Financial Wellness Training with the National Wellness Institute & 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.
Individuals who complete the Financial Wellness Facilitator course will earn a certificate as a Financial Wellness Facilitator and up to 7* continuing education credits. The course provides certificate holders with the tools and knowledge necessary to carry out the "Living Financially Well" Lunch and Learn.
The Financial Wellness Facilitator Certificate course includes the following online modules. Approximate time for completion of each module is included in parentheses.
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 Certificate Course Registration Fee
Current NWI members: $545 | Non-members: $675 (Join now to save!)
Registration includes the PowerPoint slide deck, facilitator notes, handouts, and additional tools to aid in presenting the "Living Financially Well" Lunch and Learn.
*Participants who have earned 2 credits for completion of "The Case for Financial Wellness" course prior to registering for the Financial Wellness Facilitator Certificate course earn 2 fewer CECs for completion of the Facilitator Certificate, as credits cannot be awarded twice for the same training.
"The Case for Financial Wellness" Standalone eLearning Course
By taking part in the 2-credit eLearning 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. This course is included in the Financial Wellness Facilitator Certificate course, but it may be taken a la carte.
Standalone eLearning Course Registration Fee
Current NWI Members: $90 | NWI student members: $50 | Non-members: $120 (Join now to save!)
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.
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