Financial Educator Certificate Program
Check out our introductory video
Are you looking for training or financial educator certification to better teach others about personal financial management? If so, then the Financial Educator Certificate Program is for you!
What You Will Learn
The Financial Educator Certificate Program equips community-based professionals with knowledge and skills to work with people to manage financial resources, build financial assets, and improve financial health and well-being. The course covers core financial concepts of earning, spending, saving, borrowing, and protecting. The course also includes an overview of financial behavior theory, financial education delivery methods, ethics, and program evaluation.
Through individual study and online interaction with cohort peers, participants will demonstrate mastery of core financial practices, including the ability to:
- Analyze financial situations.
- Set goals.
- Create spending and saving plans.
- Build and repair credit.
- Manage debt.
- Access tax credits.
- Build wealth.
Participants will also understand core tenets of financial education and evaluation, including the ability to:
- Apply financial educational theories.
- Choose appropriate financial education delivery methods for intended outcomes.
- Comprehend key principles in financial education program evaluation.
- Demonstrate ethical principles in financial education.
How the Course Works
This is a synchronous course, meaning participants take it along with a cohort of peers who are all learning the same concepts at the same time. A new module is presented every two to three weeks for most of the course. A final Capstone Project will be completed during the last month of the course. See the complete Course Schedule for more information.
This program uses a combination of videos, activities, case studies, quizzes, downloadable resources, and more to keep you engaged as you work through ten modules. For more information on what you'll learn in the course, see Course Modules.
- The Financial Educator Certificate Program costs $250.
- Participants are expected to spend five to six hours on each of the ten modules.
The certificate will be granted upon the successful completion of all requirements of the program, including:
- Completion of all assignments.
- Active participation in online discussions and chats.
- Achievement of at least 80 percent on each of the Check Your Knowledge quizzes.
- Completion of Capstone Project.
Registration is currently closed. The next course will begin September 2018. Registration will open May 2018.
The Financial Educator Certificate Program is taught by Lori A. Hendrickson, Extension Educator — Family Resiliency; Mary Jo Katras, Program Leader — Family Resiliency; and Catherine Solheim, Professor — Family Social Science.
Development of this program was financially supported by the Greater Twin Cities United Way. The College of Education and Human Development — University of Minnesota provided instructional design and technology production support.