Financial Wellness Facilitator Certificate-Nov/Dec 2020
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Financial Wellness Facilitator Certificate-Nov/Dec 2020

Earn your Financial Wellness Facilitator Certificate! Offered in collaboration with the Foundation for Financial Wellness.

 Export to Your Calendar 11/16/2020
When: Monday, Nov. 16 - Sunday, Dec. 27, 2020
6-week, self-paced online course
Where: Online (self-paced)
United States
Presenter: Brent Hines, Foundation for Financial Wellness
Contact: 715.342.2969

Online registration is available until: 11/16/2020
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Financial Wellness Facilitator Certificate Course

Offered in collaboration with the Foundation for Financial Wellness (FFW), this self-paced online course looks at financial wellness through the lens of NWI’s Six Dimensions of Wellness model. Certificate course participants will gain the knowledge and skills to lead a 55-minute "Living Financially Well" Lunch and Learn. Participants can use the slides, handouts, and other tools provided in the self-paced eLearning course in their own presentations to enhance the financial wellness of the populations they serve.

The 7-credit* Financial Wellness 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. Participants must complete all elements during the 6-week course for which they are enrolled.

  • 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

Financial Wellness Facilitator Certificate courses are offered bi-monthly, beginning on the third Monday of the month.

Facilitator Course Registration Fee

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

If you complete the standalone "Case for Financial Wellness" 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.

*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.


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