Shining a Light on Financial Wellness

Empowering Members to Take Control of Their Financial Future

NAR’s Center for REALTOR® Financial Wellness

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Effective financial planning can make or break any agent. Make sure your members know you’ve got their backs when it comes to effective money management. NAR’s Center for REALTOR® Financial Wellness has the tools and resources to help your members strategically set up and build their businesses and position them for long-term success.

This comprehensive program includes monthly webinars, a robust website, annual virtual summits, and special financial planning offers for NAR members. This program is committed to helping all members take the steps they need to achieve financial independence. When you share tips and tools for financial wellness with your members, they know you’re looking after their financial well-being.


Financial Wellness Program Benefits

Member-centric and robust platform offering goal-based financial advice, customized progress charts, a simulation to practice financial decision-making in a risk-free way, timely financial articles, calculators, budget planners, and worksheets. There is no additional cost to access this site.

Monthly webinars for both new and seasoned REALTORS® providing a deeper level of understanding of various financial topics. Members can register for virtual sessions and access the replays at

If your association is interested in working with CFFW to offer an exclusive virtual event for your members, submit a request at

No matter where your members are in life—starting their career, approaching retirement, or somewhere in between—NAR and Morgan Stanley have special offers ad rates on financial planning and investment services. Work with one of Morgan Stanley’s knowledgeable financial advisors to create financial strategies focused on accomplishing major milestones. Learn more.

The Center for REALTOR® Financial Wellness is a valuable resource that helps members prepare for the present—and further down the road. Encourage your members to invest some time learning how to make sure their finances are set to support them now and in the future.

Bookmark and learn more by visiting or email

REALTORS® Commitment to Excellence (C2EX) Financial Wellness Competency

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The REALTORS® Commitment to Excellence (C2EX) program empowers REALTORS® to evaluate, enhance,and showcase their highest levels of professionalism. It's not a course, class, or designation—it's an endorsement that REALTORS® can promote when serving clients or other members. More than 140,000 REALTORS® have made the commitment to their ongoing professional journey.
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REALTORS® must navigate complicated income tax structures, business planning needs, and retirement policies. The C2EX Committee and the NAR Board of Directors recognized the need to support REALTORS® in these areas, approving a brand-new financial wellness competency.

In partnering with the Center for REALTOR® Financial Wellness, this new competency will empower REALTORS® to assess and enhance their own financial profile, giving them the knowledge and confidence to focus on the mission of better serving their clients.

This is the first competency to be added to the REALTORS® Commitment to Excellence (C2EX) program since its launch in 2018.

Look for the new financial wellness competency to roll out as part of the program's fifth anniversary campaign and app launch in November 2023.

Learn more and get started: