Financial Wellness Courses

Financial Wellness TrainingOffered in collaboration with the Foundation for Financial Wellness (FFW), NWI's Financial Wellness courses look at financial wellness through the lens of NWI's Six Dimensions of Wellness model and aligns with the NWI Wellness Promotion Competency model.

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 will earn a certificate as a Financial Wellness Facilitator and up to 7* continuing education credits.

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Upcoming Trainings

6-week Self-paced Online Financial Wellness Facilitator Certificate Course

Financial Wellness Facilitator Certificate courses are offered bi-monthly, beginning on the third Monday of the month. Participants must complete all elements during the 6-week course for which they are enrolled, and may do so at their own pace.

Standalone "Case for Financial Wellness" eLearning Course

This "Case for Financial Wellness" eLearning course is available as a standalone course or as part of the Financial Wellness Facilitator Certificate course. Once your payment for the standalone course is processed, you will have instant access to the course for 30 days and must complete all elements and the associated quiz at your own pace during that time.

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.

Registration Rates

Financial Wellness Facilitator Certificate Course (includes the "Case for Financial Wellness" eLearning course)

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

Standalone "Case for Financial Wellness" eLearning Course

Current NWI Members: $90
NWI student members: $50
Non-members: $120 (Join now to save!)

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Course Content

Financial Wellness Facilitator Certificate Course

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” (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.


 

Standalone "Case for Financial Wellness" eLearning Course

This 2-credit eLearning course is available as a standalone course 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.

 


 

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 nwi@nationalwellness.org 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.