Facilitator Certificate course participants can use the training, slides, and handouts provided in this course 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 will earn a certificate as a Financial Wellness Facilitator and up to 7* continuing education credits.
Financial Wellness Facilitator Certificate courses are offered bi-monthly, beginning on the third Monday of the month (February, April, June, August, October, December). Registration closes the Thursday before the course start date. Participants must complete all elements during the 6-week course for which they are enrolled, and may do so at their own pace.
Thrive in your career with intensive trainings! This NWI Facilitator Certificate course, held in conjunction with the 44th Annual National Wellness Conference, is an excellent way to receive face-to-face training from an industry expert and enhance your NWC 2019 experience.
2019 National Wellness Conference
Gaylord Palms Resort & Convention Center, Kissimmee, Florida Monday, September 30, 2019, 8:30 a.m. – 4:30 p.m. ET
Current NWI members: $545 Non-members: $675 (Join now to save!)
Current NWI members: $699 Non-members: $799 (Join now to save!)
Online Course Content
The 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” (may also be completed separately from the the Facilitator course; see below)
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
Click below to hear the NWI Podcast interview with FFW Executive Director Brent Hines, CFWE, CFWC, on these unique new financial wellness trainings.
"The Case for Financial Wellness" eLearning Course
This 2-credit eLearning course is available a la carte or as part of the Financial Wellness Facilitator Certificate course. By taking part in this course, wellness professionals will have access to tools and materials that will allow them to create a clear argument for financial wellness inside their organizations and community programs.
Standalone eLearning Course Registration Fee
Current NWI Members: $90 NWI student members: $50 Non-members: $120 (Join now to save!)
You must be logged in to your current NWI member or Guest (non-member) account to purchase and access the course in the NWI Online Learning Portal. Once your payment is processed, you will have instant access to the course for 30 days and must complete all elements and the associated quiz during that time. Once registered, access your course at NationalWellness.org/OnlineLearning
Note: If you complete the standalone course and would later like to register for the Facilitator Certificate course, please contact NWI to receive a $50 discount on your Facilitator Certificate course registration.
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.
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
*Participants will receive 2 credits for completion of "The Case for Financial Wellness" course (taken either a la carte or as part of the Facilitator Certificate course) and 5 additional credits for the completion of the full Financial Wellness Facilitator Certificate course.
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.