Join the Financial Educators Council’s Caribbean Region Advisory Board

Do you feel passionate about raising financial wellness in your community and seek to share your expertise to support community members to improve their financial security?

If so, there is an opportunity to join the National Financial Educators Council’s Caribbean Region advisory board. As an Advisory Board Member, you place yourself in position to share your knowledge with your local community and provide financial wellness program donations to its citizens.

The NFEC is currently inviting members to build advisory boards for select countries in the Caribbean region. Although our focus is on Bahamas, Barbados, Belize, Jamaica, and Trinidad and Tobago, all countries in the Caribbean are welcome to apply.

Mission: Strengthening the Nation with Sustainable Economic Empowerment Programming

The National Financial Educators Council’s vision is to develop scalable, sustainable economic empowerment initiatives that make a real difference in people’s lives at the community level across the Caribbean region. To make this vision a reality, we focus on three pillars:

Pillar 1

Increase Access & Develop Sustainable Financial Education Programming. Provide resources, training, personnel, and support to build scalable financial wellness programs in communities in every country

Pillar 2

Raise Awareness for Economic Empowerment through Financial Education. Promote the adoption of financial literacy in schools, involve families in teaching children about money, and encourage individuals to build their knowledge.

Pillar 3

Develop Relationships to Deploy and Sustain Community Financial Wellness. Form partnerships between community leaders, stakeholders, and beneficiary organizations to mobilize individuals who feel passionate about empowering their communities.

Board Members’ Key Traits & Qualifications

We are looking for professionals who desire to foster the growth of financial wellness programming that can be sustained in their communities. Following are the three core areas that define the core characteristics of an advisor qualified to support our vision:

Passion

A deep belief in the importance of promoting financial wellness and a desire to make individuals, loved ones, and communities stronger through financial education.

Expertise

People who have expertise in the channels that strengthen our community campaigns including representatives from education, the media, community groups, and financial services.

Ethics

Financial services professionals who have a history of ethical integrity, community engagement, and respected professional positioning.

Board of Advisors Role

Board members meet a minimum commitment of 2 to 5 hours per year toward the advisory role. Although your role may vary at different times, following are the main functions:

  • Share Your Expertise
    Join and participate in virtual board meetings and/or committee meetings 2 to 5 times per year.

  • Deepen Understanding
    Allocate time toward keeping up with the Council’s initiatives and evolving community plan.

  • Community Conversations
    Share your passion for and involvement with the cause to promote financial wellness when appropriate.

Next Steps – Action Required

Complete the brief application. From there, the NFEC will conduct an online review and complete a compliance check. Selected applicants will then be invited to a meeting with our executive team to finalize board approval.

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Terms of Board Participation

I do not have a governing body; OR I am in good standing with my industry’s governing body(s) and will notify the Council if this standing changes at any point during my term.
I do not have a governing body; OR I am in good standing with my industry’s governing body(s) and will notify the Council if this standing changes at any point during my term.
I will do my best to attend virtual board meetings at least 4 times per year. [We understand the times won't always work with your schedule].
I will do my best to attend virtual board meetings at least 4 times per year. [We understand the times won't always work with your schedule].
I understand that my board contribution supports key initiatives such as state chapter operations, financial education programming, outreach campaigns, and promotional efforts that highlight board member involvement and impact.
I understand that my board contribution supports key initiatives such as state chapter operations, financial education programming, outreach campaigns, and promotional efforts that highlight board member involvement and impact.
Economic empowerment of my community's citizens through financial education is a cause that is important to me, and I want to be directly involved in local leadership.
Economic empowerment of my community's citizens through financial education is a cause that is important to me, and I want to be directly involved in local leadership.