The Eight Stages of Successful Financial Education Seminars
Are you searching the internet, hoping to find a resource that will help you plan successful financial education seminars? Your search is finally over, my friend! We’ve prepared an in-depth breakdown of all the right steps that will help you reach your goal. Keep reading to find out.
First Glance: Financial Education Seminars
A Real-World Win
The example that follows is a scenario of a working American who, with a bit of help, successfully held helpful financial education seminars:
Danika is the event coordinator for a community organization, where she was recently put in charge of a financial education training program – where she oversees 13 new employees who are all in their early 20s. Many of them are fresh out of college. After she noticed multiple employees coming up to her with personal finance questions, she decided to try and plan a series of financial education seminars that they could participate in. She already had a well-rounded education on the topic at hand, but she quickly understood that she’d need some help if she was to successfully pull these seminars off.
After quickly performing an informal sample survey with some members of the group, she realized that what this group lacked was a basic understanding on the topic.
Goals for Your Financial Education SeminarsDanika understood that her goal for the near term was to help these employees gain an education on personal finance principles that would help them improve their financial lives as soon as possible. Because of the wildly varying availability of everyone in the group, she realized that – at most – each person would be able to participate for about three hours each week. That’s why she was cool with planning more condensed seminars that focused on the basics.
With these financial education seminars, her final goal was for this group to achieve the “Skills and Concepts” level of understanding.
Setting Out: Where Success Begins
After Danika had defined her practical goals, the delivery method was what she needed to decide next. Given this group’s lack of availability, she opted to do achievement-based seminars so they would be motivated to continue through each phase.
Being Sure to Customize
Danika, at that point, needed to figure out a narrower concentration for her financial education seminars. Most of the people in this group were young professionals, so she decided to center the program on credit scores and retirement investing.
Reaching Out for Some Qualified Help
Danika, at that moment in the process, had to find an educator that would be experienced enough to present this material. That’s why she went searching for a presenter that had proven teaching skills and a verifiable track record, on top of a robust level of personal finance knowledge.
The person she chose was an NFEC-Certified Financial Education Instructor.
Why Curriculum Design Matters
Danika would need a solution that would still work smoothly in the face of the inconvenient schedule limitations. With that understanding, she decided to ensure she created a solution that’s broken up into smaller, easy-to-digest modules that can be done whenever.
Visualizing the Results
Out of the 13 new employees, 12 ended up finishing the whole thing with an average improvement rate of 20%. Danika’s next decision was to compile the resulting data and craft a report that she could show her supervisors just how successful her efforts were.
Emphasizing Progress & Success
Danika realized that this group would be able to reach their highest potential if they were to receive ongoing support. When the financial education seminars ended, she made a public post on social media congratulating everyone’s progress.
She decided to continue helping this group by offering follow-up seminars, once per month, so that they could retain and apply what they had already learned.