The Certified Financial Education Instructor (CFEI®) course equips aspiring educators with the knowledge, skills, and professional standards needed to teach personal finance with confidence and impact. Beginning with foundational concepts in financial literacy and behavioral finance, the program explores how emotions, habits, life experiences, and social influences shape financial decision-making. Learners gain a deep understanding of core personal finance topics—including budgeting, banking, credit, debt, loans, and income—while developing the instructional techniques necessary to make these concepts meaningful and accessible for diverse audiences.

Throughout the training, participants learn how to design, deliver, and evaluate high-quality financial education programs using research-backed frameworks such as the Discovery → Define → Design model. The course emphasizes real-world application, measurable outcomes, and learner-centered instruction, guiding educators through program planning, classroom delivery, assessments, and post-program follow-up. Professionalism, ethics, and effective communication form a critical part of the curriculum, preparing educators to earn trust and work responsibly with sensitive financial information.

By the end of the course, participants complete assessments, a capstone project, and a professional portfolio that demonstrate their readiness to teach. Graduates leave prepared not only to provide accurate financial guidance, but also to create positive learning environments, support long-term behavior change, and contribute meaningfully to the financial well-being of individuals and communities.

Please scroll down to Course Content and click on Introduction & Course Overview to begin the course.