Need Financial Education Lesson Plans? Gain Access Here.

If financial education lesson plans are what you’ve been searching for, then you are probably already quite familiar with how hard it is to find helpful, engaging resources. Now that you’re here, you can stop worrying, because you have come to the best place. We have developed a succinct guide that details every step one would need to set up a successful financial education course, in an effort to assist both companies and individuals in reaching their full potential.

Here at the NFEC, financial education lesson plans are provided to participants in every part of the world, that uses fully customizable material for any group – no matter how they fit into the world socioeconomically or how old they are.

While these solutions are both highly useful and absorbing, they are also fun to do.

1. Financial Education Lesson Plans in the Real World

Let’s take some time to check out a real-life situation in which these solutions have enabled someone to take advantage of financial education lesson plans in reality:

Lucas supervises 14 employees in a very active call center located near a university, where most of his team members go to school. As their trusted boss, he wanted to show them some helpful financial education lesson plans, but he was at a loss as to where he should start looking. He was hesitant to teach them himself, so he decided to look for some third-party assistance in passing along this incredibly useful information.

After informally speaking with the majority of his employees, he realized that a large part of the group lacked even a basic understanding of the topic, and that they would be best helped with an easy-to-absorb introduction into fundamental money management.

Procedures for Financial Education Lesson Plans Scopes

2. Starting Things Off

His first plan when he embarked on this endeavor was to do it by himself – to help this group with their financial knowledge by holding a series of workshops he designed. He wanted to help them better their individual financial situations as soon as he could, so he believed that bare-bones lesson plans financial education that centered on the basic fundamentals would suffice. Looking toward the future, however, he wished for them to eventually be semi-experts when it comes to personal financial matters.  He also started looking for financial education worksheets on different topics to start distributing.

Management of Financial Education Lesson Plans Choices

3. Establishing the Right Financial Education Lesson Plans Approach

Now that Lucas was settled when it came to his short-term plans and he had a blueprint for the future, he could then focus his attention on the best presentation method for this critical information. What delivery method should he choose? At what pace should he set the education? He was hoping to opt for a self-paced program that was low-pressure, in order to accommodate the team’s wildly different schedules and availability – which drove him to go with an online course that was stimulating enough to avoid the group succumbing to boredom.

Programs for Financial Education Lesson Plans Capabilities

Proficiency of Financial Education Lesson Plans Opportunities

4. Drawing an Educational Roadmap

What Lucas had to do after that was to narrow down the specific areas of focus for his course. As his audience was basically a group of novices when it came to this subject area, he decided to make the financial education lesson plans revolve around simply core ideas of personal money management.

5. Figuring Out a Central Focus

What Lucas needed was an option that could address these subjects through activities that are both interactive and engaging for the students, and one that would function around the group’s clashing individual schedules. For this reason, he opted to select a program that offered a financial education certification to reward participants for their efforts.

Procedures for Financial Education Lesson Plans Expertise

Formation of Financial Education Lesson Plans Qualifications

6. Searching for Help with Lesson Plans Financial Education

Lucas definitely already had the ability to present a structured, point-by-point course, but he was worried that – in execution – it would bore the young and energetic group members. He wanted to include financial education games and activities that engaged his younger audience.  He reach out for help to find an entertaining execution strategy for the lesson plans financial education path he’s chosen. For that reason, he chose to get in contact with a NFEC representative who could provide some assistance.

7. The First Stepping Stone

Of his 14 employees, every single one of them (100%) managed to finish the entire program from start to finish. Of those 14 successful participants, 13 (93%) of them indicated via a post-course questionnaire that they had a “significantly” improved understanding of personal money management concepts. After everything was said and done, Lucas built a full report detailing the results of the course – so that he would be able to demonstrate just how beneficial the program was.

Suggestions for Financial Education Lesson Plans Opportunities

8. The Ever-Crucial Follow-Up

Lucas had understood that this initial portion was just a catalyst, and that this group of young call center employees would require further assistance if they wanted to apply what they learned in the course to their own financial lives. Right away, as the first leg of the course was completed, he individually composed personalized email messages to each of them – congratulating each of them and making sure they realized how important it is to keep learning these concepts so that they can eventually reach their own personal finance targets in life.

In order to help them keep what they learned in their active memories, Lucas decided to give all of them an offer of monthly sessions to follow up on what was learned in the first session. With the prospect of courses like that, he would get the chance to enable them to build even more knowledge on top of the foundation they’ve already established in this topic.

Building a team of financial advisors is a lot like putting together a winning sports team. You must choose a group of professionals with a variety of talents and backgrounds, so their combined expertise is balanced and complementary. The National Financial Educators Council (NFEC) emphasizes the value of a strong team of advisors in its financial literacy lesson plans. Success takes teamwork, and establishing a winning team enables people to invest with the best.

The NFEC, a social enterprise organization dedicated to improving people’s personal finance capabilities, has developed curriculum programs for a wide variety of audiences. The NFEC approach to financial education is holistic and comprehensive. They teach practical lessons that have real-world applicability. For example, they suggest that a solid advisement team should include (at minimum) a tax planner, a financial mentor, a personal development coach, and a network of contacts all working toward financial independence.

At the high school through adult levels, building a strong network forms a key piece of the NFEC financial education curriculum. Having a stable network—according to the NFEC—is essential to a sound investment plan because it helps ensure a steady supply of viable investment options over time.

Good networking simply means gathering contact information from people who may be able to offer input on your investment plan. Friends from school, colleagues and co-workers, fellow club or professional association members, workout partners, and other associates may be part of your network. The best contacts will be those who are interested in investing or goal-oriented toward becoming financially independent. The personal finance lessons members of your network have experienced will be different from your own. Through communication and keeping in touch over time, you can learn from one another. That’s how you build a winning investment team.