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Who confers the CFEd ® designation?
The CFE Certified Financial Educator®, or CFEd®, is awarded and supervised by the Heartland Institute of Financial Education through its Governing Board.
The CFEd® designation is awarded to those individuals who have proved competency in the understanding and presentation of educational financial planning courses, through the successful completion of a comprehensive exam. In addition, these individuals must have a minimum of 3 years experience in financial services or related industries, as well as experience in teaching or training.
What are the benefits of becoming a CFEd®?
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Use of The Designation - This designation is unique in the recognition of professionals in both financial services and in teaching adult learners.
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Opportunity to Market as a CFEd® - The CFEd® creates a valuable market “niche” which will distinguish you from others in your field. Many professionals want to be regarded as knowledgeable and credible. This designation provides a completely new way to introduce your services.
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Recognition by Human Resource Professionals - One of the greatest dilemmas faced by human resource professionals today is how to provide effective, non-solicitous financial education to their co-workers and employees. The CFEd® is the credential they are looking for.
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Recognition by the Public - Adults in every part of the country are in need of financial education. They simply don’t know where to find it. The CFEd® now offers them an opportunity to learn from a professional who has experience, knowledge and the ability to practically apply that knowledge in teaching others.
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Recognition by Colleges & Universities - Accredited educational institutions are very interested in improving and promoting financial literacy. The Heartland Institute of Financial Education has worked to make these institutions aware and excited about the CFEd® designation program.
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Recognition by FINRA - The CFEd® is recognized by the FINRA and is listed on the FINRA Web site.
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HR Newsletter - Access to the Institute’s newsletter and Web site written specifically for human resource professionals. Registry Members are listed on the Web site for HR professionals’ easy access. The newsletter can be e-mailed to HR professionals as a point of contact.
What Are The Benefits of becoming a member of the Registry?
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Sponsorship through the Institute Consortium of Colleges and Universities as a select instructor for schools such as Kent State, University of Nebraska – Lincoln, University of North Carolina at Pembroke and others. -
Participation in the Institute’s national network of companies needing local instructors to teach financial wellness courses to employees in locations across the United States. - Three days of practical instruction packed with the “whys and wherefores” of the Institute’s Financial Wellness college course system. This three day intense training covers every step of the process from compiling lists of possible contact companies to phone calls to HR professionals to teaching Institute classes.
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Access to the Institute’s newsletter and Web site written specifically for human resource professionals. Registry CFEd® members are listed on the Institute’s Web site for HR professionals’ easy access. The newsletter can be e-mailed to HR professionals as a point of contact. -
Institute coaching and CFEd® networks that support new CFEd® professionals with tried-and-true ideas for promoting and teaching the Financial Wellness course. -
A facilitator’s guide that provides helpful details on how to structure your business for success, how to contact companies (including letters, mailers, phone scripts, etc.), a complete marketing guide, how to find the right companies and how to manage the entire class system. -
Instructor’s Manual complete with story boards, speaker notes, objectives and suggestions for each section and a word by word script for the entire course. -
A Point-of-Contact Guide for your use (they can be ordered directly from the Institute). Our guides use the studies, verbiage, graphs and tables proven to get the HR training-person’s attention and to guide a smooth presentation of your educational benefit to the organization. These guides address all the salient issues from employer cost/benefit to employee absenteeism, healthcare costs and workplace moral.
How do you ensure quality delivery of your classes?
In an effort to provide excellence in financial education throughout the United States, the Heartland Institute of Financial Education, a 501(c)(3) non-profit organization, has established the following criteria:
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All courses are sponsored and taught through an Institute-affiliated college, organization or university. -
All courses must be taught by instructors certified by the Institute. Each instructor must be trained by the Heartland Institute and successfully pass an exam to become a CFE Certified Financial Educator®. -
Courses are sponsored by businesses, associations, groups, and other organizations for the benefit of their employees or associates. -
Courses are taught on-site at the organization's location. -
Instructors provide the Institute workbook text for each employee in the class. This is a copyrighted program and copyright laws may not be violated. -
Self-promotion by instructors during class is strictly prohibited. -
The Heartland Institute reserves the right to terminate any instructor who, in the Institute’s opinion, has violated the integrity of the program. -
Each Instructor must complete annual continuing education relative to subject matter of the courses taught. -
We use the following texts to teach CFEd® professionals about developing adult learners and financial planning principles.
Delivering Financial Literacy Instruction to Adults
*This Text book must be ordered directly from HIFE, please contact HIFE for further instruction
The Tools and Techniques of Financial Planning
Want more information? Read our Newsletters.
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