Financial Education Resources

Teaching basic personal finance lessons is easy; making a measurable impact requires more effort, but can be accomplished. There are important steps you need to consider when designing your program and selecting a financial literacy curriculum to use.

Most financial education resources are focused on lower-order thinking processes, are built to be delivered in lecture format, and do little to prepare people to confidently make effective financial decisions. They fail to address financial sentiment, behaviors, and systems to demonstrate measurable results.

When you set out to teach personal finance, selecting the right education resources is critically important. Financial education resources should be grounded in research-based educational methodologies and real-world application. They should focus not only on knowledge, but also on financial behaviors and establishment of systems to encourage long-term benefit for the learners.

Important Considerations for Financial Literacy Lesson Plans

Backwards Planning. Ensure that the lessons support learners to progress toward pre-defined outcomes.

Active Learning Techniques. Include visual, social, self-regulated, and project-based learning.

Audience Adaptation. Enable instructors to adjust activities to support learners at different levels.

Motivation & Reasons. Help learners determine their personal reasons and motivations for adopting positive financial behaviors.

Ongoing Education. Include long-term follow-up and support to encourage permanent change.

Application. Include activities so students take action on what they learned and practice completing real-world tasks.

Important Considerations for Financial Literacy Lesson Plans

Training Resources

NFEC Learner Framework & Standards for High School, College, & Adults

The NFEC brought together a team of experts, leveraged existing research, and received feedback from hundreds of individual educators and financial professionals to create these frameworks.

Financial Education Standards & Outcomes Kids for PK – 8th Grades

The NFEC brought together a team of experts, leveraged existing research, and received feedback from hundreds of individual educators and financial professionals to create these frameworks.

Educational Methodologies of Personal Finance

The NFEC uses research-based education methodologies to help learners develop positive financial behaviors, acquire financial knowledge, and establish systems that help them work toward stronger financial positions.

National Financial Capability Strategy

Featuring information from over 48 agencies gathered from proceedings documents, agency reports, conference presentations, and peer-reviewed research articles, this whitepaper presents some overall strategies identified by various agencies to guide financial literacy promotion.

Execution Resources

Complimentary Curriculum & Presentation Package

Presentation representing selected lessons from the full curriculum library. All material provided is 100% educational; no advertisements are presented.

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Financial Literacy Curriculum Best Practices Checklist

When you set out to teach personal finance, selecting the right curriculum is critically important. The NFEC has created a best practices checklist to help educators choose materials that match their programming goals.

Complimentary Online Learning Center

The curriculum package includes an online learning option, eVolve, which leverages best practices in online personal finance education, high-grade content, and vivid design to create a unique learning experience.

Full PK – 8th Grade Curriculum & Presentation Package

The NFEC financial literacy curriculum & presentations are relatable, engaging, and fun, yet also meet core educational standards. The NFEC is 100% independent and its resources are purely educational. An expert Curriculum Advisory Board collaborated with the NFEC to create materials that bridge the gap between theory and practice.

Full High School & College Curriculum & Presentation Package

The NFEC financial literacy curriculum & presentations are relatable, engaging, and fun, yet also meet core educational standards. The NFEC is 100% independent and its resources are purely educational. An expert Curriculum Advisory Board collaborated with the NFEC to create materials that bridge the gap between theory and practice.

Full Adult Curriculum & Presentation Package

The NFEC financial literacy curriculum & presentations are relatable, engaging, and fun, yet also meet core educational standards. The NFEC is 100% independent and its resources are purely educational. An expert Curriculum Advisory Board collaborated with the NFEC to create materials that bridge the gap between theory and practice.

Full Online Learning Center Student Access

The curriculum package includes an online learning option, eVolve, which leverages best practices in online personal finance education, high-grade content, and vivid design to create a unique learning experience.

Online Center Learning Management System

Part of a financial educator’s task is to track student progress and results. The NFEC offers detailed analytics to enable this tracking. Real-time activity demonstrating participants’ progress includes activity completion, time spent on lessons, test results, and defined milestones data.

Champion Spotlight

Pavi Lightner

Pavi Lightner was called to start a financial education business and bring people in her community a quality financial literacy education. She built a strong foundation through earning her Certification and gaining access to the NFEC’s curriculum. For her first program, she partnered with the Boys and Girls Club of Metro Richmond. This relationship began with her gaining understanding of the students’ needs and the organization’s goals. She then designed a program that was unique to her audience by using the curriculum Print on Demand Center to customize the lessons for her audience. Her goal was to create lesson plans that infused education into fun, interactive activities. She coined the term “funteractive” for her brand. These goals aligned with the Boys and Girls Club’s long-term outcomes to empower young people – especially those from disadvantaged circumstances – to succeed in life.

Empower the people you serve with financial literacy education resources that provide high-quality content and practical lessons that focus learners on the application of the lessons. Resources chosen should also align with the specific needs of each audience and include suitable scaffolding to support their development to higher-order thinking skill sets.