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Financial Wellness Facilitator Certificate Course (On-demand)

Financial Wellness Facilitator Certificate Course

Course Description
Managing stress is a critical skill for well-being, but the best way to address stress is to reduce what is causing it. At the top of the list of stressors for many is their finances. The solutions being offered today tend to focus on budgeting, debt reduction, and retirement planning. These are important, but unless the individual’s relationship with money changes, nothing will change.

Offered in collaboration with the Foundation for Financial Wellness, this self-paced, on-demand course prepares you to offer the “Living Financially Well” Lunch and Learn to help individuals understand how their relationship with money impacts all dimensions of their wellness (and vice versa) and to equip them with tools  to support their financial wellness and overall well-being for years to come.
Learning Objectives
As a participant in this facilitator training, you—and the individuals to whom you present the “Living Financially Well” Lunch & Learn—will be able to:
    • Connect your experience around your personal financial wellness to the National Wellness Institute’s (NWI’s) Six Dimensions of Wellness Model and the Multicultural Wellness Wheel.
    • Determine how financial wellness impacts all aspects of the Six Dimensions of Wellness Model (including all areas of a person’s work and home life).
    • Recall the names of the 5 Essentials for Financial Wellness
    • Identify thoughts that prevent individual financial wellness and evaluate methods to create a plan to change those thought barriers.
    • Identify strategies to prepare and stick to a budget and eliminate debt.
    • Examine and mitigate the biggest financial risks most individuals face.
    • Understand how an approach to investing (and financial wellness) can be aligned with one’s life vision, values, and goals.
Registration Info
Six-week Online Access
Member: $545
Guest: $675

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Who Should Attend?
Anyone working with individuals or groups to reduce stress and enhance well-being can benefit by adding this facilitator training to their toolkit. Financial background not required!
Continuing Education Credit (CEC)
This course is eligible for 7 CECs and pre-approved for: NWI CWP (Category 1), ACSM, HRCI, SHRM-CP, & SHRM-SCP. View NWI's CEC Info page for more details.
Course Requirements + Modules
The 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, and all materials downloaded, within six weeks of registering for the self-paced course.

Modules should be completed in the following order:
    • 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
Presenter: Brent Hines, CFWE, CFWC
Brent Hines is the Founder and Chairman of the educational non-profit  Foundation for Financial Wellness. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and the motivation to take control of their financial lives. The Foundation’s curriculum is rooted in the principles of Behavioral Finance and Behavior Change Modeling, which makes every class topic taught by the Foundation unique, innovative, and extremely valuable.