace.
What… are the benefits of being certified through the Foundation for Financial Wellness?
The Foundation for Financial Wellness is recognized as a leading provider of financial wellness programs. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and motivation to take control of their financial futures. 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.
Certified Financial Wellness Facilitators will receive the following:
Foundation for Financial Wellness marketing material
Knowledge gained by completing the 5 Essentials of Financial Wellness eLearning class
Curriculum for delivering the “Living Financially Well” Lunch & Learn
Curriculum for delivering the “Case for Financial Wellness” webinar/seminar
Ability to offer free 1:1 financial counseling with our Certified Financial Wellness Counselors to participants of all Foundation for Financial Wellness courses you facilitate
What… is the cost of becoming a Financial Wellness Facilitator?
Time: 7 hours of interactive eLearning (The 5 Essentials of Financial Wellness), 60-minute online exam
Effort: Your buy-in, commitment and focus to be a champion of the Financial Wellness movement
Dollars:
Current National Wellness Institute members: $545
Non-members of National Wellness Institute: $675 (Join now to save!)
What… is the agenda?
The Case for Financial Wellness
A Picture of Financial Distress
Impact on Organizations and Communities
A New Approach: Financial Wellness
5 Essentials for Financial Wellness
Complete all 5 Essentials as a Student
Lunch & Learn Training
How to Deliver the Lunch & Learn version of the 5 Essentials for Financial Wellness
Sales & Marketing of Financial Wellness Programs
How to Promote the Foundation for Financial Wellness
Learn Effective Sales Techniques
How… it Works
Click More Details to be directed to the National Wellness Institute web page for Financial Wellness Facilitator info
2.) Financial Wellness Educator
Why… would someone become a Financial Wellness Educator?
A Certified Financial Wellness Educator is typically someone whose business is retirement and financial planning. As a Certified Financial Wellness Educator, you will have access to the marketing resources and robust curriculum available through the Foundation for Financial Wellness. These will add value to your offerings at your current employer client base or will be the differentiator that will open doors for new business opportunities.
What… are the benefits of being certified through the Foundation for Financial Wellness?
The Foundation for Financial Wellness is recognized as a leading provider of financial wellness programs. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and motivation to take control of their financial futures. 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.
Certified Financial Wellness Educators will receive the following:
Foundation for Financial Wellness marketing material
Knowledge gained by completing the 5 Essentials of Financial Wellness eLearning class
Curriculum for delivering the “Living Financially Well” Lunch & Learn
Curriculum for delivering the “Case for Financial Wellness” webinar/seminar
Ability to offer free 1:1 financial counseling with our Certified Financial Wellness Counselors to participants of all Foundation for Financial Wellness courses you deliver
Access to Wealth Management Network (for qualified financial advisors only)
Access to all 24 Instructor-led courses
What… is the agenda?
The Case for Financial Wellness
A Picture of Financial Distress
Impact on Organizations and Communities
A New Approach: Financial Wellness
5 Essentials for Financial Wellness
Complete all 5 Essentials as a Student
Lunch & Learn Training
How to Deliver the Lunch & Learn version of the 5 Essentials for Financial Wellness
Sales & Marketing of Financial Wellness Programs
How to Promote the Foundation for Financial Wellness
Learn Effective Sales Techniques
Business Model, Operations and Workflow
A Look Back – 10 Years of Lessons Learned
Financial Wellness Business Models
Class Coordination
Pre & Post-Class Workflow
5 Essentials for Financial Wellness as an Educator
Effective Professional Speaking
Behavior and Neuroscience
Audience Engagement
Process Orchestration
What… is the cost of becoming a Financial Wellness Educator?
Time:
5 hours of Financial Wellness Facilitator, interactive eLearning
3 hours of Financial Wellness Educator, interactive eLearning
60-minute online exam
Effort: Your buy-in, commitment and focus to be a champion of the Financial Wellness movement
Dollars: $1,495 annual fee ($500 annual renewal)
**Through January 21, 2019, take advantage of our 15% discounted rate (saving you $225) for your training!**
How… it Works
Step 1: Click the Apply Here button below to submit your application
Step 2: Receive an approval e-mail from us with an invoice. Submit payment for the training.
Step 3: Once invoice is paid, you will receive your login details and instructions on how to access your eLearning!
3.) Financial Wellness Counselor
Why… would someone become a Financial Wellness Counselor?
A Certified Financial Wellness Counselor is typically a Financial Planner. As a Certified Financial Wellness Counselor, you will have access to the Foundation for Financial Wellness marketing resources and robust curriculum that may be offered at worksites. These will add value to your offerings at your current employer client base or will be the differentiator that will open doors for new business opportunities.
Financial Wellness Counselors agree to providing free one-hour sessions to each employee participant. Following the free one-hour session, several participants will ask the counselor to engage in additional counseling and will request to become a Client.
What… are the benefits of being certified through the Foundation for Financial Wellness?
The Foundation for Financial Wellness is recognized as a leading provider of financial wellness education. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and motivation to take control of their financial futures. 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.
Certified Financial Wellness Educators will receive the following:
Foundation for Financial Wellness marketing material
Experience of completing the 5 Essentials of Financial Wellness eLearning course
Curriculum for delivering the “Living Financially Well” Lunch & Learn
Curriculum for delivering the “Case for Financial Wellness” webinar/seminar
1:1 financial counseling session to participants of Foundation for Financial Wellness courses
Access to Wealth Management Network (for qualified financial advisors only)
Access to all 24 Instructor Led courses
What… is the agenda?
The Case for Financial Wellness
A Picture of Financial Distress
Impact on Organizations and Communities
A New Approach: Financial Wellness
5 Essentials for Financial Wellness
Complete all 5 Essentials as a Student
Lunch & Learn Training
How to Deliver the Lunch & Learn version of the 5 Essentials for Financial Wellness
Sales & Marketing of Financial Wellness Programs
How to Promote the Foundation for Financial Wellness
Learn Effective Sales Techniques
Business Model, Operations and Workflow
A Look Back – 10 Years of Lessons Learned
Financial Wellness Business Models
Class Coordination
Pre & Post-Class Workflow
5 Essentials for Financial Wellness as an Educator
Effective Professional Speaking
Behavior and Neuroscience
Audience Engagement
Process Orchestration
Delivering the 1:1 Counseling Session
Wealth Management Network Process
Wealth Management Network/Foundation for Financial Wellness Relationship
Two Models: IMO-partners and Fee-based Partners
Servant Selling (on-going reinforcement)
Leverage WMN Infrastructure and Community (CRM, Video, Marketing)
What… is the cost of becoming a Financial Wellness Counselor?
Time:
5 hours of Financial Wellness Facilitator, interactive eLearning
3 hours of Financial Wellness Educator, interactive eLearning
2 hours of Financial Wellness Counselor, interactive eLearning
60-minute online exam
Effort: Your buy-in, commitment and focus to be a champion of the Financial Wellness movement
Dollars: $2,495 annual fee ($1,000 annual renewal)
**Through January 21, 2019, take advantage of our 15% discounted rate (saving you $375) for your training!**
How… it Works
Step 1: Click the Apply Here button to submit your application
Step 2: Receive an approval e-mail from us with an invoice. Submit payment for the training.
Step 3: Once invoice is paid, you will receive your login details and instructions on how to access your eLearning!
For additional questions, please email us at Counselor@FFWTeam.org
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