Financial Wellness Courses
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Financial Wellness Is Critical – Especially Today!

For a limited time, the National Wellness Institute (NWI) and the Foundation for Financial Wellness (FFW) are offering an opportunity for you to learn the essentials of financial wellness at no cost.

Or, lead the change by becoming a Financial Wellness Facilitator at more than 50% off the NWI member rate.

Offer extended until June 30, 2020!




The 5 Essentials for Financial Wellness

The 5 Essentials gives you the chance to build a better relationship with your finances.

During this 100% online course, you’ll gain the fundamentals to better understand:

  1. Budgeting
  2. Investing
  3. Risk & Insurance
  4. Taxes
  5. Life & Legacy 

This self-paced training allows you to work when you can, but still have a community to seek advice, help, and a better understanding about how you cope with your own financial circumstance.  The 5 Essentials training may also be taken as part of the Financial Wellness Facilitator Certificate course.

Don't miss this opportunity to participate in premier financial wellness education and counseling. Spots are filling up fast!


Register for Free Today!

PLEASE NOTE: You will be redirected to FFW’s site for registration. CECs are not available when taking the free course. CECs are available with the Financial Wellness Facilitator course.




Financial Wellness Facilitator Certificate Course

Don’t just learn it — facilitate it yourself!


This 100% online, self-paced 6-week course includes “The 5 Essentials for Financial Wellness" and “The Case for Financial Wellness" eLearning courses

This is not financial advice, rather, it is you facilitating a session on getting people ready to take the next steps toward having more financial capabilities and understanding how their financial wellness affects their overall well-being.

Participants in the full Facilitator Certificate course can use the training, slides, and handouts provided 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 through NWI will earn a certificate as a Financial Wellness Facilitator and 7 continuing education credits.


Current NWI members: $545 $270
Non-members: $675 $400
 (Join now to save!)

View & Register for Upcoming Courses


Course Content

The 7-credit* 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”
  • 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

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.

An NWI Education Partnership

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.


Questions about this course?

Email or call NWI at 715-342-2969.

*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.