Building Sustainable Financial Education Partnerships and Funding Professional Development Course

The Building Sustainable Financial Education Partnerships and Funding course offers a practical, logically sequenced pathway for financial educators to forge partnerships and acquire funding for financial education programs. Delivering financial education with maximum impact requires more than effective teaching skills and content knowledge. Educators must position themselves as trusted consultants capable to align their services with the objectives of the organizations and institutions that sponsor such programs. This course provides a structured approach to attract partners, conduct initiatives professionally, and build high-impact financial education campaigns that last.

The primary focus of all the lessons is to help educators establish a reliable process that organizational clients and funding agencies can trust. You will learn a consultative approach to identifying realistic funding opportunities and the five core service areas organizations expect. You will discover how documentation of program results can be leveraged into practical tools that support ongoing partnerships and funding. Further lessons cover typical funding models for financial education; how funding institutions influence program design; and how educators structure pricing to reflect the full scope of services offered. Trusted professionals also know how to communicate consistently and manage program infrastructure. Finally, the course shows how financial educators demonstrate value to create future opportunities.

At course completion, you will have an individualized business plan that emphasizes applying what you learned to identify partnership opportunities, target organizations, and design programs that align with financial education funding.

Course Content

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