Course Content
Welcome, Course Overview, and Case Study
Foundation for Opportunities, Consultant Positioning, & Target Markets
Professional Services and Consultant Execution
Marketing Assets, Pricing, and Packages
Recap & Test Preparation
Introduction, Course Navigation, and Support
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4 Segments
1 Test
Welcome Message from CEO
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Course Pretest, Survey, and Download
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Course Preview, Objectives, & Learning Outcomes
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Case Studies: Review of Other Financial Education Programs
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Chapter 1: Welcome, Course Overview, and Case Study – PreTest
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Professional Foundation and Objectives
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4 Segments
Overview Video & Warm-Up Activities
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Business and Brand Foundation
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Key Foundation Objective: Prove Program Impact
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Leveraging Case Studies for Financial Wellness Program Consultant Positioning
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Identifying Opportunities
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8 Segments
Overview Video & Warm Up
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Where to Start and Initial Key Objective
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Optional Lessons: Instructions & Details
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Opportunities: Community Groups, Nonprofits, & Faith-Based Organizations
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Opportunities: Schools & Academia
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Opportunities: Government Organizations
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Opportunities: Corporate Institutions & Financial Services
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Opportunities: Miscellaneous Organizations & Multi-Category
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Chapter Assessment & Capstone
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1 Test
Chapter 2: Foundation for Opportunities, Consultant Positioning, & Target Markets
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Services Financial Wellness Consultants Offer
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7 Segments
Overview Video & Warm-Up
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Program Consultation and Design
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Personnel: Educator Services
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Personnel: Coaching Services
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User Experience and Program Delivery
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Program Reporting and Outcomes Measurement
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Client Education Resources
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Preliminary Program Buy-In, Discovery, and Program Design
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6 Segments
Overview Video & Warm-Up Activities
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Preliminary Program Exploration Buy-In
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Organizational Discovery
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Define: Organizational Objectives
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Program Design
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Presenting Your Solution & Full Program Buy-In
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Chapter Assessment & Capstone
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1 Test
Chapter 3: Professional Services and Consultant Execution
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Marketing Asset Development
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5 Segments
Overview Video & Warm-Up Activity
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Case Study as an Asset
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Repurposing Case Studies Into a Marketing Asset Library
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Sales and Relationship Funnels
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Professional Communications
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Overview of Funding and Revenue Opportunities
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5 Segments
Overview Video & Warm-Up Activities
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Business Models for Financial Educators & Coaches
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B2B Funding Sources
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Matching Business Models and Funding Sources
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Wrap-Up: How the Funding Models Work Together
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Pricing Strategy, Pilot Programs, and Partnership Growth
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5 Segments
Chapter Overview Video & Warm-Up Activities
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Pricing Factors and Guidance
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Pricing Starting Point & Line Item Invoicing
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Pilot Programs
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Budget Constraint Clients: Strategic Negotiation & Trade-Offs
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Finalizing & Expanding the Opportunity
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3 Segments
Overview Video & Warm-Up Activities
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Operational Infrastructure and Invoicing
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Program Execution and Rebooking
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Chapter Assessment
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1 Test
Chapter 4: Marketing Assets, Pricing, and Packages
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Chapter Overview
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3 Segments
Systematic Review with Selective Attention
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Overview of Key Points
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Course Feedback Survey & Comments
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Final Test
Building Sustainable Financial Education Partnerships and Funding – Final exam
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