Easy Customization of Lesson Plans

When teaching personal finance, it’s important to customize the lessons you teach to best serve your audience’s needs. Creating lesson plans that will appeal to the audience you serve is more effective when you have an understanding of their needs, challenges, and goals.

Of course, with each class you teach there will be a variety of people in attendance; however, you often will find commonalities that can help you create lesson plans that will appeal to the broader group.


Our Material’s Modular Design Allows You to Create Custom Workshops

Or Choose from Our Predesigned Materials

Many people call us looking for “topics” to teach. We suggest building workshops designed around the learners’ current financial situation, life events, or most pressing financial needs. This planning provides the learner with strong reasons to participate and a timely education they can implement in the short-term.

Common Life Stages & Live Event Considerations

The courses listed below are a sample of a few that are provided with the program. Use one of these examples, or easily create your own custom package.

Common Life Stages & Events for Youth & Young Adults

Moving Out on One’s Own
Buying a Car
Going to College
Entering the Job Market
Starting a Savings Plan, etc.

Common Life Stages & Events for Mid-life Adults

Having a Child
Planning for a Major Purchase
Buying a Home
Combining Finances with Partner
Paying off College Loans, etc.

Common Life Stages & Events for Later-life Adults

Transitioning to Retirement
Deciding on Social Security Options
Estate Planning
Paying for Children’s College & Other Purchases

How We Make it “Easy to Create” Custom Workshops – Live Presentations

For those doing live presentations, you have access to the Print on Demand Center (PODC). Simply select the lessons you want to teach and the PODC prints your custom guide in the order selected. Print the material yourself or email the files to your printer for easily customized guides.

Maximum Flexibility

You can print out only the specific lessons that you’ll be teaching. The PODC has a clearly organized table of contents, showing you the activity length and topics covered so you can quickly select lessons that fit your goals and schedule. From a 45-minute workshop to a full-semester course, the PODC and curriculum provides you modular lessons to meet a variety of end goals.

Save Money

Compared to other organizations that charge high fees per student guide, the PODC allows you to make copies at a significantly reduced rate – more than 96% lower than many other programs. It’s our objective to make teaching financial literacy affordable, so you can serve more people.

Environmentally Friendlier

The PODC reduces paper use and energy costs associated with product delivery. Instead of receiving a 400+ -page student guide filled with lessons that won’t be used, you just print the specific lessons you’ll be covering. Of course, you always have the option of purchasing the student guides from us too.

Print Anytime

In the past, we have received calls from financial educators who needed student guides immediately for a class. Now there’s no need for advance notice. You can have a customized student guide printed and in your hands in minutes, not weeks.

Consultant Positioning

While the average financial educator sells organizations on prepackaged workshops, NFEC Patrons act as highly-valued consultants. They take time to understand the needs of the groups they serve, and the PODC provides a solution to print student guides that specifically meet those needs. You can customize the program for your client or audience in just a few minutes.