CFEI case studies
CFEI · Put your knowledge to work in context.
The Certified Financial Education Instructor (CFEI®) credential is offered by the National Financial Educators Council (NFEC), which describes itself as a social enterprise and an IACET-accredited provider that has trained and certified over 5,000 graduates of its CFEI course. The credential is aimed at practitioners who teach personal finance - classroom educators, workplace benefits and HR staff, nonprofit and community program leaders, coaches, and others who deliver financial literacy instruction. The CFEI case studies are 5 cases and about 2,348 words.
1The Grant That Requires a Guarantee
You direct financial education for a regional nonprofit. A foundation grant of $40,000 funds a 10-week budgeting and credit course for 120 adults in a workforce reentry program.
512 words, about 3 min2The Testimonial on the Brochure
A credit union sponsors your financial education workshops and, as part of the sponsorship agreement, asks for marketing copy. The draft brochure includes a quote attributed to a former participant: 'This class raised my credit score 120 points in two months!' The participant did say something like this, but you know her score rose partly because she simultaneously paid down a collections account with a tax refund.
500 words, about 3 min3The Learner Who Wants to Cash Out
In a retirement-planning module for a community class of 18 adults, a participant, Mr. Okafor, 61, asks privately after class whether he should take a lump-sum distribution from his employer plan to pay off $22,000 in credit card debt at 24% APR.
483 words, about 2 min4Two Cohorts, One Instructor, Conflicting Standards
Your organization delivers a standardized financial education curriculum and is accredited to a national standard requiring a minimum of 8 instructional hours plus a pre- and post-assessment for each participant. A corporate client wants a compressed 3-hour 'lunch-and-learn' for 60 employees and will pay $9,000, which covers your program's entire quarterly budget gap.
406 words, about 2 min5When the Data Looks Too Good
You run a 6-session financial education program and report outcomes to a city funder. Of 200 enrollees, 140 attend at least one session, 90 complete all six, and 70 submit both pre- and post-assessments.
447 words, about 2 min