South Carolina-based Organization: Resources, Support, Benefaction

The Financial Educators Council of South Carolina’s mission is to make high-quality financial education programming more accessible. We do so by helping organizations develop, deploy, and scale comprehensive financial education initiatives.

All resources and support are provided complimentary to South Carolina-based organizations with an interest in bringing financial education to their communities. Resources are available to serve all ages and to support any size and scope of financial education programming. We offer two opportunities for organizations to access these resources, one with no eligibility requirements and one with qualification guidelines.

Who Qualifies

Complimentary resources are available to organizations and individuals engaged in non-commercial, educational, or community-based financial education, including:

Schools K – 12 and Individual Teachers

Nonprofit and Charitable Organizations

Faith-based
Organizations

Groups serving Military
or Veterans

Opportunities for Complimentary Resources

Opportunity 1) Complimentary Workshop Package & Resources

No Qualification Requirements – Instant Access

All South Carolina-based organizations are eligible to receive financial education programming resources for all ages. Package includes:

Select Workshops & Curriculum
Supplemental Coursework Resources
Financial Education Tests & Assessments
Learner Outcome & Standards Guides
Learner Badging Opportunities

All Organizations Qualify – Instant Access

Opportunity 2) Full Financial Education Programming Benefaction

For qualifying organizations delivering financial education, the SCFEC provides end-to-end support so instructors and program leaders can focus on impact rather than infrastructure.

Whether launching a new program or strengthening an existing one, the SCFEC supplies everything needed – including curriculum, educator training, instructional resources, assessment tools, and outcome measurement support. Our approach reduces time, cost, and staffing demands while improving program quality, consistency, and measurable results. Funding opportunities are available for organizations that report on program impact.

Apply for Full Programming

Full Financial Education Programming Benefaction Details

Program Development & Deployment Support

Program Consultant. Your assigned consultant guides the lesson plans and activities that best meet learner needs.
Program Director. Each group is assigned a personal director who manages deployment and ongoing support needs.
Data Review & Redesign. Your Consultant & Director review data at set milestones and make data-driven modifications to enhance programming.

Team Training & Third-party Presenters

Instructor Education. CFEI® Certified Financial Education Instructor℠ Training for in-house trainers.
Certified Speakers. Speakers are made available through the Council and provided complimentary.
Trainer & Team Readiness. Training for volunteers and any others in contact with students.

Educational Resources

Live-presentation Resources. Over 400 hours of curriculum and presentations are curated for your learners.
Tech-based Learning Resources. Includes comprehensive eLearning programming and mobile learning tools.
Special Education Events. The individuals you serve can participate in online and in-person financial education events.

Pre-Programming Resources

Discovery Resources. Testing and surveys are provided in advance of the training to better understand participants’ needs.
Learner Experience Package. Having professional initial communication, event banners, and décor helps ensure a positive initial impression.
Marketing & Promotions Package. Build interest and expand the reach of the program with a provided promotion.

Post-Programming Resources

Ongoing Education. All participants will have access to ongoing education via calendar reminders, eLearning, and mobile application.
Measurement & Reporting. Tools to measure results are provided and progress reports are conducted by the WFEC.
Recognition Package. The NFEC provides all participants with recognition for their accomplishments – badges, certificates, and completion letters.

Funding Resources, Donations & Support

Funding Package. Comprehensive resources to help you raise funds includes grant guide and sponsorship tools (your organization keeps 100% of monies raised).
Business Resources. Receive a financial education business model plan and support building a program that can scale.
Monetary Donations. Starting in Year 2, select organizations will receive funding from the National Council to expand programming.

How to Qualify for Your Full Financial Education Benefits Package

Step 1: Complete Certified Financial Education Instructor® Training

Because educator competency is the primary determinant of learner success, completion of the Certified Financial Education Instructor® (CFEI®) program is required for all participating instructors. This requirement is non-negotiable and ensures instructional quality, consistency, accountability, and measurable outcomes across all programs.

Upon successful completion of the CFEI® credential and the required next step, participants receive full access to NFEC’s turnkey financial education programs and support resources. The CFEI® training must be completed within 6 months. A $147 refundable deposit is required to confirm serious commitment to student outcomes and program completion. This will be fully refunded after the completion of the CFEI course and step 2. Learn more about the CFEI training program.

Step 2: Teach a Financial Education Class

After earning the CFEI®, participants must teach at least one financial education class (in person or online) and submit event photos along with an outcomes report. This step must be completed within 6 months after receiving the CFEI designation. Upon verification, participants receive a refund of the $147 deposit, access to additional support resources, and exposure to potential funding opportunities.

Provide training to at least 10 participants and those participants must complete at least 10 hours of training.
All of the training must be conducted by a Certified Financial Education Instructor℠ .
Must complete a template report we provide you that includes program results, description of the training, and photos.

Next Steps – Register for the CFEI to Start

By now, you understand how this program empowers you to make a real, measurable impact in the lives of your peers or younger students. We appreciate your commitment to advancing financial education and stepping into a leadership role that truly strengthens your school and community.

To ensure quality and consistency, all instructors must complete the Certified Financial Education Instructor® (CFEI®) training within 6 months; a $147 refundable deposit confirms commitment, and full access to NFEC programs is granted upon completion.