PII and Learner Data Protection for Financial Educators & Coaches

The National Financial Educators Council is developing a course on protecting learner personal information, Personally Identifiable Information (PII), and sensitive financial information in financial education and coaching settings. The course focuses on practical privacy and safeguard issues that may occur before, during, and after instruction or coaching. Topics include learner forms, documents, uploads, emails, online tools, screen sharing, coaching notes, digital records, and situations where private information may be collected, displayed, stored, recorded, or shared. Purpose of the SME Engagement The SME will review the course for accuracy, clarity, completeness, and practical application related to PII, learner data protection, privacy risk, information handling, and safeguard procedures. The goal is to ensure the course reflects responsible information-handling practices and gives educators and coaches clear steps they can apply in real-world settings. Scope of Work The SME will review lessons, examples, scenarios, activities, assessments, checklists, forms, and safeguard procedures related to: PII definitions and risk categories. Highly Sensitive PII, Sensitive PII, Identifying Information, and Personal Financial Information. Learner information risks in classroom, workshop, webinar, online course, and one-on-one coaching settings. Digital exposure risks, including uploads, email attachments, shared folders, screen sharing, screenshots, recordings, transcripts, chat, AI summaries, and online tools. Use of redacted materials, prefilled sample-safe forms, private reflection, summaries, ranges, and approved secure systems. Data minimization, documentation of safeguard actions, and escalation when learner information is exposed or mishandled. The SME will: Identify inaccurate, unclear, incomplete, outdated, or misleading content. Confirm whether examples and scenarios reflect realistic risks faced by educators, coaches, schools, nonprofits, financial institutions, workplace programs, and community programs. Evaluate whether the course provides practical guidance for reducing learner information exposure. Review the course framework: Recognize Risk, Reduce Exposure, Document Safeguards, Teach Responsibly, and Escalate When Needed. Assess whether the course clearly distinguishes group education risks from one-on-one coaching risks. Recommend improvements to lessons, scenarios, activities, pre-tests, post-training surveys, reflection prompts, knowledge checks, and tools. Deliverables 1. Course Review Notes Written comments identifying needed corrections, clarifications, or improvements. 2. PII Risk and Safeguard Gap Review A summary of missing or underdeveloped privacy risks, data-handling concerns, or safeguard procedures. 3. Scenario and Activity Review Feedback on educator scenarios, coaching scenarios, warm-ups, assessments, and learner activities. 4. Final Recommendation Summary A brief summary stating whether the course is ready for final editing or what revisions are still needed. SME Qualifications The SME should have experience in privacy, data protection, cybersecurity, compliance, financial services compliance, education privacy, learner data protection, information security, risk management, consumer protection, financial education, financial coaching, or related professional practice. Experience reviewing training materials, policies, procedures, controls, educational programs, coaching programs, or data-handling processes involving personal or financial information is preferred. Exclusions The SME is not being asked to provide formal legal advice unless separately qualified and engaged to do so. The SME is not responsible for rewriting the full course unless separately agreed. The primary role is to review, identify gaps, provide recommendations, and confirm whether the course appropriately addresses PII and learner data protection issues. Disclaimer The NFEC provides equal opportunity to all applicants. We select individuals based on their merit and value the unique abilities and talents everyone brings to our organization. The NFEC does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.